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Graham Duncan
@
GrahamDuncanNYC
New York, NY
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Co-founder, East Rock Capital. Compulsively seeking new ways of seeing reality. eastrockcap.com, grahamduncan.blog
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63
Tweetovi
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438
Pratim
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5.684
Osobe koje vas prate
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Graham Duncan
@GrahamDuncanNYC
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4. velj |
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"Avoid getting into the business of manufacturing trombone oil" - Dan Burke advice to Bob Iger (from the awesome appendix to Iger's book).
The most commercially effective people I've met are distinctively good at prioritizing where they put their energy. pic.twitter.com/4vaFg9T6V4
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Graham Duncan
@GrahamDuncanNYC
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2. velj |
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When you find people whose eyes you trust, a fall will feel more like a skydive pic.twitter.com/QjzyFKgFMQ
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Graham Duncan
@GrahamDuncanNYC
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1. velj |
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Love Clare Graves' idea of people as musical instruments where the range of notes they can play is based on the tensions they have learned to hold.
I aspire to stay awake to hidden genius. Would I have noticed violinist Joshua Bell on the metro platform? bit.ly/1rlfq26
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Graham Duncan
@GrahamDuncanNYC
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31. sij |
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"B. F. Skinner defined freedom as being under the control of appetitive stimuli as opposed to aversive stimuli—living in a toward mode rather than an away one." - Steven Hayes
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Graham Duncan
@GrahamDuncanNYC
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29. sij |
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Great @chetanp line: “our job as an early stage investor is to see the present very very clearly and not predict the future.”
Like Gibson’s “the future is already here, it’s just not evenly distributed”
Go @patrick_oshag on relentlessly seeking that unevenly distributed truth
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Graham Duncan
@GrahamDuncanNYC
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29. sij |
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I just reread Eleven Rings, when you put @bgurley podcast w/ @patrick_oshag together w/ this one, their shared vibe reminds me of Phil Jackson’s description of Chicago Bulls circa 1995 w/ a mood of “innocent wonder” & the strong belief that “life is great” pic.twitter.com/ZTJYJeQ1SN
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Graham Duncan
@GrahamDuncanNYC
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29. sij |
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Also thinking re: assessing high stakes hires - as Benchmark has to when they bring on a new equal partner - Benchmark team gains conviction by first being on a board w/ a prospect together.
Shared board service is a high signal low cost way to get reps with a potential partner
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Graham Duncan
@GrahamDuncanNYC
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29. sij |
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I see now why he’s a gravitational force - if I were starting an enterprise software co & I heard him speak, I would instinctively move heaven & earth to dial up his voice into my ear into the future - intuitively, you know that some of his energy & thinking may transfer to you
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Graham Duncan
@GrahamDuncanNYC
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29. sij |
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Which people do you observe as unusually strong “attractors” / gravitational forces for other high quality, positive players in their field?
Exhibit A: listen to @chetanp - you can hear him smiling w/ delight & wonder as he talks about the nuance of enterprise software twitter.com/patrick_oshag/…
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Marilynn Mendell
@WinSpinCIC
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26. sij |
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It’s hard to describe the impact of yesterday’s conference @TheWrldAround created by @_Beatrice & sponsored by @dezeen @ArperOfficial @MandT_Bank @GrahamDuncanNYC w East Rock Capital & many more pic.twitter.com/QfBUylBexe
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Graham Duncan
@GrahamDuncanNYC
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18. sij |
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Yes, some initial reframe on your part to the effect of “so ask me about x” (or anything they’re curious about).
The typical script of “what questions do you have for me” can trigger them to hear “what questions have you prepared for me” so I try to avoid that particular loop.
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Graham Duncan
@GrahamDuncanNYC
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18. sij |
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I find it high signal to mess with the interview script by being on the receiving end of a long series of questions from a candidate. You can often feel whether they have a hungry mind.
Key is to reply with really short answers, which is hard if they have good questions!
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Graham Duncan
@GrahamDuncanNYC
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16. pro |
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I wonder if podcasts/airpods are up due in part to the @michaelpollan observation in "How to Change Your Mind" that platitudes are truths drained of all emotion.
A credible voice often dials the emotional fidelity back up, converting platitudes on a page into truth in the ears.
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Graham Duncan
@GrahamDuncanNYC
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15. pro |
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One takeaway for me from @tferriss Tribe of Mentors is that I now take the @PaulStamets Host Defense “comprehensive immunity” mushroom supplement whenever I’m starting to get sick.
Knock on wood: I’m 9 and 0 on avoiding my kids’ & coworkers’ colds. Recommend trying it. pic.twitter.com/qs2OU1mF0T
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Graham Duncan
@GrahamDuncanNYC
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1. pro |
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The Way of Effortless Mindfulness by @LochKelly1 (h/t @SamHarrisOrg & @wakingup app)
For me, this prompt by Loch is a useful way to shift from local “problem solving mind” to what he calls a “glimpse” of “awake awareness”:
“What is here, now, if there is no problem to solve?”
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Graham Duncan
@GrahamDuncanNYC
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29. stu |
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I think DFW would have been into this Benedictine monk’s 5 minute reframe of any given day - this day - as a gift, where the only appropriate response is gratefulness:
youtu.be/3Zl9puhwiyw
Truth & platitude, intertwined, which I see depends on the morning light. pic.twitter.com/grHGBYJKKM
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Graham Duncan
@GrahamDuncanNYC
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28. stu |
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Yeah a bit of a tangent I know, but in “the Brain that Heals Itself” Norman Doidge highlights a researcher named Merzinich who is obsessed with the impact of white noise on the developing brain. Figure best to err on the side of not exposing babies to it. pic.twitter.com/rQIuAt6i2b
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Graham Duncan
@GrahamDuncanNYC
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27. stu |
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Your kid is on an LSD trip for the 1st year, wide open to all sensory inputs. Be a good guide, control set & setting, monitor noise levels (no barking dogs but no white noise machines), ground them when they get scared.Success after 1 yr/5yrs = they think the universe is friendly
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Graham Duncan
@GrahamDuncanNYC
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22. stu |
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Graham Duncan
@GrahamDuncanNYC
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17. stu |
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3 macro:
David Tepper
Zach Schreiber
This anonymous guy: tradingretrospectivesca.wordpress.com/about-me
3 stock pickers:
Dan Sundheim
Gabe Plotkin
Chris Hohn
3 non-HF investors who I suspect would be high signal/low noise:
John Arnold
Micky Malka
Julian Salisbury (runs Goldman prop)
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