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WSO Free Modeling Series - Now Open Through
April 30, 2024
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
A must read if you’re interested in tech. He’s very widely read in the industry. I don’t always agree with his takes but they’re always very thoughtful and well reasoned.
Awesome.
Listened to him on the Knowledge Project and was incredibly intrigued by his mental models and ability to break down business models to their first principals / fundamentals.
Thanks for the perspective here!
Any other must-reads that come to mind, whether it be in tech or any other industries that you cover? I've enjoyed reading Matt Levine and Turner Novak more recently, but always looking for additional content.
https://technically.substack.com/
Thank you for sharing this. I can't stop reading it!
Wow this was so helpful! I finally understood what GraphQL was after reading the explanation.
So, so good. He is a good sensemaker - he identifies "something" going on in the world, and then develops a thesis behind why it's happening, and what that means for everyone who might be adjacent.
In my opinion some of his writing is dense and it's not the best "onboarding" into the tech ecosystem, but tbh that's not his target audience anyways. Regardless, he's arguably the most respected tech analyst and has one of - if not the most - popular tech blog amongst folks in VC and tech. Packy is up there too, but he makes it very clear that Ben Thompson was the primary inspiration behind Not Boring.
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