Framing Business Uncertainty: Unseen Value in Uncertain Science and Novel Innovation. Think Uncertainty. Think Possibility. Think Opportunity. Think Probability. Paperback – 2 February 2024

Firstly, this book has to be read slowly and requires patience to properly ferment the brain. Thinking & counter-confirmation are far more important than reading."Framing Business Uncertainty" offers practical frameworks and tools to help businesses/Investors to thrive in an uncertain world.One of the key strengths of the book lies in its deep understanding of uncertainty. Instead of viewing it as solely a threat to be mitigated, the author argues that uncertainty can be a source of innovation and competitive advantage if managed effectively. (Uncertainty --> optionality --> antifragility)Even though the book is focused on Science and Novel innovation, but the Framework and principles discussed in the book are applicable across businesses as well as in real life.Throughout the book, the author focuses on a real-life case studies, real-world examples, and practical insights to illustrate his points.Here is what I got so far:• Uncertainty Perspective and drivers, Uncertainty balancers, probabilistic thinking• Anti-fragility thinking in a chaotic and fragile world.• Don't be Turkey (game of prediction), Be Inverse Turkey (antifragile)• Idea of possibility quotient to differentiate between fragile vs anti-fragile business• CDMO Science as a service (SAAS) model - win-win partnership of collaboration. Key success factors• Key elements of 'Fait sur measure' to access CDMO SAAS partner competitive advantage (entry & exit barriers)• Molecule economics & supply side economics• Valuation frameworkOverall, this book is a must-read for anyone seeking to thrive in today's uncertain world. It equips readers with the mindset and tools necessary to turn ambiguity into advantage.Thank you Mr Sajal Kapoor for writing this book and sharing your experiences and wisdom gained over decades. Learnings from this book really going to help me to think differently in my investing journey.

Following him since 2021 after listening him in a SOIC webinar, after that listened his every podcast / webinar and everytime he opened a new door of knowledge, thinking ahead of curve. This book is a wealth of knowledge not only for Pharma and chemical but for overall investing framework. What I more like is his philanthropic approach / work. Most of his wisdom is available on uTube and Twitter for free, if someone is truly interested to learn. Everytime I re-read the chapter of this book, I come to learn something new. A true masterpiece!!

The book is good, it gives a framework for surviving and growing capital in equity. However the printing quality is bad. The pages start coming out as you progress.

Synthesizes multi-disciplinary ideas very well. Insightful for seasoned investors and even entrepreneurs.

Improved my understanding in understanding businesses and their management. how to value business understand business lumpiness, how to create our own framework. After listening there though on twitter I can connect with the book clearly. one advice for new buyer learn sajal sir first on twitter the buy book.

First I taught I will find different perspective which I did initially but utterly Disappointed.U will feel that same context is repeated again and again with different words. Less information about companies but more like MBA college books or MLM marketing speeches or books about mindset . Literally feel like waste of money .

An ultimate boring book. The author has unnecessarily made simple things complex. When compared to other stock market books like Peter lynch’s one up on the Wall Street which explains lynch’s experience in simple words , this book complicates even simple things and tries to appear higher intellectual and in that comes out as the most boring I ever read. Totally disappointing

Before I write on the book, it's important to know about Mr. Sajal Kapoor Sir and why this book demands to be a must-read by InvestorsSajal Sir has a rich experience of more than 2.5 decades in the pharma field and the Investing FieldOn Twitter, he makes sure to simplify the Entire healthcare space and other complex subjects for his students/followers (including me)I was fortunate enough to meet him in Mumbai a few months back and what a gem of a person he is! He made me feel so big in front of others (I read a quote that says - A big person isn't someone who has big cars, a lot of money, and power, It is a person who makes the other person feel great)Do pick up the book, I strongly recommend it - A lot of concepts are explained with rich examples that no other book will be able to give you! Rich Experiences make for great books and this is what makes the book stand out - The writer's Rich Experience across the Globe!