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Startup Archive
RT @mikemcg0: TLDR: the most important job of the CEO is recruiting
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RT @mikemcg0: TLDR: the most important job of the CEO is recruiting
Steve Jobs on the most important job of a CEO
“The greatest people are self-managing. They don’t need to be managed. Once they know what to do, they’ll go figure out how to do it… What they need is a common vision, and that’s what leadership is. Leadership is having a vision, being able to articulate that so the people around you can understand it, and getting consensus on a common vision.”
Steve continues:
“We wanted people who were insanely great at what they did… and the neatest thing that happens when you get a core group ten great people is that it becomes self-policing as to who they let into that group. So I consider the most important job of someone like myself is recruiting.” tweet
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Startup Archive
RT @justin_alb88: Self-policing the "standard" is the force multiplier any "A" player brings to an org.
Define the vision & culture you want and then seed the org w/ "A" players that align and it becomes self-sustaining.
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RT @justin_alb88: Self-policing the "standard" is the force multiplier any "A" player brings to an org.
Define the vision & culture you want and then seed the org w/ "A" players that align and it becomes self-sustaining.
Steve Jobs on the most important job of a CEO
“The greatest people are self-managing. They don’t need to be managed. Once they know what to do, they’ll go figure out how to do it… What they need is a common vision, and that’s what leadership is. Leadership is having a vision, being able to articulate that so the people around you can understand it, and getting consensus on a common vision.”
Steve continues:
“We wanted people who were insanely great at what they did… and the neatest thing that happens when you get a core group ten great people is that it becomes self-policing as to who they let into that group. So I consider the most important job of someone like myself is recruiting.” tweet
Offshore
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Stock Analysis Compilation
Donville Kent on Zedcor $ZDC CN
Thesis: Zedcor’s highly profitable, rapidly expanding security tower business, with 40% IRR and a large untapped market, positions it as a potential long-term compounder with massive growth potential
(Extract from their Q3 letter) https://t.co/UGNxT5vgSv
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Donville Kent on Zedcor $ZDC CN
Thesis: Zedcor’s highly profitable, rapidly expanding security tower business, with 40% IRR and a large untapped market, positions it as a potential long-term compounder with massive growth potential
(Extract from their Q3 letter) https://t.co/UGNxT5vgSv
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App Economy Insights
📊 This Week in Visuals: $BRK $NVO $CVX $QCOM $ARM $ANET $SONY $MELI $PLTR $ABNB $RACE $MAR $FTNT $TTD $CPNG $SQ $YUM $HSY $NET $HUBS $TTWO $QSR $PINS $EXPE $WBD $DKNG $TOST $AFRM $DUOL $PCOR $Z $MTCH $LYFT $HIMS $DOCN
Check out the latest earnings👇
https://t.co/pixu9hIdtC https://t.co/fgkPcBZlYO
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📊 This Week in Visuals: $BRK $NVO $CVX $QCOM $ARM $ANET $SONY $MELI $PLTR $ABNB $RACE $MAR $FTNT $TTD $CPNG $SQ $YUM $HSY $NET $HUBS $TTWO $QSR $PINS $EXPE $WBD $DKNG $TOST $AFRM $DUOL $PCOR $Z $MTCH $LYFT $HIMS $DOCN
Check out the latest earnings👇
https://t.co/pixu9hIdtC https://t.co/fgkPcBZlYO
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Offshore
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Stock Analysis Compilation
Guinness on Netflix $NFLX
Thesis: Netflix’s strategic focus on expanding global content and improving profitability, supported by strong subscriber growth, positions it for continued double-digit top-line growth and significant margin improvements
(Extract from their Q3 letter) https://t.co/aK3KUxWiA7
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Guinness on Netflix $NFLX
Thesis: Netflix’s strategic focus on expanding global content and improving profitability, supported by strong subscriber growth, positions it for continued double-digit top-line growth and significant margin improvements
(Extract from their Q3 letter) https://t.co/aK3KUxWiA7
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Offshore
Video
Startup Archive
Former Y Combinator CEO Michael Seibel: “Don’t be fake Steve Jobs”
“A lot of people think Steve jobs is this person to emulate but they have a false picture in their heads of what Steve Jobs was. They think that he dreamed perfect ideas out of his head and into the world.”
