Daniel Bakalarz
@danielbakalarz
Investor at https://unisonam.com
unisonam.comDaniel Bakalarz
I’ve always basically believed that values are only useful if you can legitimately disagree with them. I’ve always thought values like “be honest,” are not that helpful, because of course you have to be honest.
Mark Zuckerberg • The Tim Ferriss Show Transcripts: Mark Zuckerberg on Long-Term Strategy, Business and Parenting Principles, Personal Energy Management, Building the Metaverse, Seeking Awe, the Role of Religion, Solving Deep Technical Challenges (e.g., AR), and More (#582)
The value of information is determined by what’s discarded in the process of creating it.
thekcpgroup.com • The Attention Span. “Racehorses and Psychopaths.”
The balance, is to understand that there are things that are bigger than you, but what you do still matters.
Mark Zuckerberg • The Tim Ferriss Show Transcripts: Mark Zuckerberg on Long-Term Strategy, Business and Parenting Principles, Personal Energy Management, Building the Metaverse, Seeking Awe, the Role of Religion, Solving Deep Technical Challenges (e.g., AR), and More (#582)
High exit barriers prevent companies from leaving the industry. This happens, for example, if companies have invested in specialized assets that can’t be sold.
Joan Magretta • Understanding Michael Porter: The Essential Guide to Competition and Strategy
Michael Porter has a name for this syndrome. He calls it competition to be the best. It is, he will tell you, absolutely the wrong way to think about competition. If you start out with this flawed idea of how competition works, it will lead you inevitably to a flawed strategy. And that will lead to mediocre performance.
Joan Magretta • Understanding Michael Porter: The Essential Guide to Competition and Strategy
Very important lesson from @michaelbatnick:
"you need to preserve your mental capital." https://t.co/1LLCdxq6NZ... See more
Tweets From John Rotonti Jr · @JRogrowtwitter.comThe Tim Ferriss Show Transcripts: Mark Zuckerberg on Long-Term Strategy, Business and Parenting Principles, Personal Energy Management, Building the Metaverse, Seeking Awe, the Role of Religion, Solving Deep Technical Challenges (e.g., AR), and More (#582)
Mark Zuckerbergtim.blog
Virtual Reality and
Great fundamental investors focus on understanding the magnitude and sustainability of free cash flow. Factors that an investor must consider include where the industry is in its life cycle, a company’s competitive position within its industry, barriers to entry, the economics of the business, and management’s skill at allocating ... See more