Appendix G: Recommended Resources¶

Purpose: Curated list of 100+ essential resources for deepening strategy knowledge: books, blogs, podcasts, courses, and data sources.

Part 1: 50 Essential Books¶

Strategy Foundations (10 Books)¶

1. Good Strategy Bad Strategy by Richard Rumelt (2011) Definitive guide to what strategy actually is. The Strategy Kernel (diagnosis, guiding policy, coherent actions) framework. Ruthless in exposing bad strategy (goals masquerading as strategy, fluff, failure to face challenges). Essential reading. [Ch 1: What Strategy Actually Is]

2. Competitive Strategy by Michael E. Porter (1980) The foundation of modern strategy. Five Forces, generic strategies (cost leadership, differentiation, focus), value chain. Dense but authoritative. [Ch 3, 7, 15]

3. Competitive Advantage by Michael E. Porter (1985) Sequel to Competitive Strategy. Deep dive into value chain analysis and implementing competitive strategies. [Ch 15]

4. 7 Powers: The Foundations of Business Strategy by Hamilton Helmer (2016) Modern framework identifying seven sources of power: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resource, Process Power. Concise, practical, quantitative. Highly recommended. [Ch 15, 16]

5. Playing to Win by A.G. Lafley and Roger L. Martin (2013) P&G CEO and strategist on making strategic choices. Five questions framework. Accessible, practical. [Ch 1]

6. Understanding Michael Porter by Joan Magretta (2012) Best introduction to Porter's work. Clarifies misconceptions, provides examples. Easier than reading Porter directly. [Ch 3, 15]

7. Only the Paranoid Survive by Andy Grove (1996) Intel CEO on strategic inflection points - when industry fundamentals change. How to detect and navigate transitions. [Ch 17, 30]

8. Blue Ocean Strategy by W. Chan Kim and Renée Mauborgne (2005) Creating uncontested market space through value innovation. Four Actions Framework (Eliminate, Reduce, Raise, Create). Examples: Cirque du Soleil, Southwest Airlines. Inspiring but requires careful application. [Ch 22]

9. The Lords of Strategy by Walter Kiechel (2010) History of strategy consulting and how BCG, McKinsey, Bain shaped business thinking. Provides context for frameworks. [General]

10. Your Strategy Needs a Strategy by Martin Reeves, Knut Haanaes, Janmejaya Sinha (2015) BCG framework matching strategy approaches to business environments (Classical, Adaptive, Visionary, Shaping, Renewal). [Ch 1, 27]

Competitive Advantage & Moats (8 Books)¶

11. Competition Demystified by Bruce Greenwald and Judd Kahn (2005) Investor perspective on competitive advantage. Barriers to entry, supply/demand side economies of scale. Clear, quantitative. [Ch 15, 16]

12. The Innovator's Dilemma by Clayton Christensen (1997) Classic. Why great companies fail: rational resource allocation favors sustaining over disruptive innovation. Low-end and new-market disruption patterns. [Ch 17]

13. The Innovator's Solution by Clayton Christensen and Michael Raynor (2003) Follow-up to Dilemma. How to create disruptions, jobs-to-be-done framework introduction. [Ch 17]

14. Competing Against Luck by Clayton Christensen, Taddy Hall, Karen Dillon, David Duncan (2016) Full treatment of Jobs-to-be-Done framework. How to understand what customers hire products to do. [Ch 6]

15. The Four Steps to the Epiphany by Steve Blank (2005) Customer development methodology. How to test and validate business models before scaling. Foundation of Lean Startup. [Ch 6, 28]

16. The Outsiders by William Thorndike (2012) Eight CEOs with exceptional capital allocation track records. How great allocators think about M&A, dividends, buybacks, reinvestment. [Ch 24]

17. Value Migration by Adrian Slywotzky (1996) How value shifts between industries and business models. Business design thinking. [Ch 14]

