내가 좋아할 만한 콘텐츠
It’s incredible how most funds make most of their money from management fee vs performance fee.
If you *only* used SAT to admit to elite colleges, share of admits from top 1% income falls 15.8% → 9.9% and representation from <$200k rises by +8.8%, with no reduction in post-college outcomes. It's 'holistic review' and 'ban SAT' policy that allows the most wealthy and…
This is the first time in the history that I can remember a group of retail investors forced out a CEO. Balance of power is changing and this is here to stay.
Also early winners are not always the long term winners :)
The first day of trading isn't a crystal ball for a company's future. Be careful when investors are over hyped about a business. Things are never as good as people believe and things are often not as bad as people fear.
The first day of trading isn't a crystal ball for a company's future. Be careful when investors are over hyped about a business. Things are never as good as people believe and things are often not as bad as people fear.
This 👇🏾
Amazing how investors can forget the implications of investing at peak hype. Consider SaaS in 2020-2022. I took the @Wing_VC enterprise tech 30 from 2020, filtered down to the 23 companies that achieved unicorn valuations, tracked their peak valuation and compared to their…
When I started out, I thought leadership meant having every answer. Now I know: the best leaders don’t scale themselves—they scale others. You don’t need to be the smartest in the room. you need to build the smartest room, and you need to learn from your prior mistakes. Thanks…
In this episode, @dottkhan sits down with Evan Spiegel, co-founder and CEO of @Snap for a conversation spanning @Snapchat's early prototyping at Stanford to wearable technology and the future of computing. Evan reflects on pioneering well-known products, such as Stories and…
.@jasonfurman’s excellent essay on the 250th anniversary of American currency — great history, with lessons for today regarding the importance of sound institutions and policy credibility. nytimes.com/2025/06/22/opi…
Last week I had a great chat with @RiskReversal. Here are the areas that excite me the most over the next decade. Would love your feedback.
"When you have a lot of money and you throw money to solve a problem you are not innovating..." - @dottkhan joins the latest podcast 💸 YouTube: youtu.be/IsxInbgU__Y Apple: apple.co/3RzvgpD Spotify: tinyurl.com/2s4a7n4a
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