Sublime
An inspiration engine for ideas
Best wedges:
- Pick an underserved market segment when going after the king.
@deel wanted to compete with leader TriNet to be an employer of record for US companies but started with making it easy for US companies to hire foreign workers first. They crushed that segment and now compete he... See more
Martin Tobias (Pre-Seed VC)x.comThis has fundamentally changed the plane of competition: no longer do distributors compete based upon exclusive supplier relationships, with consumers/users an afterthought. Instead, suppliers can be commoditized leaving consumers/users as a first order priority. By extension, this means that the most important factor determining success is the use... See more
Ben Thompson • Aggregation Theory
Marketing Strategy
Natalia F • 4 cards
That carried good news for the market. That’s because leadership by small caps and technology is a sign of market strength.
John J. Murphy • Intermarket Analysis
A leading firm should have higher prices, or lower costs, than a similar business that is a follower. Why higher prices? Because the customers prefer the product. Why lower costs? Because the firm can spread its fixed costs over a much greater volume of business than competitors can.
Richard Koch • The Star Principle: How it can make you rich
Peter Keefe's letters & interviews:
https://t.co/A1Y0MSd29N
He's outperformed the S&P by ~3% per year over 33 years
He talks relatively freely about his top holdings https://t.co/tAXWKHiyMV
MKR is the most under appreciated token in crypto but will not be for long
- Captures nearly 40% of all DeFi profits on Ethereum
- #3 crypto app in revenue behind ETH, SOL
- Largest holdings of RWAs of any protocol, Blackrock et al competing for allocation of portfolio
- Trades ... See more