Michael Perla

Digital / Sales Transformations - Value-Based Thinking - Increase Top-Line Revenue, Expand Margins, Improve CX and LTV. Opinions are my Own. No Advice.

[Michael Perla @mlperla]

@SahilBloom Being consistent. "Do it anyway". Consistency > Intensity.

[Michael Perla @mlperla]

@CoachDanGo Lentils, Sweet Potato and Avocado - some soy and a bit of pepper. Fantastic.

[Michael Perla @mlperla]

@ProductLogAI @StockMKTNewz This is spot-on - does the thesis still stand. For example, is the 'competitive advantage period' less than what it was and is the risk-adjusted value lower given the competitive and technological landscape and dynamics. Time will tell.

[Michael Perla @mlperla]

@alt_w_v_g “He didn’t respond.” Well done. Inference drawn.

[Michael Perla @mlperla]

@SergeyCYW What’s the r-squared here ?

[Michael Perla @mlperla]

@TechFundies Bill is a strong CEO. At Xerox for 17 years (very strong sales org back in the day) - youngest VP. Outworked everyone. Polished and smooth - strong EQ. Not someone I would bet against. I know people who have worked with him - speak of him highly.

[Michael Perla @mlperla]

@Greiser Agreed on enough. What you also (sometimes) see is that when many people hit their 'number' - they realize that true peace and equanimity is often not on the 'outside' (is that it?) - 'the only way out is within.'

[Michael Perla @mlperla]

@StockSavvyShay You gotta dig a deeper foundation to scale the building higher. I agree. Can’t be myopic here.

[Michael Perla @mlperla]

@BoringBiz_ I have found Claude to have the highest EQ. It has also build some solid models in Excel. I do tend to look like Grok for financial content and it does remember me. Love the large context window for NotebookLM/Gemini.

[Michael Perla @mlperla]

@undrvalue Love the thought experiment. We also need to look at increase in salaries given less SBC to hire/retain talent + pricing pressure given 'new' competitors + Benioff's model of hiring more sellers to grow. Right now, rule of 50 and DD growth are challenging.

[Michael Perla @mlperla]

@ThePupOfWallSt I would move CRM and NOW to Systems of Record - WFs are part of their platforms, but not defined by it. They are also embedding AI into their business processes.

[Michael Perla @mlperla]

@InnocenceCapit1 @finbarr I would agree ... all painted with the same brush regardless of AI 'resistance' - some opportunities in the space.

[Michael Perla @mlperla]

@DivesTech @grok - how you would compare $NET to these 3 stocks - valuation, upside, risk-return in 1, 3, and 5 years.

[Michael Perla @mlperla]

@felixprehn Workbook

[Michael Perla @mlperla]

@SteadyCompound @mastersinvest @grok what are Hohn’s current positions? What % for each?

[Michael Perla @mlperla]

@venturetwins I've worked in the CRM space since Siebel days. I think on the SMB level, you might see some replacements. On Enterprise level, it will take time. Very hard to unwind major deployments - think of a major PEGA call center implementation with 10K+ workflows.

[Michael Perla @mlperla]

@Tintincapital The risk-reward trade-off stays intact. The risk free rate is ~3.7% (3 month) for a reason - it's not 20%.

[Michael Perla @mlperla]

@Gladwell Really like the episodes you’ve done on college rankings, esp. the Columbia piece.

Question - what material item have you changed your mind on over the last 5 years and why?

[Michael Perla @mlperla]

@Quality_stocksA @grok compare these stocks to the S&P 500 total returns over the last 5 and 10 years