Matthew Giampetroni
@matthewgiampetroni
Matthew Giampetroni
@matthewgiampetroni
you demonstrated excellent curation ability, and that’s a high-status thing to have

The frenetic build-up of bubbles and their violent collapse provides some of the purest examples of the mimetic process—they crystallize fear, hope, hype, overconfidence, or under-confidence
If you can find the thing you do for its own sake, the compulsive piece of your process, and dial that up and up, beyond the imaginary ceiling for that activity you may be creating, my experience is the world comes to you for that thing and you massively outperform the others who don’t actually like hitting that particular ball.
The research shows that companies that are more proactive in their internal resource allocation generate a higher ROA than those that are more conservative.
There is also evidence that companies that are good at internal capital allocation are also effective at external allocation