I will no longer write deal memos for companies that don’t fit my investment thesis. I’ll list them occasionally in a to-be-determined of “deals that I passed on” format but want to focus on evaluating deals that are right on the fence.
“I wanna be a squillionaire, sooo freakin’ baaddd…”
“Assuming a solution exists, prove that win-wins…”
“Yesterday!” “As soon as possible!” (Insert other cliché answer)!
“I’ve got the perfect business idea: we’ll make squillions!”
My personal takeaways from “Zero to One” by Peter Thiel with Blake Masters
How to encounter profound ideas from vulgar capitalists
Jack Ma doesn’t think he’s a young CEO, but rather a young education philanthropist.
…a.k.a. for the philosophy nerds out there: “The Philosophical Dualism of Money.”