Posts in Uncategorized

Reading, Writing, Rithmatic

People often think that being an investor is totally exciting.  The impression is that investors sit around and shoot the shit kicking big ideas back and forth.  There is some of that.  But, most of it is pretty mundane. I …






The Raise

One of the biggest conundrums in entrepreneurship is raising money.  When to raise, how much to raise, who to raise from.  When things are going well, it’s easy to raise money.  When things are not going well no one wants …






Can You Give a Bad Review?

Lately, I have been pondering something I don’t know the answer too.  Over the course of the last ten years, social media has exploded.  Crowd reviewed sites like Open Table, Trip Advisor, Yelp, Foursquare and others have dominated.  Sites like …






How To Do Social Entrepreneurship Right: Guard Llama

Social entrepreneurship has been a trend.  I think it’s great to use capitalistic enterprises to solve problems.  But, there are some troubling trends I am seeing within social entrepreneurship.  I have written checks to companies that clearly perform social good …






The Privacy Debate

Over the past week, I have seen a lot of outrage over the rollback of rules regarding Internet Service Providers (ISPs).  Let’s get something straight off the bat.  The internet is being regulated by rules that were written in 1933 …






More on The Basic Income Debate

This is really a great podcast on Basic Income. It encompasses a lot of the issues. It covers how software is eating jobs along with automation and robots. I have been watching this debate with interest. A lot of how …






The Global Fin Tech Revolution

Here is a little something from the elite people that go to Davos. Do you agree or disagree with them? We have seen the breakdown of the elite class in all kinds of silos. Finance is no different. I think …






Suppositions

The other day, I wrote a post, Would I Let My Daughter Work For Uber?  I cross posted it to Medium.  My daughter told me to.  If you go find it there, read the comments.  They are hilarious to me …






An Enlightening Talk on Finance

If I were a benevolent dictator and was choosing the US Treasury Secretary, my choice would have been John Allison hands down. He was CEO of BB&T bank and they made it through the crisis unscathed. Their competitors failed. There …






Innovation in Agriculture

When we were bullish meat markets we always said “people gotta eat”. There has been a lot of innovation in farming that people don’t always see. Innovation happens from seed genetics, to farming practices, to machines, to the factories that …






Missing the Point

Been watching a lot of post election teeth gnashing.  I think hard core Democrats have totally missed the point of the election.  They think they live in a racist nation and a tribe of Nazi’s voted for Trump.  They are …






Capital and Capitalism

I subscribe to the Social+Capital snippets email.  They are generally great reads with really informative links.  As the country moved closer to the election, their emails got a little more political.  They didn’t lean left-they lurched left.  Cool with me …






Hold Their Feet to The Fire

2016 Pre & Post-Election State Legislative Control.Republicans control both chambers of the legislature in 32 states https://t.co/h1Ue5N6A75 pic.twitter.com/deTWFE0RdK — Michael Nardi (@iPublicPolicy) November 15, 2016 Republicans made big time gains over the last several years. However, I am not seeing …






In Person or Online?

We drove back from Detroit today.  My children went to school in the city of Chicago.  Their school and their rival school has a huge networking party the day after Thanksgiving.  They take over a bar and meet up.  It’s …






Happy Thanksgiving

The Thanksgiving story is pretty amazing.  People left Europe to escape religious persecution.  I am not sure a lot of us would take the same risk today.  Sure, we have immigrants come here today.  They escape desperate situations in some …






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 …






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 …






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. …