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Startup Archive
Facebook VP of Growth Alex Schultz: “Retention is the single-most important thing for growth”
Alex walks through how to calculate a retention curve for your startup (graph the percentage of monthly active users on the y-axis versus the number of days from acquisition on the x-axis).
As he explains:
“If you end up with a retention curve that asymptotes to a line parallel to the x-axis, you have a viable business, and you have product/market fit for some subset of market.”
If you do not have a retention curve that flattens out, you do not have product/market fit and none of the growth hacking or virality tactics that people love to talk about will work.
“Focus on getting to product market/fit… If you don’t have a great product, there’s not point executing well on growing it, because it won’t grow. The #1 problem I’ve seen inside Facebook for new products and the #1 problem I’ve seen for the startups I’ve advised has been that they don’t actually have product/market fit when they think they do.”
Video source: @ycombinator (2014)
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Facebook VP of Growth Alex Schultz: “Retention is the single-most important thing for growth”
Alex walks through how to calculate a retention curve for your startup (graph the percentage of monthly active users on the y-axis versus the number of days from acquisition on the x-axis).
As he explains:
“If you end up with a retention curve that asymptotes to a line parallel to the x-axis, you have a viable business, and you have product/market fit for some subset of market.”
If you do not have a retention curve that flattens out, you do not have product/market fit and none of the growth hacking or virality tactics that people love to talk about will work.
“Focus on getting to product market/fit… If you don’t have a great product, there’s not point executing well on growing it, because it won’t grow. The #1 problem I’ve seen inside Facebook for new products and the #1 problem I’ve seen for the startups I’ve advised has been that they don’t actually have product/market fit when they think they do.”
Video source: @ycombinator (2014)
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Finding Compounders
Want to read some write ups from great investors ?
Here are the investors behind the VIC accounts . https://t.co/V03m4kQjRi
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Want to read some write ups from great investors ?
Here are the investors behind the VIC accounts . https://t.co/V03m4kQjRi
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Stock Analysis Compilation
Pernas Research on Paysafe $PSFE US
Thesis: Paysafe’s focus on iGaming, e-commerce, and direct sales growth positions it for strong upside as digital payments expand
(Extract from their website) https://t.co/oYU9hq6yK6
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Pernas Research on Paysafe $PSFE US
Thesis: Paysafe’s focus on iGaming, e-commerce, and direct sales growth positions it for strong upside as digital payments expand
(Extract from their website) https://t.co/oYU9hq6yK6
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Finding Compounders
How can two investors having the same stocks in their portfolio have different results?
I answer that question in my latest newsletter post
The link is in my bio https://t.co/1aOGaHlwQz
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How can two investors having the same stocks in their portfolio have different results?
I answer that question in my latest newsletter post
The link is in my bio https://t.co/1aOGaHlwQz
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Offshore
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Stock Analysis Compilation
Baron Health Care Fund on Wave Life Sciences Ltd. $WVE US
Thesis: Wave Life Sciences Ltd. is developing innovative RNA-based drugs, particularly excited about their exon-skipping treatments for Duchenne Muscular Dystrophy and a promising RNAi obesity drug, supported by strong preclinical results and a novel RNA-editing platform.
(Extract from their Q4 letter)
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Baron Health Care Fund on Wave Life Sciences Ltd. $WVE US
Thesis: Wave Life Sciences Ltd. is developing innovative RNA-based drugs, particularly excited about their exon-skipping treatments for Duchenne Muscular Dystrophy and a promising RNAi obesity drug, supported by strong preclinical results and a novel RNA-editing platform.
(Extract from their Q4 letter)
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Offshore
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Finding Compounders
Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/vmHS4xe6bk
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Charlie Munger’s answer when asked on when to sell .
Investors need to adopt this kind of thinking
“Find Costco’s, not good exits” https://t.co/vmHS4xe6bk
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Stock Analysis Compilation
Alger Mid Cap Growth Fund on Astera Labs $ALAB US
Thesis: Astera Labs is a semiconductor company specializing in connectivity solutions for data-centric systems, optimizing performance in high-performance computing environments.
(Extract from their Q4 letter) https://t.co/GSZJw0ij03
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Alger Mid Cap Growth Fund on Astera Labs $ALAB US
Thesis: Astera Labs is a semiconductor company specializing in connectivity solutions for data-centric systems, optimizing performance in high-performance computing environments.
(Extract from their Q4 letter) https://t.co/GSZJw0ij03
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Quiver Quantitative
Airship AI stock has now risen 258% since we posted this last year.
We post insider alerts on @InsiderRadar these days.
Check it out if you haven't yet! https://t.co/cOZGOTP41s
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Airship AI stock has now risen 258% since we posted this last year.
We post insider alerts on @InsiderRadar these days.
Check it out if you haven't yet! https://t.co/cOZGOTP41s
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Quiver Quantitative
Here's an update on Nancy Pelosi vs. The Market.
Track politicians' portfolios on Quiver. https://t.co/y8kuAM3LD3
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Here's an update on Nancy Pelosi vs. The Market.
Track politicians' portfolios on Quiver. https://t.co/y8kuAM3LD3
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