Snowball Capital

@SnowballCap

Curious about investment, technology and how thoughts become things, vv

George Town, Pinang
snowball.capital
Joined July 2009
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  1. Retweeted
    Jun 4

    Both Europe's & Japan's central banks now have bigger balance sheets than the Fed

    11 retweets 7 likes
  2. Retweeted
    May 30

    I'm blown away by this photo

    102 replies 3,975 retweets 9,629 likes
  3. Retweeted
    May 30

    It’s not just about finding winners; it’s about identifying when you are wrong quicker.

    4 replies 33 retweets 94 likes
  4. Retweeted
    May 30

    Even back when he was selling CD's & mouses from a Beijing market stall, the focus was low prices and turnover.

    7 replies 10 retweets 57 likes
  5. Retweeted
    May 31

    It shouldn't be surprising that the thing most investors are fearful of... illiquidity... is a powerful driver of returns

    7 replies 28 retweets 80 likes
  6. Retweeted
    Jun 1

    Don’t bother finding the next multi-bagger if you aren’t going to develop the conviction to hold it

    5 replies 52 retweets 103 likes
  7. Retweeted
    May 30
    Replying to

    All data lies by omission.

    4 retweets 10 likes
  8. Retweeted
    May 29

    Hal Varian: "US GDP counts Android OS at zero (open source); Android hardware at ~ zero since it is designed abroad"

    6 replies 90 retweets 192 likes
  9. Retweeted
    May 29
    Replying to

    GDP is about what is produced in a single country. That's not how the world works any more. Hal Varian slide:

    5 replies 34 retweets 63 likes
  10. Retweeted
    May 28
    Replying to

    If Softbank invested in 4,000 seed rounds a year at $500K on average, the $93B in capital would be fully deployed in 46.5 years!

    4 replies 17 retweets 20 likes
  11. Retweeted
    May 28

    It's dishonest to claim that working at e.g. Google is merely targeting ads, not improving the world.

    31 replies 96 retweets 395 likes
  12. Retweeted
    May 28
    Replying to

    Google search improves the world immensely. Ads are how they pay for it. Ads are Google's day job, not its whole focus.

    15 replies 84 retweets 281 likes
  13. Retweeted
    May 28
    Replying to

    The fact that making money is not Google's whole focus is part of the reason it makes so much money.

    22 replies 192 retweets 462 likes
  14. Retweeted
    May 27

    The Bezos Mind: Raw inputs, compressed outputs. Stellar essay by h/t

    1 reply 17 retweets 85 likes
  15. Retweeted
    May 27

    Silicon Valley vs. Wall Street, all in one paragraph.

    1 reply 7 retweets 31 likes
  16. Retweeted
    May 27

    Enjoyed this from w/ quotes from Marks. Don't compare. Others will inevitably do well. Have humility.

    3 replies 13 retweets 40 likes
  17. Retweeted
    May 27

    The financial web is strange: the best content is free, & the authors do it for fun. Most subscription articles are inferior.

    14 replies 55 retweets 258 likes
  18. Retweeted
    May 27

    Love this

    I'm sure this was posted but Matt Levine on the greatest trick ever pulled is just so beautiful
    1 reply 7 retweets 27 likes
  19. Retweeted
    May 27

    don't carry your organs to heaven, God does not need them. Donate it here.

    2 replies 55 retweets 94 likes
  20. Retweeted
    May 27

    Mark Zuckerberg on Imposter Syndrome (Harvard Commencement Address)

    1 reply 34 retweets 61 likes

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