My first @Medium post! Priorities when building your product: Utilities vs. Networks

@auren @EdanKrolewicz Founder vs employee. I'd invest in the International Math Olympiad medalist and hire the athlete.

@PythiaR @s_nav123 Will it beat QQQ tho?

@finphysnerd $olli. SSS was 5.7% in 2023 (albeit on easy comps). 10% unit growth per year. Operating leverage and buy backs makes EPS go up 15-20%/yr. Trading at 23x 2024 midpoint eps guidance. Closer to 21x expected 2024 EPS

@RetailRobWilson ever take a look at $olli? SSS was 5.7%. 10% unit growth per year. Operating leverage and buy backs makes EPS go up 15-20%/yr. Trading at 23x 2024 eps.

@DakotasTwits Can I get a link to the blog?

@jaminball Any chance you can add CLBT to your analysis?

@Patticus constant state of stress and choosing workout that increased that stress level made me plateau at 21-24% bf even though I was working out 6x/week, not drinking, sleeping well, and eating clean (but probably lacked portion control)

@_fabknowledge_ @Insight_xFF Can’t shorts just wait for lock-up to expire?

@ramit How do you keep IWTYTBR closer to the undergraduate dynamic and away from the MOOC dynamic?

@Mike_kim714 what’s the best way for fans to help you get some of that PIP money? You’re by far the best tweeter on your

@InnocenceCapit1 @viggy_krishnan @Rebrand_As_Y Any thoughts on $go and $olli?

Calling it now. Seed stage investing as implemented over the last decade or so was a ZIRP

@yishan What educational values did you instill in your kids?

@PrefShares There’s an inverse network effect on the supply side. When a driver signs up for Uber, they’re more likely to sign up for Lyft/[local substitute] Lyft unlikely to be an independent company, but someone not named Uber will buy them.

@willis_cap @BarrySchwartzBW Schwab bull case only made stronger by BTFB?

@Fixesthecable @compound248 @MadThunderdome @MauryMcCoy @Sg423Sg @Green_Analyst @MrMojoRisinX DM’d

@KRabichow Hmm interesting. Appreciate the response and I have studied poker in 2 years but does that logic extend to say never 3b bluffing preflop unless you’re bb? I assume no, so what’s the difference?

@KRabichow So are you saying because you don’t do it as a bluff, you don’t do it with your value hands here either?

@KRabichow Why not raise flop to deny equity to Btn?

@walnutavevalue @edsstokes @nachkari Stole a bunch of money from poker community