Student of business models. Player of infinite games. Lets build something together.
Nashville / NYC
Joined May 2014
- Tweets49.3K
- Following374
- Followers43.7K
- Likes43.1K
Bluegrass Capital retweeted
Market is mostly an extrapolation machine. Whatever that’s happening now is assumed to continue in a straight line. Market is generally right in direction but wrong in duration.
I am part of the market. Whenever I bemoan the market, I’m also probably belittling part of myself.
Bluegrass Capital retweeted
Want to understand an idea or proposal?
Eliminate the framing/intent, focus on outcomes.
This one strategy filters an enormous amount of bullshit.
Bluegrass Capital retweeted
Investors who successfully utilize the collaboration tools available to the modern investor will inevitably run circles around those who don’t. I’m very appreciative of fintwit and my close network of investors— I’ve learned a ton from all of them and have hopefully contributed.
Bluegrass Capital retweeted
What are some of the best examples of the "picks & shovels" businesses being materially better investment-wise vs their end customers?
Bluegrass Capital retweeted
MITIMCo is hiring! Please see the linked job posting for the Global Investor role on our team, and share it.
The simple pitch: Work with exceptional investors globally. Support generations of MIT innovators.
mitimco.org/wp-content/uploa…
mitimco.org/global-investor/
Bluegrass Capital retweeted
Over the last 15 years, I've made every investing mistake there is to make. Some twice. A few of them have been deeply painful. At the time, I never imagined I'd say this, but I'm grateful to have made them.
Bluegrass Capital retweeted
Michael Lewis on Vista Equity Partners by @RFS_Vista
Bluegrass Capital retweeted
My signal is customers love it, investors hate it, and competitors ignore it
