Risk tolerance, smart teams, and results
There is a mirage that mixes headcount, sophistication, and results → “the larger the team, the more sophisticated it is, the better the results.”
It misses the master factor…
There is a mirage that mixes headcount, sophistication, and results → “the larger the team, the more sophisticated it is, the better the results.”
It misses the master factor…
As of January 2022, this site is set up and maintained with a few tools. hardware and apps I use a MacBook Pro (14-inch, 2021) with the Apple M1 Pro chip and 16 gigs of RAM. It’s connected to a 34-inch curved monitor, an Apple Magic Keyboard (with keypad), and a Microsoft Surface Precision mouse. Everything is silver(ish) …
Bad advice to avoid “It is consistently taught in business schools across the world that the more information we absorb, the better investment decisions we will make.” It makes sense, right? But it’s wrong. The above quote is a paraphrase of Adam Robinson when asked the question: “what is bad advice to avoid?” Enter Paul …
Blast from the Past | Financial Crisis headlines as of October 7, 2008 Just some notes I took while things were unfolding. Many names live only in people’s memories now… September 2008 (S&P 500: -9.2%) September 7: FNMA and FHLMC are put under the conservatorship of the FHFA September 14: Bankruptcy of Lehman Brothers September 14: …
This book is a collection of ideas and reflections on the intersection of economics, culture, and technology. It also provides a framework to process and understand businesses, be them existing and established, or inception-stage ventures. One of the main concepts is that of horizontal versus vertical progress. Horizontal progress is making marginal improvements to existing …