Jeff Hohner

@mjmauboussin @benchmark I just wanted to extend my thanks to both of you - you are great teachers for the ages. Thank you Michael and Bill!

Thanks, Bill! If only the world could realize your investment track record and that of your @benchmark colleagues.

Yes. Pay it forward. @bfeld lives it. The only way to do it in my books - keep it going!

Incredible numbers for #CollisionFromHome 👉🏻 32,000 ATTENDEES 45.2% FEMALE ATTENDEES 🇨🇦 140 COUNTRIES 🤯 Over 1000 STARTUPS! collisionconf.com/blog/numbers-b…

@MishaBakunin Pure expectations investing :)

#tnofoodcollaborative BIG ANNOUNCEMENT❗️We hope you will be able to tune in to @CBCToronto newscast at approximately 6:30pm to check it out! Just as a reminder the GoFundMe donation page is still open gofundme.com/f/thornecliffe… @LeasideToy @UWGreaterTO

@Alex_Danco Congratulations Alex!

Hello everyone! Big personal/professional news: I'm joining Shopify. danco.substack.com/p/shopify

@dbrown Unbelievable David!

Also, we stopped by Winterfell.

What does this year's S&P 500 total return say about next year's total return?--> Don't bother...

There’s a difference between societal biases about women entrepreneurs vs. your own mindset as a female entrepreneur. All those stats mean NOTHING to me because those don’t help me be successful. Think about what you can control & what you can execute to get shit done.

It will profoundly change the trajectory of your business and you personally as a founder/co-founder. #apply

18/ "Competitive strategy and valuation should be joined at the hip. Which is to say, the litmus test of a good strategy is that it creates value, and that you can’t really do a thoughtful valuation without understanding the economics of a business and the industry." MM

19/ "In business school we teach strategy and finance separately. The strategy professors say, 'well, you want your strategy to create value' but they don’t really explain the financials. Finance professors say 'it’s good to have a competitive advantage,” but don’t quantify it.'"

4/ "An investor’s primary task is to determine whether the expectations for future financial performance, as implied by the stock price, are too optimistic or pessimistic relative to how the company is likely to perform." Michael Mauboussin research-doc.credit-suisse.com/docView?langua…

1/ Michael Mauboussin: “A beautiful thing about expectations investing is it actually reverse engineers the process. … implied from the market price [are] the expectations for a business.” acquirersmultiple.com/2019/10/the-3-…

“I’ve never done a deal. What’s it like?” Me:

@bfeld Thank you for helping to get http://www.helpsavecathy.com out to everyone. It is working - thanks Brad!

friend of a blog reader looking for bone marrow / stem cell donor. help save a life - http://www.helpsavecathy.com/

@justinbieber that is fantastic advice