The Roundabout Path

Roundabout Highlights - Week of June 25th and July 2nd

Events I attended It's Montreal Jazz Festival and my little brother was in town. I wanted to go see more show but it's quite busy at work. I ended up going to the following:Papagroove - Afro Funk musicKamasi Washington - First part: AnomalieGoGo Penguin - First part: Moon HoochHerbie Hancock - First part: Thundercat All of them were superb. I was quite impressed by Kamasi Washington & co doing solos after solos, the execution of GoGo Penguin, and how Herbie Hancock looks in shape even at 78 y...

Lessons from David Ossip, CEO at Ceridian

David Ossip is the CEO of Ceridian HCM, a provider of HR software and services. It is a publicly traded company on the NYSE as of April 2018 and the one of the most interesting turnaround story in recent years. In 2012, Ceridian acquired Dayforce, a time and attendance cloud company founded by David. David began the transformation and renewal of Ceridian with focus on the Dayforce HCM offering. In 2013, David became the CEO of Ceridian. David also founded Workbrain, a workforce management software comp...

Roundabout Highlights - Week of June 18th

What I'm listening Gorillaz was one of the best live show I saw last year at the Quebec International Music Festival. They just announced a new album, The Now Now, and my two favorite singles are Fire Flies and Lake Zurich. Surprising fact I learned From Alexander Juan Antonio Cortes: Cocaine and meth accelerate your metabolism up to 10% and it also hamper the body ability to store fat. What I'm reading I started Measure What Matters by John Doerr. I think that clearly defined goals that ar...

Roundabout Highlights - Week of June 11th

What I'm listening John Coltrane - Untitled Original 11383. I'm so pumped to listen to John Coltrane lost album that will get released after 55 years. The master tape was lost but his first wife had a reference tape. What I'm reading After twenty years of Salesforce, what Marc Benioff got right and wrong about the cloud by Grant Miller founder of Replicated. Replicated is one of my favorite B2B software company. They allow SaaS vendors to easily deploy their cloud-native applications ...

Roundabout Highlights - Week of June 4th

What I'm listening The bear is sticky with honey I try to experiment with music as a moodshifter and one of the most effective type of music to make me happy and put a smile on my face is disco. What I'm reading This week I decided to dig further into Wardley Maps. I was introduced to them by Benjamin Mosior at Hired Thought. Wardley mapping is probably one of the most applicable strategy concept I learned in the past few years. I recommend to check out Simon Wardley - Introduction to Value ...

An ever-growing list of my favorite playlists

House, Electronic Title: Truly Deeply House Description: Deep, not derp. Just groovin' house music to make you feel good. Number of songs & estimated time: 120 songs, 13h35min Title: Lowkey Riddim Description: Chill house and techno. Number of songs & estimated time: 50 songs, 5h15min Title: Jazz Vibes Description: Spring forward with Jazz Vibes, the ultimate collection of chill instrumental hip-hop with a dash of jazz. Number of songs & estimated time: 229 songs, 7h31min Jazz Title: State of J...

Roundabout Highlights - Week of May 28th

What I'm listening Psyche Pop & Surf Rock I could put this playlist on repeat and just listen to it for the rest of my life. Surprising fact I learned "HVAC is now responsible for approximately 60% of the energy consumed in buildings ranging from domestic through to large commercial and industrial buildings" - 2017 AIRAH Conference, Using IoT and Cloud Based Analytics to Maximise HVAC Efficiency and Occupant Comfort and Safety Giving the large consumption of energy by HVAC systems, manufacturer...

Roundabout Highlights - Week of May 21st

A copy of Tim Ferriss 5-Bullet Friday, a weekly list of what I'm doing, enjoying or pondering. What I'm listening Baby Driver: Music From The Motion Picture I watched Baby Driver on my flight back home from Los Angeles and I can't stop listening to the soundtrack. Baby Driver is the story of a talented, young getaway driver who relies on the beat of his personal soundtrack to be the best in the game. The soundtrack is well balanced and has a mix of jazz, motown, disco, and classic rock....

Building a Fund Investment Thesis

Charlie Munger once said “All intelligent investing is value investing — acquiring more that you are paying for." As Marc Andreessen puts it, you need to be right and non-consensus if you want to make money. If something is already consensus then money will have already flooded in and the profit opportunity is gone. We have seen this happening in classical value investing, HFT, venture capital and in trading. In the Art of Value Investing, John Heins describes what you should expect from the best inves...

Lessons from Boris Wertz, Partner at Version One

Boris Wertz is a top tech early-stage investors based in Vancouver. He is the founding partner of Version One and a board partner with Andreessen Horowitz. Previously, Boris was the COO of AbeBooks.com which sold to Amazon in 2008. I recommend to read his blog and follow him on Twitter. 1. "Generally speaking, there are two ways (and only two ways) to scale a business to hit that $100 million threshold:Your business has a high Life Time Value (LTV) per user, giving you the freedom to spend a significan...