DLM retweetledi
DLM
575 posts

DLM retweetledi
DLM retweetledi

weak moats erode.
strong fundamentals endure.
Naval@naval
AI is going to drain a lot of moats.
English

@StockOptions888 today minted new zeros for some.
research and conviction.
English

@LondonMathews I get invited to PR events/cocktail parties on a weekly basis. I don’t include those, that’s like work.
English

@marclou this is pretty cool. @nikitabier should bless this as a community feature.
English

had a brief convo on design with the founder of yardi who is hyper focused on function. numbers back him. bad ceo?
David Hill@iamdavidhill
a ceo who doesn’t value design isn’t a very good ceo
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