Hiring - Vanity metrics - Next Hire Fallacy - Hiring Death Cycle - Headcount Ratio
14
6
The story of startup guys who thought were riding a unicorn only to learn, later on, that they were riding a pig. 
22
6
Low Mortgage Rate - Real Estate Return - Inflation - Bubble - Bearish
11
16
The story of entrepreneurs who thought they were selling water in the desert and learned later that they were selling sand... like everyone else!
21
8
Value Investing - Capital Allocation - Investor Mindset - Long Term Value for Shareholders - CEO Duty
14
4
A guy starts a company and invests $1bn. The company is worth $1bn. A startup guy starts a company, creates a great product and seduces millions of…
13
2
Cash is Trash - Stocks Investment - Outperforming the Market - Fees
7
13
Inflation is theft - Money printing - Cash is trash - Bitcoin - Fix the money Fix the world
11
6
Uncertainty - Randomness - Extremistan - Fat Tails - Antifragile - Risk
8
Outperformance - Value Investing - Intrinsic Value - Margin of Safety - Risk - Speculation - Market Crash
6
Value Creation - Competition - Creative Destruction - Regression to the Mean
9
Personal Name - Skin in the Game - Competitive Moat - Accountability - Downside Risk
8
4