nrao123

7 ms·

1.
by nrao123 4y ago
This is similar to the Scott Adam's advise- which was great: https://dilbertblog.typepad.com/the_dilbert_blog/2007/07/car... If you want an average successful life, it doesn’t take much planning. Just s
2.
by nrao123 4y ago
Zawinski's Law of Software Envelopment, also known as Zawinski's Law, states: Every program attempts to expand until it can read mail. Those programs which cannot so expand are replaced by ones which can.
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by nrao123 6y ago
This is a great idea. You mention: "We noticed that the people we admired used plain lists on their personal websites" Any way to collect book reccomendations from public sources and preload it? I imagine this maybe some manual wo
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by nrao123 6y ago
How did you come to the conclusion AD is hugely profitable ? Thier ROIC is 6.7% https://www.gurufocus.com/term/ROIC/NAS:ADI/Return%2Bon%2BIn... This is below the SP500 ROIC. Visa / Mastercard ROIC is &gt
5.
by nrao123 9y ago
My mailing lists include: # avc.com # Ben Evans # azeem azhar # social capital # aeon # farnam street # nautilus # Axios's pro rata # mattermark # delancey place # quanta magazine
6.
by nrao123 10y ago
Not sure why you believe float is over-rated. Buffet himself has said that a $1 in float is equal to a $1 of value. BH's market cap is about $300 BN & their float is about $90BN which means Buffett considers the float to be about ~
7.
by nrao123 10y ago
He likes to praise his management and his management is sometimes good. BUT - when he buys or invests in a business - he wants to only do it such that ROI will work even if the management is not good. Thats the difference between a tech sma
8.
by nrao123 10y ago
This is what I wrote to a friend in an email on this post: A few challenges with the trying to replicate the Berkshire model on the internet: ##Lower cost of Capital (Float): One of the unsaid rules of BK is that their cost of capital is ch
9.
by nrao123 10y ago
I would recommend reading Paul Graham's Paul Graham's Plan for Spam- one of the early extremely useful ML approaches to fighting spam. http://www.paulgraham.com/spam.html In the article he outlines the challenges
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EpiPens – Drugs vs Chairs(slatestarcodex.com)
17 points by nrao123 10y ago|3 comments
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by nrao123 11y ago
I am a big fan of Lewis & I have read multiple accounts / variations of the sub-prime crisis. The Big Short tells only half the story but nevertheless a very important one especially by covering Michael Burry as patient zero for id
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by nrao123 11y ago
I remember reading Silicon Valley company being frustrated with whatever emails they had sent on company policy being forwarded to journalists (Kara Swisher??) . One hack they came up with was to slightly reword every email slightly to iden
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by nrao123 11y ago
"My advice for splitting equity is probably controversial, but it’s what we have done for all of my startups, and what we almost always recommend at YC: equal equity splits among co-founders." But, it seems a lot of
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by nrao123 11y ago
Yes- 1905 is part of the Annus Mirabilis series because of Einstein's work https://en.wikipedia.org/wiki/Annus_mirabilis#1905_.E2.80.93...
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by nrao123 11y ago
Yes - you can see thier archives. Here is an example : https://signalvnoise.com/archives/001050.php
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by nrao123 11y ago
https://gettingreal.37signals.com/ch09_Three_State_Solution....
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by nrao123 11y ago
What do you mean by history of con games? I guess it's possible to build large businesses like Google, Facebook, Uber, Apple etc without taking VC money but its a choice that these founders made that taking VC money helps them increas
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by nrao123 11y ago
I am big fans of 37s. I learnt a lot from reading thier blog posts especially thier unconventional (at that time) thinking to avoid crazy detailed requirement docs, focus on blank error states etc... However, DHH's constant railing aga
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Theranos CEO Interview and Defense of the WSJ Article(wsj.com)
1 points by nrao123 11y ago|0 comments
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Negative Gross Margins(avc.com)
4 points by nrao123 11y ago|1 comments
21.
by nrao123 11y ago
Here is a great article talking about the differences between RT & Metacritic: http://www.thecroakingfrog.com/blog/rotten-tomatoes-vs-metac... I personally find that there are less misfires on a good Metacritic sco
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by nrao123 11y ago
Stanford did not pioneer investments in alternative assets classes (VC/PE etc...) Robert Swenson of the Yale endowment fund was much earlier than that. It also became known as the "Yale Model" === For the two decades after S
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by nrao123 11y ago
I am genuinely confused by the overall thrust of the article. 1st Theme says: Theranos doesn't use Edison (thier in house testing device) & instead use regular equipment from companies like Siemens. This is a marketing problem beca
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by nrao123 11y ago
Yes- agree with you. Most discussions around healthcare/pharma/hospitals have a moral element(look they are price gouging us). There are possibly some cases that fit the description but I am not sure if it applies across the indus
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The Risk of a Billion-Dollar Valuation in Silicon Valley(nytimes.com)
3 points by nrao123 11y ago|0 comments
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Amazon Engineering Employee Satisfaction Benchmarks(zimlon.com)
3 points by nrao123 11y ago|0 comments
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by nrao123 11y ago
Great stuff by Leslie. He is also the author of Sales Learning Curve, a framework to figure out when to ramp up your sales force. Likewise, technology companies shouldn't expect to sell their 1.0 product without undergoing a learning
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The Man Who Taught Mutual Funds How to Invest in Startups(bloomberg.com)
1 points by nrao123 11y ago|0 comments
29.
by nrao123 11y ago
I don't get it. A lot of people (e.g. a16z) are saying that late stage financing / "private IPOs" are keeping the wealth in private investors instead of public investors when there is a public IPO. But- the investors in
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Power Laws in Venture Capital(reactionwheel.net)
17 points by nrao123 11y ago|0 comments

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