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I’m excited to introduce Canvas, the first investing technology platform that allows advisers and allocators to build deeply customized strategies. You can learn more here: http://Canvas.osam.com And here is our introductory letter to investors: https://osam.com/Commentary/introducing-canvas …pic.twitter.com/NhKrdZ4Uzz
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I tell guests before recording that episodes which are 1) longer and 2) wonkier get more listens. It’s counterintuitive but almost always true. This has quickly proven to be among the most popular episodes during its 1st week because
@chetanp knows his domain as deeply as anyonehttps://twitter.com/bwertz/status/1224052559066746882 …Thanks. Twitter will use this to make your timeline better. UndoUndo -
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As always, there is much to learn from
@mjmauboussin
https://twitter.com/capitalcamp/status/1223285474145570818 …Thanks. Twitter will use this to make your timeline better. UndoUndo -
My sister
@kloshaughnessy will be releasing her first novel soon. Critics loving it. Check it out
https://twitter.com/kloshaughnessy/status/1222984425060937739 …Thanks. Twitter will use this to make your timeline better. UndoUndo -
Found in the our Canvas Tax Optimizer source code:pic.twitter.com/MfN0XgNdSw
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What technology company has the best engineers if design is really important for the product?
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Patrick OShaughnessy Retweeted
Which people do you observe as unusually strong “attractors” / gravitational forces for other high quality, positive players in their field? Exhibit A: listen to
@chetanp - you can hear him smiling w/ delight & wonder as he talks about the nuance of enterprise softwarehttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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Patrick OShaughnessy Retweeted
Always impressed with entire
@benchmark partnership. Real investors. Excellent listen with@chetanphttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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One stat that sticks with me from this convo: the value of a single Salesforce customer ($ individual customers spend on Salesforce product) has grown 15% / year since IPO...bonkershttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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My conversation with
@chetanp on all things software investing (and building) - how to build with users - avoiding spreadsheet driven mindset - history of software - product, sales, recruiting - open source - investing opportunities A must listen http://investorfieldguide.com/chetan/ pic.twitter.com/waSa2ZA0oU
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Reason one million to love New York: it has white blood cells.https://twitter.com/colbydroscher/status/1221560070632329222 …
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H/t
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I’m not religious, and there was a time I’d have scoffed at reading this book, but it is thought provoking. Good reminder for me that you earn a high return on an open mind. “Our excesses are the best clues to our own poverty, and our best way of concealing it from ourselves”pic.twitter.com/eOXExdJJ2n
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I listened to next week's podcast last night and am really excited to share it. If you are interested in building or investing in software of any kind, its a must-listen conversation. Stay tuned.
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Open source movement bleeding into hardware with RISC-V. Fascinating and exciting story. H/t
@bgurley https://www.bloomberg.com/amp/news/articles/2020-01-22/open-source-transformed-software-the-chip-industry-is-next?__twitter_impression=true …Thanks. Twitter will use this to make your timeline better. UndoUndo -
Patrick OShaughnessy Retweeted
Thanks John! But to be fair, we've been plotting it out for a long time.pic.twitter.com/sFaRIqHJXZ
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It must be difficult for investors to tell the difference between the various quantitative factor strategies. For each firm, I'd investigate if they had a unique + growing edge (moat) in -team -recruiting -research platform (data, modeling) + process -culture
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Really enjoyed this convo with
@kirstenagreen The stuff on brands and consumer apply in many corners of business.https://open.spotify.com/episode/1IliDeRqeE8dXrLssrbAhH?si=VI5nliqvRaS-J8EttHUFQw …Thanks. Twitter will use this to make your timeline better. UndoUndo -
The biggest challenge isn't building good models, its using them and sticking with them.pic.twitter.com/PtcFaHIfsz
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Two books for me are way above the rest: 1) Pitch Anything by Klaff 2) Influence by Cialdinihttps://twitter.com/MarceloPLima/status/1219442462177026049 …
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How enterprise SaaS still has a long way to go
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