Jeffrey Bantam @jeffreybantam
I like playing long-term games with long-term minded people. Omaha, NE Joined April 2011-
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Fan of Sports @oDoylerules11
198 Followers 604 Following I like R&B, country, and unsuccessful sports teamsAlex @heyitsalexP
16K Followers 836 Following Helping eCom brands scale past 7 figures with BS-free marketing advice: https://t.co/kIyKSdSl0tTaylor Holiday @TaylorHoliday
42K Followers 5K Following Building bridges between marketing and finance Agency CEO https://t.co/P2SGpbrqS5 Brand Partner https://t.co/HPP7oDqTy0 Software Founder https://t.co/deDUAEqJcE DM's open!Garry @GiganticGrant
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0 Followers 17 FollowingAnnie Vojtko @vojt_anni
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46 Followers 5K FollowingCarmelina Feck @CarmelinaF7180
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74 Followers 5K FollowingMarcella Biesecker @BieseckMarcell
27 Followers 5K FollowingGianna Lansdowne @GianLansdow
35 Followers 5K FollowingJennell Kosorog @KosoroJenne
55 Followers 5K FollowingNorah Matin @matin_nora
64 Followers 5K FollowingQuinn Croteau @crote_qu
63 Followers 5K FollowingSuzan Zander @su_zander
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36 Followers 5K FollowingGhislaine Woelfl @GhislaineW8246
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39 Followers 5K FollowingFatima Siegert @sieg_fat
44 Followers 5K FollowingRegenia Beberwyk @regen_beber
33 Followers 5K FollowingAvni Njoku @njok_avn
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45 Followers 5K FollowingJulie Endito @EnditJuli
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127 Followers 2K FollowingMatt Hollingsworth @matthewwholling
499 Followers 773 Following Founder of @lets_align. We help small/mid-size remote companies find executives without wasting time. Gardener.Dasesasa @dasesasa82262
46 Followers 2K FollowingKrystyna Redemer @k_redem
34 Followers 5K Following희정조건만남 @latetath1356
12 Followers 1K FollowingAmadou keita @Amadoukeit91285
28 Followers 602 FollowingNothy @Nothy1099923
122 Followers 3K Following_a_mbition @ambition696816
32 Followers 389 Followingclaysweet @claysweet144769
3 Followers 275 FollowingNate Poulin @digitallynativ
18K Followers 1K Following VP Category Management, hims | Frmly @monicaandandy_🐘 @theblacktux 🕴 @outdoorvoices 🧢 @bonobos 👖 @michaelkors 👜 | Views Are MineAlex @heyitsalexP
16K Followers 836 Following Helping eCom brands scale past 7 figures with BS-free marketing advice: https://t.co/kIyKSdSl0tTaylor Holiday @TaylorHoliday
42K Followers 5K Following Building bridges between marketing and finance Agency CEO https://t.co/P2SGpbrqS5 Brand Partner https://t.co/HPP7oDqTy0 Software Founder https://t.co/deDUAEqJcE DM's open!dennis hegstad @dennishegstad
102K Followers 7K Following building @IRU_DCE. Prev co-founder https://t.co/bIADGh1cgd (acquired). i run for fun. I post about marketing, investing and ecommerce ⤵️Shaan Puri @ShaanVP
400K Followers 13K Following founder, investor, & creator of the My First Million podcast (over 25M+ downloads a year)Patrick Coddou @soundslikecanoe
18K Followers 781 Following Founder at @getsupply (acquired) - Tweets on ecommerce, small biz, bootstrapping, and the occasional dad joke. Often snarky, very transparent, rarely serious.Fan Bi (buying $5-30M.. @lifeofbi
14K Followers 769 Following Here for consumer brand deals. We buy sponsor-backed consumer brands in special situations, DTC-first, US-only, $5-30m in revenue.Ryan Petersen @typesfast
185K Followers 1K Following Founder and CEO of Flexport, Venture Partner at Founders FundCamille Ricketts @camillericketts
11K Followers 1K Following Helping tell great stories at @EmergenceCap ✨ Formerly of @NotionHQ & @firstround. Fan of all things original.Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*Sarah Cone @sarah_cone
14K Followers 4K Following VC @ Social Impact Capital. Seed only, investing for VC returns + social impact. Technology sister, deeptech industrialist, and a one-woman party round. e/accBored Investor @boredinvesting
4K Followers 354 Following HoldCo CEO investing in private & public markets.Philip E. Tetlock @PTetlock
47K Followers 538 Following Penn-Integrates-Knowledge (PIK) Professor, Wharton & School of Arts & Sciences. Likes = interesting; Retweets = very interesting; Interesting ≠ endorsementIan Rapoport @RapSheet
4.5M Followers 794 Following National Insider for NFL Network and https://t.co/NIVZ6FPz0E. Husband of @thebanktress. Made seven cameos in the movie Draft Day.Paul Buser @PaulBuser
1K Followers 344 Following Co-Founder and Co-CEO of Sator Grove Holdings Adjunct Professor at Notre Dame teaching 'The Art of Investing'Rick Buhrman @buhrman_rick
1K Followers 164 Following Co-Founder & Co-CEO @ Sator Grove Holdings. Kind-of-sort-of-Professor of Art of Investing @ University of Notre Dame.Talia Jacqueline @heytaliaj
