Student of business models. Player of infinite games. Lets build something together.

Joined May 2014
7,798 Photos and videos
A generational talent here with outstanding analytical tools, communication ability, work ethic, patience, and empathy. My favorite beer when in NYC. Won't be on the market for long. x.com/WTCM3/status/166859244…

13 Jun 2023
I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.
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13 Jun 2023
I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.
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UT President Randy Boyd regarding the goal posts
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29 May 2022
Replying to @BluegrassCap
The worst putt is better than the best chip
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Market is mostly an extrapolation machine. Whatever that’s happening now is assumed to continue in a straight line. Market is generally right in direction but wrong in duration. I am part of the market. Whenever I bemoan the market, I’m also probably belittling part of myself.
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What are your most valuable lessons from January 2020 to now?
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13 Apr 2022
Clear competitive advantage(s) >> makes common measures/beliefs easier to create and use >> drives more transparency, learning, and adaptation. Which companies have 'virtuous loop' of all three design principles?
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ALT Pulpfiction John Travolta GIF

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Time to steal some things youtu.be/Y5OJmNmmhV4

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Choose your fighter: 50 bps in rates or owning the global OS for the next decade. I heard operating systems have pricing power.
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"It's almost that he wants to make sure that we see him." There's more here than you see. Not just a double entendre. We will have fun with this in 20 years. Make money.
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Invest in businesses that scale with people you can trust.
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ALT Rip Pour One Out GIF

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Want to understand an idea or proposal? Eliminate the framing/intent, focus on outcomes. This one strategy filters an enormous amount of bullshit.
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15 Jun 2021
A funny observation from founders I work with: Investors investing $10K do more diligence than investors investing $1M
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Financing innovation and customer delight is my highest return on time activity, fulfilling personal security and creative expression needs, positively impacting the greatest amount of adjacent collaborators, in a mutually reinforcing growth cycle... mobile.twitter.com/Investmen…

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... producing non zero sum outcomes, and improved quality of life.
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What will be the most important primitives used to build on the internet in 2030?
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