Juan Orbea

@juanorbea

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Bryan Lawrence: How to beat the market using concentrated value investing

Value Investing and Portfolio construction

This means if you can increase the positive impact of those hours just a little, it will probably have a bigger impact than changes to any other parts of your life.

.hours • This is your most important decision

A self-confessed nerd with a Bachelor's degree in Astrophysics, Liv Boeree combined her science background and passion for games to become one of the most recognizable faces in professional poker. She was the #1 ranked female player from 2014-2016 and holds both European Poker Tour and World Series of Poker championship titles after winning more

Juan Orbea • Infopunk #3 – Poker Pros, Great Investors and Software Conglomerates

Anti-rivalrous – those set of things in which, if I have it, you can also get a completely functional copy of it without me losing it + the more people that have it, the more valuable it becomes.

Jordan Hall • The Rivalrous and the Anti-Rivalrous | Deep Code Experiment: Episode 2

The Singularity Is Near

Ray Kurzweil • The Law of Accelerating Returns « the Kurzweil Library + collections

Fund Level Expenses: In addition to the management fees that are paid to the management company for running the fund, there are other expenses that are deducted directly from the fund assets. These fees include legal set-up costs, fundraising expenses and other administrative, legal and infrastructure costs. These costs can range from... See more

Kauffman Fellows • Venture Fund Portfolio Construction | Journal | Kauffman Fellows

"Most people are other people. Their thoughts are someone else’s opinions, their lives a mimicry, their passions a quotation.”

— Oscar Wilde

Our conclusion was that this isn’t a temporary blip that will swiftly trend-back up in a V-shaped recovery of valuations but rather represented a new normal on how the market will price these companies somewhat permanently. We drew this conclusion after a meeting we had with Morgan Stanley where they showed us historical 15 & 20 year valuation... See more

Both Sides of the Table • What Does the Post Crash VC Market Look Like?

The spherical shape of triso fuel is designed so it contains the uranium in an impenetrable ceramic fuel element. I t can be stored long term right on site, taking up minimal space and it yields 5x the output of traditional fuel.