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My only goal for 2025 is to "handle boredom" better than I did in 2024. That will help me reduce PPP risk (people, product, price) in building and LLC risk (leverage, liquidity & concentration) in investing.
After a long break, I’m back to public writing. And this time, I bring something new: Garden of NEEV -- it’s a space where I explore narrative and evidence; deep and personal. 📝 First post is live: neevgarden.substack.com/p/why-i-am-sta… Would love for you to join me on this journey.
the entire recorded human history so far can be summed up in the last 27 seconds of a calendar year, if the big bang happened in the stroke of midnight of 1st Jan. so yeah, let's take ourselves seriously 🙂
3 ideas I am trying to learn: 1. how to respect PoV of people who have had different life experiences than me? 2. how to be curious about fields that have nothing to do with my professional life? 3. how to recognize and appreciate the role of luck in my life?
one thing became clear that's there's NO edge or advantage of startups leading the 2W EV market. absolutely none. 4W EV, now that's a different ball game.
found an in-depth 50-pager industry report on the Indian drone industry. DM me if you need it 🍻
dear twitter, pls point me to ideas/folks who are working on interesting #drone ideas (sub ₹10cr ARR)?
dear twitter, pls point me to ideas/folks who are working on interesting #drone ideas (sub ₹10cr ARR)?
quick qn - if a pro investor doesn't produce at least 10% alpha (post fees) to benchmark index over significant period, should we even ascertain them as professional investor?
If I wasn’t a full time investor , my money would be in a low cost index fund. Not me .. Baba Buffett @lonelycrowd @passivefool
what saudi is doing in the current transfer market, buying top-notch european #football players for their domestic league, while the next world cup is just 3 yrs away with a new format is really interesting gotta love what $$ can buy to change the narrative.
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