24 Jun 2022 Doldrums 💡The Doldrums - a state or period of inactivity, stagnation, or depression. We bought 3 companies in 3 months once. We haven't bought
Measuring Stuff 17 Jun 2022 Measuring Stuff A Preamble On Markets I can't title something like this without mentioning how tough the markets have been the past few weeks. I,
10 Jun 2022 Building A Content Factory 💡Keep in mind, these thoughts apply to our small portfolio. My thoughts would shift if we had larger companies that could individually support full time
27 May 2022 Micro PE Mindset We've been running a micro PE fund for 18 months now. It's a fundamentally different business This week at XO, we
Co-Founders 20 May 2022 Co-Founders 💡update 2025. it in fact did not work out. it went to ZERO. Starting companies with people you've only interacted with online sounds