18. The Profit Zone by Adrian Slywotzky and David Morrison (1997) 23 business model patterns that create profit. How to position for value capture. [Ch 8]

Business Models & Innovation (9 Books)¶

19. Business Model Generation by Alexander Osterwalder and Yves Pigneur (2010) Visual masterpiece. Business Model Canvas framework with 9 building blocks. Practical workshops and examples. Beautiful design. [Ch 8, Appendix B]

20. The Lean Startup by Eric Ries (2011) Build-Measure-Learn cycle, validated learning, MVP (minimum viable product). How to reduce risk in innovation. Startup essential. [Ch 28]

21. Zero to One by Peter Thiel with Blake Masters (2014) Contrarian thinking on startups and innovation. Monopoly vs. competition, technology vs. globalization, secrets. Thought-provoking. [Ch 2, 18]

22. Crossing the Chasm by Geoffrey Moore (1991) Technology adoption lifecycle. Gap between Early Adopters and Early Majority. How to cross with whole product, positioning, and go-to-market. Tech marketing classic. [Ch 5, 22]

23. Platform Revolution by Geoffrey Parker, Marshall Van Alstyne, Sangeet Paul Choudary (2016) Comprehensive platform business model guide. Network effects, multi-sided markets, governance. [Ch 10]

24. Platform Scale by Sangeet Paul Choudary (2015) Platform design thinking. Core interaction, producer/consumer dynamics, curation. Tactical. [Ch 10]

25. The Cold Start Problem by Andrew Chen (2021) Best book on network effects. How to solve cold start, achieve critical mass, sustain growth. Data from Uber, Zoom, LinkedIn. Practical playbooks. [Ch 10]

26. Blitzscaling by Reid Hoffman and Chris Yeh (2018) Prioritizing speed over efficiency in winner-take-all markets. When and how to blitzscale. Lightning Rounds interviews with tech founders. [Ch 18, 21]

27. The Hard Thing About Hard Things by Ben Horowitz (2014) Honest account of startup/scaleup challenges. Management, culture, tough decisions. No BS. [Ch 21, 29]

Financial & Unit Economics (7 Books)¶

28. Financial Intelligence by Karen Berman and Joe Knight (2006) Non-finance managers' guide to P&L, balance sheet, cash flow. Clear, practical. [Ch 24]

29. Valuation by McKinsey & Company (Koller, Goedhart, Wessels) (7^th ed, 2020) Authoritative DCF valuation text. Dense but comprehensive. For serious practitioners. [Ch 24, 27]

30. Expectations Investing by Michael Mauboussin and Alfred Rappaport (2021) Reverse-engineering market expectations from stock price. What growth/margins are priced in? [Ch 24]

31. The Little Book of Valuation by Aswath Damodaran (2011) Concise valuation guide by NYU professor. Accessible introduction. [Ch 24]

32. Accounting for Value by Stephen Penman (2010) How to read financial statements for investing/strategy. Quality of earnings, sustainable growth. [Ch 24]

33. The Essays of Warren Buffett compiled by Lawrence Cunningham (multiple editions) Buffett's shareholder letters organized by topic. Moats, capital allocation, management, valuation. Timeless wisdom. [Ch 16, 24]

34. The Five Rules for Successful Stock Investing by Pat Dorsey (2004) Morningstar approach to moats and valuation. Accessible frameworks. [Ch 16]

Execution & Organization (8 Books)¶

35. Execution by Larry Bossidy and Ram Charan (2002) Strategy-execution gap. How leaders drive results through people, strategy, and operations processes. [Ch 28]

36. The Effective Executive by Peter Drucker (1967) Timeless classic. How executives get right things done: time management, contribution focus, strengths. [Ch 28]

37. High Output Management by Andy Grove (1983) Intel CEO's management system. OKRs origin, managerial leverage, one-on-ones. Essential for managers. [Ch 28, 29]

38. Measure What Matters by John Doerr (2018) OKRs (Objectives and Key Results) framework and case studies (Google, Intel, Gates Foundation). How to align organization. [Ch 28]

