Intéressant de se pencher sur l’évolution et la ‘masculinisation’ de la médecine. Un certain savoir a probablement été perdu. La tendance est en train de s’inverser à nouveau avec déjà une majorité de femmes médecins de moins de 35 ans au Canada par exemple.
To illustrate further : just a few days ago a friend of mine mentioned an entrepreneur friend of his ex-Microsoft super hard working. His company failed but before that he lent some money to an ex-colleague who was starting another company. Both are billionaires now, as that company was … Xiaomi. The reason he was at the table (while I wasn’t despite…
Thanks for your thorough reading and kind words :)
I actually checked this quote before writing it, and as it turns out… Ol’Blaise beat Twain by a mile ;) https://quoteinvestigator.com/2012/04/28/shorter-letter/
That said, no doubt there is a 5,000 years-old Chinese proverb for it!
(and an old Greek or Roman too)
If assets are like websites there are not many survivors from 1995. And with ICOs it’s almost like we have the early internet AND the dotcom bubble at once!
Is there a way to bet on the infra, or on the asset class? Miners, maybe? Some are listed on public exchanges.
Interesting thoughts. I don’t think it qualifies as a true insurance product, where the profit comes from the asymmetry in information. Each consumer has a little info asymmetry but no aggregate data, where the value is.
It rather sounds like a stronger form of demand forecasting, based on more committed customers. What…
Hi Colin, I came across your blog after reading a Bloomberg article. Interesting thoughts! (and congrats for your startup successes) As I was reading the bad apple/bad money/cinema ideas I suddenly thought of something that also relates to the latest Nassim Taleb ‘Skin in the game’ about activist minorities that seem to take control of areas of…
Thanks for your comment- I am not familiar with LATAM but the appeal of China is its huge GDP & advanced consumers with disposable income, and strong infrastructures. Selling consumer services is cut-throat but some B2B companies seem to be faring better.