Issue #35: Is Growth Natural?
Life is high maintenance and capital intensive. Just for our bodies to survive we need to eat, stay hydrated, sleep, bathe, brush teeth, and maintain our shelter which includes household cleaning, paying rent or a mortgage, buying groceries, taking out trash, and other odds and ends. I spent 4 hours on such activities during the […]
Issue #29: How Concentrated is One Business?
How concentrated is one private company and can most of the risk diversification aims to reduce be achieved within one company?
Issue #23: Micro PE in Public Markets
Permanent Equity, KKR, Will Schoeberlein, Tim Ludwig, Li Lu, Erik Berg
Issue #20: Learning to Share Feedback
Tim Ludwig, Grayson Morris, Searchfunder.com, Paul Graham, Matthew Ball, Amsterdam’s Schiphol airport
Issue #19: Building your Competitive Advantage
Capital Camp, Tim Ludwig, Collaborative Fund, Dan McMurtrie, and Eric Hornung
Issue #17: Evolving Deal Flow
Harvard Search Conference, Tim Ludwig, Ben Rudman, Investor Updates, Paul Graham, and Heico
Issue #16: Lessons from Puzzles
Independent Sponsor Report, Scuttleblurb, Les Schwab, and David Perell
Issue #13: Location, Location, Location
Ryan Caldbeck, SuperMugatu, Adam Keesling, Little Engine Ventures, Micro VC
Issue #8: My Thoughts (So Far) On Building Permanent Capital
Askeladden Capital, Alex Danco, Social Capital, Real Vision, Sidewalk Labs
Issue #7: Brent Beshore on Marketing and Branding
Brent Beshore, HBR, Andrew Wilkinson, Byron Trott, Shake Shack