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First my work login wasn't working, now this? what's going on?pic.twitter.com/WVRhEvcz0R
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Found in the our Canvas Tax Optimizer source code:pic.twitter.com/MfN0XgNdSw
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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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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
Prikaži ovu nit -
The biggest challenge isn't building good models, its using them and sticking with them.pic.twitter.com/PtcFaHIfsz
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My conversation with
@rebeccakaden 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 https://open.spotify.com/episode/5RelviZtoN8FvllxaYgo4T?si=nW8AYZwMRB-EvaZlOd_zng …pic.twitter.com/tPTrpnBVMa
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"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.” https://segment.com/blog/why-we-re-transitioning-to-api-first/ …pic.twitter.com/JUGP3AqnNI
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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 https://canvas.osam.com/Commentary/BlogPost?Permalink=oshaughnessy-quarterly-letter-q4-2019 …pic.twitter.com/zepXI7X8El
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A new category of investing: pre-company investing, with
@matthewclifford - 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 http://investorfieldguide.com/clifford/ pic.twitter.com/0BT4BuX1dA
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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. https://neildavidson.com/downloads/dont-just-roll-the-dice-2.0.0.pdf …pic.twitter.com/xIylWO5vcm
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Yes. I get that sense reading this. Do you mean in the same general sense as Conways law?pic.twitter.com/V2DjDWFYgi
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Yes this is more UI. Im loving this for deeper stuff:pic.twitter.com/GKHlQ0WnXj
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For anyone else interested in software design, a good starter kit. What else would you recommend (books, posts, etc)?pic.twitter.com/WT09ZXkc3D
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