39. The Innovator's Method by Nathan Furr and Jeff Dyer (2014) Systematic innovation process for established companies. Testing assumptions, pivoting. [Ch 28, 30]

40. The Lean Product Playbook by Dan Olsen (2015) Product-market fit framework. Target customer, value proposition, MVP, testing. Practical. [Ch 6, 28]

41. Amp It Up by Frank Slootman (2022) Snowflake CEO on raising performance bar: tempo, focus, intensity. Short, sharp, opinionated. [Ch 28]

42. No Rules Rules by Reed Hastings and Erin Meyer (2020) Netflix culture: talent density, candor, freedom & responsibility. Unconventional but powerful. [Ch 29]

Indian Business Context (8 Books)¶

43. The New Billionaires of Asia by Greg Vanderbeek (2021) Profiles of Asian entrepreneurs including Indians (Adani, Premji, Byju's). Growth strategies in emerging markets. [Ch 31]

44. From Pony to Unicorn by Sanjeev Bikhchandani (Naukri.com founder) (2020) Indian internet entrepreneur journey. Bootstrapping, patience, India-specific lessons. [Ch 31, 32]

45. The Tatas by Girish Kuber (2019) History of India's most respected conglomerate. Values-driven business, strategic evolution. [Ch 31]

46. Ambani & Sons by Hamish McDonald (2010) Reliance Industries story - Dhirubhai to Mukesh. Controversial but insightful on Indian business ecosystem. [Ch 31]

47. Winning in Emerging Markets by Tarun Khanna and Krishna Palepu (2010) HBS professors on strategy in institutional voids. Relevant for India, China, Latin America. [Ch 31]

48. Big Billion Startup by Mihir Dalal (2019) Flipkart story. Indian e-commerce competition, Walmart acquisition. Well-researched journalism. [Ch 31, 32]

49. Unlocking Unicorn Secrets by Apoorv Ranjan Sharma (2021) Indian startup ecosystem. Profiles of Zerodha, OfBusiness, Meesho, etc. Founder interviews. [Ch 32]

50. Superfast Primetime Ultimate Nation by Adam Roberts (2017) Modern India's political economy. Context for understanding business environment. [Ch 31]

Part 2: Top Blogs & Newsletters (25)¶

Strategy & Business (10)¶

51. Stratechery by Ben Thompson

• URL: stratechery.com
• Best strategy writing online. Tech business models, aggregation theory, platform economics. Daily Updates ($15/month) and free Weekly Articles.
• Topics: Apple, Amazon, Google, Netflix, Microsoft, Meta - dissecting every strategic move.

52. Not Boring by Packy McCormick

• URL: notboring.co
• Long-form deep dives on companies and trends. Optimistic tech perspective. Well-researched, engaging writing.
• Examples: Stripe, Shopify, Compound Startup, Metaverse

53. The Generalist by Mario Gabriele

• URL: thegeneralist.com
• Sunday Briefings on companies/trends. Exceptional research quality. Interviews with founders/investors.
• Examples: Nubank, Figma, OpenAI, Notion

54. Margins by Ranjan Roy and Can Duruk

• URL: margins.substack.com
• Business model analysis with humor. Retail, restaurants, consumer goods focus.

55. Diff by Byrne Hobart

• URL: diff.substack.com
• Daily finance and technology commentary. Contrarian takes, excellent writing.

56. Net Interest by Marc Rubinstein

• URL: netinterest.substack.com
• Financial services strategy and analysis. Banking, fintech, payments. Data-rich.

57. SaaS CXO by Debjani Biswas

• URL: saascxo.substack.com
• SaaS metrics, benchmarks, go-to-market. Practical for SaaS operators.

58. Felix's Newsletter by Felix Jamestin

• URL: felix-jamestin.com
• Tech business models and unit economics analysis.

