Aaron Neil

@aneilvc

Growth Investor @ G Squared

San Francisco, CA
Vrijeme pridruživanja: listopad 2019.

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  1. prije 22 sata

    38 years in the making. Greatness does not come easy!

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  2. proslijedio/la je Tweet
    30. sij
    Odgovor korisnicima

    Those are small, homogenous, resource-rich countries and not economically dynamic or innovative. The US is uniquely free and should remain so. The world doesn’t need another Europe, but it needs the USA.

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  3. proslijedio/la je Tweet
    31. sij
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  4. proslijedio/la je Tweet
    27. sij

    “I always want to outwork my potential.” - Kobe Bryant

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  5. 28. sij
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  6. proslijedio/la je Tweet
    27. sij

    I hope we all remember that Kobe and Gianna have brought our country closer together than anyone has in a generation. Their memory truly is a blessing that we should build on.

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  7. proslijedio/la je Tweet
    25. sij

    1) Casper vs. Purple is an interesting case study in the benefits of being public vs. private. Going public forced Purple to develop discipline that can clearly be seen in their superior growth/profitability metrics vs. Casper. Purple is a lean, mean fighting machine.

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  8. proslijedio/la je Tweet
    25. sij

    Living a life of integrity pays off, but it takes a very long time.

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  9. proslijedio/la je Tweet
    24. sij

    "It's easier to hold your principles 100 percent of the time than it is to hold them 98 percent of the time." -- Clayton Christensen, giant of enterprise, RIP

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  10. proslijedio/la je Tweet

    Fact check: This is misleading, if not inaccurate. 1) JPM took a $25B loan from Treasury because the govt insisted; it didn’t want it + paid it back. The Senator then conflates $391B of loans from Federal Reserve as taxpayer money, which it traditionally would not be considered.

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  11. proslijedio/la je Tweet
    20. sij

    Salesforce’s cumulative cash burn to IPO was $30M: 1999: $0 revenue/ burned $5m 2000: $5m revenue/ burned $33m 2001: $22m revenue/ burned $14m 2002: $48m revenue/ +$3m free cash flow 2003: $86m revenue/ +$19m free cash flow IPO 2004 Scaling SaaS companies can be cash efficient.

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  12. proslijedio/la je Tweet
    14. sij

    I hear about "triple-triple-double-double-double" but so much value is created by *sustained* growth and compounding. Atlassian is my favorite example. The lowest number on this chart is 34.3% which was in the Sep-2016 quarter! They accelerated from there at a $500M run rate

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  13. proslijedio/la je Tweet

    When Silicon Valley VCs visit “emerging markets” and discover how low the valuations are

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  14. 11. pro 2019.

    For the broader ecosystem, we will continue to see insurtechs grow in non-consumer verticals, e.g., and for business, and see more action in the European insurtech ecosystem, e.g.,

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  15. 11. pro 2019.

    Insurtechs in 2019 mastered customer acquisition; in 2020 we may see them leverage data to fully underwrite risk better than incumbents

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  16. 11. pro 2019.

    Above from

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  17. 11. pro 2019.

    "Insurtechs in 2019 began to understand the true complexity of the insurance industry as well as the difficulty in earning an underwriting profit. [...] we’ll see more Insurtechs becoming tech providers as opposed to direct-to-consumer product providers."

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  18. proslijedio/la je Tweet
    2. pro 2019.

    Visa since IPO in March '08 = maybe the prettiest P&L there is. Revenue 4x and expenses 2x over ~11 years. The S&P dropped ~50% the year immediately after the IPO...and yet $10k invested at the IPO would be ~$142k today. Compounding and operating leverage is pretty cool 😯

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  19. proslijedio/la je Tweet
    14. stu 2019.

    Forget LinkedIn, check your wifi for jobs ;) 😅

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  20. 26. stu 2019.
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