Sublime
An inspiration engine for ideas
- Largely founder owned via capital efficient growth
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Throughout the 70s, they were able to make a series of investments that went particularly well (Gillet, Washington Post…).
Business Breakdowns • Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
VCs and especially the LP community.
Tony Fadell • Build: An Unorthodox Guide to Making Things Worth Making
Fslootman@me.com
Frank Slootman • TAPE SUCKS: Inside Data Domain, A Silicon Valley Growth Story
9. Premier software features
James Currier • Network Bonding Theory: Grow Your Startup By Making It A Network
We recommend a portfolio of 15 to 20 positions, about 50% in stocks and 50% in bond CEFs.