Life in technology sometimes involves dealing with, as a mentor of mine referred to them ever so lovingly, moon people. Every now and then, you’ll have an awkward conversation with a consultant reeking of quasi-religious zealotry, every sentence dripping with buzz words of agile, lean, MVP, product/market fit, scrum, iterate, and pivot. (Ok, I still [...]
I’ve been enamored with SEO as of late. And like sex, it’s sometimes a subject cloaked in lots of ickiness somewhere in the backwaters of the internet. But, SEO investing is an incredibly good example of value investing. Before we begin talking about investing with SEO, you need to understand how it works. Two great places to [...]
Love the process, not the outcome. I know, I know. More of that hippie, happy, positive psychology that plagues blog posts on entrepreneurship scribbled all over Hacker News. Trite. Overused. And rarely followed. Just realizing how much rat racing I do in my life (i.e. someone who puts off things that make them happy for [...]
Hi Folks! After a bit of a hiatus, I’m glad to return to this blog. I have a new experiment to write about. For the next few months, I’m going to be trying to improve the quality, amount, and speed of the feedback we get as we build our business, Dogpatch Technology. One of the [...]
Vacations are wonderful. They give you perspective and are vital to your work life. Never think that it’s a virtue to not take vacations. Good minds needs rest and perspective. And the insights are wonderful. My main insight from this last vacation: it’s time to focus. Meaning, this blog will be taking a backseat to [...]
The most important determinant of whether investors will incur opportunity cost is whether or not part of their portfolios is held in cash. Maintaining moderate cash balances or owning securities that periodically throw off appreciable cash is likely to reduce the number of forgone opportunities. –Seth Klarman, Margin of Safety I have a footnote scrawled in [...]