Posts from November 2016

Conflicting Opinions

One thing it’s important to do is get conflicting opinions when you do diligence on early stage companies.  Conflicting opinions help you sort out the company.  It’s important to understand where the opinion comes from.  If you talk to a …






What’s The Best Core Engine To a Business?

When we look at successful business models, it’s important to analyze why they are successful.  There are different models, but if I generalize, there are two strong ones.  Walled gardens.  They solve problems and have high stickiness with high switching …






The Election and Your Startup

I have been reading various posts from Venture Capital partners about “Trump and your company”.  Since I am out of step politically with 99% of the VC community, I have a much different take on the election. First, elections generally …






Competition is Great For America

A lot of people will try to make some meaning out of the election of Trump to the White House.  I have seen a lot of melt down tweets and Facebook posts about a lot of stuff.  I think they …






How Do You Blog Everyday?

Last night I was having dinner with my friend William Mougayar.  We were discussing the potential illegal alien problem that Canada is going to have post American election. We met online via the comment section at AVC. We had Skyped, …






The Oligopoly and Crony Employeeism

I posted this chart because my friend Arnold posted it on his Facebook. But, it’s a metaphor for everything in America these days.  Massive companies dominate every industry.  I’d urge everyone to read Professor John Cochrane’s essay on economic growth. …






Advice For The Next President of The United States

The election is Tuesday.  Personally, I don’t like a lot of parts of this election.  But, someone is going to win.  I really love what Eugene Fama has to say in the video I posted below. Where do I come …






Mmmmmm Bacon

We are still recovering from the Cubs if you can believe it.  We had a lazy day yesterday.  I have been making my own bacon for a while now.  We haven’t bought store bacon for a long time.   My …






Introductions to Companies

There are several schools of thought on introducing companies to other potential investors. I don’t know where I stand on it. I do know that almost everyone likes the double opt in introduction. Definitely follow those guidelines.  But, then it gets …






Still Basking in Cubs

The big parade in Chicago is today. Last night, around midnight people started showing up. I heard them screaming out on the streets. Currently, there are helicopters flying around Grant Park and sirens. Overnight, all through Grant Park, they put …






World Champs

Wow I was at game 7 in Cleveland. It was gut wrenching. So fun. I cannot believe that the Cubs are World Champs. There is a lot that can be written and will be written about the Cubs. However, I …






We’re On A Mission From God

I am road tripping to Cleveland today. Game 7. Every Cubs fan has a short story. Here is one short one that I can tell you which ties into the title of this post. I grew up with a bunch …






Success Begats Easier Recruitment

It’s often said that great teams build A+ companies.  In Ben Horowitz’s book, “The Hard Thing About Hard Things”, he stresses how entrepreneurs need to recruit A players. Yesterday, I blogged about Riskalyze and their recent funding round.  They did …