People look at the iPhone as an example of this. But as Michael points out, they look at their iPhone today:
“Your iPhone today is f’ing magical. The first iPhone sucked in almost every way.”
The first iPhone had no 3G—even though 3G was a standard feature at the time. There was only one carrier so if you didn’t have AT&T, you had to switch carriers. The battery life was horrible and the screen cracked all the time. And there was no app store!
Everyone forgets this iPhone. And Michael agues that if you’re the person at the company who is saying “the product has to be this way” irrespective of what customers and everyone else are saying, you’re being “Fake Steve Jobs.”
“Real Steve Jobs released a sh*tty MVP that was revolutionary but still fairly sh*tty, and every year iterated it until you have the thing in your pocket right now which is pretty damn good. Real Steve Jobs iterates and talks to customers. Fake Steve Jobs just dreams and creates art. Don’t be Fake Steve Jobs.”
Video source: @ycombinator (2018)
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Former Y Combinator CEO Michael Seibel: “Don’t be fake Steve Jobs”
“A lot of people think Steve jobs is this person to emulate but they have a false picture in their heads of what Steve Jobs was. They think that he dreamed perfect ideas out of his head and into the world.”
People look at the iPhone as an example of this. But as Michael points out, they look at their iPhone today:
“Your iPhone today is f’ing magical. The first iPhone sucked in almost every way.”
The first iPhone had no 3G—even though 3G was a standard feature at the time. There was only one carrier so if you didn’t have AT&T, you had to switch carriers. The battery life was horrible and the screen cracked all the time. And there was no app store!
Everyone forgets this iPhone. And Michael agues that if you’re the person at the company who is saying “the product has to be this way” irrespective of what customers and everyone else are saying, you’re being “Fake Steve Jobs.”
“Real Steve Jobs released a sh*tty MVP that was revolutionary but still fairly sh*tty, and every year iterated it until you have the thing in your pocket right now which is pretty damn good. Real Steve Jobs iterates and talks to customers. Fake Steve Jobs just dreams and creates art. Don’t be Fake Steve Jobs.”
Video source: @ycombinator (2018)
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App Economy Insights
What are you watching this week?
• Monday: $MNDY, $GRAB, $LYV.
• Tuesday: $SHOP, $SPOT, $HD, $CART, $SE, $ONON.
• Wednesday: $CSCO, $NU, $DLO, $CYBR.
• Thursday: $DIS, $JD, $NTES, $AMAT.
• Friday: $BABA. https://t.co/mHWRU1PAga
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What are you watching this week?
• Monday: $MNDY, $GRAB, $LYV.
• Tuesday: $SHOP, $SPOT, $HD, $CART, $SE, $ONON.
• Wednesday: $CSCO, $NU, $DLO, $CYBR.
• Thursday: $DIS, $JD, $NTES, $AMAT.
• Friday: $BABA. https://t.co/mHWRU1PAga
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Dimitry Nakhla | Babylon Capital®
“Price is what you pay, value is what you get.” — Warren Buffett 🗣️
$BF.B (generally a stable stock) is -50% from its highs
What happened?
Multiple compression.
It traded for >45x earnings, meanwhile EPS CAGR was 0.80% from 2020 - 2025 (using 2025E)
#stocks #investing https://t.co/DBxxUZhHxl
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“Price is what you pay, value is what you get.” — Warren Buffett 🗣️
$BF.B (generally a stable stock) is -50% from its highs
What happened?
Multiple compression.
It traded for >45x earnings, meanwhile EPS CAGR was 0.80% from 2020 - 2025 (using 2025E)
#stocks #investing https://t.co/DBxxUZhHxl
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Quiver Quantitative
BREAKING: Senator Markwayne Mullin has violated the STOCK Act.
He JUST disclosed a July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has risen 33% since his trade. https://t.co/GEbGgOoQVM
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BREAKING: Senator Markwayne Mullin has violated the STOCK Act.
He JUST disclosed a July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has risen 33% since his trade. https://t.co/GEbGgOoQVM
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