59. Tanay Jaipuria's Newsletter

• URL: tanayj.substack.com
• Consumer internet, fintech, India focus. Former Lightspeed investor.

60. Khe Hy

• URL: radreads.co
• Career, productivity, business thinking. Unconventional perspectives.

Indian Business & Startups (8)¶

61. Finshots by Finology

• URL: finshots.in
• Best Indian business news summary. Daily 3-minute read explaining business news in simple terms. Free.

62. Ken (The Ken)

• URL: the-ken.com
• Deep investigative journalism on Indian and Asian tech/business. Subscription: $12/month. High quality.
• Long-form stories on Byju's, Paytm, Ola, Flipkart, etc.

63. Inc42

• URL: inc42.com
• Indian startup news and analysis. Daily newsletter, funding tracker.

64. Entrackr

• URL: entrackr.com
• Breaking news on Indian startups, funding, M&A. Fast, accurate.

65. CapTable by Sajith Pai (Blume Ventures)

• URL: captable.substack.com
• Thoughtful essays on Indian tech ecosystem. VC perspective.

66. Tigerfeathers by Ashish Sinha

• URL: tigerfeathers.substack.com
• Indian consumer tech and fintech analysis.

67. Pulp Strategy by Satyam Singhania

• URL: pulpstrategy.substack.com
• Business strategy applied to Indian companies.

68. Karthik's Newsletter (Karthik Reddy, Blume Ventures)

• URL: karthik-reddy.com
• Indian VC and startup ecosystem insights.

Investing & Finance (7)¶

69. Mauboussin on Strategy by Michael Mauboussin (Counterpoint Global)

• URL: morganstanley.com (research section)
• Academic-quality research on strategy, valuation, decision-making. Annual reports. Essential.

70. Prof Aswath Damodaran's Blog (NYU Stern)

• URL: aswathdamodaran.blogspot.com
• Valuation, corporate finance, market commentary. Data downloads (industry averages, multiples).

71. Acquired Podcast (written summaries) by Ben Gilbert and David Rosenthal

• URL: acquired.fm
• Deep-dive company histories. Written companion pieces to podcast.

72. Collaborative Fund by Morgan Housel

• URL: collaborativefund.com/blog
• Behavioral finance, investing psychology. Author of "The Psychology of Money."

73. Economic Times (India)

• URL: economictimes.indiatimes.com
• Leading Indian business newspaper. Daily updates, company analysis, policy news.

74. Mint (India)

• URL: livemint.com
• Business news and personal finance. Quality Indian journalism.

75. Business Standard (India)

• URL: business-standard.com
• Indian business news, policy, markets.

Part 3: Podcasts (15)¶

Business & Strategy (8)¶

76. Acquired

• Hosts: Ben Gilbert, David Rosenthal
• Description: Best business podcast. 2-5 hour deep dives on company histories (LVMH, Costco, Nike, Berkshire Hathaway). Exceptional research.
• Episodes: 200+
• URL: acquired.fm

77. Invest Like the Best

• Host: Patrick O'Shaughnessy (O'Shaughnessy Asset Management)
• Description: Interviews with investors, operators, thinkers. Business models, investing, decision-making.
• Episodes: 300+
• URL: investorfieldguide.com/podcast

78. Business Breakdowns

• Host: Patrick O'Shaughnessy (Colossus family)
• Description: Deep dives on specific companies (Ferrari, Hermès, Visa, Costco). Business model analysis.
• Episodes: 100+
• URL: businessbreakdowns.com

79. The Knowledge Project

• Host: Shane Parrish (Farnam Street)
• Description: Mental models, decision-making, strategy. Guests from business, academia, military.
• Episodes: 150+
• URL: fs.blog/knowledge-project

80. The Prof G Pod

• Host: Scott Galloway (NYU Stern)
• Description: Tech business strategy, market analysis. Opinionated, entertaining, data-driven.
• Episodes: 300+
• URL: profgpod.com

