Tren Griffin

@trengriffin

I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.

Seattle, Washington
Vrijeme pridruživanja: veljača 2009.

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  1. prije 3 sata

    Mufasa: "And so we are all connnected in the great Circle of Business Life."

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  2. prije 3 sata

    You could could take the time to read another analysis today or this week, but that would be a bad decision.

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  3. prije 15 sati

    "We are working with a 40% profit margin about [sic] acquisition, packaging and distribution to the retailers. This along with the flower will move us into the gross revenue range of 1.3-1.4M per month with profits at 40-42%. WE ARE HERE!!!!!!"

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  4. prije 15 sati

    "To create the illusion that the marijuana business was profitable and paying dividends Griffithe allegedly paid out purported profit distributions to some investors, which were partially funded in a Ponzi-like fashion using funds from other investors."

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  5. prije 15 sati

    How much cash is left? Not profit. Cash. Promoters spent part of the investors’ funds — ~ $3.5M on 2008 Bentley Continental, a 2012 Mercedes-Benz C-Class, a 2015 Porsche Panamera, along with $250,000 toward a yacht and expenses related to a movie company.

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  6. 2. velj

    "You don't pivot on the product. If you fix the market and pivot the product, then you have no advantage because your original insight is gone." There are exceptions [but they're not a pivot. They're a restart]." Andy Rachleff

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  7. 2. velj

    Does Eaze even have a proprietary secret to hold on to? As Eaze expands in a market do demand and supply both grow and pickup times fall? How does selling additional layers in the value chain create any barriers to entry and pricing power? Does Eaze have product/market fit?

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  8. 2. velj

    Mike Maples, Jr.: "A pivot is: keep your proprietary insight, but find the right customer for that insight. Don’t let go of your secret." The metaphor of pivot is apt in that a pivot involves keeping your pivot foot on the ground as you move your body..."

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  9. 1. velj

    "A pivot isn’t about product iteration– the pivot has to do with business model." Mike Maples Jr. … Ann Miura-Ko: "A pivot, for me, is taking one component of your business model and changing it somehow."

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  10. 1. velj

    25iQuiz: Is this really a "pivot"? "Eaze is hoping to pull off a 'verticalization' pivot, moving beyond online storefront and delivery of 3rd-party products (rolled joints, flower, vaping products and edibles) and into sourcing, branding and dispensing"

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  11. 1. velj

    It's almost as if there is another untaxed source of supply. "black-market pot sales outpaced legal revenue by a ratio of nearly 3-to-1 (an estimated $8.7 billion versus an estimated $3.1 billion for legal weed in 2019)."

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  12. 1. velj

    The way the body processes a viral protein is often different from the way it processes the same protein made in a stainless steel tank. The advantage of putting mRNA in a vaccine is that the body makes the viral protein in the exact same way as the virus.

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  13. 1. velj

    "mRNA is really like a software molecule in biology. So our vaccine is like the software program to the body, which then goes and makes the [viral] proteins that can generate an immune response.”

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  14. 1. velj

    What other company in the news is using mRNA right now? "Researchers developed a small molecule targeting the messenger RNA (mRNA) of α-synuclein, preventing the formation of the misfolded protein and halting the progression of Parkinson’s disease."

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  15. 1. velj

    In his “Five Minute University” routine on Saturday Night Live “Father Guido Sarducci” pointed out: “Economics? Supply and Demand. That’s it.'”

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  16. 1. velj

    "LivWell is building large-scale indoor cannabis growing rooms in Colorado and Oregon. The new rooms have 30- to 40-foot-high ceilings and state-of-the-art LED lighting cool enough to sit close to the plants."

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  17. 1. velj

    "By the end of 2019, Colorado cannabis cultivation licenses dropped 8% to 683 businesses. The average market rate slumped to a low of $759 per pound in 2018 after peaking at $2,007 in early 2015. That rate has rebounded to $1,316."

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  18. 1. velj

    "Android’s operating system is open source *US GDP counts Android OS at zero *US GDP counts Android hardware at ~ zero since it is designed abroad (assembled using US parts and IP)." Hal Varian

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  19. 1. velj

    "Export finished iPhone from China to France--Counts as $350 of export from China to France but could be thought of as: *$200 of software exports from US to France *$150 parts from elsewhere Where does $200 of software show up in US GDP?" It doesn't.

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  20. 31. sij
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