Juan Orbea
@juanorbea
A node in a network
Juan Orbea
At some point in the 90s Coca Cola was 40% of BH’s portfolio, and they made a 13x on the investment during the next decade
Business Breakdowns • Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
Well, by contrast, in Germany the Great Depression produced hyperinflation which broke the financial system and hammered the economic layer. In fact, it went all the way down to the sociopolitical layer with the collapse of the Weimar Republic, which then penetrated into the cultural layer. Things like the Holocaust, were Germans turned against... See more
Jordan Hall • Four Layer Model of Social Systems | Deep Code Experiment: Episode 1
The biggest mistake I’ve seen startups make is using the same comp scale for these two classes of employees. Comp levels are a rational structure to overlay on an irrational commitment and impact. Companies that don’t break bands will undervalue the energy-giving impact the mitochondrial employees have, which will ultimately challenge their ability... See more
Sarah Tavel • The Mitochondria in Startups
This blogpost explores venture portfolio construction and the various trade off implications a GP must consider and enables you to construct your own portfolio to understand how various assumptions impact returns to LPs and GPs.
Kauffman Fellows • Venture Fund Portfolio Construction | Journal | Kauffman Fellows
Neuroscience and
Quaint startups begin in such a humble and unassuming way that it is hard to predict they will amount to much. But imagining how they could become important in the future is essential if you want to be ahead of the curve. When successful, quaint startups seem to come from out of nowhere and capture or create entire markets.
Julian Weisser • Quaint startups become the next big thing.
History is made by the participant's errors, biases and misconceptions.
George Soros • Soros on Soros: Staying Ahead of the Curve
Wild type – the wild type is adapted for the niche of just nature. Human beings where primary problems are associated with survival in nature. The wild type developed consciousness in the context of culture, to produce a culture that is adapted to a niche.