Most companies don’t compound across decades. A small number do, and what they share is identifiable. I built a model that forecasts this. Now I’m testing it in public markets, with real positions tracked daily. 🧵
This VC meme is very funny.
If someone falling asleep, not liking your idea, or ghosting you gets you bent out of shape, NGMI.
Go spend a day in private equity or try competing with an incumbent.
Venture is arguably the most pleasant form of dealmaking in the world.
May close on the public-markets experiment.
One month in, almost triple the S&P 500. R-squared 0.19 (81% of moves explained by something other than the index; active managers aim for <0.5). Information ratio 4.47 (anything above 1.0 is strong over multi-year; the bar is well cleared early).
Sample is thin, will compress as it grows. Direction is what the framework is supposed to produce.
Most companies don’t compound across decades. A small number do, and what they share is identifiable. I built a model that forecasts this. Now I’m testing it in public markets, with real positions tracked daily. 🧵
As I’ve been saying our competition at Entrecore are the consulting firms.
If the plan is to charge customers millions to set up this framework, I like our chances
Agentic orchestration layers allow AI agents, enterprise systems, and data connections to work together across functions.
As cognitive bottlenecks shrink, that allows decision-making to speed up, coordination to improve and new operating models to form. https://t.co/0to4HC26cu
@immad The highest value investors I’ve met approach things with more curiosity, and less damnification. Good for him to recognize they were the wrong people to listen to
Track it here: https://t.co/unkjloEiwi
Note: this is not investment advice. This is a highly concentrated portfolio. If you decide to invest in these companies, you’re doing so at your own risk.
Most companies don’t compound across decades. A small number do, and what they share is identifiable. I built a model that forecasts this. Now I’m testing it in public markets, with real positions tracked daily. 🧵