Sublime
An inspiration engine for ideas
Marc Andreessen Reflections, Roe v. Wade Overturn and Where We Go Next + the Case for Suits and Ties
the-realignment.simplecast.comOne of my fundamental insights along with Lloyd Frank, who's my co-founder at Zillow, and was at Microsoft, and Expedia, and Zillow with me as well, was that a regular person armed with a connected PC that's plugged into the internet was going to in effect, storm the best deal. Was going to be armed with a weapon to tear down every wall that separa... See more
Invest like the Best • Thriving in Changing Markets
Great capital allocators always have a sense of the difference between price and value in all of their businesses. And, as important, they are willing to act to build value when those gaps become large enough to overcome frictions such as taxes and fees.
Dan Callahan • Capital Allocation
Equity Markets
Emi Gal • 1 card
Optimizing Your Inputs
joincolossus.comMarco S
@mybrainhurts
Lori Berenberg
@lori
Recently, he had read an investment bible by the Fidelity fund manager Peter Lynch that described how to identify potential 10x bets. “Stalking the Tenbagger,” Lynch called this process.[18] The way Lynch explained things, if you liked a stock but other professional investors did not own it, this was a good sign; when the others woke up, their enth
... See moreSebastian Mallaby • The Power Law: Venture Capital and the Making of the New Future
As the cost of forming startups decreases and capital availability increases we see a proliferation of options for consumers in any given category. This market supply fragmentation provides users with more options–and shifts leverage in the market towards demand.