Infinite Loops
Infinite Loops
Dec 3, 2020
Tren Griffin- Escaping Gravity (EP.26)
Play • 1 hr 16 min

In this episode of Infinite Loops we spoke with Tren Griffin, Senior Director at Microsoft and author of the popular business and investing blog 25iq . In this wide-ranging discussion we cover:

  • Base rates and ‘escaping gravity’
  • Living a rewarding life.
  • Entrepreneurship and risk-taking
  • The importance of becoming an ‘Editor’
  • And much more

Follow Tren (https://twitter.com/trengriffin) on Twitter, and read his blog here 25iq.

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Harry Stebbings
20VC: Hims Founder Andrew Dudum on Hims Going Public, The Reasoning and Benefits of SPACs, The Biggest Misconceptions of Successful Company Building & Wall St's Changing Perceptions Towards Growth and Profitability
Andrew Dudum is the Founder & CEO @ Hims & Hers, offering a modern approach to health and wellness and one of the fastest-growing companies to reach $1Bn. Prior to their going public on Tuesday this week, Hims raised over $158M from some of the best including Thrive, Forerunner, Founders Fund, IVP, Redpoint and more. As for Andrew, alongside his role at Hims he is also Co-Founder of Atomic, a company builder and venture fund all in one, backed by Peter Thiel and Marc Andreesen to name two. Prior to Atomic, Andrew led product at TokBox managing a team of 30 leading to their acquisition by Telefonica in 2012. In Today’s Episode You Will Learn: 1.) How Andrew made his way from Head of Product at Tokbox to venture capitalist with Atomic to changing healthcare with Hims? 2.) What are the biggest misconceptions people have with regards to what it takes to build a successful company? Why do you not need big teams? How can leaders drive efficiency within small teams? What have been Andrew's biggest lessons in acquiring the best talent in market? What works? 3.) Hims is the fastest company to scale to $1Bn, how does Andrew reflect on how he managed hyper-growth? What did he do well? What was the first to break? What would he do differently? When is the right time to go from generalist to specialist? When is the right time to add more products? 4.) Why did Andrew believe now was the right time to IPO just 4 years into the founding of the business? How did the SPAC process play out? What are the core advantages to Andrew of the SPAC over an IPO? Why will more founders use it in the future? How does Andrew assess the importance or lack of, when it comes to the pricing pop on IPO day? 5.) How does Andrew reflect on his relationship to money? Why does he feel more scared of it now than ever before? How does he think about bringing up his children with an appreciation and respect for money? What 3 traits would Andrew most like his children to have? Item’s Mentioned In Today’s Episode Andrew’s Favourite Book: The Planet Remade: How Geoengineering Could Change the World As always you can follow Harry and The Twenty Minute VC on Twitter here! Likewise, you can follow Harry on Instagram here for mojito madness and all things 20VC.
35 min
Invest Like the Best
Invest Like the Best
Patrick O'Shaughnessy
Ilkka Paananen – Superpowering Teams – [Founder’s Field Guide, EP.17]
My guest today is Ilkka Paananen, Founder and CEO of Supercell, a mobile game developer based in Finland. Supercell has built hugely successful games like Clash of Clans and Clash Royale that have reached over 100 million daily active users. What interests me most about the company is Supercell's unique culture built on decentralized, autonomous teams with nearly total creative control. Ilkka and I talk about how Supercell hires and designs teams, why they incorporate as little process as possible, and the rise of global, social games. I hope you enjoy my conversation with Ilkka. For the full show notes, transcript, and links to mentioned content check out https://www.joincolossus.com/episodes/72273479/paananen-superpowering-teams This episode of Founder's Field Guide is sponsored by Klaviyo. Klaviyo is the ultimate marketing platform for ecommerce. With targeted segmentation, email automation, SMS marketing, and more, Klaviyo helps you create your ideal customer experience. See why Klaviyo's trusted by more than 50,000 brands, like Living Proof, Solo Stove, and Nomad to help them grow their business. For a free trial check out https://www.klaviyo.com/founders. This episode is also sponsored by Vanta. Vanta has built software that makes it easier to both get and maintain your SOC 2 report, at a fraction of the normal cost. Founders Field Guide listeners can redeem a $1k off coupon at vanta.com/patrick. Founder's Field Guide is a property of Colossus Inc. For more episodes of Founder's Field Guide go to https://www.joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here - https://www.joincolossus.com/newsletter. Follow Patrick on Twitter at @patrick_oshag Follow Colossus on Twitter at @JoinColossus Show Notes [00:02:51] – [First question] – Why he is the “least powerful CEO in the world.” [00:04:03] – His