Frederik Gieschen
RT @EdBorgato: Literally the singular most important thing in doing deals. It's the first filter. There's nothing else to even think about if this hurdle isn't cleared.
Good Munger story in the thread ↓ https://t.co/g3uQrzcH8c
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RT @EdBorgato: Literally the singular most important thing in doing deals. It's the first filter. There's nothing else to even think about if this hurdle isn't cleared.
Good Munger story in the thread ↓ https://t.co/g3uQrzcH8c
Buffett in '95: "We have the attitude that you can’t make a good deal with a bad person.
We just forget about it. We don’t try and protect ourselves by contracts, due diligence. We forget about it. We can do fine over time, dealing with people that we like, admire, and trust." https://t.co/ugE4Kqpp1V - Frederik Gieschentweet
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Buffett in '95: "We have the attitude that you can’t make a good deal with a bad person.
We just forget about it. We don’t try and protect ourselves by contracts, due diligence. We forget about it. We can do fine over time, dealing with people that we like…
We just forget about it. We don’t try and protect ourselves by contracts, due diligence. We forget about it. We can do fine over time, dealing with people that we like…
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Compounding Capital
Check out the latest issue of The Compounding Capital Review.
I lay out a deep dive of $SLP, a small cap software business operating in a duopoly mkt structure.
80% GMs, 25% incremental ROIC, 1% TAM penetration.
Years of future profitable growth ahead.
https://t.co/oExISkh9mS
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Check out the latest issue of The Compounding Capital Review.
I lay out a deep dive of $SLP, a small cap software business operating in a duopoly mkt structure.
80% GMs, 25% incremental ROIC, 1% TAM penetration.
Years of future profitable growth ahead.
https://t.co/oExISkh9mS
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Morning Brew ☕️
Companies: "We can't go any higher on salary, but we do reward good work."
The rewards: https://t.co/DdBNcVxjIh
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Companies: "We can't go any higher on salary, but we do reward good work."
The rewards: https://t.co/DdBNcVxjIh
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Frederik Gieschen
The Archipelago of Ideas by @fortelabs
"Instead of confronting a terrifying blank page, I’m looking at a document filled with ... inspiring quotes, which makes it seem far less daunting. All I have to do is build bridges between the islands." https://t.co/xtorf4LuYX
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The Archipelago of Ideas by @fortelabs
"Instead of confronting a terrifying blank page, I’m looking at a document filled with ... inspiring quotes, which makes it seem far less daunting. All I have to do is build bridges between the islands." https://t.co/xtorf4LuYX
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Ethan Mollick
Few know it, but the fastest standard for sending data is RFC 1149, the standard for transmitting IP data with birds, especially pigeons.
It has been implemented (at 0.08 bps). But pigeons carrying memory cards can hit 28 gigs/second! Speed comparisons: https://t.co/ORlpm5hH82 https://t.co/g61MFQN991
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Few know it, but the fastest standard for sending data is RFC 1149, the standard for transmitting IP data with birds, especially pigeons.
It has been implemented (at 0.08 bps). But pigeons carrying memory cards can hit 28 gigs/second! Speed comparisons: https://t.co/ORlpm5hH82 https://t.co/g61MFQN991
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Ethan Mollick
Both cool anthropology & an illustration of why it took the scientific method and blinded trials to advance medicine: Healers in the vast majority of hunter-gatherer societies use the same magic trick - pretending to pull some object out of a sick person - in order to “heal” them https://t.co/H04B74NaIb
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Both cool anthropology & an illustration of why it took the scientific method and blinded trials to advance medicine: Healers in the vast majority of hunter-gatherer societies use the same magic trick - pretending to pull some object out of a sick person - in order to “heal” them https://t.co/H04B74NaIb
New open access paper - 'A Deceptive Curing Practice in Hunter-Gatherer Societies', exploring what I suspect is one of the oldest and most widespread healing practices/'magic tricks' in the world https://t.co/RK3uCkAAPN https://t.co/kybqNoUX8j - Willtweet
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Special Situations 🌐 Research Newsletter (Jay)
Complete disaster in $FAZE today: https://t.co/1VJryvq5vr
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Complete disaster in $FAZE today: https://t.co/1VJryvq5vr
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Morning Brew ☕️
when you receive one too many slack messages in a short amount of time https://t.co/IDOoBcvPZv
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when you receive one too many slack messages in a short amount of time https://t.co/IDOoBcvPZv
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Paul Graham
Now that a significant number of YC startups are old enough to have grown big (e.g. 15 are now public) I'm able to see a whole new set of patterns. Having known them from very early on, when the company was just the founders, I can see patterns in how companies evolve.
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Now that a significant number of YC startups are old enough to have grown big (e.g. 15 are now public) I'm able to see a whole new set of patterns. Having known them from very early on, when the company was just the founders, I can see patterns in how companies evolve.
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