872 Followers 481 Following IRL is the new URL | Helping people communicate their energy, story and message IRL ✨ My TEDx Talk is live! https://t.co/yMWhLG7UXbelle ✨ @ellebeecher
11K Followers 2K Following bringing weekly walks to every city so curious people can walk 5 miles & brainstorm @theboardtalks • writing & meditation diaries from the 🤍 • say hi! 😇Boring_Business @BoringBiz_
5K Followers 285 Following introducing people to private markets. personal views onlyKevin Gee @kevg1412
19K Followers 2K Following “Yukon Ho!” | "The enemy's gate is down." | @speedwell_llcConnor Abene @ConnorAbene
23K Followers 1K Following Fractional CFO & Bookkeeping services helping $1m-$40m SMBs streamline their financials & accelerate growth | Tweets on business & finance | DM’s wide openMatt Hollingsworth @matthewwholling
499 Followers 773 Following Founder of @lets_align. We help small/mid-size remote companies find executives without wasting time. Gardener.litquidity @litcapital
360K Followers 980 Following founder @ litquidity capital // meme slinger, investor, advisor // newsletter @exec_sum // scout @baincapvccarried_no_interest @carrynointerest
18K Followers 883 Following Private Equity Investor. Former Head of AI @ $1B+ PE fund. Data Scientist specializing in using AI/Alt Data to source deals for larger PE funds. DMs OpenNeeraj Gupta @LowerLeftPE
2K Followers 81 Following Buying another $1B in B2B software companies by 2025. 150+ completed tech acquisitions since 2002. No profit, no growth... no problem.andrew chen @andrewchen
284K Followers 12K Following 🇺🇸 General Partner @ a16z. Investing at the intersection of TECH x GAMES.Mr Neutral Man aka "H.. @Mr_Neutral_Man
7K Followers 1K Following Value investing and leg day are both about your capacity to suffer.Patrick Dichter @patrickdichter
12K Followers 1K Following Provide quality bookkeeping and tax nationwide. Acquired 3 firms. Fly fisherman and small business geek. NH and CO📍Chris Hoffmann @STLChrisH
18K Followers 480 Following Home Service CEO committed to purpose-driven, private ownership // Investor @ Deutschmann Lane Holdings // Member @ ypo @ tugboat // Marine Corps VeteranChris Rolls @chris_rolls
148 Followers 37 Following I'm a VC with PieLAB Venture Partners. We invest in real estate related businesses. I'm also the founder of Rental Express, SCODY and First Class Accounts.Gustaf Håkansson @SerialAcquirers
3K Followers 472 Following Tweets on serial acquirers Serial Acquirer Book: https://t.co/PA1ykPYksS Not investment advice.Gas Biz Guy @gas_biz
50K Followers 2K Following High school dropout who turned a 10 cent cigarette sale into a $100MM/yr gas distribution business. Talking all things gas, convenience stores and real estate.Dr_Gingerballs @Dr_Gingerballs
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43K Followers 450 Following Mikk Markus | Building a portfolio of niche businesses to double their revenue. Tweets about the process.Alex LaBossiere @adlabossiere
2K Followers 644 Following Technology enthusiast. Investor @chapterone. DMs open! Podcast: https://t.co/wcUHxX0nhmCaleb Watney @calebwatney
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187K Followers 8K Following Machine Learning ex Nvidia. Kaggle Quadruple Grandmaster. Data Scientist. Physicist. Catholic. Husband. Father. Stanford Alum. e/xgb. XGBoost.eth. AMDG.Swaney Group Capital @privateinequity
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66K Followers 292 Following Showroom account. Writing @ribbonfarm. Running https://t.co/NRkXVMI8Bn ☀️ Also at https://t.co/2rmN6nMOddPaddy Galloway @PaddyG96
100K Followers 2K Following I grow YouTube channels. 10 billion+ views generated. 10+ years of experience. Worked w: @Jesser @MrBeast @RedBull & many more. Building a YouTube accelerator.Speedwell Research @Speedwell_LLC
5K Followers 170 Following 📖 Free Newsletter & Memos: https://t.co/CDu3UvpBhu 🎧 The Synopsis Podcast: https://t.co/KBOlX3WDbJ ⬇️ for Research. By Drew Cohen & @kevg1412Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1OmyBrett Adcock @adcock_brett
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5K Followers 2K Following General Partner @Alley_Corp DeepTech 🤖🦾 | Founder, builder, product & eng lead 💡📝 | Android / Google AI / Verily / k12 dropout | Stoic techno optimist 🔬📈Audrow Nash @audrow
3K Followers 1K Following Robotics nerd and Podcaster. Interested in robots, AI, and manufacturing. Engineer @IntrinsicAIPortsea Capital @portseacapital
4K Followers 403 Following tech/consumer takes. looking for a seat. I write longer form thoughts in my newsletterBeff Jezos — e/acc .. @BasedBeffJezos
102K Followers 2K Following chief accelerator & founder @ e/acc // thermodynamic priest // Kardashev gradient climber // memetic warlord // building @extropic_aiGuillaume Verdon @GillVerd
52K Followers 3K Following Founder & CEO @Extropic_AI • prev: Physics & AI R&D @ (Alphabet X / Google) • Founder @ TensorFlow Quantum • (PhD(ABD) + MMath) @ (IQC / UWaterloo / PI) • e/accThe 4 financial plans every CEO should master. Bank Board Budget Bonus Here's how I apply each...
