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Joys of Compounding

244 insights saved from Joys of Compounding's episodes by @business, @health, @money and 3 others

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

21 insights · See all
  1. @business· How VCs Think
    Starbucks stock rose more than 300-fold after its IPO, turning a $25 million return into roughly $8 billion later.
  2. @business· How VCs Think
    In a 100-company portfolio, the single top investment can return more than the other 99 combined.

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

21 insights · See all
  1. @business· Leadership & Management
    Nearly 10 years ago, Instacart burned $12 million monthly, lost $16 gross margin per order, and had under a year of cash.
  2. @business· Leadership & Management
    The green button test: would you genuinely answer the founder’s call at 10:30 p.m.?

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

21 insights · See all
  1. @money· Personal Finance & Investing
    Many 100x investments are not one miracle. They are successive owners capturing a series of 5x and 10x outcomes.
  2. @money· Personal Finance & Investing
    The “equity paleo diet” fixes the equity base and demands growth without adding more equity.

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

21 insights · See all
  1. @technology· What is AI?
    Taking investor money creates an obligation to deliver the investor’s cost of capital, roughly 25–30% annually when compounding.
  2. @technology· What is AI?
    A cashier could recognize government-check distribution days by the surge in customers buying necessities such as diapers.

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

21 insights · See all
  1. @business· Business Models
    “Fish love” values something for what it does for you. Genuine love values it without consuming it.
  2. @business· Business Models
    Introspection creates insight. Rumination creates a self-sabotaging downward loop. Confusing them makes destructive self-reliance look productive.

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

21 insights · See all
  1. @science· Biology
    The initial Pompe treatment made two adult patients weaker, prompting Amicus to stop the trial and request an FDA clinical hold.
  2. @science· Biology
    A German infant failing approved Pompe therapy improved on Amicus’s experimental treatment, leaving the hospital breathing independently and feeding himself.

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

21 insights · See all
  1. @money· How Money & Economics Work
    Some critical financial institutions depend on three elderly specialists who understand obsolete systems, creating a terrifying continuity risk.
  2. @money· How Money & Economics Work
    Smartphones reach about 85% of the world. Bank accounts reach only about 65%, despite centuries of financial infrastructure.

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

21 insights · See all
  1. @business· How Companies Win
    SMED increased plasmid manufacturing capacity 20–30% without investment, cutting lead times from 12–18 months to 3–4 months.
  2. @business· How Companies Win
    Toyota gained a manufacturing advantage by adopting W. Edwards Deming’s quality principles after American automakers rejected them.

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

20 insights · See all
  1. @health· Sleep & Recovery
    A friend’s grandmother financed the first camera at about $90 monthly. The business repaid it within five days of its first weekend.
  2. @health· Sleep & Recovery
    The first product drew 8,000 pre-orders yet lacked product-market fit because it could not heat or cool the bed.

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

20 insights · See all
  1. @technology· Software
    After 1984 spectrum deregulation, Pagenet turned roughly six or seven million dollars invested in spectrum licenses into about $985 million.
  2. @technology· Software
    Lowering long-term growth assumptions in years eight through eleven erased roughly 30% of software valuations.

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

19 insights · See all
  1. @money· Personal Finance & Investing
    Evaluate risk by frequency and severity. Power-law distributions make rare events disproportionately important when their consequences are extreme.
  2. @money· Personal Finance & Investing
    Militant diligence means learning enough technical detail to dismantle complex financial structures independently.

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

17 insights · See all
  1. @psychology· Social Dynamics
    In 1998, Chung Ju Young returned from South Korea to North Korea with 1,000 cattle, repaying his family’s single cow.
  2. @psychology· Social Dynamics
    Mahalia Jackson urged Martin Luther King Jr. to discuss his dream, and he abandoned his prepared speech to electrify the movement.
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