The Roundabout Path

5 Bullet Sunday - 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...

5 Bullet Sunday - 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 ...

5 Bullet Sunday - 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, ElectronicTitle: 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 Jaz...

5 Bullet Sunday - 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...

5 Bullet Sunday - 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...

Shippo Deal Memo

Shippo wants to become one of the primary endpoint of shipping by abstracting the shipping infrastructure layer to allow businesses to provide cheap and easy shipping. Shippo latest round was a 2 million Seed in September 2014. Current investors include 500 startups, Slow Ventures, SoftTech VC, Version One Ventures. [Update - February 11 2017] Shippo received a $7M Series A in September 2016 from USV, SoftTech and Version One.ProblemShipping Technologies are not easily available for small businessesBus...

Learning from Boris Wertz

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 encourage you to read his blog and follow him on Twitter.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...

Learning from Louis Tetu

Louis Tetu is a Quebec City entrepreneur and is currently the Chairman and CEO of Coveo an enterprise search company. Prior to Coveo, Louis co-founded Taleo Corporation, the leading provider of software for talent and human capital management, acquired by Oracle for $1.9B in February 2012.When you start a company you are physically responsible for both setting and executing the strategy. So I spent a lot of time in the field…talking to large corporations, understanding their needs, forming strategic pa...