81. Masters of Scale

• Host: Reid Hoffman (LinkedIn co-founder, Greylock)
• Description: How companies scale from 0 to millions. Founder interviews (Airbnb, Netflix, Facebook).
• Episodes: 150+
• URL: mastersofscale.com

82. a16z Podcast

• Host: Andreessen Horowitz (various)
• Description: Tech trends, business models, innovation. VC firm podcast, high quality guests.
• Episodes: 1,000+
• URL: a16z.com/podcasts

83. Founder's Field Guide

• Host: Patrick O'Shaughnessy (Colossus family)
• Description: Founder journeys, company building, product-market fit.
• Episodes: 100+
• URL: foundersfieldguide.com

Indian Business & Tech (4)¶

84. The Seen and the Unseen

• Host: Amit Varma
• Description: Long-form conversations (3-5 hours) on Indian economics, politics, society. Occasional business topics.
• Episodes: 300+
• URL: seenunseen.in

85. All-In Podcast

• Hosts: Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg
• Description: Tech, business, markets, politics. Opinionated, debates. Some India/Asia coverage.
• Episodes: 150+
• URL: allinpodcast.co

86. Blume Podcast (Blume Ventures)

• Host: Sajith Pai
• Description: Indian startup ecosystem. Founders, VCs, ecosystem builders.
• Episodes: 100+
• URL: blume.vc/podcast

87. Yours Productly (ProductNation)

• Hosts: Various
• Description: Indian product companies (SaaS, B2B). Founder stories.
• Episodes: 50+
• URL: productnation.co

Finance & Investing (3)¶

88. Capital Allocators

• Host: Ted Seides (Capital Allocators)
• Description: Institutional investors, asset allocators, money managers. Finance-heavy.
• Episodes: 300+
• URL: capitalallocatorspodcast.com

89. We Study Billionaires

• Host: The Investor's Podcast Network (Stig Brodersen, Preston Pysh)
• Description: Value investing, business analysis, billionaire strategies.
• Episodes: 500+
• URL: theinvestorspodcast.com

90. The Tim Ferriss Show

• Host: Tim Ferriss
• Description: High performers from business, sports, arts. Tactics, habits, mindsets. Some business strategy.
• Episodes: 700+
• URL: tim.blog/podcast

Part 4: Online Courses (10)¶

Business Strategy (5)¶

91. Strategy Simplified (Coursera) - University of Virginia Darden

• Description: Porter's Five Forces, competitive advantage, strategic analysis
• Length: 4 weeks, free audit
• URL: coursera.org/learn/uva-darden-strategy-simplified

92. Business Strategy Specialization (Coursera) - University of Virginia Darden

• Description: 5-course series covering foundations, competitive advantage, innovation
• Length: 3 months
• URL: coursera.org/specializations/business-strategy

93. Strategic Management (MIT OpenCourseWare) - MIT Sloan

• Description: Full MBA course materials (lecture notes, cases, readings). Free.
• URL: ocw.mit.edu

94. Strategy for Leaders (Y Combinator)

• Description: Videos and readings on startup strategy
• URL: ycombinator.com/library

95. Reforge Programs

• Description: Growth, Product, Marketing, Leadership courses for operators. Expensive ($2K+) but high quality. Waitlist.
• Programs: Growth, Product-Market Fit, Retention, Monetization
• URL: reforge.com

Financial Analysis (3)¶

96. Financial Accounting (Coursera) - Wharton

• Description: Reading financial statements, ratio analysis. Prof Brian Bushee.
• Length: 4 weeks
• URL: coursera.org/learn/wharton-accounting

97. Valuation (Coursera) - NYU Stern (Aswath Damodaran)

• Description: DCF valuation from the master. Free audit.
• Length: 5 weeks
• URL: coursera.org/learn/valuation

98. Finance for Non-Financial Professionals (LinkedIn Learning)

• Description: Quick P&L, balance sheet, cash flow primer
• Length: 2 hours
• URL: linkedin.com/learning

