You Cannot Eat Growth
Reading Time: 2 minutes History may not repeat, but it seems to rhyme. I am totally plagiarizing that quote for somewhere, but I am being too lazy to go […]
Influential Reads – May 2021
Reading Time: 2 minutes “One of my favorite pieces of research finds that people fear asking difficult/sensitive questions far more than being asked difficult/sensitive questions.” – Mark Manson Ouch. […]
Hard Tacos
Reading Time: < 1 minute Mrs. SFTE decided to torture our daughter the other week. She made tacos. Taco Tuesday you know. But with a wrinkle. She made hard tacos. […]
Risk Adjusted Returns
Reading Time: < 1 minute In today’s low rate world, where growth is becoming harder to come by, focusing on risk adjusted returns is more important than ever. “A risk-adjusted […]
EBITDA Is Not A Good Proxy For Cash Flow
Reading Time: 5 minutes Do not say “EBITDA is a good proxy for cash flow”1. I worked as a cash flow lender for quite awhile and never heard a […]
Influential Reads – April 2021
Reading Time: 2 minutes “You’re free when no one can buy your time.” – Farnam Street April was an interesting month. The biggest realization for me – which seems […]
Operating Model Tips
Reading Time: 4 minutes I am not sure any real people actually visit this site. I am pretty convinced the only visitors are bots. However, the bots seem to […]
Packed for a Week. Stayed for Three Months.
Reading Time: 4 minutes We went on a ski trip on March 14th, 2020. It turns out, the timing of the trip left a little to be desired. Or […]
Influential Reads – March 2021
Reading Time: 2 minutes Whoa. Where did the first quarter go? There looks to be a light at the end of the COVID tunnel. One vaccine down; one to […]
Book Report: Fortune’s Formula
Reading Time: 3 minutes “The sad fact is, almost everyone who gambles, goes broke in the long run.” – Fortune’s Formula, pp. 49 This is meant to be more […]