Ted Baxa

Co-Founder, JustWin | Prev. PE & Search Fund Investor

[Ted Baxa @tedbaxa]

Written by my sister @outofthebaxa !!!

[Michael Mauboussin @mjmauboussin]

I thought this conversation between @collision and Stan Druckenmiller was outstanding. Whether or not you agree with everything Stan says, there are important lessons for all investors. Here are some things I would mention: https://t.co/k2VM3CaBS8

[Ted Baxa @tedbaxa]

@dealflowrich 👋

[Think Like an Owner @TLAOPodcast]

Our guest is Badge Stone. Badge acquired Stone Pump & Trench and Perimeter Security before selling both and investing in searchers through the firm he co-founded, WSC & Company. We talk about lessons from 100 search deals, constructing a board, & more!

https://t.co/XnYO2WF4Ew

[Ted Baxa @tedbaxa]

@DailyMunger Happy to help connect you with some search funds in our portfolio at WSC. Shoot me a DM if you’d like and we can coordinate

[D’Arcy Coolican @DCoolican]

🚨 A16Z MARKETPLACE 100: 2021 🚨

Our list of the largest & fastest-growing consumer marketplace startups (via 2nd Measure)

- companies/categories that dominated 2020
- new companies & emerging trends
- biggest movers
- last year's surprising impact

https://t.co/tY04fbP80R

1/X

[Patrick OShaughnessy @patrick_oshag]

There are two sources which I love on this topic.

1) 7 Powers by Helmer

2) this awesome post by @ganeumann

https://t.co/4AB3PtduJn

[Brent Beshore @BrentBeshore]

Highest signal sales advice I've ever seen

https://t.co/jyr0LsOA4l

[Zack Kanter @zackkanter]

Two lessons I learned when building my first business:

1. You only get value out of projects that you finish.
2. Brilliant new ideas are often defensive mechanisms against the fear of failing to finish the last project.

[Jason Gay @jasongay]

if you guys think there were no airports built in 1776 you have not been to LaGuardia

[Shane Parrish @shaneparrish]

We chase what's sexy and miss what matters

- Excitement starts something. Execution completes it.

- Speed makes a good story. Velocity makes a difference.

- Complexity makes you sound smart. Focusing on the basics shows you are.

- New commands attention. Old offers insight.

[Justin Mares @jwmares]

Something I've found true in the last month - "A person's success in life can usually be measured by the number of uncomfortable conversations they're willing to have."

I've since made this something I reflect on every Monday. What hard conversation am I avoiding right now?

[James Clear @JamesClear]

Perfection is brittle. Imperfection is antifragile.

The more you try to appear flawless—in work, in love, in life—the less you can “have problems.”

But if you identify as someone who is always learning and evolving, then facing problems is normal and you can start solving them.

[Paul Graham @paulg]

"If you want to get rich, don't do it for the money."

– Caleb Williams

[Patrick OShaughnessy @patrick_oshag]

5 jobs of a CEO:

1. Set strategy
2. Deliver capital to pursue that strategy
3. Build team to execute
4. Communicate the hell out of the strategy internally and externally
5. Hold people accountable

[Brian Rosen @brosen23]

Disney is a beast. Here’s the companies they own.

https://t.co/WZS9r3GuhX

[Ted Baxa @tedbaxa]

@jcapel21 In fairness biscuit has spent hundreds of hours analyzing treats

[Jim O'Shaughnessy @jposhaughnessy]

1/ One reason we can't have nice investment strategies--a thread.

The brightest people I have met share a superpower that would serve investors well—the ability to make inherently complex things simple and understandable. And yet, most humans naturally equate complexity

[Tren Griffin @trengriffin]

Charlie Munger: "Envy and jealousy made, what, two out of the ten commandments? I've heard Warren say a half a dozen times, 'It's not greed that drives the world, but envy.' Envy is a really stupid sin because it's the only one you could never possibly have any fun at."

[Shane Parrish @shaneparrish]

Life is simple, but not easy. The problem is we want life to be easy, which makes it complicated.