Business Models & Execution (2)¶

99. How to Start a Startup (Y Combinator)

• Description: CS183B (Stanford). Videos featuring Sam Altman, Peter Thiel, Reid Hoffman, Paul Graham. Free, essential for founders.
• Length: 20 lectures
• URL: ycombinator.com/library/how-to-start-a-startup

100. Lean Launchpad (Udacity) - Steve Blank

• Description: Customer development, business model canvas, testing assumptions
• Length: 10 weeks
• URL: udacity.com/course/lean-launchpad

Part 5: Research & Data Sources (15)¶

Company Information¶

101. SEC EDGAR (US Public Companies)

• Description: 10-K (annual), 10-Q (quarterly), 8-K (events), S-1 (IPO) filings
• URL: sec.gov/edgar
• Essential for US company research

102. BSE/NSE (Indian Public Companies)

• Description: Annual reports, quarterly results, corporate announcements
• URL: bseindia.com, nseindia.com

103. Company Investor Relations Pages

• Description: Annual reports, earnings calls, presentations directly from companies
• Access: [companyname].com/investor-relations

104. Crunchbase

• Description: Startup funding, valuations, founders, investors
• URL: crunchbase.com (free tier limited)

105. PitchBook

• Description: Private company data, VC/PE deals, valuations. Expensive institutional subscription.
• URL: pitchbook.com

Market Research & Data¶

106. Statista

• Description: Statistics and market data across industries
• URL: statista.com (limited free, subscription $50+/month)

107. IBISWorld

• Description: Industry research reports (market size, growth, trends, players)
• URL: ibisworld.com (expensive, often available via university libraries)

108. Gartner / Forrester

• Description: Tech industry research, market sizing (e.g., TAM for SaaS categories)
• URL: gartner.com, forrester.com (institutional subscriptions)

109. CB Insights

• Description: Tech trends, market maps, unicorn tracker, M&A data
• URL: cbinsights.com (subscription $300+/month)

110. SimilarWeb

• Description: Website traffic, app downloads, digital metrics
• URL: similarweb.com (free tier available)

Indian Market Data¶

111. TRAI (Telecom Regulatory Authority of India)

• Description: Telecom subscriber data, market share, tariffs
• URL: trai.gov.in

112. RBI (Reserve Bank of India)

• Description: Banking, NBFC data, monetary policy, financial stability reports
• URL: rbi.org.in

113. SEBI (Securities and Exchange Board of India)

• Description: Securities market data, mutual funds, investor protection
• URL: sebi.gov.in

114. NPCI (National Payments Corporation of India)

• Description: UPI transaction data, RuPay statistics
• URL: npci.org.in

115. Economic Survey of India

• Description: Annual government report on Indian economy, sector trends
• URL: indiabudget.gov.in/economicsurvey

Quick Reference: Best Resources by Topic¶

For Startups¶

• Books: #21 Lean Startup, #24 Platform Revolution, #25 Cold Start Problem, #99 How to Start a Startup
• Blogs: #52 Not Boring, #61 Finshots, #63 Inc42
• Podcasts: #76 Acquired, #81 Masters of Scale

For Strategy Consulting / Corporate Strategy¶

• Books: #1 Good Strategy Bad Strategy, #2-3 Porter, #4 7 Powers, #8 Blue Ocean
• Blogs: #51 Stratechery, #69 Mauboussin
• Courses: #91-92 Strategy courses

For Product Managers¶

• Books: #15 Four Steps to the Epiphany, #22 Crossing the Chasm, #40 Lean Product Playbook
• Courses: #95 Reforge, #99 How to Start a Startup
• Podcasts: #82 a16z

For Investors (VC/PE/Public Markets)¶

• Books: #16 The Outsiders, #29 Valuation, #33 Warren Buffett Essays, #34 Five Rules
• Blogs: #69 Mauboussin, #70 Damodaran, #72 Collaborative Fund
• Podcasts: #77 Invest Like the Best, #88 Capital Allocators, #89 We Study Billionaires

