adam keesling

@adam_keesling

There are four kinds of business: tourism, food service, railroads, and sales

San Francisco, CA
Vrijeme pridruživanja: siječanj 2019.

Medijski sadržaj

  1. 14. sij
    Odgovor korisniku/ci

    the Elliot conspiracy hahah

  2. 12. sij
    Odgovor korisnicima

    kendrick on ellen rapping these walls from his soul

  3. 12. sij
    Odgovor korisniku/ci

    tyler and hodgy beats in 2012 - raw, young, fuck-em-up energy:

  4. 11. sij
    Odgovor korisnicima
  5. 11. sij
    Odgovor korisniku/ci
  6. 21. pro 2019.
    Odgovor korisniku/ci

    “Just like investment bankers”

  7. 17. pro 2019.
    Odgovor korisniku/ci

    Agreed A Smart Bear has an old post that's similar on why he sold his first company

  8. 17. pro 2019.

    Luxury SaaS is my favorite trend of 2019 We're going to see more products solve a specific problem *very* well and charge consumers for it Excited for this to mix with IRL (hardware, CPG, community) innovation

  9. 17. pro 2019.
    Odgovor korisnicima
  10. 17. pro 2019.

    Sergio's concern likely stems from several brands relying on paid acquisition (which has been increasing) but sitting with highly-levered balance sheets It's a risk because if you don't build a product people spread through word-of-mouth (then lever up) recessions are terrifying

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  11. 17. pro 2019.

    - Looks like the e-comm debt isn't secuiritzed directly, instead comes off their own balance sheet - It's a small part of their balance sheet at $18.1M in loans issued (3 mo ended Mar 2019) vs ~$2.0B in cash+mkt sec Unfortunately no easy public way to short this

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  12. 17. pro 2019.

    Shopify credit risk: - "Shopify Capital" lends to e-comm merchants - Spreading risk among a "diversified merchant base" doesn't de-risk if there's a threat in the industry - Some of these risks are insured to third parties. Shopify pays premium to protect against default

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  13. 15. pro 2019.
    Odgovor korisniku/ci
  14. 15. pro 2019.

    A few examples of my own. - Pasting Twitter threads - Reading list - Writing down what I'm thinking vs just third party info - Connecting blog content by and the source he recommended

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  15. 15. pro 2019.
    Odgovor korisnicima

    In college I started a Wall Street Club on campus. Tried to get a community going of ISU people going into IB / PE These were the shirts I made

  16. 14. pro 2019.
    Odgovor korisniku/ci
  17. 7. pro 2019.

    this is my biggest fear of getting a real job again I feel much more comfortable with recruiting processes that don't openly maximize candidates to the point that they *must* rely on hackable metrics

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  18. 5. pro 2019.

    Spotify Wrapped: 2019 Top Artist: Kanye 2019 New Artist: Freddie Gibbs Music consumption: 59,170 min to 92,019 min (!) Artist of the decade: Drake [although I didn't have premium from 2015-2017 where I remember my top artist was Kendrick each year]

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  19. 24. stu 2019.

    RXBar's brand is all about it's ingredients, not a particular diet The "No B.S." references not having processed / artificial foods But it also points to not conforming to a specific named diet (which inevitably rise and fall)

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  20. 23. stu 2019.
    Odgovor korisniku/ci

    you da man justin

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