inthewoods

8 ms·

31.
by inthewoods 5y ago
You can find lots of research on it but first, between 85-90% of actively managed investment funds underperform their benchmark: https://www.ifa.com/articles/despite_brief_reprieve_2018_spi... That means it is very, ve
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by inthewoods 5y ago
Generally speaking, once a fund reaches the level outperformance of ARK, they underperform the market. Only time will tell if she was just lucky or actually had any kind of edge. It's usually the former.
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by inthewoods 5y ago
How are you different from Thrasio, Perch, and host of other competitors? Seems like this is just a race to execute deals faster than the other guys - what is your competitive advantage? Interestingly this is somewhat how Wayfair began back
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by inthewoods 5y ago
Sadly it is not that easy if you do not want to use them - if that would true I would not be complaining.
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by inthewoods 5y ago
Oh I get it. But as I said in another response below, what you're describing is the stage of a contact, not separate objects (in my opinion). You could just as easily have a single object but where the status was "lead" (no c
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by inthewoods 5y ago
The way I think about it is that Lead is a stage of a Contact, not a separate object.
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by inthewoods 5y ago
I've used Salesforce at every company I've worked at for the last 8 years. Here are my observations: - There is a special place in hell for the person who made the decision to have leads and contacts as separate objects. It create
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by inthewoods 6y ago
I’m often amazed that anyone leaves an organic review given how many questions these companies want you to answer. My guess would be that 80% are incentivized but again it’s just a guess.
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by inthewoods 6y ago
Oh I don't think they'll necessarily profit - I'm saying that they are incentivized to take a lot of risk. But I don't think that makes them either any smarter or that they'll have a guarantee of being able to get o
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by inthewoods 6y ago
VCs are geared to take big swings and bets. Makes total sense that they would buy into anything that has the potential to be a billion dollar idea, even if the likelihood of success is 1-5%. What's interesting about NFTs to me is that
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by inthewoods 6y ago
Cool project and story! FYI - Just tried to view your demo at http://demo.airbyte.io - got a blank screen across multiple browsers (Safari, Edge).
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by inthewoods 6y ago
Yes but sadly I'm on Exchange - so it won't work for me right now. Otherwise I'd already be playing with it!
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by inthewoods 6y ago
Life.so looks very interesting. It does one thing I wish all task managements did: integrate calendar so that you can schedule tasks on your calendar. This, to me, is key to actually getting things done. I would love to also have notes buil
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by inthewoods 6y ago
I think I'm being thick on this one - there is the first section with the guide overlay, and then a link to the full demo (hosted at demo.navattic.com). Does Navattic create both of these, or just the first section that walks the user
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by inthewoods 6y ago
Honest question (not a gamer) - did any of those platforms allow 3rd parties to develop games on their platforms?
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by inthewoods 6y ago
I was wondering how it would handle if two people were editing the same file on two different computers.
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by inthewoods 6y ago
www.cloudcannon.com
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by inthewoods 6y ago
I keep waiting for Apple to introduce their own search engine. They are already pushing on the privacy angle, so it would seem to make logical sense to dump Google and have their own search engine. I think switching the iPhone/Safari s
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by inthewoods 6y ago
I'm surprised that no one has mentioned Microsoft Edge here. No dog in the fight (I don't work for Microsoft), but I've found Edge uses significantly less RAM and CPU - my fan rarely goes on now except for Google Hangouts. Th
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by inthewoods 6y ago
I'm not arguing that freeium doesn't help - I am arguing that freeium is not the only factor in the success of these companies and to say "freeium = unicorn killer" is an attribution mistake.
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by inthewoods 6y ago
I think this article is an example of attribution error. To conclude that it is a free model that has caused Canva, Figma, or Notion to take the lead is missing on multiple fronts. To me, the more likely conclusion about these products is t
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by inthewoods 6y ago
I see that most of the posts here do not mention the companies that each person founded - I would love to see what everyone has created! Please share your companies!
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by inthewoods 6y ago
"The most likely explanation for the success of Medallion is that Rentech assigns ex post the best strategies to Medallion." Everything I've read (and you obviously have to take it with a grain of salt) doesn't agree wit
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by inthewoods 6y ago
"As far as I can tell, the commonality among those always-winning firms is high frequency low latency algorithmic trading. These days it takes millions of dollars per month just to pay for the infrastructure you need to be able to be c
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by inthewoods 6y ago
That's interesting - I just completed book on Jim Simon/Renaissance (The Man Solved The Market). One of their early advantages was having a person who was just focused on acquiring and cleaning data. I expect that advantage has la
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by inthewoods 6y ago
Yes well said - I'm not a Bitcoin hater or skeptic, but it does not seem any closer to being a currency to actually transact in. Happy to be proven wrong here - are there now a significant number of places to spend Bitcoin?
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by inthewoods 6y ago
Seems like jQuery is a big cause of slowdowns - anybody have suggestions for how to provide similar functionality without it?
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by inthewoods 6y ago
"The SEC’s order officially censures Robinhood for its actions, fines the firm $65 million, and requires that the company work with an independent consultant to ensure that henceforth it will satisfy its duty of best execution." S
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by inthewoods 6y ago
I broadly agree with you but measuring the results of some initiatives strikes me as very challenging. Two examples jump to mind. I remember reading about early childhood education investments. When the program was completed they saw no mea
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by inthewoods 6y ago
Great post - Your analysis is spot on financially, but I don’t think this is about growth. This is about further locking in customers and making sure that they aren’t crushed by Microsoft, Amazon, or Google. Microsoft is interesting because

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