Author: Jerry

Blitzscaling - Patrick Collison on Hiring @ Stripe and the Role of a Product-Focused CEO FIRE Thoughts!  "Do I want this person and the 50 people who I think they will hire? Because even if they won't literally hire 50 people, they will be so influential in determining the self selection of those 50 people … Continue reading Blitzscaling – Hiring Strategies and Other Thought Processes

The Trillion-Dollar Vision of Dee Hock “The better an organization is, the less obvious it is,” he says. “In Visa, we tried to create an invisible organization and keep it that way. It’s the results, not the structure or management that should be apparent.” Today the Visa organization that Hock founded is not only performing … Continue reading The Trillion-Dollar Vision of Dee Hock

Blessed Are the Sense-Makers This is one philosophical way to describe Clubhouse. "In the market of ideas, the most prized commodity is the ‘public intellectual.’ Podcasts, now the premier delivery system for these figures, have become mobile symposiums, where omnipresent voices furnish a cathedral-like environment." This ia pretty deep piece on society, philosophy, political system … Continue reading Blessed Are the Sense-Makers

Some interesting takeaways: (1) We teach the wrong type of math in high school, we ought to teach them probability. Professor Thaler "I would teach kids how to gamble" to use as a mechanism of mathematics and probabilistic reasoning (2) Professor Ratcliffe "there is a molecular pathway" inside the human system that tells the cells … Continue reading Nobel Minds 2017 & 2019

I came across this article earlier today recently and it got me thinking about the impact of dynamic pricing in wage inflation, of which, most was made possible with the advancement, proliferation and adoption of technology, or use of technology there of. Imagine 35% fewer drivers are using Uber and Lyft than before the pandemic, … Continue reading Dynamic Pricing and Transitory Wage Inflation

Came across an interesting RE startup just now and studied the model a bit.  https://www.flockhomes.com/ First time hearing about 721 Exchange...it's next level 1031 Exchange. The way this entity structure work is you relinquish your property portfolio into a REIT, purchase shares of that REIT and get dividend payment (from cash flow of the properties themselves). Deferred … Continue reading Flock Homes – 721 Exchange (“Next Level 1031 Exchange”)

Follow up from the previous post. Q1 2020 Hedge Fund Letters and noticed a pretty common trend - fear and uncertainty was high, but some of the more well respected hedge fund managers (O'Shaughnessy, Pershing Square, Driehaus, Fundsmith) wrote shorter letters (versus the others one who wrong longer than  usual letters to their investors) than … Continue reading Hedge Fund Q1 2020 Quarterly Letters

Great quick read for this weekend. 2020 Q4 HF Letters in attachment. Though I do think it's also equally important and helpful to read Q1 2020 and Q2 2020 Hedge Fund letters to truly understand how capital deployers function, think, deploy and adjust under extreme stress...planning to read a handful of them this Sunday. Takeaways from Sequoia Fund … Continue reading Takeaways from Hedge Fund Q4 2020 Quarterly Letters

Another venture I acquired in November 2020 is Trampolizing.com - Best Trampoline Reviews & Buying Guide - Trampolizing. It's a pure Affiliate Marketing acquisition play in niche search terms in the trampoline product space and at the time of acquisition, was driving ~1,000 organic views every month. Best of all, this blog probably takes me … Continue reading Acquisition of Trampolizing

One of the companies I acquired in 2020 is Remote Quiz (RemoteQuiz.app), which at the time, was a corporate and enterprise remote quizzing solutions. The main intention of the acquisition was two fold - (1) Self learn and admittedly, as a self motivator to learn "coding" on the no-code platform Bubble.io and (2) Launch a … Continue reading Acquisition and Pivot of Remote Quiz