Jay Vas
@jayvas
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Investor @ Atlasview Equity Partners. Here to learn & share my learnings. DMs open.
I occasionally send emails 👉
Joined March 2010
Went to an event yesterday where Mark Leonard (founder/ceo of Constellation Software $csu) was the keynote speaker. The discussion was around general business/career advice. Sharing some of my notes:
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RT @HighyieldHarry: There’s negative aura on Wall Street when you bring in food from home or eat cheaply. I got teased for bringing in foo….
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Generate videos in just a few seconds. Try Grok Imagine, free for a limited time.
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RT @amendandpretend: “PE ruined the last software company I worked for” is code for:.1. Focused mgmt on oper. metrics/KPIs.2. Got rid of ri….
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One step closer
Grammarly makes the strangest acquisitions . First next generation docs (Coda), now email client (Superhuman)
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Google's search results have sucked for a long time, well before the onset of AI. Everything is hyperoptimized for SEO, pure content slop to rank on the first page, making Google pretty frustrating. Despite this, everyone (including myself) thought Google's search business was.
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Saw a business with the following profile:. Revenue: $54m .EBITDA: $5.4m.# of employees: 10.# of customers: 1 (yes 1). 🤯.
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RT @zevthings: Great tid bit from @jayvas here. Great summary of what is happening at these frontier labs
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Most people aren't smart enough to hit 1. Banking on luck is no strategy, so cross out 2. That leaves you with just 3.
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2. is really a subset of 1. So:. 1. Be smarter.2. Get lucky.3. Leverage responsibly.
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How to get rich through investing:. 1. Be smarter.2. Be early.3. Get lucky.4. Leverage responsibly.
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Soon, our inboxes will be AI talking back and forth with each other.
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Truth. One more I'd add:. Be large. Size matters, a lot.
Want to sell your business for a great multiple? Here’s the recipe:. Be profitable. Be growing. Be diversified (customers, channels, products). Hire a good investment banker. That’s it. If you nail the above, you’ll almost always find a buyer willing to overlook anything else.
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RT @jayvas: @BoringBiz_ Probably Capital Returns.
jayvas.com
My key takeaways and lessons from the book Capital Returns. Understanding how capital flows effect investor returns.
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wrote about this topic a few months ago:.
jayvas.com
Discussing the concept of forced buyers and how arbitrary institutional investing rules create opportunities for smaller/nimbler investors.
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