Our discussion with Jonathan Knee for the Value Investing with Legends podcast is now out. Jonathan discusses The Platform Delusion and the Intricacies of Digital and Analog Platforms @CenterDodd@Columbia_Biz
https://t.co/1xknxqoDHS
Shilling this wonderfully written book named Platform Delusion by @Jonathanaknee. Love the way the author busts the core delusions surrounding Platform businesses
@JoshRosner@BusinessInsider unfortunately this only confirms the deficiencies in your research highlighted in the review
1) I represented McGraw Hill AGAINST Apollo in that decade-ago transaction. Obviously not a conflict.
2) My association as senior advisor at Evercore was always disclosed
A new book by a Pulitzer Prize winner unsuccessfully tries to take down the private equity industry and fixates on Leon Black. Here's what it gets wrong. https://t.co/bwYHNsdhzJ via @businessinsider
In this episode, Jonathan Knee (@Jonathanaknee ) and Greg discuss business strategy and how it looks different in the modern era. Jonathan also emphasizes the role of vertical specialization and what qualifies as a platform. Check the full episode at: https://t.co/yuYSzbRjSG
Please help us wish a very HAPPY BIRTHDAY to freshman, Vivienne Knee!!! We hope you have an incredible GAME DAY BIRTHDAY, @KneeVivienne!!! #birthday#ny#three
Best books read in 2022- that I remember.
a) Platform Delusion by Jonathan Knee
b) Money Men by Dan McCrum
c) Freezing Order by Bill Browder
d) Boundless by Nick Kostov & Sean Mclain
Still Reading but good so far : Chip War by Chris Miller
Feb: “The Platform Delusion: Who Wins and Who Loses in the Age of Tech Titans” by Jonathan Knee.
The book questions the moats of FAANG stocks, arguing that they are far weaker than commonly accepted. And we all know what's happened in the last few months!
https://t.co/aMOojD8ojD
Complexity - M. Mitchell Waldrop
The Platform Delusion - J. Knee
Accidental Investment Banker - J. Knee
Trade Wars are Class Wars - M. Klein / @michaelxpettis
The Psychology of Money - @morganhousel
Limitless - J. Kwik
Rich People Poor Countries - C. Freund
Platform delusion has been the no 1 read this year — far better than any other tech book about heroics or nostalgia. Scout mindset is probably no 2 because of the clear analytic philosophy background of the author