Q&A with Bluegrass Capital
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Bluegrass Capital
@BluegrassCap
Student of business models. Player of infinite games. Lets build something together.
Nashville / NYCJoined May 2014
Bluegrass Capital’s Tweets
UT President Randy Boyd regarding the goal posts
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Market is mostly an extrapolation machine. Whatever that’s happening now is assumed to continue in a straight line. Market is generally right in direction but wrong in duration.
I am part of the market. Whenever I bemoan the market, I’m also probably belittling part of myself.
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What are your most valuable lessons from January 2020 to now?
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"It's almost that he wants to make sure that we see him."
There's more here than you see. Not just a double entendre. We will have fun with this in 20 years. Make money.
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Choose your fighter: 50 bps in rates or owning the global OS for the next decade. I heard operating systems have pricing power.
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Invest in businesses that scale with people you can trust.
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Want to understand an idea or proposal?
Eliminate the framing/intent, focus on outcomes.
This one strategy filters an enormous amount of bullshit.
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A funny observation from founders I work with:
Investors investing $10K do more diligence than investors investing $1M
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... producing non zero sum outcomes, and improved quality of life.
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Financing innovation and customer delight is my highest return on time activity, fulfilling personal security and creative expression needs, positively impacting the greatest amount of adjacent collaborators, in a mutually reinforcing growth cycle...
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In one sentence, what is your primary reason for investing?
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What will be the most important primitives used to build on the internet in 2030?
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Investors who successfully utilize the collaboration tools available to the modern investor will inevitably run circles around those who don’t. I’m very appreciative of fintwit and my close network of investors— I’ve learned a ton from all of them and have hopefully contributed.
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How much would you pay to own an internet browser with 100 million users growing 50% annually? How do you arrive at that valuation?
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Distribution wins championships
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Alignment is an under appreciated and under explored source of adoption and growth.
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A lot of work leads up to an "instantaneous" decision... but those scenarios have produced my highest returns.
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What is your pattern recognition to identify companies whose future business quality will likely be materially higher than their current state?
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What are some of the best examples of the "picks & shovels" businesses being materially better investment-wise vs their end customers?
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3 Ps: 1 people 2 portfolio 3 process
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Write for the audience you want, not the one you have.
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Better alignment is a superpower.
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#FF @InvestingCanon
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Process knowledge.
Equally applicable to the diffusion of technology as to the fragility of an investor. Industrial design without manufacturing is like an ETF without first principles ability: a trade between capital efficiency versus longevity.
danwang.co/how-technology
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You can be Vince... or you can make real money.
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Effective writing expresses a clear point of view. Interesting writing tells me something I don't know. Useful writing tells me why a common belief is wrong.
Tell me what you think: I'll figure out what's what.
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What's the most creative but effective way you've seen a company reinvest its capital? Why didn't the market understand management's opportunity?
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Potential is bounded by ability to defer recognition. Permanently defer the pride tax into an expansive social asset. #breadcrumbs
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Liz - this is genius. We talk about copy - but this. Bareilles here leaves the planet in my mind.
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FU money is freedom for creatives. But the most important creators build with others. Here is a cheat code: find the best team.
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MITIMCo is hiring! Please see the linked job posting for the Global Investor role on our team, and share it.
The simple pitch: Work with exceptional investors globally. Support generations of MIT innovators.
mitimco.org/wp-content/upl
mitimco.org/global-investo
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