Sublime
An inspiration engine for ideas
Didn’t take convincing, just asking with intention.
Here are the notes I sent.
(Narrator: everyone was interested in that.) https://t.co/rQZ9EvvO9w
New post! Includes: Our new equity model for freelancers, increasing Gumroad’s pricing, paying out dividends to investors, and more…
https://t.co/zjfAHhgUpU
Sahil Lavingiax.com
A CFO recently recommended we read DoorDash’s shareholder letters for a simple articulation of their capital allocation strategy and it’s now obvious to me why: this is such a user friendly way of explaining R&D investment in software and internet companies. Summary/notes: (1/) https://t.co/JzAvJBXCDE
Todd: “Warren, I have a new company that likely clears our hurdle. We used to own it back in 2011. We made a quick 50% on the stock. It’s Dollar General.”
Buffett: … https://t.co/6j16vwZKmk
Investment Principles.pdf
drive.google.com
PRIVATE COMPANY DIVIDENDS
This is one of my favorite annual emails, from a private software company that is CF positive and issues a yearly shareholder dividend. At this point, I've recovered a nice multiple of my original investment, all through these dividends over the past few years.
Inv... See more
Time flies my friends. My son will be 20 later this year.
Just $250 a month in a dividend reinvestment plan is now worth $353,000 and earns almost $10,000 in dividends.
By all means swing for your fences. But don't ignore the tortoise.
Bob Loukas 🗽x.com