#Optionality

ztinvesting

ztinvesting

Why I finally invested in Zoom $ZM last week, even at sky high valuations, and how $ZM is changing the world.(Thread) Over the last few months, the COVID-19 pandemic has

Jeremy Raper

puppyeh1

People are asking me what you do when every second hedge fund is going Here is my quick playbook for surviving these intense moments of dislocation that happen every so

HRouge

hareng_rouge

A few thoughts here on the $INS FY20 results / call I think it's helpful whilst looking at some of the specifics, to bear in mind three points around the

Shreyas Hariharan

HelloShreyas

"Conversation is a form of thinking. A lot of times, it's the best form of thinking." - @AgnesCallardSome thoughts on conversation A particular person saying something can trigger a thought

Blair King

BlairKing_ca

A quick note: by cancelling #KeystoneXL Pres Biden will not reduce GHG emissions since the pipeline was intended to move existing production.Rather, the alternatives to #KXL will generate higher emissions,

Rational Flaneur

flaneur_a

1500 days into my flaneurship, here some immediate thoughts and #lifelessons (1/20) I have lived through 10 complete sets of 1500 days so far. Most people would say that their

Brian Feroldi

BrianFeroldi

1/ Is this company high-quality? (Thread)Many factors to consider -- why checklists are amazing!Here's my step-by-step process for figuring that out 2/ Score overview:2 step processStep 1: 100 points total,

Philippe MÉDA 🇪🇺

icopilots

I’ve been teasing a #webinar on how to rethink your corporate #innovation stratgey for the next 2-3 years (hashtag Covid-19 etc). I’m going to share some of the key ideas

James Baird

james_d_baird

Twitter supercharged my learning this year.Here’s a mega of my favorite ideas from my favorite thinkers: Tail events drive the world. Expose your systems to consistent stress to make

Chris Eyre

chris_eyre

A thread on exams next summer from a teacher and examiner1. Covid has raised issues which have meant that it is difficult to get a level playing field and ensure

Mr. Future of Work

timsalau

Remember when raising our pre-seed and was pitching a pre-seed firm in the valley on Guide The investor told me they didn’t really have strong conviction in the business so

Brent Willess

bcwilless

One surprising thing I’ve learned in my first year of VC is how “We’re not raising right now” is a powerful phrase an entrepreneur can say to an investor. A

Rebecca Jarvis

RebeccaJarvis

Thread... It's Google today. Others will follow. You cannot understate the impact of WFH on our economy.1. HOUSING. We're already seeing the trend of people moving away from expensive cities

ztinvesting

ztinvesting

$NVDA has been on a tear since the middle of March, rising from a low of $159 to a current price of over $490. Currently, it occupies one of the

MOAT Investing

InvestingMoat

Easily to follow thread on $IMMR @EnoviceR @JonahLupton @mchaudhry82 @Nick_HuynhMPLS @InvestorWisdom @MarketChmln @thetradejourney @GetBenchmarkCo @antoniovelardo_ @saxena_puru Company is a pure-play on haptic technology It sells its IP to

bosco waits for springtime

selentelechia

was talking to @politicalmath recently about this thing I have this growing sense that if things actually do get better, there will be a *lot* of people who don't even

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