Anthony Fiedler
@fiedlerfyi
Anthony Fiedler
@fiedlerfyi
Gordon Bell, Computer Scientist at Microsoft and author Total Recall - what if you never had to forget anything?
Bell kept a digital “surrogate memory” using what was called SenseCam for recording anything sound-wise.
Becoming easier and easier to keep track and log what we have. Now it is more about distillation of key things at the key times.
Memory and
M&A and
Podcast episode -
Building a Permanent HoldCo, microPE at macro
Long term hold in the Berkshire model
Using all equity, primarily
People at the forefront (3 F’s - Faith included)
Fund and
The case for buying public REITS over private rental properties currently. Where NAV is significantly discounted to equity (20-30% so equity is .76 on the dollar). Viable to increase RE exposure in a liquid fashion.
Growth Equity and
Ben Narasin - Tenacity VC - fundraising, thought for fund starting and theory for follow ons, otherwise
ETA - Entrepreneurship through Acquisition and M&A
Growing Business Through Account Planning - Sales Planning - ETA and PE
M&A and
Acquisitions, primarily digital or ecommerce
Focusing on Quality of Earnings and diligence services
Building Family and Financial Advisor
Living within means / net worth / annual income. Targeting avg of 4% of net worth and annual income for annual spend. I like this rule of thumb.
Fundraise and
Fundraising from Family Offices - primer
Cryptocurrency and Stablecoins
Stablecoins 2.0 - The players as Stripe enters the foray with their Bridge acquisition. Paypal has its PyUSD. Circle and Tether, and a few others.