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...
Posted on July 6th, 2018
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...
Posted on June 25th, 2018
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...
Posted on June 24th, 2018
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 ...
Posted on June 17th, 2018
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 ...
Posted on June 10th, 2018
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...
Posted on June 5th, 2018
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...
Posted on June 3rd, 2018
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....
Posted on May 25th, 2018
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...
Posted on May 18th, 2018
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...
Posted on May 18th, 2018