Zoltan Pozsar has released his latest piece - highly recommended reading.
https://plus2.credit-suisse.com/shorturlpdf.html?v=5h1o-YP34-V&t=-6f9o9gxfcir9ldit6fbbldzzx
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Hvis du ligesom jeg, er interesseret i SaaS og cloud virksomheder, så har jeg en opfordring til dig!
Hver fredag modtager jeg et datadrevet ugentligt nyhedsbrev fra Clouded Judgement skrevet af Jamin Ball, som kommenterer på seneste valuation trends og udviklingen i operating metrics blandt disse software virksomheder.
Tjek det ud her: https://cloudedjudgement.substack.com/
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Nu er dette jo ikke helt 1-1 aktierelevant, men jeg snublede i går aftes over en ret spændende tråd på LinkedIn med INSEADS, det anerkendte franske universitet, top læringsressourcer gennemgået af finfluencer Pavan Sathiraju. Det er et ret let content, men giver et godt generelt fundament.
Finance
- [1] How banks make money: Why HDFC is the BEST Bank in INDIA? | How Banks make money | Finance with @PavanSathiraju - YouTube
- [2] How to read a quarterly report from a bank: Fundamental analysis of Banks | Best Private bank to INVEST? | HDFC, Kotak, & ICICI Q3 2023 Results - YouTube
- [3] Valuation issues in the MamaEarth IPO: Business Case: Why MamaEarth IPO is not a great Idea | Analysis | @PavanSathiraju - YouTube
Marketing
- [1] Branding lessons from Kia’s marketing strategy in India: How did KIA win Indian customer? | Case Study | Branding Lessons | Study Material - YouTube
- [2] Advertising lessons from the “Elon Musk Twitter Saga”: Brand Management - Companies pausing their ad campaigns on Twitter | Business Lessons - YouTube
- [3] Digital marketing concepts: Learn digital marketing concepts taught in MBA | Digital marketing roles available for freshers - YouTube
Strategy (introductionary)
- [1] DMart’s business strategy: DMart Quarterly Results Analysis 2023 & Business Model | Case study | @PavanSathiraju - YouTube
- [2] How Mobile Premier League is building a business empire: Business Case: How MPL is building a gaming Empire for the World | MPL Earn Money | @PavanSathiraju - YouTube
- [3] Paytm business strategy: How Paytm made 2000 Crores in 3 months? Paytm Business Strategy & Revenue Model | Pavan Sathiraju - YouTube
Leadership
- [1] Leadership communication principles: Ex-McKinsey Consultant explains How to Communicate |@PavanSathiraju - YouTube
- [2] McKinsey & BCG & Bain - communications tactics: Why is communication such an important skill? How do MBB consultants communicate? - YouTube
Operations and Supply Chain
- [1] PharmaEasy disrupting pharma supply chain: Business case study: E-pharmacies @PavanSathiraju - YouTube
- [2] How EV industry’s success is dependent on supply chain efficiencies: Electric Vehicles will change the world. BUT | Case study | EV | @PavanSathiraju #electricvehicles - YouTube
- [3] Manufacturing concepts based on TSMC’s investment in Arizona: Why is the 17th LARGEST COMPANY in the WORLD investing in growth NOW? | Business Lessons - YouTube
Hertil også M&A som en lille bonus 
- [1] Why Tata - Bisleri acquisition didn’t go through: Why did Tata Bisleri acquisition deal collapse? | Tata Consumer and Bisleri | Bisleri News - YouTube
- [2] Largest Merger in cosmetic market explained: Largest Merger in Cosmetic Market - Why Estee Lauder acquired Tom Ford?| Business Lessons with Pavan - YouTube
- [3] Why layoffs happen when mergers happen (Vedantu): Why Layoffs and Mergers happen at the same time? | Vedantu | Pavan Sathiraju #shell #bankofamerica - YouTube