Joys of Compounding

262 Cards across 13 Sources·Added to Korva by @ruthkellan, @bentorren, @danielrenwick and others

Ho Nam - Lessons in Venturing Differently - [Art of Investing, EP.3]21 Cards

Starbucks stock rose more than 300-fold after its IPO, turning a $25 million return into roughly $8 billion later.

@bentorren added

In a 100-company portfolio, the single top investment can return more than the other 99 combined.

@bentorren added

Ravi Gupta - Bring Joy - [Joys of Compounding, EP.21]21 Cards

The green button test: would you genuinely answer the founder’s call at 10:30 p.m.?

@bentorren added

Nearly 10 years ago, Instacart burned $12 million monthly, lost $16 gross margin per order, and had under a year of cash.

@bentorren added

Will Thorndike - Lessons from the Eternal Outsider - [Joys of Compounding, EP.28]21 Cards

Many 100x investments are not one miracle. They are successive owners capturing a series of 5x and 10x outcomes.

@danielrenwick added

The “equity paleo diet” fixes the equity base and demands growth without adding more equity.

@danielrenwick added

Nilam Ganenthiran: Building a Beacon in the Fog of AI - [Joys of Compounding, EP. 37]21 Cards

Taking investor money creates an obligation to deliver the investor’s cost of capital, roughly 25–30% annually when compounding.

@ruthkellan added

A cashier could recognize government-check distribution days by the surge in customers buying necessities such as diapers.

@ruthkellan added

Brent Beshore - Adventures in Permanent Equity - [Joys of Compounding, EP. 34]21 Cards

“Fish love” values something for what it does for you. Genuine love values it without consuming it.

@bentorren added

Introspection creates insight. Rumination creates a self-sabotaging downward loop. Confusing them makes destructive self-reliance look productive.

@bentorren added

John Crowley - Biotech's Chief Evangelist - [Art of Investing, EP.15]21 Cards

The initial Pompe treatment made two adult patients weaker, prompting Amicus to stop the trial and request an FDA clinical hold.

@mirabaines added

A German infant failing approved Pompe therapy improved on Amicus’s experimental treatment, leaving the hospital breathing independently and feeding himself.

@mirabaines added

Chad Cascarilla - Blockchain’s Carpenter - [Joys of Compounding, EP.26]21 Cards

Some critical financial institutions depend on three elderly specialists who understand obsolete systems, creating a terrifying continuity risk.

@danielrenwick added

Smartphones reach about 85% of the world. Bank accounts reach only about 65%, despite centuries of financial infrastructure.

@danielrenwick added

Mitch Rales - The Art of Compounding - [Art of Investing, EP.18]21 Cards

SMED increased plasmid manufacturing capacity 20–30% without investment, cutting lead times from 12–18 months to 3–4 months.

@bentorren added

Danaher produced more than 21% annual returns for roughly 40 years, equivalent to approximately an 1,800-fold or 180,000% gain.

@bentorren added

Matteo Franceschetti - The Sleep Maestro - [Joys of Compounding, EP.32]20 Cards

A friend’s grandmother financed the first camera at about $90 monthly. The business repaid it within five days of its first weekend.

@evanhollis added

The first product drew 8,000 pre-orders yet lacked product-market fit because it could not heat or cool the bed.

@evanhollis added

A.J. Rohde: Living in the (Software) Limelight [Joys of Compounding, Ep. 38]20 Cards

After 1984 spectrum deregulation, Pagenet turned roughly six or seven million dollars invested in spectrum licenses into about $985 million.

@ruthkellan added

Lowering long-term growth assumptions in years eight through eleven erased roughly 30% of software valuations.

@ruthkellan added

Todd Combs - Investing, The Last Liberal Art - [Art of Investing, EP.1]19 Cards

Evaluate risk by frequency and severity. Power-law distributions make rare events disproportionately important when their consequences are extreme.

@danielrenwick added

The sharpest investment insight often comes from reframing a problem, not discovering an obscure fact.

@danielrenwick added

America at 250: The Ideas of 1776 - [Joys of Compounding, EP. 39]18 Cards

Paul Buser on Joys of Compounding

Most people initially opposed revolution. Its appearance as an inevitable plan was created by hindsight.

@michael added

Patrick Griffin on Joys of Compounding

The Declaration’s equality language became sacred only later, when African-American abolitionists made its universal promise impossible to ignore.

@michael added

Cal Fussman - Compounding Human Connections - [Art of Investing, EP.8]17 Cards

In 1998, Chung Ju Young returned from South Korea to North Korea with 1,000 cattle, repaying his family’s single cow.

@mayaellery added

Mahalia Jackson urged Martin Luther King Jr. to discuss his dream, and he abandoned his prepared speech to electrify the movement.

@mayaellery added

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