Do Less

[Nathan Baugh @nathanbaugh27]

The best advice on building I’ve ever read:

— dream in years
— plan in months
— evaluate in weeks
— ship daily

[Alf @MacroAlf]

Jeez, what's wrong with the US health system.

[Stacey @iamstacetheace]

Dr. Samantha Boardman on discomfort:

Discomfort is feature not a bug. Why we are here. It’s the signal of growth

Pair dopamine with process not outcome. (Huberman is a big proponent of this too)

It’s all about framing. Perception is our reality & we can change our perception

[Dalton Mabery @dltnio]

@thisiskp_ This is an amazing resource. Skip the first few pages and use the outline + the rearranging of the sentences.

https://t.co/gVx9JejY7q

[Barry Schwartz @BarrySchwartzBW]

I bet a portfolio containing only these names makes you a lot of money over the next few years.

[Dan Wolfe 🐺 @danthewolfe]

Over the past 5 years we've worked with hundreds of SMBs building sites, running SEO campaigns and PPC campaigns.

My friend @SullyBusiness asked me to put together a checklist for a new service business.

This is it:

Our tech & marketing stack for SMBs 🧵👇

[Josh Wolfe @wolfejosh]

1/ Releasing a redacted Lux quarterly letter to LPs.

Some strong views of
-a catalog of an excess of excesses
-what catalysts cause the current market frenzy to end
(preview: LP indigestion)
-what we are advising our Lux family companies
-much more…

[Edwin Dorsey @StockJabber]

This is an awesome lecture from the CEO of Murphy’s USA (NYSE: MUSA) on capital allocation and competing against larger chains.

Hat tip to @Post_Market for sharing it first! I learned a ton watching his lecture and you will too.

https://t.co/ir7sFYtT0u

[Andrew Wilkinson @awilkinson]

I think the ideas in this post could mint a few billionaires.

The best thing I’ve read on the looming disruption and opportunity of Web 3.0.

Long read, but worth it.

Part 1:

https://t.co/agFMccBDbb

Part 2:

https://t.co/cmfdPphSCs

[Do Less @do_less_is_more]

@Lizquidity @valueterminal I think ADHD make the O and the C difficult to understand what my true baseline is

[Matthew Kobach @mkobach]

Tag a company you'd like to work at someday

[Joe Cassandra @JoeCassandra]

How I got the balls to quit

Look at the date on this video. I watched it the day it released on Jan 14th.

Turned around in my cubicle, marked Feb 1st on my whiteboard calendar as the day to quit.

And I did

https://t.co/Lj5fFqhnPA

[Do Less @do_less_is_more]

Build when there is capital.

Buy when there is not.

[Yen Liow @yliownyc]

To my newer TWTR friends, this may be the most impt class I taught (to 400 Columbia B-School students, F&F May 2020) on 30Y of LEARNING TECHNIQUES that changed my game. Wanted to make sure you to have them.

Please pay it forward. 🙏

https://t.co/BhMx1VWKYI

[Seth Largo @SethLargo]

7 million people watched the Grammys, a historic low.

Remember the monoculture? Remember when you had names like "Michael Jackson" that everyone knew, and 30+ million people watched the Grammys?

That's all gone now. The internet killed it. All media is niche media.

[Do Less @do_less_is_more]

Salesforce looks cheap...

~$30B of forward sales @ $180B EV

—6x sales

What’s your normalized margin assumption?

@ 30% = 20x
@ 20% = 30x

With DD end market growth still...

[Jon Ma @jonbma]

Zoom's growth is ridiculous 🔥

[Ray @heartof_thesea]

Broke down the investment career arc of Bruce Berkowitz of Fairholme Funds.

From massive outpeformance for 20 years to massive underperformance over the last 15 years:

https://t.co/68X6Zhxl7z