Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Roll-ups and serial acquirers

Business models

Companies that compound by buying small businesses repeatedly. The good modern work is broker research and blog writing on Constellation Software and the Nordic acquirers rather than books.

Books 9Experts 1Recommenders 15

Start here

  1. The OutsidersWilliam N. Thorndike, 2012
  2. Lessons from the TitansScott Davis, Carter Copeland, Rob Wertheimer, 2020
  3. The Synergy TrapMark L. Sirower, 1997
The OutsidersThe Outsiders
T1 The Outsiders
William N. Thorndike · 2012
Open LibraryGoodreads

Eight CEOs who beat the market by allocating capital, not by running operations.

“…books I've recommended, highlighted to death, or forced on friends.” — Andrew Wilkinson

Source: Andrew Wilkinson's Bookshelf, neverenough.com

Recommended by: Andrew Wilkinson, Dan Loeb, Francois Rochon and 12 others

The Making of a BlockbusterThe Making of a Blockbuster
T3 The Making of a Blockbuster
Gail DeGeorge · 1995
Open LibraryGoodreads

The one dedicated book: Huizenga's roll-up and the sale to Viacom.

“The Wayne Huizenga Story. On my Top Ten List. Awesome. An inspiration.” — Mohnish Pabrai

Source: Mohnish's Bookshelf — Books on Entrepreneurship, Management and Leadership, entry 270

Recommended by: Mohnish Pabrai

The Synergy TrapThe Synergy Trap
T3 The Synergy Trap
Mark L. Sirower · 1997
Open LibraryGoodreads

Why acquirers overpay: the premium is a promise of gains most never deliver.

Mastering the MergerMastering the Merger
T3 Mastering the Merger
David Harding, Sam Rovit · 2004
Open LibraryGoodreads

Bain's evidence that frequent small deals beat occasional large ones.

Deals from HellDeals from Hell
T3 Deals from Hell
Robert F. Bruner · 2005
Open LibraryGoodreads

Why mergers fail; the break risk an arbitrageur underwrites.

HBR Guide to Buying a Small BusinessHBR Guide to Buying a Small Business
T3 HBR Guide to Buying a Small Business
Richard S. Ruback, Royce Yudkoff · 2017
Open LibraryGoodreads

How to search for, buy and run a small business as its owner-manager.

Lessons from the TitansLessons from the Titans
T3 Lessons from the Titans
Scott Davis, Carter Copeland, Rob Wertheimer · 2020
Open LibraryGoodreads

Sell-side analysts comparing Boeing, GE, Honeywell and Danaher.

Recommended by: Patrick O'Shaughnessy

1,000 Dollars and an Idea1,000 Dollars and an Idea
T4 1,000 Dollars and an Idea
Sam Wyly · 2008
Open LibraryGoodreads

Entrepreneur's memoir of building and selling successive companies

Recommended by: Mohnish Pabrai

Buy Then BuildBuy Then Build
T4 Buy Then Build
Walker Deibel · 2018
Open LibraryGoodreads

Why buying a small business beats starting one, and how to find, fund and buy it.

More business models

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