- A very good primer on the different ways of thinking about business models, business plans, and business valuations. Lots of gems. The meta-models he lists are:
- ROI vs Cost of Capital
- Loops
- Comparisons (Uber for X)
- Supply chains and alternating commodities
- Tam x Share x Margins
- Company as an options trade (call vs put)
- Multiparty negotiation (labor, capital, management, shareholders, govt)
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