A great learning exercise is to review all of the original diligence done prior to making an investment, years after making the investment. Word-by-word, line-by-line, number-by-number.

What happens with the benefit of hindsight is certain numbers, certain words, certain

Today's sermon at Aletheia Church:

The sermon series is Moneology, and today's message was about tithing coming out of Malachi 3:6-12 by Adam Mabry.

It was the best sermon on tithing I've ever heard probably because it was about tithing but also so much more.

My fitness follow on @x is Dan Go.

Do you have one person you follow for one particular category? If so, who is it and for what category?

Related: the problem that arises if the most senior person speaks the most is the actual example that is set to everyone else is the most senior person is listening the least. There are a lot of negative consequences from that dynamic.

There’s a lot that venture-backed entrepreneurs can learn from bootstrapped entrepreneurs.

Good advice, makes sense…

A new board meeting question:

Is there anything you considered putting into the board deck that you decided to take out at the last minute?

Some of the most interesting ideas (and conversations) can sit in this space.

The interesting dynamic is as companies go from Phase 1-5, whether private or public, they can lose substantial market value because of the reality of declining revenue.

This is a rational market response because revenue declines can be due to entrenched, unfixable problems -

The Ugly Teenage Phase of Profitable Growth

This is a phase that companies that were once high-growth, high-burn companies (that are typically transactional) go through as they try to get profitable.

Phase 1: You start with high revenue growth, high burn rate. Then you realize

Imagine having Verizon, AT&T, and T-Mobile on your phone at the same time, switch carriers when you want, same monthly bill, same billing cycle. Only via US Mobile. So excited! Hats off to the product team: game-changing innovation.

reddit.com/r/USMobile/com…

Today’s Sermon from Aletheia Church:

Passage: Deuteronomy 8

Speaker: Adam Mabry (@adammabry)

Series: Moneyology

Summary: Remembering God is the foundational key to getting money right in your life.

Reaction: So good, so on point with the passage, superb message.

Missional big vision mindset - to make all software cheaper… There’s such a clear opportunity to take every 80% gross margin commodity software category and turn it into a 40% gross margin category that better serves customers and take the market. Maybe Jason Fried will do it.

Good article from Retail Dive catching-up with Grove Collaborative’s CEO, Jeff Yurcisin. $GROV

Just a few examples of other blue chip tech cos whose stocks dropped 80% peak to trough during 1999-2002.

- Cisco (-89%)
- Intel (-82%)
- EMC (-96%)
- Agilent (-93%)
- Akamai (-99%)
- NetScout (-93%)

Many cos have fallen similarly today. Stay focused on customers and execute.

Ok, signed up for WNBA League Pass.

Great unpaid review of US Mobile by Business Insider and Antonio Villas-Boas. I agree!

US Mobile review: Exceptional budget phone plans with unique flexibility

“If you're looking for the best cell phone plan on a budget, your search may end with US Mobile.”

businessinsider.com/guides/tech/us…

A great example of a smart digital-out-of-home (DOOH) ad. Savvy marketers are using data and context to create highly levered DOOH ad units. Old school marketers simply rely on commodity ad units and inefficient Facebook/Google ad spend. Screenverse