Every week, we put together a list of our top 5 articles of the past week. Happy reading!
The Ultimate Superpower in Investing Compound Advisors (reading time: 4 minutes)
If you’re invested in tech stocks like me, this year has been pretty brutal. With the recent drawdowns in the market, this post is a great reminder on the magic of compounding. The secret? Time in market and not trying to time the market.
Sequoia’s invisible hand: How Roelof Botha became one of the most powerful people in venture capital Protocol (reading time: 15 minutes)
Sequoia is the most respected VC firm and one of the driving forces of the firm is Roelof Botha. This post goes over his career and many accomplishments (first investor in YouTube). I also listened to a Twitter Spaces he co-hosted with Jack Dorsey discussing crypto and Bitcoin which was highly informative.
The Systemic Undervaluation of Big Tech Nayut’s Perspectives (reading time: 13 minutes)
In the fullness of time and across a number of verticals, one player will still ultimately aggregate most of the market demand within an increasingly digitally driven world.
Despite the recent market drawdown, I am definitely long big tech. Nayut Sitachitt works at a big fund and did a great analysis as to why he thinks these stocks are still undervalued. He provides a thorough financial analysis and interesting insights into which shareholders are drawn to these equities.
Can Zoom Save the American Family? The Rambler (reading time: 16 minutes)
Remote work may not save the American family, but it will provide it more freedom: freedom to choose the status quo of a nuclear, city-bound model that works for those who can afford it; or the freedom to revert to the corporate, community-based model, which thrives in places where real-estate is cheap, where houses are large and where many hands surround children so parents can be productive workers.
There’s been a scary decline in the birth rate in the past few years . Katherine Boyle thinks that remote work will enable a whole new way of families to work and where they can live. The question of remote / hybrid work has become a strategic question being asked at the board level. With the pandemic waning, it’s important for leaders to consider how they can offer new ways of working to attract and retain top talent.
Get your OKRs out of my GEMS Kathy Keating (reading time: 10 minutes)
OKRs (objectives and key results) have become the de facto standard for goal setting and performance management in many companies. There have been many critiques of the methodology because of its lack of clarity. Kathy suggests a different approach called GEMs, Goals, Experiments and Measures. The biggest improvement is the action plan which is missing with OKRs.
