bhupi

@baskin

SAAS | Investing | Playing the long game | God is in the details

Gurgaon, India شامل ہوئے Şubat 2007

26 فالونگ64 فالوورز

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Simon Erickson@7Innovator·11 May

Fascinating insights in the recent @BCG Value Creator's Rankings. Ignore the recent volatility. This is a roadmap to long-term investing success. It begins by describing the market's best performers. $SHOP, $AMD & $SQ top the list in best 5-yr returns. bcg.com/publications/2…

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Balaji@balajis·16 Oca

Methods to increase the number of founders: 1) Reduce downside (Erik’s thread below) 2) Reduce opex (SaaS, AWS, etc) 3) Reduce living costs (leaving Bay Area) 4) Recruit more international founders 5) More free books, education, code What else?

Erik Torenberg@eriktorenberg

People look at high valuations in early-stage venture and conclude there’s too much capital. Another explanation for high valuations is we’re suffering a scarcity of (great) founders. A thread on why we’re suffering from a founder scarcity and some ideas on how to solve it.👇

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