One Step Up Issue #6
This week, we look at Yen Liow on Mastery, competitive advantages, what Bayes Theorem has to teach us, lessons from Seth Klarman, India's Banking sector, Platform businesses and more
Experimenting with a new format for the newsletter this week - do let me know your thoughts below.
Moving on to this week’s interesting reads.
Amazon goes from being just another marketplace for e-books to a publisher
Can Indian Banking Sector Rebound Like The Swedish of 1990’s
A few notes from Yen Liow’s talk titled - Mastery: Learning How To Learn
Opportunities will always arise for people who are prepared and have the fortitude to find opportunity. Times will be uncertain, but you will get through this.
You have to learn in dog years, in order to compete at a high level early in your career. Train and refine your investment style.
Become a highly functional, committed, learning machine.
Everything you seek or want from life lives just outside your comfort zone.
11:25-13:00 has to be my most favorite part where Yen talks about one’s relationship with pain.
Try to pick unfair fights.
Master deconstruction of problems and then mold the game to your strengths - learn how to invert
Yen Liow is an investor/fund manager at Aravt Global.
I’m going to refrain from putting more here and encourage you to listen to Yen speak himself!
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Till next time.
