Sublime
An inspiration engine for ideas
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public appearanc... See more
PrivateEquityGuy (Mikk Markus)x.comWatch Monti Ossenfort cook on the phones
and tell me this isn't a man who will trade back with a team that takes a QB at No. 4 - and then immediately move back up for Marvin Harrison Jr. https://t.co/xzp9heOg6Y
Josh Norrisx.com
Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare ... See more
Ben Horowitz's guide on hiring executives for roles you're not good at.
Playbook for hiring the best people you've ever worked with: https://t.co/50UFOtgg7v
Mike Speiser is one of the most unique investors who isn't as well known outside the valley.
At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground.
His track record is insane, creating $70B of value from 5 companies over 15yrs! https://t.co/B4Gg4pGzmn
Keith Rabois explains “Founder Mode” and its similarities to how PayPal was run in the early days
“At PayPal, we never promoted anybody based on their management skill. We promoted everybody based on their craft. So if you wanted to run the design team, you had to be the best designer. If you wanted to run the engineeri... See more
Startup Archivex.comA MASTER operator and investor: @rabois
Yesterday: @chamath’s SPAC merger with @Opendoor
Today I inhaled Keith’s podcasts:
• @APompliano
• @eriktorenberg
• @Jason
• @david_perell
• @Patrick_oshag ___LI... See more
Chris Hladczukx.comSomething super interesting.
In Shannan’s system - the QB doesn’t change the protection (like ever) - he just throws hot when he has to - that’s why if there is a blitz - the RB is often in protection unless he has a free release route as the actual play call.
The emphasis on the QB is take... See more
Kurt Benkertx.com