Founder @ Lampa Capital

Joined June 2009
28 Photos and videos
Big fan of Eric & what @trytrata is building!
Trata (@trytrata) is now on FinTwit. We host anonymous buyside to buyside conversations via voice calls. We work with 125 funds (vs. 10 in March) and receive 25-30 human-to-human calls weekly. We compile these conversations into a library of investment research. EX: Fund 1 is bullish and Fund 2 is bearish on $OPEN, they ask each other questions they want answered surrounding the key debates for anywhere between 30-60 minutes. The average fund on the platform: ~$200-400mm in AUM, 3 investment professionals, fundamental research focused. These funds use tools like Bloomberg and third-party expert networks, and have regular access to management teams. To the qualified lurkers and anon accounts of FinTwit: Request a call on any ticker (bull or bear). If we pair you, we’ll give you: 1. Access to that transcript and any transcripts on that ticker published through the end of 2026 2. Airpods
2
6
544
Small life update! Planning to start writing again in the new year. Happy Holiday season to all of you.
3
10
442
Luke Constable retweeted
94% of Parisians live less than 5 minutes from a bakery.
283
2,950
31,276
Luke Constable retweeted
People don't want to learn your API, so think of it as a ladder: 1. Maximize the problems experts can solve. 2. Minimize how much a novice needs to learn when they take their first step. 3. Make a smooth ladder between their first and last step. blog.sbensu.com/posts/2022-0…

16
76
608
Fed's CBDC could also allow loan-level policy (instead of directly competing with commercial banks) This could be direct industry targeting for credit creation Eg climate-friendly bonds loans get a lower interest rate & a lower risk weighting
Fed's CBDC would compete directly with commercial banks. Talk about a monumental shift. Quick read if you're interested: federalreserve.gov/publicati…
1
5
Fed's CBDC would compete directly with commercial banks. Talk about a monumental shift. Quick read if you're interested: federalreserve.gov/publicati…
Replying to @GOPMajorityWhip
CBDCs that fail to adhere to these three basic principles could enable an entity like the Federal Reserve to mobilize itself into a retail bank, collect personally identifiable information on users, and track their transactions indefinitely.
4
$HOOD Q&A could make earnings calls *much* more interesting. If companies are compelled to answer these questions, we'll see a new generation of corporate gadflies. The real kicker would be if $HOOD lets questioners remain anonymous cc @sloaneortel blog.robinhood.com/news/2022…

1
1
2
Next step: retail votes? We could see real social pressure coming from "70% of the $ ownership voted yes, but 85% of the retail shareholders on $HOOD voted no"
2
1
Is there an app that records Zoom audio video while minimizing muting the app? There are so many calls I can't join in real time but would love to listen to asynchronously
2
TIL Amazon has embedded DNS for physical mail. It’s called a “wedding registry.” This lets you send gifts without knowing the end address. They should let us send *anything* this way. Would make it much easier to send holiday cards & gifts to friends & family.
1
4
How is TikTok live shopping not an existential threat to $PINS? It feels like QVC vs magazine ads. For comparison, livestreaming ecommerce is already a $300b segment in China. emarketer.com/content/evolut…
2
5
Addendum to a great thread on monetizing freemium SaaS users. I've seen 2 major failure cases that would have saved me a lot of money if I'd known about them two years ago: 1. One-off low-tier account aggregation 2. Misaligned low-tier/high-tier sales forces
1
2
@joshtarasoff gave an excellent presentation 10 years ago on inflationary vs above-inflation pricing power. Once inefficiently monetized products are fully priced, you won't see above-inflation pricing power. Highly recommend a read: dropbox.com/s/q3rktm2mup8ury…
2
3
2. Misaligned low-tier/high-tier sales forces won't upsell the low-tier customers without being properly incentivized to do so. Look at the quota & sales comp structure. And also make sure that the low-tier product users can be directly upsold to the high-tier product.
1
1
We've already seen the "monopolize & overcharge" playbook shift to “scale economies shared” (cue Nick Sleep’s letters attached). Is the next shift from "CAC is the new rent" to “customer acquisition costs shared”? dropbox.com/s/je3bqwylhvw6jt…
1
1
5
The crypto world seems way ahead of the mainstream here with ideas like defi-yields-as-CAC and the API > BD mindset. (Leaving arguments about crypto's sustainability for another day) x.com/matthuang/status/14593…

13 Nov 2021
Replying to @cdixon
API > BD
1
1
1
And of course high-CAC consumer fintech startups and people like @packyM already get it. The real question is which product segments come next. notboring.co/p/absolute-unit

2