Sublime
An inspiration engine for ideas
WHOA.
Yes- Microsoft laid off 6,000 people BUT... they dropped a pretty brutal new policy overhaul:
-2-year rehire ban for anyone pushed out over performance
-A new “good attrition” metric (yes, they track if they’re happy you’re gone)
PLUS... you have 5 days to choose:
– 16
The latter is particularly important for high-growth businesses.
Claire Hughes Johnson • Scaling People: Tactics for Management and Company Building
Identify subcultures that may account for higher or lower group performance
Michael E. Porter • HBR's 10 Must Reads 2019: The Definitive Management Ideas of the Year from Harvard Business Review (with bonus article "Now What?" by Joan C. Williams and Suzanne Lebsock) (HBR's 10 Must Reads)
relationship of earnings and stock prices—the correlation’s very low.
W. Brian Arthur • Complexity Economics: Proceedings of the Santa Fe Institute's 2019 Fall Symposium
The fund, now managing $10 billion, had posted average returns of about 45 percent a year, after fees, since 1988, returns that outpaced those of Warren Buffett and every other investing star. (At that point, Buffett’s Berkshire Hathaway had gained 20 percent annually since he took over in 1965.)
Gregory Zuckerman • The Man Who Solved the Market
DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage
Lawrence Lundy-Bryan • data-driven VC is over
DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage
Lawrence Lundy-Bryan • data-driven VC is over
An end-to-end investing approach drives both financial performance and strategic impact
James Mawson • Corporate Venturing: A Survival Guide
As we rely on same agents trained on overlapping data, we will see the emergence of an efficient market theory of venture capital—a troubling prospect for an industry built on information asymmetry.