I found these notes in one of my old notebooks . . . as I was reorganizing my desk a few days ago, after taking the CFA Level III exam for a 4th time early this month. I do not have any answers written down, but I assume I wrote them down as a starting […]
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“Liking” Facebook’s Business Model – The #EconomicMoats Remix
Note: I published “Liking” Facebook’s Business Model on December 26, 20011 at Tekedia. This article updates that discussion by incorporating developments since then. It also folds in discussion of the economic moats that Facebook has developed around its business. Large segments of this article are exactly identical to the post that was published by Tekedia […]
Connecting The Dots: Economic Moats & Early Stage Technology Startups
I started writing about economic moats in September 2014. Since then I have written about Network Effects, Switching Costs, Intangibles, and Efficient Scale and Cost Advantages. The purpose of those posts was to outline how I think about economic moats while I am studying a seed stage startup and trying to determine how things might unfold […]
User Manual: The Early Stage Startups I Want To Hear About Most in 2016 and 2017
At KEC Ventures, I have been largely focused on finding and meeting the founders that we can become most excited about and partner with. I will continue to maintain that focus over the course of 2016 and 2017. Here are some notes for the founders of the startups I am most eager to meet. About […]
Revisiting What I Know About Efficient Scale, Cost Advantages, & Early Stage Technology Startups
This is the fourth post in my series of blog posts on economic moats. I have already written about Network Effects, Switching Costs, and Intangibles. In this post I will discuss how Cost Advantages and Efficient Scale might develop as an early stage startup travels through the discovery phase of its life-cycle. ((Any errors in appropriately […]
The Path To Disaster: A Startup Is Not A Small Version of A Big Company – The Office Hours Remix
Note: This is a remix of The Path To Disaster: A Startup Is Not A Small Version of A Big Company, a blog post I wrote for publication at Tekedia on August 20, 2012. This remix is based on my experience meeting early stage startup founders in NYC since then. Each time I hold office […]