Nicolas Bustamante

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