Juan Orbea
@juanorbea
A node in a network
Juan Orbea
36 South Capital Advisors, London | We are a leading volatility and tail risk manager based in London
36south.com
Data economy meets DNA Computing - Catalog
catalogdna.com
Some concepts to pay attention to:
- Deceptively Small Markets
- Larger Adjacent Markets
- Watching the Hobbyists
- Timing and Inflections
- Compounding and Patience
Julian Weisser • Quaint startups become the next big thing.
Retaining profit in a place where you can retain it and invest it well over time, that is a huge advantage to BH that most other (public) companies don’t have.
Business Breakdowns • Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
Andy Kessler on the other hand, states that innovation on the computers' and digital fronts (citing Moore's Law amongst other things) is not something you should easily discard as non-innovative. He goes back to the discovery of oil in Philadelphia during the 19th century and the creation of a massive industry in the following decades.
Hoover Institution • Peter Thiel and Andy Kessler on the state of technology and innovation
Alternative construction methods continue to build momentum especially in the 3D printed homebuilding world. We take a look at projects by 3D printing builders Diamond Age and Icon as well as talk to scientists researching 3D printing applications that will influence the future of homebuilding.