Bluegrass Capital
@BluegrassCap
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Student of business models. Player of infinite games. Lets build something together.
Nashville / NYC
Joined May 2014
A generational talent here with outstanding analytical tools, communication ability, work ethic, patience, and empathy. My favorite beer when in NYC. Won't be on the market for long.
I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.
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I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.
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Market is mostly an extrapolation machine. Whatever that’s happening now is assumed to continue in a straight line. Market is generally right in direction but wrong in duration. I am part of the market. Whenever I bemoan the market, I’m also probably belittling part of myself.
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What are your most valuable lessons from January 2020 to now?
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Clear competitive advantage(s) >> makes common measures/beliefs easier to create and use >> drives more transparency, learning, and adaptation. Which companies have 'virtuous loop' of all three design principles?
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"It's almost that he wants to make sure that we see him." There's more here than you see. Not just a double entendre. We will have fun with this in 20 years. Make money.
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Choose your fighter: 50 bps in rates or owning the global OS for the next decade. I heard operating systems have pricing power.
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Invest in businesses that scale with people you can trust.
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Want to understand an idea or proposal? Eliminate the framing/intent, focus on outcomes. This one strategy filters an enormous amount of bullshit.
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A funny observation from founders I work with: Investors investing $10K do more diligence than investors investing $1M
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... producing non zero sum outcomes, and improved quality of life.
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Financing innovation and customer delight is my highest return on time activity, fulfilling personal security and creative expression needs, positively impacting the greatest amount of adjacent collaborators, in a mutually reinforcing growth cycle...
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What will be the most important primitives used to build on the internet in 2030?
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