Will Quist

@wquist

Excitable

415 or 530
slow.co
Vrijeme pridruživanja: svibanj 2009.
49 fotografija ili videozapisa Fotografije i videozapisi

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  1. 30. sij

    It should always be about what the data suggests is true about the business and the potential vs. the data itself...

    The most common question I get from founders is what metrics they need to achieve for a Series A. Here is my framework.
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  2. proslijedio/la je Tweet
    18. sij

    1/ Why you need to document things to improve your decision-making, a thread: "The first principle is that you must not fool yourself and you are the easiest person to fool." ~Richard P. Feynman Feynman is one of my heroes, a brilliant physicist who was also a renaissance man

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  3. proslijedio/la je Tweet
    15. sij

    3/ “Only once proven your value hypothesis do you move on to your growth hypothesis. The value hypothesis defines the what, the who and the how. What are you going to build, who is desperate for it, and what is the business model you are going to use to deliver it?” Andy Rachleff

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  4. proslijedio/la je Tweet
    14. sij

    Anyway, congrats Yodlee, you plaid yourself

    1 reply 1 proslijeđeni tweet 30 korisnika označava da im se sviđa
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  5. proslijedio/la je Tweet
    13. sij

    The unit economics process is about determining: What is the capacity of the business to generate cash flows? What is the expected growth in those cash flows? How uncertain are those cash flows? You take expected cash flows and you discount them back to their present value.

    1 reply 7 proslijeđenih tweetova 27 korisnika označava da im se sviđa
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  6. proslijedio/la je Tweet
    13. sij

    This is how you do unit economics analysis. For a shareholder it requires detective work. It isn't a number or ratio you look up on a web site. The business itself has the data, including cohorted data. Both should do sensitivity analysis and use a margin of safety on variables.

    A few quick thoughts on : 1) As mentioned earlier, no cohorted data, but no surprise there (). 2) Only repeat purchase data points: 14% of customers returned within a year of original purchase, 20% of customers in DTC were repeaters.
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  7. proslijedio/la je Tweet
    10. sij

    My work has taught me: valuing a subscription business is similar to valuing a portfolio of annuities, but is in large part a black art requiring good judgement, which comes from observing and participating in a lot of bad judgement. Also: Profits Are an Opinion, Cash Is a Fact.

    What has your work taught you that other people don't realize?
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  8. 10. sij

    Amazing to have more talented friends, who can take a random idea of yours and do something with it. Good actionable analysis of the DNA of the unicorn set by and the team. The take on myth #3 was most interesting to me...

    1 reply 1 proslijeđeni tweet 18 korisnika označava da im se sviđa
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  9. proslijedio/la je Tweet
    6. sij

    this is a big deal and going to be a bigger deal everywhere

    Agreed
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  10. proslijedio/la je Tweet
    6. sij

    What's on my mind 👭 IRL Social Experiences 📢 Loudspeakers and Soapboxes ✈️ The UX of Travel 🌎 Climate Change 💥 Follow Through

    1 proslijeđeni tweet 14 korisnika označava da im se sviđa
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  11. 13. pro 2019.

    Replicating the inventory will not be hard, but demand generation is a not anywhere near a landlords core competency and probably the most differentiated thing the flexible commercial office space companies have done (relative to the real estate industry)...

    If you had $1 billion in cash, could you reproduce Industrious or Knotel? Obviously. Real estate investors think in terms of replacement cost and it’d be much cheaper to build a new flexible office company than buy at today’s valuations. 1/3
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  12. proslijedio/la je Tweet
    12. pro 2019.

    PSA: Founders, don't use your personal phone number for your company.

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  13. 11. pro 2019.

    👇🏻👇🏻👇🏻

    2/ "The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage." Warren Buffett
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  14. 11. pro 2019.

    Omni channel work!

    In the future, we will view offices as the equivalent of flagship retail stores. A good place to visit when you want a more personal experience & helpful for new customers/employees. Some people like to shop in person & others like to shop from home. The same is true for work.
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  15. proslijedio/la je Tweet
    4. pro 2019.
    Odgovor korisniku/ci

    If you can lose on purpose, its skill.

    1 reply 1 proslijeđeni tweet 11 korisnika označava da im se sviđa
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  16. proslijedio/la je Tweet
    3. pro 2019.

    "When forced to choose between optimizing the appearance of our GAAP accounting and maximizing the present value of future cash flows, we’ll take the cash flows.” Jeff Bezos

    1 reply 11 proslijeđenih tweetova 34 korisnika označavaju da im se sviđa
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  17. proslijedio/la je Tweet
    2. pro 2019.

    When we talk about idiosyncratic companies, it can seem subjective or even wishy-washy. But truly idiosyncratic companies generate financial results that differ from competitors in important ways and that's what we care about. Ex: this chart of bank growth vs credit quality.

    8 replies 5 proslijeđenih tweetova 51 korisnik označava da mu se sviđa
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  18. 23. stu 2019.

    👇🏻🗝

    1/ a. "There are heterogeneous agents. These can be ants in an ant colony, neurons in your brain, or investors in a market." b. "These agents interact leading to a process called 'emergence.'" c. "Reductionism doesn’t work."
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  19. proslijedio/la je Tweet
    22. stu 2019.

    The worst misses are always the ones you understood and followed but failed to swing on. I don't care at all about things that do very well that I never understood. What bothers me are the ones that were served up and I passed up for no good reason at all

    1 reply 1 proslijeđeni tweet 8 korisnika označava da im se sviđa
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  20. 21. stu 2019.

    😎

    Brex: Have you welcomed our lord & savior into your heart? Me: I'm agno.. Brex: faith in Brex is the only.. Me: Thanks we use Amex Brex: Allow me to read of the book of Case Studies 3:12 Me: no really I'm fin.. Brex: and lo Lime Bike struggled mightily w/ expense tracking
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