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Stephen Diehl
smdiehl
So let's talk about "no-code" this morning. Sure, it's a silly buzzword and pretty much every time our industry has tried this for the last 30 years it's always ended
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Mat Sherman
Mat_Sherman
Almost every founder I talk to wants to join @ycombinator almost by default, not giving a thought to the implications of what that means on their company and cap table.
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Somali News Updates
Somaliweyn_
Somalia’s first-ever licensing round for up to seven exploration blocks opened on August 4, 2020 and runs until March 12, 2021. The number of blocks on offer in the first
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Danny Masters
dannylmasters
1/ I’ll be on CNBC @PowerLunch at 2:50 pm ET to talk about “the Bitcoin Effect”When @coinbase IPO’s (using @polymarket predictions re: price) it will be in the top ten
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Abhishek N Jain
anj_101
THREAD: Notes from Prof Bakshi's (@Sanjay__Bakshi) Lecture on Maintenance Capex - https://vimeo.com/456037800 It’s important to understand maintenance capex to understand the economics of the business and from a valuation perspe
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Private Chad
Privatechad_
My Chads, If you are crushing trading BTC / futures on leverage, that does NOT mean you are any good at picking projects based on fundamentals.If you made a lot
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Alex
Alexs_trades
$BW // http://babcock.com Renewable Energy solutions Environmental tech Thermal Energy Partnered w/ Eos Energy Sustainable batteries Waste-to-Energy Biomass Energy $40M in contracts since Dec. Beat EPS by $1.20 Insider buying
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Leo Polovets
lpolovets
1/ Had a blast doing an episode of Venture Unlocked w/@Samirkaji. Samir & I went deep on VC funds.Topics we covered: the CASH framework for thesis development, portfolio construction strategy,
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Simon Rabinovitch
S_Rabinovitch
Small windows (literally) onto the intense (as in, crazy intense) competition in some parts of the Chinese economy: the cluster of independent coffee shops that have sprung up near our
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Nick Chong
n2ckchong
Wanted to bump this thread due to the Saffron Finance craze.What I said about BarnBridge applies to Saffron - they're fundamentally similar projects with similar goals. Saffron just launched first.Here's
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George Livadas
NoonSixCap
This is a good, thoughtful thread and I respect the viewpoint/appreciate that launching on your own is very much not for everyone. But, I figured I could add another (slightly
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Kai Kupferschmidt
kakape
Good vaccine news continues:@moderna_tx just announced its vaccine has shown 94,5% efficacy.In the study of more than 30,000 participants, 95 #covid19 cases were observed (starting two weeks after second dose):90
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Gen Z Investor
GenZ_Investor
CEO SPOTLIGHTLet's take a look into the life of what is probably THE most famous investor, potentially of ALL TIME!$BRK.A $BRK.B1/6 Warren Edward Buffett born August 30, 1930 is the chairman
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Funfintweets
funfintweets
Thoughts on growthI find the investors typically heavily underestimate multiple contractions + expansions in their theses. If your thesis is that the narrative will actually change as new better/worse results
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Cuy Sheffield
cuysheffield
1/ I've been thinking a lot lately about how crypto could become a vehicle for Black economic empowerment. I've published my thoughts for discussion herehttps://link.medium.com/pFq7euEtEbb 2/ Crypto is uniquely powerful
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Daniel Crosby
danielcrosby
A pretty-darn-exhaustive "This I Believe" as it pertains to money, markets and human behavior. 1/manyHumankind’s greatest asset is an ability to build trust through shared commitment to pro-social fictions. Capital
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