Feld Thoughts

article thumbnail

Investment vs. Speculation

Feld Thoughts

I’d read it in 2012 and it had a huge impact on me. In the mid-1990s, when I had a bunch of money after the sale of my first company, I bought and sold some public company stocks. I put a bunch of Exodus stock I’d gotten from the sale of a company into the fund. I reread Enough.: Bogle over the weekend.

Stock 172
article thumbnail

The Formula

Feld Thoughts

I have no idea what he’s done between 2000 and 2012 – he didn’t go into it, but he used his 1996 – 2000 experience to explain why his new business was going to be great. ” Or, “sales works this way – you need to be getting $X per rep for direct – it has always worked this way.”

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Investment vs. Speculation

Feld Thoughts

I’d read it in 2012 and it had a huge impact on me. In the mid-1990s, when I had a bunch of money after the sale of my first company, I bought and sold some public company stocks. I put a bunch of Exodus stock I’d gotten from the sale of a company into the fund. I reread Enough.: Bogle over the weekend.

Stock 70
article thumbnail

What Is Your Hardware Business Gross Margin?

Feld Thoughts

In our world, we are focused on software wrapped in plastic , a line I think I first used some time in 2012. Maybe they’ll even include information at different scale points of the business and tie the metrics to marketing and sales expense. I’m seeing an endless stream of hardware-related companies these days.

Metrics 70
article thumbnail

CEO Shadowing

Feld Thoughts

Following is a guest post from Zack Rosen at Pantheon about his experience shadowing Jud Valeski, founder and then-CEO of Gnip for a day in 2012. My first time CEO Shadowing: Jud at Gnip in 2012. Visiting Gnip in 2012 was like visiting the hopeful, successful, parallel future to Pantheon.

NDA 70
article thumbnail

Separating Regional Economic Development Fact From Fiction

Feld Thoughts

Of course, we now know that none of it happened and the land – which was supposed to be fully developed by 2012 – is still vacant. However, the sale of a piece of property doesn’t signal anything. I see this all the time in my travels around the US with regard to economic development activities.