A perpetually evolving doc of the advice I've received or inherited about the craft of investing.
Biology - The Song of the Cell - Siddhartha Mukherjee. link Entangled Life - Merlin Sheldrake. link The Gene: An Intimate History - Siddhartha Mukherjee. link
Objects or actions that ~majority of humans have / use / do:
I have found that asking founders what their company's future headline/tagline upon IPO will be is a helpful proxy to assess ambition, market scope, poetic tendencies... etc. What is the lofty vision that they will have achieved. This post is my amalgamation of some of my favourite examples from over the years.
A perpetually evolving doc of reads and media I find myself going back to.
Research & thoughts on talent. Typically inherited by folk much smarter than I.
“Some say software is eating the world, I would say that: BPF is eating software”
Thoma Bravo acquired Proofpoint for $12B+ in 2021. - Permira acquired Mimecast for $5B+ in 2022. Thoma Bravo acquired LogRhythm in 2018.
A perennial document attempting to capture the history of cybersecurity. PRs welcome!
A perennial document attempting to capture the history of developer tools acquisitions. PRs welcome!
A perennial document attempting to capture the history of developer tool business models. PRs welcome!
Every (public!) developer tool usage/revenue metric I've come across + sources.
A perennial document attempting to capture the history of gaming acquisitions. PRs welcome!
A collection of the best resources, primers and tutorials that I've come across about our mechnical counterparts.
A perennial document attempting to capture the history of security business models. PRs welcome!
A perennial document attempting to capture the history of software. PRs welcome!
QWERTY keyboard. - IPOS Dockerfiles Defense prime cost-plus pricing.
A perpetually evolving doc of the resources I've received or collected about building a venture firm.
Certain geographies, due to their culture, regulatory environment, infrastructure, etc., lend themselves to comparatively larger opportunities than alternative geos.
\>> The Kimchi Premium - \>> Susquehanna / Tim Reynolds on the advent of ETFs. \>> Uncovered Interest Arb \>> Triangular Arb \>> Pachinko Arb.
\>> [2023-01-02] Modern DWH-backed notebooks meet spreadsheet interfaces.