Jonathan Knee

133 posts

Jonathan Knee

Jonathan Knee

@Jonathanaknee

Katılım Ekim 2014
11 Takip Edilen349 Takipçiler
Jonathan Knee retweetledi
SpaghettiOnMars
SpaghettiOnMars@bear__hunterrr·
Shilling this wonderfully written book named Platform Delusion by @Jonathanaknee. Love the way the author busts the core delusions surrounding Platform businesses
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Jonathan Knee
Jonathan Knee@Jonathanaknee·
@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
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unSILOed Podcast with Greg LaBlanc
unSILOed Podcast with Greg LaBlanc@UnsiloedPodcast·
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: buff.ly/3G4QPt3
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Samir Arora
Samir Arora@Iamsamirarora·
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
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Jonathan Knee retweetledi
Marcellus Investment Managers
Marcellus Investment Managers@MarcellusInvest·
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! twitter.com/MarcellusInves…
Marcellus Investment Managers@MarcellusInvest

If you are investing (or are planning to) in consumer tech companies you must read Jonathan Knee’s “The Platform Delusion”, our Marcellus Book of the Month. The book questions the moats of FAANG stocks, arguing that they are far weaker than commonly accepted #MarcellusBOTM (1/8)

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AGM
AGM@ConvexityCap·
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
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Jonathan Knee retweetledi
Justin Potts 🔥🧪🏴‍☠️
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
Justin Potts 🔥🧪🏴‍☠️ tweet media
Pasadena, CA 🇺🇸 English
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