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Bill Gurley 8 h
Odgovor korisniku/ci @ericjackson
I do study his work today!!!
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Patrick OShaughnessy 8 h
“According to Chick-fil-A, 60k people apply to be operators every year — and only ~80 are selected. With a 0.13% acceptance rate, it’s harder to become a Chick-fil-A franchisee than it is to get into Stanford University (4.8%) or get a job at Google (0.23%).”
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Bill Gurley 8 h
It’s like , but for chicken.
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Marcus Thompson 8 h
Now that’s a hug. Nice moment
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Bill Gurley 8 h
Odgovor korisniku/ci @ericjackson
I love Jay, but this is a step too far. I studied computer engineering at UF.
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Tren Griffin 5. velj
Odgovor korisniku/ci @trengriffin
In this podcast Chetan points to blog posts by his partners. One from Sarah Tavel and one from Bill Gurley On an issue like the importance of organic customer acquisition, it is fun to hear Chetan talk Benchmark's DNA is apparent.
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Bill Gurley 4. velj
Odgovor korisniku/ci @koblas @ATT @linuxfoundation
This is going to be open-source. That's a tough reality for the incumbent. ARM and Intel face a similar problem with RISC V.
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Bill Gurley 4. velj
This will be much easier because of the work of & to create open source standards in the telecom market.
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Bill Gurley 4. velj
This is a worthwhile watch for everyone inside and outside of the UK. We choose to be “pro science” when it fits our politics/beliefs, but want to wear blinders in other cases. There are many subtle cases where escaping the EU will benefit the UK. This could be one.
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Bill Gurley 4. velj
I'm glad you are listening! You forgot to mention that they priced at the "low end of the range" the night before. Clearly the correct awareness of price and demand was non-existent. Low end of range and up 58%? Really?
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Biz Carson 4. velj
Asana has confidentially filed to go public (and will beat Airbnb to a direct listing) in my favorite trend of companies just announcing this stuff now:
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TechCrunch 4. velj
Asana files to go public, says it will do so via a trendy direct listing by
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Bill Gurley 3. velj
Odgovor korisniku/ci @prak
Sir Paul
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Bill Gurley 2. velj
Miami is sophisticated !
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Dave Collum 1. velj
I think this might be the article got banned for posting. Just checking for a friend. Whatever you do, don't post it independently (so it stays alive if I get banned). It would be a shame if it blanketed Twitter...
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Bill Gurley 1. velj
Odgovor korisniku/ci @Dschrempf @infoarbitrage @semil
Exactly. Listen to Detlef!
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Bill Gurley 1. velj
Odgovor korisniku/ci @infoarbitrage @semil
Multiples are shit. I don’t see any problem.
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Bill Gurley 1. velj
Odgovor korisniku/ci @infoarbitrage @semil
Really bad idea. Been done. Ask Ken Fox. What problem are you solving?
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Michael Mauboussin 29. sij
Odgovor korisniku/ci @mjmauboussin
7/We spend a lot of time discussing the limitations of multiples for valuation. You earn the right to use a multiple only when you demonstrate that you understand the economic assumptions that are behind it.
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Bill Gurley 26. sij
Odgovor korisniku/ci @dmorey @HowardBeck @DoorDash
I’m not sure this is the type of tweet that will result in Special Tweetment. It’s so definitively negative the brand may seem it unrecoverable.
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