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Lean Startup Moon Person

Customer Discovery, Scuttlebutt, and Moon People

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 […]

SEO Investing, Women, Cigars

SEO Investing, Cigar Butts, and Not Making Love Like Patrick Dempsey

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 […]

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Love Racing Rats

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 […]

Kingdom and Horse

My Kingdom for a Horse of Cash

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 […]