Jonathan Knee Profile
Jonathan Knee

@Jonathanaknee

Followers
353
Following
24
Media
1
Statuses
133

Joined October 2014
Don't wanna be here? Send us removal request.
@mjmauboussin
Michael Mauboussin
2 years
Our discussion with Jonathan Knee for the Value Investing with Legends podcast is now out. Jonathan discusses The Platform Delusion and the Intricacies of Digital and Analog Platforms @CenterDodd @Columbia_Biz https://t.co/1xknxqoDHS
Tweet card summary image
podcasts.apple.com
Podcast Episode · Value Investing with Legends · 06/14/2024 · 1h 4m
1
24
117
@bear__hunterrr
SpaghettiOnMars
3 years
Shilling this wonderfully written book named Platform Delusion by @Jonathanaknee. Love the way the author busts the core delusions surrounding Platform businesses
0
1
1
@Jonathanaknee
Jonathan Knee
3 years
A new book by a Pulitzer Prize winner unsuccessfully tries to take down the private equity industry and fixates on Leon Black. Here's what it gets wrong. https://t.co/bwYHNsdhzJ via @businessinsider
Tweet card summary image
businessinsider.com
In "These Are the Plunderers," Gretchen Morgenson and Joshua Rosner cherry-pick data and make an incoherent — and therefore unconvincing — argument.
1
0
0
@UnsiloedPodcast
unSILOed Podcast with Greg LaBlanc
3 years
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: https://t.co/yuYSzbRjSG
1
1
4
@CornellWBB
Cornell Women’s Basketball
3 years
Please help us wish a very HAPPY BIRTHDAY to freshman, Vivienne Knee!!! We hope you have an incredible GAME DAY BIRTHDAY, @KneeVivienne!!! #birthday #ny #three
0
2
11
@Iamsamirarora
Samir Arora
3 years
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
19
73
560
@MarcellusInvest
Marcellus Investment Managers
3 years
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! https://t.co/aMOojD8ojD
@MarcellusInvest
Marcellus Investment Managers
4 years
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)
1
1
4
@ConvexityCap
AGM
3 years
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
1
1
1
@Jonathanaknee
Jonathan Knee
3 years
Disrupting the disruptors: Can today's startups challenge Amazon, Meta and Google? via @smartcompany
0
0
0
@jpotts_irr
Justin Potts 🔥🧪🏴‍☠️
3 years
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
2
1
2
@SantaluciaAM
Santalucía Asset Management
3 years
¿Te gustaría conocer los secretos de Facebook, Apple, Amazon, Netflix o Google? Descúbrelos en ‘The Platform Delusion’, #lecturarecomendada por nuestro Responsable de Renta Variable, Antonio Manzano.  LecturasDeVerano #libros https://t.co/AFrGTlmdft
0
2
1
@CornellWBB
Cornell Women’s Basketball
3 years
We couldn’t be more excited to welcome our Class of 2026 to campus this week!!! Welcome to the Big Red Family!!! 🔴⚪️ #squad #newcomers #fabfour
0
6
72