8566918839:AAF26VBALeQXWpayC8D8WfFxi-ABuob4gpQ I keep a folder of my investment theses in obsidian, and with the help of ChatGPT I have structure them into templates that provide a repeatable framework. This thesis is my first because I started a company in this…
When i was starting out in Tech I thought that project management was lame. I didn’t respect the team, and I thought that the product and sales teams were better. There was a lot of hubris in me during my…
Over the last year I’ve been building a personal CRM inside Obsidian, inspired by Judy Robinett’s 5/50/100 framework and my own relationship thesis. It worked well for a while, but the files had grown messy: inconsistent YAML front-matter, redundant fields…
The FOMO investors must have for unicorns must be excruciating. Missing a deal at seed that scales up to a unicorn would keep me up at nights. Pyschologically, it probably hurts more than having a winner. Yes, you played the…
I think people who understand compounding act in fundamentally different ways than those who don’t. A person with a foundational grasp of compounding would resemble a venture capitalist. They would probably wear a Patagonia vest, live in California, and like…
Any VC or PE investor will know the J-Curve well. It is a representation of a fund’s returns, first swooping down to the right into negative before lifting up into positive returns. Why does it go negative? Fees At the…
Coller Capital published an IRR card that I used to carry around in my wallet during my first 5 years out of University. It was a business-card sized piece of paper, on one side was a compound interest quick calculator,…
Ich hab’s schon mal versucht zu schreiben. Oft denke ich mir, dass Schreiben mein Deutsch verbessern könnte – vielleicht klappt’s ja auch. Was mir aber bisher gefehlt hat, war die Routine. Diese Woche hab ich mir vorgenommen, jeden Tag was…
I remember my first stock market investment, in 1999 after I had moved to the United States from Zimbabwe. My math teacher gave us an assignement to pick out a stock. This was during the heady dotcom boom, and I…