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Farm Road Capital
Risk-averse, absolute-value investor
286
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133
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101
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Tweets
Farm Road Capital Nov 24
Replying to @COValueInvestor
The hardest times forges the most steely character
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Farm Road Capital Nov 15
Replying to @damirbecirovic
Rolex is also owned by a non-profit
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Farm Road Capital Nov 9
Which competitor do you hate to see steal your customers?
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Farm Road Capital Nov 5
Replying to @vitaliyk
Tom Murphy of ABC/Capital Cities taught Buffett that quote
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Farm Road Capital Nov 4
Replying to @patrick_oshag
One nuance about software sales comp is use cases. The higher margins/volume of the use case, the higher the comp Few companies have one form of usage pricing that applies to all use cases. Those that do have the simplest pricing and likely provide the most value to customers
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Farm Road Capital Nov 4
Replying to @patrick_oshag
Usage-based pricing almost always guarantees low starting prices to customers, but it’s only deployed by software companies confident of land-and-expand Initial low usage pricing, when done right, is akin to low CAC Agree with previous comments on related sales comp
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Farm Road Capital Oct 31
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Farm Road Capital Oct 31
Can I do anything for you, Mr. Bond? Just a drink. A martini, shaken, not stirred. Goldfinger, 1964
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Farm Road Capital Oct 30
Shame on Ana and Durable. Practitioners ought to encourage, not squash, contributions. Double-shame on Durable’s counsel, who blindly followed instructions. People do ridiculous things for a paycheck. Continue to write. DM if you want more perspectives
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Farm Road Capital Oct 30
Replying to @breadcrumbsre
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Farm Road Capital Oct 29
Replying to @LongHillRoadCap
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Farm Road Capital Oct 29
Replying to @JamesClear
Arthur Schopenhauer: On Reading And Books He gave the best perspective on reading and learning effectively
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Farm Road Capital Oct 29
Replying to @BrentBeshore
Newswire services. Oligopolistic, only 4 companies do national. Decent returns
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Farm Road Capital Oct 29
Replying to @BNODesk @paulg
Taiwan’s success shows that unity and execution matters more than its resources, which pales in comparison to US/Europe Being resourceful is more important than having resources
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Farm Road Capital Oct 28
Replying to @mkobach
Value investor (classic) Performance should be scary
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Farm Road Capital Oct 28
Replying to @patrick_oshag @slice
How do I sign up??
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Farm Road Capital Oct 28
Replying to @dvassallo
Homosapiens, the human ancestor, existed 7 million years ago. Modern humans, only 20,000 years. Our gut feeling is mostly trained in pre-historic periods that are different from modern society.
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Farm Road Capital Oct 28
Replying to @patrick_oshag
Differentiate between gross and net retention. LTV and CAC are key components of software businesses but are often not modeled accurately. Low CAC is under-rated, which explains why open-source business models are not properly valued.
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Farm Road Capital Oct 27
Replying to @CharlieMunger00
The question is why should he be right now Einhorn has been short a basket of tech stocks ($nflx ) for at least 3 yrs. So why now?
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Farm Road Capital Oct 26
The majority of stock movements happen pre- and post-market. Very few day traders profit in the long run. At least date overnight traders.
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