| Nov 25 |
Can someone with a better brain than me explain what @saylor is doing?
A) no strategy is without risk. What are the risks? Whatβs the math β if btc drops to $X it becomes a problem?
B) why is the stock at such a premium to the NAV?
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| Sep 10 |
If I gave you $1M to invest in any tech company
... but the rule is, you ONLY get paid if the valuation goes 5X in the next 5 years.
Who would you pick?
My top picks for this 3 years ago:
- Anduril (hit)
- Rippling (hit)
- Figma (miss)
- Replit (miss, but still bullish)
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| May 21 |
The optimal Poker strategy:
- start when youβre young. Low stakes, high brain plasticity
- play for JUST long enough (~2 years) to fully internalize (thru painful mistakes) all the big lessons (strategic things like range, image, pot odds, bankroll mgmt etc and psychological things like handling tilt, not chasing losses)
- then stop playing completely and use that brain energy on projects (eg business or investing) that have much higher upside without the degen lifestyle/degen peers
- then again return to it for casual social competition with friends
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