Reading round-up: books on mining

Here are the resources that I found the most helpful for understanding mining…

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Book Review: Only the Paranoid Survive (by Andy Grove, former Intel CEO)

Key ideas in the book are:

1. Sometimes there are inflection points in an industry that changes everything, e.g. containerization of the shipping industry and the rise of the personal computer.  The trick is to (A) correctly identify what things are and aren’t inflection points and (B) re-invent the business if you are on the wrong end of an inflection point.
2. It is difficult for CEOs to make decisions that may be obvious to outsiders and to a company’s customers.

Overview of the semiconductor industry

I’m trying to expand my circle of competence to include the semiconductor industry.  Here’s how I see the industry so far.