Patrick OShaughnessyOvjeren akaunt

@patrick_oshag

🧬 / Invest Like the Best 🎙 / ⛺️ / Learn, build, share, repeat

New York, NY
Vrijeme pridruživanja: lipanj 2013.

Medijski sadržaj

  1. Odgovor korisniku/ci
  2. Odgovor korisniku/ci
  3. Odgovor korisniku/ci

    First my work login wasn't working, now this? what's going on?

  4. Found in the our Canvas Tax Optimizer source code:

  5. My conversation with 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

  6. Odgovor korisniku/ci
  7. 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”

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  8. Odgovor korisniku/ci
  9. The biggest challenge isn't building good models, its using them and sticking with them.

  10. My conversation with on thesis driven investing. We discuss: - how people will learn in the future (education technology) - marketing - well being as an investment area - lessons from her career in investing

  11. "Apps are increasingly becoming thin wrappers around use cases, not weighty shells around brands The model shifts from “Pipeline” to “Platform,” and the mental model of a request/response lifecycle becomes more useful than that of a value chain.”

  12. Morning run in Austin. What a city. Live a great story

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  13. My 2019 letter to investors: - value lost because of incredible multiple expansion in growth stocks - value stocks delivered much better business results - earnings expectation gap for growth vs value near the 2000 high - S&P 500 priced for bad returns

  14. A new category of investing: pre-company investing, with - history of technologies of ambition - how to find talent - what types of ideas are best to fund - power of cities - observations include China, Singapore, Europe and elsewhere

  15. Most non fiction should be about this long. 56 page mini book on how to price a product. Fairly introductory but lots of great reminders.

  16. Some very neat stuff found on a beautiful day.

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  17. Odgovor korisniku/ci

    Yes. I get that sense reading this. Do you mean in the same general sense as Conways law?

  18. Odgovor korisniku/ci

    Yes this is more UI. Im loving this for deeper stuff:

  19. For anyone else interested in software design, a good starter kit. What else would you recommend (books, posts, etc)?

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