The Masters is over but it’s still major season and Nelly Korda is trying to win her 5th event in a row in the first women’s Major of the year. Roll on Thursday 👌
Valuation multiples are based on the size and risk of future free cash flow (FCF). Key factors include rapid growth, high-quality revenue, high retention, upgrades (therefore high NRR) profitable unit economics, and a positive trajectory of each indicator. Not rocket science.
Culture shock for ZIRPERS: - Top-down leadership - Cost discipline. Killing vanity projects - Disciplined mgmt (and firing ppl) - Growing w/ superior execution; not hiring - Results matter. No more success theatre RIP Good Times. Time for the hard work of building a real biz
Good reminder to all of us leaders: The VAST majority of tech employees have never worked in a non-ZIRP (Zero Interest Rate Policy) environment
Good reminder to all of us leaders: The VAST majority of tech employees have never worked in a non-ZIRP (Zero Interest Rate Policy) environment
Some of the best advice I’ve ever gotten in my career: Ask yourself, “What are the five questions someone might ask that could fuck me? Add slides answering those questions to the appendix. That’s your body armor.”
I had coffee with the head of a large family office today, and he said something really profound that I’d never quite put together. Paraphrasing: “Capital structure ripples through management and ultimately ripples through employee experience” If you work in a business run for…
True masterful leadership mixed with entrepreneurial craziness, curiosity and courage. Exactly as it should be.
Team size doesn't work as a promotion criteria in a post-ZIRP world Smart companies will change criteria to be "scope of impact" instead of "span of control"...or lose talent There's a decade-long, deeply-embedded bias toward empire building. Won't be easy to make that shift
A post-ZIRP phenomenon in big tech will be a reverse Peter Principle; where capable people can’t get promoted because the path of hire lots of people then get promoted to manager is closed off. It’s a good time for both startups and VCs to dislodge capable senior engineers.
Apologies in advance But in a startup, you don't get kudos for doing the bare minimum You don't even get kudos for hitting plan You get kudos for stepping up
I have been doing FP&A for 15 years, and no one has ever asked me… “What is the net present value of this project…?” “Does this project have a good internal rate of return…?” “Can you tell me what the discounted cash flows are…?” The models I build are to help companies…
I was flipping through $LMND's 10-K and couldn't believe what I found. Well, actually I could given some of their other shenanigans. LEMONADE OVERSTATES ITS REVENUE!!! They use an accounting treatment I've never seen at another insurer which flips a contra expense to revenue.
Jim Pattison. Made his first investment of $40k in 1961 (auto dealership). Never raised any outside equity, instead, he reinvested internal cash flow into a series of acquisitions to build a ~$10bn+ diversified empire. ~22% CAGR for 63 years. Still active @ 95 years of age.
Who are the best active investors who don’t manage outside money?
I crossed 10 years at Sequoia last weekend. A decade goes fast. My lessons: Do great work. Tie out your numbers. Follow your enthusiasm, you can't manufacture it. Find people you admire. Embrace change. Don't flinch. And do the right thing always. Never disappoint yourself.
Hands down my favourite investment analyst <> CEO interaction of all time. There are so many lessons in this single interaction.
People love to complain that they don’t have enough money or connections to get started. I came to Tokyo ten years ago with no money, no family, no friend, and it was the best decision of my life. It forced me to learn how to be frugal when needed, how to invest with calculated…
Exactly. Focus is how you make money. Diversification is how you keep money.
Private Equity = guessing exit multiples Public Equity = front running sentiment Once you internalize this, the word investor loses its luster Real prestige lies with the operators RT & DM @privateinequity #PrivateEquity
If you manage to avoid the trap of building custom software, the next boss to beat is avoiding the trap of customizing off-the-shelf software. The question to ask over and over again: how can you eliminate ""requirements"" in order to use software ever-more idiomatically?
I am begging you not to build custom software. The #1 pothole people don’t see coming is that software is never, ever finished. Even if you don’t add features - bug fixes, API version changes, dependency upgrades, & security patches create significant ongoing maintenance. It’s…