Mostly Borrowed Ideas
1/20 $AMZN 2Q'22 Update

Amazon may be the first and the last ~$1.5 Tn market cap company to report negative Trailing Twelve Months (TTM) FCF (-$23.5 Bn to be exact).
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Compounding Capital
I link to it in my note, but @YHamiltonBlog has a great write up of $WCN.

https://t.co/Ufwrbur1rS https://t.co/zJMxUQptEF
Interesting look at incentive structure at $WCN by @CompoundingCap1.

Also, what a quality set of comps. https://t.co/kWxdTIO7yK https://t.co/ECz7v1hh5v - YHamilton
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Jim OShaughnessy
So cool! https://t.co/N8CO0Ay6Yt
Deepmind: “today, we’re releasing predicted structures for nearly all catalogues proteins known to science” (via HN. https://t.co/8o4G1iOSzt)

https://t.co/TNpRDe4a4D https://t.co/X85yr2D3Xq - danielle 🧏🏻‍♀️
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Artisanal Permanent Capital
So now they’re also trying to change the definition of what a recession actually is…
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Ethan Mollick
Our intuitions about creativity are very different than reality. In this survey, most people didn't know:
📦Constraints increase creativity
👩‍👦Kids are not more creative than adults
🧠Group brainstorming generates less ideas than individuals working alone
https://t.co/NyckkiaQXC https://t.co/AXfbimDs8X
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Alex Brogan
RT @jspujji: My mentor is a founder who you have never heard of.

But he:
• Built a $10B company
• Acquired 12 MEGA brands
• Gets home daily by 6pm
• Built one of the most amazing cultures I've witnessed

Here are the 12 most important lessons I learned from him🧵
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Tren Griffin
"McDonnell Douglas became an assembler of sub-systems. RONA increased to about 60%. Although "profitable" by one definition, once the company had sold the DC10 there was no ongoing cash flow sufficient to do a DC11." Clayton M. Christensen https://t.co/UaqE5t1iXS
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Meb Faber
Love this story and company @costplusdrugs. Stoked to be a(minuscule) line item on the cap table!

https://t.co/iefNBzIAak
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Jim OShaughnessy
"She walks in beauty, like the night
Of cloudless climes and starry skies;
And all that’s best of dark and bright
Meet in her aspect and her eyes;"
~Lord Byron

DALL-E take on the text 👇🏻 https://t.co/VV5WZi14UX
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Tren Griffin
People guessing = forecast. Guessing is fun! https://t.co/zId5sz31cv https://t.co/0OAwHKepu3
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Jim OShaughnessy
"The very existence of flamethrowers proves that some time, somewhere, someone said to themselves, You know, I want to set those people over there on fire, but I'm just not close enough to get the job done."
~George Carlin https://t.co/s7TWdamkSs
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