Greg Harris

Built & sold a 9-figure SaaS company.
Operator turned investor.
Finding alpha through talent & culture.

[Greg Harris @GregoryHarris]

@armenberjikly @nvidia Agreed. This is why I think the articles crying about “no clear successor” are silly. That company has the deepest bench of leadership on the planet.

[Greg Harris @GregoryHarris]

True: “The problem is that too many people use entertainers as their news source.” The late-great Neil Postman wrote a book about this dilemma in 1985. He said “When a population becomes distracted by trivia, when cultural life is redefined as a perpetual round of entertainments, when serious public conversation becomes a form of baby-talk, when, in short, a people become an audience, and their public business a vaudeville act, then a nation finds itself at risk; culture-death is a clear possibility.”

[Greg Harris @GregoryHarris]

The DJT interview was worthy journalism. #60Minutes @Douthat60

[Greg Harris @GregoryHarris]

If they’re not already, people will be talking about the ref’s audio when reviewing TD catch in UCF v Kansas. They were clearly sensitive to the reaction of the crowd watching the big screen.

[Greg Harris @GregoryHarris]

This is the best and most concise summary of the the current administration and the implications of this week’s election. It’s a must-read to the DJT supporter that says “I don’t prefer his style or crassness, but I’m aligned with his policy”. It’s written by a lifelong Republican who was hired by DJT in his first term.

[Anthony Scaramucci @Scaramucci]

The politics of hate is over.

It ended at the ballot box, in Texas, Kansas, and South Carolina, the places where grievance politics was supposed to be bulletproof.

Here’s my accounting of the damage. 👇🏼 https://t.co/x7bSmW4VVv

[Greg Harris @GregoryHarris]

Grandson is weeks old now and still hasn’t had a Husker football win in his lifetime.

[Greg Harris @GregoryHarris]

@jeredreed @Scaramucci @JeffFlake @DonJBacon Seriously dude? The R word? Read some books.

[Greg Harris @GregoryHarris]

Despite a double beat and a raise, $FIG down 16%. Takes market cap under $10B. 6.25x run rate revenue. $1.7B cash on hand. FCF positive. I'll bite on a towel and accumulate.

[McKay Coppins @mckaycoppins]

“It was the morning after the midterm elections, and @JeffFlake couldn’t stop laughing.” My new piece on Never Trump conservatives, who are feeling vindicated after a very long decade.

https://t.co/lUdJAjeZhU

[Greg Harris @GregoryHarris]

I noticed today that X posts who often reference “Michael Burry” are instead calling him “Dr. Burry” today. :) @michaeljburry

[Greg Harris @GregoryHarris]

@BillAckman @JonahDispatch @VivekGRamaswamy You can be young, smart, and talented—but still lack judgment. Voters will remember his campaign tactics this cycle. And we need to move beyond the gutter politics.

[Greg Harris @GregoryHarris]

The party tonight l’d most want to attend tonight would include: Liz Cheney, Tom Rice, @PeterMeijer, Jamie Herrera Beutler, Bob Good, @AdamKinzinger, @SenThomTillis, and @RepThomasMassie.

[Greg Harris @GregoryHarris]

@TomGimbel @WGNNews Nice win!

[Greg Harris @GregoryHarris]

I was curious if the level of CEO stock ownership among large public companies correlated with long term stock performance. With the help of Codex, I took the top 25 performing US stocks whose market cap on Jan 1 2015 was over $10B and ran a regression with the levels of actual stock owned by the CEO. The correlation was +0.18. That means there was virtually no relationship between percent of stock owned by CEO and the performance of the stock over the next 10 years.

[Greg Harris @GregoryHarris]

@ryan_pramberg 💯

[Greg Harris @GregoryHarris]

I had a salty discussion this week with 7 business leaders in Nebraska. It centered on ballot initiatives 440 and 441 which legalizes sports betting in the state and sets the parameters with which it will be managed. I'm opposed. But it was clear in that room that I'm in the minority. A🧵

[Greg Harris @GregoryHarris]

But what about tax relief that comes from the state's rake? The financial model for 440 and 441 only estimates $166M in property tax relief over the next 10 years. That's only 0.3% of the property tax burden. And legalization would be transferring that $166M mostly from our 18-25 year old boys. I'd rather have that demographic buying houses and becoming property tax payers.

[Greg Harris @GregoryHarris]

A 2026 study from the New York Fed found that legalization increased online sportsbook spending roughly 10x and was associated with measurable deterioration in consumer credit--with disproportionate effect among younger borrowers.