Sean Lawson

@seanblawson

Here to 🤯 Tweets about: finance, M&A, venture capital, and tech

San Francisco
Vrijeme pridruživanja: listopad 2010.

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  1. Prikvačeni tweet
    25. stu 2019.

    Biggest learning of the decade for me is that a cold email and a coffee can change your life

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  2. proslijedio/la je Tweet
    prije 14 sati

    I've never lived in san francisco but based on twitter I assume whenever a VC enters the room everyone stops what they are doing to clap

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  3. 6. velj

    No broker fees in SF, and it's so competitive to sign a lease. The higher switching costs (broker fees) in NY probably made it easer to find a place.

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  4. proslijedio/la je Tweet
    2. velj

    One Medical up 58% on first day trading - how long before Bill Gurley tweet storm on direct listings over the “hand allocated” IPO process?

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  5. 3. velj

    Property developers are building kitchens in empty malls to fill food-delivery orders, now a $25B market in US + growing. Great time to start a restaurant brand: low cost ghost kitchen + instant distribution cc/

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  6. 3. velj

    🤦‍♂️

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  7. 2. velj

    27-20 SF

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  8. 31. sij
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  9. 25. sij

    Two things from SVB earnings call: 1) emphasis on improving digital experience, 2) M&A appetite to grow retail banking business. Would never happen, but a Chime or N26 could help w/ both.

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  10. proslijedio/la je Tweet
    23. sij

    When someone criticizes my ideas in a deck I just say, "You know, NBC hated 'Seinfeld' at first, too," and it's like, checkmate, you can't argue with that.

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  11. 24. sij
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  12. 22. sij
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  13. 22. sij

    Are there any funds w/ a portfolio strategy tracking companies based on net promoter score? Would think companies w/ customer evangelists ( , ) perform better

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  14. 21. sij

    The only email etiquette you need to follow: don’t send anything you wouldn’t want everyone to read. No one replies “unsubscribe” if it’s public.

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  15. proslijedio/la je Tweet
    18. sij

    Global enterprise software spending is expected to be $500B+ in 2020, up 11% year over year.

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  16. proslijedio/la je Tweet
    15. sij

    S&P 500 total returns since 1872 is a fun chart from BAML:

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  17. 13. sij

    Feels a little like eating alone and not being on your phone

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  18. 13. sij

    Has it become weird to be alone outside without AirPods on?

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  19. 9. sij

    Ask visiting Europeans about subtle differences in US, you invariably hear how strange it is seeing so many pharma ads

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  20. 8. sij

    Apparently only 11% of Prime users view video as a key feature, but I wonder if that starts to change as more $$ is allocated to content

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  21. 8. sij

    Amazon is spending $8.5 billion on Prime content in 2020 At 140M members globally, Prime will bring in ~$14 billion 60% of Prime fees going to content - and they still have to ship packages!

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