Ian Sigalow

@Sigalow

Co-Founder at . Advocate for founders, dreamers, and nerds everywhere. Follow my public market portfolio here:

New York
Vrijeme pridruživanja: travanj 2007.

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  1. prije 18 sati

    I have been lucky in my career to work with some truly exceptional entrepreneurs. A few of them I get to work with twice. Thus far the second time around is always bigger and more ambitious.

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  2. 2. velj

    Or maybe it is a feature that Larry in engineering dreamt up. He called it Naked Mode.

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  3. 2. velj

    Watched Terminator on the plane today. Spent a solid hour wondering how they had the technology to send people back in time but couldn’t figure out how to send clothes back with them. Seems like a pretty serious bug.

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  4. 2. velj

    The upside of Chinese communist rule is that they can build a 1,000 bed hospital in 8 days. It takes NYC 2+ years to fix a staircase in grand central.

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  5. 1. velj

    Had a discussion this morning with my wife about our house, which is underwater thanks to SALT changes. Me: “When you are in a hole, sometimes you have to keep digging to get out the other side.” Her: “If China is on the other side, do you really want to go there?”

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  6. 31. sij

    Amazon up $100B in after hours trading. My sum-of-the-parts is that it should be a $2 trillion company and is still significantly undervalued: 1.) AWS - $1 trillion 2.) eCom/Marketplace/FBA/Retail - $600B 3.) Other (Advertising/Consumer Products/Media/Twitch) - $400B

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  7. 27. sij

    There are only two industries that call their customers “users”. One is social media companies and the other is drug dealers.

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  8. 26. sij

    woah. One of the greatest players of all time, and he was still so young.

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  9. 24. sij

    This is a dangerous precedent. Next NYC will force Uber and AirBNB to accept cash because it isn’t fair to the unbanked. Note that the politician who drafted the bill banning cashless restaurants is from the Bronx. There are currently *zero* cashless restaurants in the Bronx.

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  10. 23. sij

    Presidential elections remind me of the game of RISK. If you go too big, too early, everyone attacks you and you lose. At some point the front runners take each other down in an epic battle. And if you hang on long enough it all comes down to a roll of the dice.

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  11. 22. sij

    According to the Economist, Canada is a “Full Democracy” and the US is not. This affirms my long held belief that what America really needs is a King and Queen, just like Canada. I am happy to volunteer for the role.

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  12. 18. sij

    Tesla Model 3 sales chart looks eerily similar to the way the iPhone took share from Nokia, Motorola, Samsung, RIM, etc.

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  13. 13. sij

    A few years ago I had lunch with a CEO who was talking about his 3 marathons that year, the non-stop travel, the 30 books he read, etc. I asked him, “How do you find the time?” He said, “I am not winning any father of the year awards.” Everything has a trade-off.

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  14. 12. sij

    How did the guy from the oatmeal commercials get a coaching job with the Kansas City Chiefs?

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  15. proslijedio/la je Tweet
    11. sij

    Best Tweet about Casper S-1 is not about Casper itself. It's about Purple Mattress

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  16. 11. sij

    There are 2 models in D2C that produce scale & profits: 1) $100+/yr of contribution margin with crazy retention (ex razors, contacts, pharma) 2) $500+ contribution margin on 1st purchase (SDC, Casper) There are only a few categories with both. Those are $$$.

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  17. 11. sij

    It is amazing that Purple Mattress seemingly came out of nowhere, merged into a public shell in 2017 (Nasdaq: PRPL), and is now as big as Casper, growing faster, and generates modest free cash flow. I would buy the stock except this whole space feels like Meal Kits 2.0

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  18. 6. sij

    There is a video below where a chimpanzee repeatedly plays a memory game at superhuman levels. It is amazing to watch as a reminder that we are not the only intelligent life on this planet.

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  19. 5. sij

    There is a moneytree report linked in this article. Check out slide 63. (Spoiler: it lists most active VCs in the US in Q3 2019)

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  20. 5. sij

    If you want to catch big fish, you have to fish in deep water. NYC is having its tech moment and the market is finally getting deep. The rate of acceleration is staggering. How Big Tech Is Turning New York Into a Silicon Valley Rival

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