Fede

I love @juventusfc and great businesses

[Fede @MaroliFede]

@JasonrShuman @AskSecfi

[vio @erogetism]

Trying to learn Dutch through immersion is so annoying all these people say is harstikke goed and lekker and leuk that’s the only words in the whole language they don’t say anything else

[Colin Gardiner @ColinGardiner]

They call this a VC.

[Fede @MaroliFede]

Heyheyhey

[nob 🔻🍉 @mindofjdpon]

international students who've been in Amsterdam for 7 years already are like this

[Fede @MaroliFede]

Only retweet about Juve and this

[Rick Zullo @Rick_Zullo]

We need more financial literacy in VC

This will undoubtedly be a controversial take, but as the surface area of venture progressively moves to cover EVERYTHING (labor, manufacturing, financial services), relying on growth and/or revenue multiples to understand/guide the value of a business simply isn’t enough.

I see this constantly with over simplistic evaluations and advice and the reality is it has most of the industry deferring to vibes than any objective standard for performance. The problem isn’t in the interim, it’s when these highly funded companies go public and get wrecked, destroying returns for the category.

It might sound boring, but if you are going to playing in the EVERYTHING business (which most VCs are), you need to understand the core principles of what crate shareholder value…long term FCF.

If you are a service business, what are your short term and (more importantly) long term competitive advantages and how do those translate to your long term profit margins?

If you are a rocket company, EBITDA doesn’t matter when you are in a business where depreciation of the equipment is the #1 expense.

If you are a financial services company, your growth doesn’t matter anywhere near as your combined ratios. Anyone can grow giving a dollar away for 50 cents (as many have and subsequently failed).

If you are a company inhaling capital to win a market (whether it’s foundational model, manufacturing, energy or a marketplace), how are the investments you are making driving your cost curves down to a point of long-term advantage?

These aren’t easy questions to answer, but you can’t guide a company to success if you don’t know the rules of the game and rules of the game are (and always will be) “What creates a business that generates longterm FCF?”

That’s how we ensure short-term signal maps to long-term results.

@bgurley has spoken about this dynamic at length (see the video below) but these conditions are amplified when investors are entering new territory (as they very much are), making it more important than ever to learn how industry cost structures operate, how companies will not just grow, but yield long term competitive advantage and how public markets will treat this new class of companies competing against the old guard.

https://t.co/9FeO2LTXN3

[Fede @MaroliFede]

@maradona

[EuroFoot @eurofootcom]

🇺🇾💪 Martín Cáceres won x6 Serie A titles, x3 Supercoppa Italiana and x2 Coppa Italia at Juventus! The defender made a total of 119 appearances at the Italian club. Today, he turns 39. 🖤🤍

[Owen @Genuanceerdeman]

Heerlijk. Niet ons probleem.

[Financial Times @FT]

Dutch PM to European peers: ‘stop complaining’ and ‘maybe just do a better job’ https://t.co/YkJjR3WcRV

[OdioChalobah @luisfigoramo]

Lista giocatori accostati all’Inter per il mercato 2026
[continuo aggiornamento]

[Fede @MaroliFede]

@WillemHaak Jammer

[Anshu Sharma 🌶 @anshublog]

@dee_bosa @jaminball People who literally pay $12 for a salad made by someone else, and $5 for it to be picked up by another human...

...are asking why can't they vibe code their own erp.

[Fede @MaroliFede]

😌😌😌😌

[High Yield Harry @HighyieldHarry]

Wow, this software company is getting destroyed by AI today

[enrico varriale @realvarriale]

Finisce il 1° tempo e ancora non sono stati mostrati i replay sui 2 falli subiti in area da #Hoijlund e #Vergara.In compenso mostrati i replay su episodi in area di @sscnapoli del tutto inesistenti. Aveva proprio ragione #Conte, questa sarà vuna stagione complicata. #JuveNapoli.

[enrico varriale @realvarriale]

Penso che si possa dire che il campionato di Serie A sia completamente falsato.L'arbitro #Mariani nella stessa azione non vede non uno ma due falli da rigore su giocatori di @sscnapoli e il Var resta silente. Vergogna assoluta per un copione già scritto.#JuveNapoli.

[Jeff Weinstein 🇺🇸 @Jeffreyw5000]

@endowment_eddie Some of us have never given up on the marketplace theme :)

[Fede @MaroliFede]

@luisfigoramo Gasi

[Fede @MaroliFede]

@SerieA_EN

[Fede @MaroliFede]

@juvenewslive Lelly Kelly

[Fede @MaroliFede]

@luisfigoramo @Inter Coshai

[Nikita Bier @nikitabier]

Lake Como is one of the most beautiful places in the world.

On the other hand, I just stood in 90° heat for the last hour trying to flag a taxi—only to have 12 Italian drivers tell me “no, you must book in advance” while smoking a cigarette.

Adam Smith is in shambles.