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whatever you are be a good one

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Favorite page. “Real security comes from adaptability.”

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@matt_slotnick @dalibali2 amin seems to say there’s a difference https://t.co/8QS08fOGKg & https://t.co/rY4z7UMfJv

[pb @LennyIce]

@aashaysanghvi_ Nomad - scale economies shared
Marathon - capital cycle

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@jposhaughnessy I liked this description of him from the Ken Burns doc: “He has an amazing ability to translate a concept into easily digested words, and therefore to make what could seem like fairly abstract ideas very vital and very urgent, and he’s tireless.”

[pb @LennyIce]

@lulumeservey evergreen, via Halberstam in The Best and the Brightest

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@ReustleMatt @Dplon88 thanks to both of you for sharing, was great and sparked a lot of new thoughts

[pb @LennyIce]

TikTok Shop maturing to an understandable sales channel via $sn

[pb @LennyIce]

Duveen explaining his process to Mellon: buy high, sell higher

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@bill_fw https://t.co/b8Xy690iGI

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@almostcmb

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@evrgn11112231 @bucketshopcap "I do think there's a number of questions that can be asked that are pretty simple. And quite frankly, maybe the simplest one is who do you benchmark yourself against?"

[pb @LennyIce]

Hadn’t looked at Chobani in a while. Grew to ~$1B in sales very quickly after launch, then a decade of low/mid single digit growth. Raised recently at double the valuation of the pulled IPO. Approaching $4B in sales.

[pb @LennyIce]

Don Valentine starting in-house at Capital

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This line more or less sums up the entire book: “a history of allowing capable and committed individuals with an idea and conviction the chance to run with their ideas”

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Haven’t read these SaaSacre posts from 2016 in a while, what a trip down memory lane. https://t.co/SPJ6CXvPeh Looking at the SaaS Universe back then vs now: of the 60 companies, only 16 are still public: Alarm, AppFolio, Box, Five9, HubSpot, Paycom, Paylocity, Q2 Holdings, RingCentral, Salesforce, ServiceNow, Shopify, SPS Commerce, Veeva Systems, Workday, Workiva. As Satya said, “every day you have to get up and hopefully you’re doing things that are going to be relevant tomorrow”

[pb @LennyIce]

@jmj don’t forget $sn

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the sweet spot where long-form writing can thrive: “somewhere between the news reports on a particular story and the inevitable book on it”

[pb @LennyIce]

@rfkenmore Jim Harrison, legend.

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115 NDX adds since 2015: 66 remain in, 49 bounced, 14 of which was due to M&A, cc: $QQQ

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@tangentstyle https://t.co/sDjyK229cm

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@xbtsnow https://t.co/dZVvSnpRrx

[pb @LennyIce]

Highfields' Jacobson on lessons learned, mistake of saying "too hard"