career prior to Supercell [00:07:53] – Lessons from his prior career that he brought to Supercell [00:11:49] – What he looks for in identifying and recruiting the best people [00:13:46] – The funnel of getting great people into the business through the rest of the team [00:15:44] – The Supercell recruitment team [00:17:33] – Interviewing and screening applicants [00:18:39] – Building teams and how they are the driving force behind the company [00:21:29] – The culture of trust throughout the company [00:24:13] – Ensuring teams know when to kill a project [00:26:11] – Celebrating after a project gets shutdown [00:28:15] – Why retention is such an important focus of the company [00:30:40] – How reach and depth lead to a game’s success [00:32:21] – The teams outside of development and how they operate [00:33:36] - LOST & CROWNED | A Clash Short Film [00:34:53] – His day-to-day [00:35:49] – Biggest surprises within Supercell since its founding [00:36:38] – What makes for a good game [00:37:59] – The notion of infinite games [00:39:28] – Kindest thing anyone has done for him
45 min
The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and Valuation
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
1 hr 2 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Planet MicroCap Podcast | MicroCap Investing Strategies
SNN Network
Ep. 157 - With Poker and Investing, Know the Game Your Playing and Master Your Strategy with Annie Duke, Author of "How to Decide: Simple Tools for Making Better Choices"
I'm very excited for this episode. As you see in the title, my guest today is Annie Duke. One of my earliest memories of watching sports, believe or not, was watching the 2003 and 2004 World Series of Poker. Seeing legends like Chris Moneymaker and Greg Raymer win the title, then all the tournaments in between, was so cool, and all I wanted to do was play poker. Another stand out amongst the greats playing these now televised events was, you guessed it, Annie Duke. Since retiring from the game in 2012, Annie is an author, corporate speaker, and consultant in the decision-making space. Annie’s latest book, How to Decide: Simple Tools for Making Better Choices, was released in the fall of 2020 from Portfolio, a Penguin Random House imprint. Her previous book, Thinking in Bets, is a national bestseller. As a former professional poker player, she has won more than $4 million in tournament poker. During her career, Annie won a World Series of Poker bracelet and is the only woman to have won the World Series of Poker Tournament of Champions and the NBC National Poker Heads-Up Championship. Prior to becoming a professional poker player, Annie was awarded a National Science Foundation Fellowship to study Cognitive Psychology at the University of Pennsylvania. Annie is the co-founder of The Alliance for Decision Education, a non-profit whose mission is to improve lives by empowering students through decision skills education. She is also a member of the National Board of After-School All-Stars and the Board of Directors of the Franklin Institute. In 2020, she joined the board of the Renew Democracy Initiative. Long story short, she's incredible, and I'm still wrapping my head around what I learned from speaking with her. For more information about Annie Duke, please visit: https://www.annieduke.com/ You can Follow Annie Duke on Twitter @AnnieDuke: https://twitter.com/annieduke Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
1 hr 5 min
Value Hive Podcast
Value Hive Podcast
Brandon Beylo
KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron "makes concentrated investments in high-quality reasonably valued businesses with long reinvestment runways and in special situations that are experiencing a temporary dislocation or undergoing an element of change that will cause investors to revalue an investment in the near term." This week we dive deep into a few specific companies:  * KKR * RCI Hospitality (RICK)  * Mastercraft (MCFT) * Malibu Boating (MBUU)  We also discuss the two latest minority shareholder sagas penetrating the FinTwit universe:  * Collectors Universe (CLCT) * Enlabs, Inc. (NLAB) I also enjoyed our conversation on position sizing, risk management, and how to analyze errors of omission. Then we ended the podcast dreaming about having dinner with the one and only, Bill Gates.  Here's the time-stamp:  * 1:09 - Yaron’s Background * 11:18 - Selling Too Early: Xpel, Inc. * 27:07 - Robinhood/FinTwit Traders * 37:43 - CLCT & NLAB Buyout Hysteria * 51:42 - The RCI Bull Thesis * 62: 51 - The Future of RICK * 74:35 - Water Sports (MBUU, MCFT) * 81:33 - COVID & Boating Thesis * 86:37 - KKR Bull Thesis * 98:19 - Closing Questions If you like Yaron's philosophy on investing and want to learn more, you can find more information here:  * Yaron's Twitter * 1 Main Capital Website
1 hr 42 min
The Pomp Podcast
The Pomp Podcast
Anthony Pompliano
#475 Robert Materazzi on Standardizing Crypto
