Antifragile Thinking
Sajal KapoorSajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalue
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 545 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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antifragilethinking.substack.comLatest Issues
AXISCADES: What Would Prove the Thesis Wrong?
A Picture and 1000 Words
A year ago, I wrote about what AXISCADES was trying to become. Since then it has agreed to sell its engineering services business to Akkodis for US$237 million, agreed to sell its aerospace services business, signe...
Before You Decide
Five checks between conviction and action.
Six Dots. Five ANDs.
A Framework for Trimming Winners
Note: Audio starts at 0.17 (skip the initial 15 seconds)
Episode 2: The Company at 15
Laurus, Divi's and the evidence hidden in development velocity
Series: The Nonlinear Capital-Lag Framework
The Nonlinear Capital-Lag Framework
Episode 1: The System Before the Stock
Prefer to listen? The full audio walkthrough of all 8 slides (~55 minutes) is at the end of this post.
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Authors
The writers behind this newsletter.
Author: The Investor's Mind, Framing Business Uncertainty. Exploring how judgement breaks and building frameworks to improve it across markets and life. No investment advice. DMs ONLY for login issues. No stock-specific questions. Ask publicly.
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