Validation of love and efforts from your partner is what we all under estimate when it comes to a relationship, both men and women need it to be felt love, men need time while women need space
X2- Money seems to only chase those people who bring others life meaningful, better, easier, solve their problems and consistently keep doing it over long period of time.
Here are the [lightly edited] slides from my talk at Columbia Business School.
In this, I trace a history of business across media and commerce.
I attempt to show that all massive growth was as a result of distribution alpha. And the end of that alpha killed most of the businesses in that space.
There's a throwaway line about how DTC and Buzzfeed are in the same business. Please don't be mad.
Conclusions are simple:
✅ Distribution is the rate-limiting factor for most outsized returns.
✅All good things come to an end... Remember that when you're surfing a wave.
✅And remember to align your capital structure with the business you're building (or assessing).
Thanks @paulcanetti for the invite.
Link in the next tweet.
Thread
Basic Valuations framework that I have been following since many years / decades and have seen good outcomes than bad in overall terms.
It's a foundation and I update it dynamically depending on multiple other parameters.