Robert Materazzi is the CEO of Lukka, which bridges the gap between the complexities of blockchain data and traditional business needs. Formerly he was a Director at PricewaterhouseCoopers, specializing in large risk, regulatory, and cybersecurity driven technology implementations for traditional financial institutions and foreign banking organizations. In this conversation, we discuss the importance of creating industry standards, how crypto is transitioning from innovation labs to business units, and why Lukka is winning so many customers. ======================= Exodus is an absolute game changer in the crypto wallet space, and we’ve teamed up to offer an exclusive discount for you, as listeners of the podcast. Sign up for Exodus today using my promo code Exodus.io/pomp. This is a no brainer for both newcomers and crypto heavyweights - go sign up today.  ======================= Crypto.com is the only all-in-one platform that allows you to BUY / SELL / STORE / EARN / LOAN / INVEST crypto all from one place. Join over 1 million users currently using the Crypto.com app. Download and earn $50 USD using my code ‘pomp2020’, or use the link https://platinum.crypto.com/r/pomp2020 when you sign up for one of their metal cards today. ======================= Download the top-rated DraftKings Sportsbook app NOW and use promo code POMP when you sign up to get one hundred to one odds on any football game THIS WEEKEND. That’s code POMP for new players to get a shot at one hundred dollars on any football action this weekend.… for a limited time, only at DraftKings Sportsbook! ======================= Did you know only 1% of day traders actually turn a profit? So why are so many of us mistaking picking stocks for serious investing? You can’t control the markets, but you can control your risks. So how do billionaire investors control their risk? They invest in blue-chip art. If that sounds unusual to you, you’re not alone. But the ultra-wealthy have been investing in art for centuries. And since 2000, art has outperformed the S&P by an incredible 180%. Just a few years ago, a single work sold for $450 million! Imagine...Being able to invest in the very same paintings as millionaires and billionaires, at a fraction of the cost. Masterworks.io is an exclusive platform that makes it as easy as trading stocks online. And the best part is: you don’t need to know anything about art. Their experts will create a custom portfolio to meet your investment needs. With Masterworks.io you don’t have to choose between big risks and big returns. Sign up today, select PODCAST and you can skip the 70,000 waitlist to get first dibs. Just go to www.masterworks.io and select PODCAST.
38 min
Alpha Trader
Alpha Trader
Seeking Alpha
Focusing on prices, not the news - J.C. Parets joins Alpha Trader
If you’re looking for a tonic to the ceaseless flow of (mostly) disturbing news on any number of fronts, than this week’s Alpha Trader podcast is for you. Host Aaron Task is joined by J.C. Parets, market technician nonpareil and chief market strategist at All Star Charts (co-host Stephen Alpher is out this week) .  His eye always on the price charts and never on the news flow, Parets remains bullish on stocks. To those who say the bull market needs a break, Parets would say there’s already been one, noting leading names like Apple, Microsoft, Amazon, Google, Facebook, and Alibaba are flattish-to-down (in some cases significantly down) since early September - that’s more than four months of lame performance. If you ask him for a price targets, Parets will say 38K, or nearly 25% upside on the Dow (DJI), and 4.5K, or about 20% upside on the S&P 500 (SP500). New information rolls in every day, however, and Parets won’t be afraid to change his opinion if the facts change. For now, he’s keeping his eye on the above-mentioned names, and is looking for those stocks to move to new highs to confirm his bullish case. And what might turn Parets bearish? Price signals of course … Treasury bonds outperforming stocks, a strong relative bid in consumer staples, widening credit spreads, a rollover in the aussie/yen currency cross, a deterioration in market breadth. At the moment, just the opposite of every single one of these bearish omens is happening, so Parets sees little reason not to stay long equities. Want another signal? Take a look at Deutsche Bank (DB). It’s been hitting new 52-week highs. If the world (and the S&P 500) is really about to fall apart, would this most risky and sclerotic of banks be breaking out to the upside? Hardly, says Parets. Turning to bitcoin (BTC-USD), Parets remains bullish, with $46K as his upside target. On the downside, he sees $30K as key support, and a sustained break below that level would be a sign of worse to come. As always, though, Parets is just looking at the charts, and isn’t treating bitcoin analysis any differently from that of stocks. He warns that once one begins buying into the religion status of bitcoin, they can no longer think rationally about the trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
37 min
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