#Competitor

matt roberts

mattroberts

Investing in startups is messy. Investing in startups that pivot and compete with an existing portfolio company is messier. Starting a company that competes with a portfolio company after you

pete wolfendale

deontologistics

What happens to our explanatory/predictive models of UK politics if we drop the assumption that the Tories are actually committed to preserving the Union, as opposed to say, maximising resource

Paras Chopra

paraschopra

Be in the desires market, not the solutions market.(a short thread on this mental model) It's also the 4th chapter of my new book https://invertedpassion.com/jobs-to-be-done/ 1/ It’s important to clearly

6xCovLite

6xCovLite

1/ Call me crazy but I've taken a starter position in a cannabis producer. Company: $GTEC.VMarket Cap / TEV ($mm): $20 / $25 Description: Cannabis producer, focused on sales to

your broker

yourMTLbroker

Some thoughts on Home Depot, which is up 1,250,450% since going public in 1981, or 27,4% CAGR.$HD Home Depot is the world’s largest home improvement retailer. They offer customers a

Joseph Flaherty

josephflaherty

How many $100M+ startups are just waiting to be founded?Cameo, the celebrity selfie service, just announced a monster $100M+ GMV for 2020. It’s an impressive number, but it makes you

Jack Purdy

jpurd17

The 21st century is dominated by aggregators. Aggregators have captured trillions of dollars in value from their role intermediating our lives.DeFi is now seeing early attempts at aggregation, but will

Alec Stapp

AlecStapp

The CEOs of Apple, Amazon, Google, and Facebook will be testifying in front of Congress today.Critics want to break up the companies.Here are the 10 myths about Big Tech and

Nat Miletic

natmiletic

My top free SEO tool recommendations to help you crush your competition A You can do so much with a free version of @ahrefs. From website audits to

JP

JP_CouncilChair

A Key strategy often overlook by Advisors- AUM Carve-Out Strategy, A BIG DEALthread/ 2/ AUM Carve-Outs, amongst the most important strategies used by elite Advisors, When done right - this

Katie Shepard

CoachKTShep

I’ve really tried to gather my thoughts overnight, as I saw the alert on my phone that I had been dreading for the last few seasons....oh and this will be

Jim Malazita

JMalazita

As someone writing about Epic Games and the Unreal Engine, I've been thinking about Epic v. Apple, and was inspired by @Sierra_OffLine 's thread.Something to add: this isn't (just) about

Ivan Franciscovich ~Liberate the Banked~

IvanFranciscovi

Some thoughts on reserve currencies, world empires, power, Satoshi Nakamoto and Mark “Data” Suckerborg.#bitcoin #cryptocurrency #Libra #facebook #Zuckerberg #Satoshi #NakamotoThread. If bitcoin were ever to obtain a status equal

Maximilian Friedrich

mfriedrichARK

Last note on PayPal BNPL is pricing: PayPal's normal processing fee, undercuts other BNPL providers by up to ~50%.@CharlieZvible points out that this doesn't matter as long as BNPL provider

Markets Thinker

Markets_thinker

As mentioned in the previous post, we expected a rough month-end week and we have been staying cautious going into this week, taking profit on many trades and raising some

Zoe Keller

KellerZoe

By Caroline Bell (the anonymous pro-#Brexit civil servant): "The PM needs to walk the Brexit tightrope a little longer. The EU must carry the failure to reach an agreement because

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