Investing in Professional Services companies takes patience and a high pain tolerance for risk. Traction takes time and it’s expensive
Investing in Professional Services. Aquaman v. Batman
Day 365 of Festivus: 2013 ends with a whimper
Day 365 of 2013, a contemplation on what I have learned and practiced and what I have learned and have not practiced
Twitter buyer beware. Why I’m not buying the IPO
🗓️ This post was written in 2013 at the Twitter IPO.
✔️ I was right about everything, TWTR v Facebook
📉 Twitter stock went up, and down and down
📈 Facebook went up and never looked back
Read this, it’s the origin story
Google stock redux
The leading cause of megacorp death is not starvation, it’s indigestion
🗓️ In 2013 @Jason wrote about Google, what struck me wasn’t ‘wow, they do all that!’ but 🤔 ‘Wow, how do they do all that?’
Tesla, Facebook, Google are my mutual funds
Why Microsoft bought Yammer
🗓️ Flashback: Why did Microsoft buy Yammer 🧐
💰 $1 billion was a bargain if it improved intimacy with their end users. And it did 🫂