For Indian Context¶

• Books: #43-50 (Indian business section)
• Blogs: #61 Finshots, #62 The Ken, #63-68 (Indian startup blogs)
• Podcasts: #84 Seen and Unseen, #86 Blume Podcast
• Data: #111-115 (Indian regulatory and government sources)

For SaaS / Tech Business Models¶

• Books: #21 Lean Startup, #24 Platform Revolution, #26 Blitzscaling
• Blogs: #51 Stratechery, #57 SaaS CXO
• Podcasts: #76 Acquired, #78 Business Breakdowns

For Finance & Unit Economics¶

• Books: #28 Financial Intelligence, #31-32 Valuation books
• Courses: #96-98 (Financial accounting and valuation)
• Blogs: #66 Netinterest

How to Build Your Learning Curriculum¶

Beginner (0-1 Year in Strategy)¶

1. Start with: #1 Good Strategy Bad Strategy, #4 7 Powers, #28 Financial Intelligence
2. Subscribe to: #61 Finshots (India), #51 Stratechery (global)
3. Listen to: #76 Acquired (pick 3-5 episodes on companies you know)
4. Take: #91 Strategy Simplified (Coursera)

Intermediate (1-3 Years)¶

1. Add: #2 Porter Competitive Strategy, #12 Innovator's Dilemma, #24 Platform Revolution
2. Subscribe to: #52 Not Boring, #62 The Ken, #69 Mauboussin research
3. Listen to: #77 Invest Like the Best, #78 Business Breakdowns (10+ episodes)
4. Take: #97 Valuation (Damodaran)

Advanced (3+ Years)¶

1. Deep dive: #29 McKinsey Valuation, #16 The Outsiders, #25 Cold Start Problem
2. Maintain: Daily reading (2-3 blogs), Monthly podcast (5+ hours), Quarterly book
3. Original research: Use #101-115 data sources for your own analysis
4. Teach: Write, present, mentor others (best way to solidify learning)

Staying Current¶

Daily (15 minutes)¶

• Finshots (#61) or The Ken (#62) daily newsletter
• Economic Times / Mint (#73-74) headlines
• Stratechery (#51) Daily Update (if subscriber)

Weekly (1-2 hours)¶

• Stratechery (#51) Weekly Article (free)
• 1-2 podcast episodes from #76-90
• Not Boring / The Generalist (#52-53) weekend reads

Monthly (5-10 hours)¶

• 1 book from essential list (#1-50)
• Company deep-dive (10-K/annual report + 3-5 articles)
• Review new course/resource launches

Quarterly¶

• Re-read one foundational book (#1, 4, 12)
• Industry deep-dive (pick sector, read 10+ sources)
• Update your strategy frameworks and mental models

Final Note: This is not an exhaustive list but a curated selection emphasizing quality over quantity. Start with bolded resources marked "Essential" or "Best." Build learning habit (daily 30 min > weekly 3.5 hours). Apply concepts to real businesses immediately.

Related Content¶

Key Chapter Connections¶

• Chapter 1: What Strategy Actually Is - Strategy foundations (see books #1, #4, #5)
• Chapter 4: Developing Strategic Intuition - Learning path for strategy practitioners
• Business Model Chapters (8-14) - See books #19-27 on business models and innovation
• Strategy Chapters (15-19) - See books #2-4, #11-18 on competitive advantage and disruption
• Execution Chapters (28-30) - See books #35-42 on strategy execution and organization

Complementary Appendices¶

• Appendix F: Glossary - Define terms encountered in these resources
• Appendix A: Strategy Frameworks Library - Frameworks discussed in these books
• Appendix B: 50 Business Models Decoded - Case studies from companies discussed in these resources

Navigation¶

Appendix G: Recommended Resources Version 1.0 | November 2025 Part of "The Strategy Engine" by [Author]