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Mostly Borrowed Ideas
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1/ Thread: Newsletter TAMToday I polled on twitter how many investment professionals pay for newsletter/research blog/substack subscription. Almost half responded: Zero.The other half who pays for subscription, more than half
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1/8 Thread: East Coast vs West Coast approach to investingI am using East Coast and West Coast less from geographical perspective, and more from general approach to investing. You can
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1/8 Thread: The boon and bane of writing wellMark Sellers once gave a famous speech to a group of Harvard MBAs. It was titled, "So You Want To Be The
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1/9 Thread: $AMZN vs $SHOP vs $ETSYI have listened to my fair share of podcasts related to $ETSY, but I thought @HarryStebbings interview of Josh Silverman, CEO of Etsy, was
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1/7 Notes from @dhmeyer episode at @InvestLikeBest Danny Meyer is the founder and CEO of Union Square Hospitality Group as well as the founder and Chairman of $SHAK.Here are my
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1/ Thread: Adios, AmericaCirca 1920, my grandpa was born in rural Bangladesh. Of course, there was no Bangladesh back then. It was still part of the British Empire.~30 years later,
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1/ Thread: Thoughts on $FBEarlier today, I asked on twitter which of the big tech is most likely to have lower market cap in 10 years than it is today.
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1/ Notes from @_ram_ episode @InvestLikeBest A bit late to this, but I was really looking forward to listening to Ram on Patrick's podcast. Ram is one of the most
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1/ Thread: Twitter's Pandora's BoxIf you are not American, chances are extremely high you probably yawn when a political leader who lost the election allege and claim the election was
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1/5 Thread: Frank Slootman$SNOW CEO Frank Slootman is an absolute beast!He joined Data Domain at pre-revenue stage in 2003, grew revenue from zero to $600 mn in 6 years, IPO’ed
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1/ Thread: The danger of ridiculing early techSurvivorship bias is real, but it is always humbling to look back and see how different revolutionary tech was perceived when they first
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1/ Thread: Limits to the asymmetric payoff for BitcoinMost of my friends who bought btc tell me the asymmetry embedded in the payoff for buying bitcoin. Just buy 1% of
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