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25iQuiz: If you have read my 25iq.com posts on subscriptions and unit economics you should be able to do an analysis of the business model of "unlimited ramen."

25iq.com/2018/08/11/how…

25iq.com/2017/07/15/ama…

25iq.com/2018/01/20/sup…

25iq.com/2016/12/31/a-h…
Other blog posts on 25iQ may help you create an answer. What opportunity is the ramen shop trying to solve? Is it like a car wash selling a monthly subscription unlimited washes? google.com/amp/s/25iq.com…
Which unit economics variable is a restaurant trying to improve with an unlimited offer?

"Olive Garden, notes pasta pass holders visited the restaurant an average of 28 times during last year's promotion, many times bringing along groups of friends."
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Tren Griffin
@trengriffin
Fred Wilson: "I read a piece on Alan Shugart, the founder of Seagate, one of the most successful disk drive companies. Alan was quoted as saying that 'cash is more important than your mother.' That got my attention because mothers are really important." avc.com/2019/11/cash-m…
"Cash is everything in a startup. It is the fuel that keeps the car running. Startups fail largely because they run out of cash. Forecasting cash is more art than science, particularly in a growing company. You have to engage in cash forecasting [and] engage in it regularly..."
There have been a lot of breathless articles lately about the need for startups to "get profitable." What's really happening is business are being forced to focus on cash and cash management. Shit happens. Having cash gives you optionality. Not having cash when needed is deadly.
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Tren Griffin
@trengriffin
1/ Seattle has 484 pinball machines out for public play. That’s a pinball-to-person ratio of 1:1,835, making Seattle the No. 2 pinball city in the US. Portland is in first place with 1:1,141. Chicago, 1:14,524; New Orleans, 1:20,700; New York, 1:28,743. seattletimes.com/pacific-nw-mag…
2/ The first time I saw a dead body was the victim of a mob hit:

"Ben Cichy, who controlled Seattle pinball licenses — and was a close friend of King County Prosecutor Charles O. Carroll. On May 31, 1969, Cichy was found dead in 5 feet of water near his yacht on Yarrow Point."
3/ I wrote a 25iQ blog post about Seattle's "tolerance policy."

"Before his death Mr. Cichy contributed to my childhood education when, together with some friends, I found a chest buried near his home filled with Playboy magazines from the early 1960s." google.com/amp/s/25iq.com…
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Tren Griffin
@trengriffin
"We’re starting to see a period where valuation is going to be the driver for future returns"

As opposed to all the other times when the tooth fairy drives future returns? reuters.com/article/us-usa…
A P/E ratio is only a shortcut for valuation.

"The forward P/E ratio for Stoxx 600 is 15.4 beow the 19.3 forward P/E of tS&P 500"

Contra: "Expected long-term cash flows, discounted by the cost of capital—not reported earnings—determine stock prices." expectationsinvesting.com/pdf/earnings.p…
"Earnings offer a shortcut, freeing investors from the subjective and time-consuming need to assess long-term cash-flow prospects."

...Earnings are useful in valuing stocks only if they help forecast a company’s future cash flows." Rappaport and Mauboussin
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Jimmy Wales
@jimmy_wales
My new social network wt.social now has over 25,000 members and growing. That's growth of 23,500 in a week. 1/
That growth at wt.social came about due to a small bit of press in Germany. I've deliberately not talked about it to the English language press as we dealt with some traffic issues. 2/
What is this? This is an evolution of the concept of WikiTribune as I came to realize that the problem of fake news and low quality content is as much about social networks (facebook and twitter in particular) as it is about news sites. 3/
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Rahul Dev
@rdpatentlawyer
Innovative companies are known to generate higher annual total shareholder returns as compared to their peers who are not focused on innovation as a strategy for future business growth

Global innovation trends reveal that innovation is among top 3 priorities for industry leaders
One challenge faced by leadership teams to promote #innovation initiatives include excess action by individual innovators, without a uniform direction.

This leads to various disconnected efforts that fail to generate desired results

#management #leadership #strategy #tech
Effective leaders aim at innovation with a clear strategy by defining role of each team member.

This results in creation of various internal innovative vehicles for the organization that contributes to the target portfolio by generating valuable tangible and intangible assets
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Akarnious
@Akarnious
#QUESTION = Are ALL Politicians absolutely LYING to the Australian Public about the Issue of -; #MIGRATION ??

See the Below Thread & Judge for Yourself

#REMEMBER = To make an informed choice for Voting requires ALL information to be presented
#QUESTION = Has that Happened ??
#NOTE
#ALP = Increasing Australia’s annual humanitarian intake of refugees to 27,000 by 2025 to address the global humanitarian crisis
Providing $450 million in funding over three years to support #UNHCR both globally and in South East Asia and the Pacific;
#NOTE
#GREENS = Full implementation by Australia of 1994 UN International Conference on Population & Development Program Action
+ Increase overseas aid budget to #minimum of 0.7% of GNI
+ INCREASE AUSTRALIA’S HUMANITARIAN INTAKE TO 50,000 PEOPLE PER YEAR
greens.org.au/sites/default/…
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Pedro Nicolaci da Costa
@pdacosta
"#Economics has long been the purview of men; almost all the names in early economic thought were men, with the notable exception of Joan Robinson, a member of John Maynard Keynes’s inner circle of Cambridge economists." - @LipstickEcon americanprogress.org/issues/women/n…
"More recently, women economists have risen to prominence, such as Janet Yellen, the chair of the Federal Reserve." (Trump replaced her with a less qualified man: businessinsider.com/trump-picked-p…)
"Still, women make up only just more than 30 percent of new PhDs in economics and their proportions are lower further up the career ladder: Only 15 percent of full professors in economics are women." businessinsider.com/gender-and-rac…
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David Mullings
@davidmullings
Here’s a little lesson in business registration for my US and Jamaican followers:

Most US companies are gusteres in Delaware because it has the most favourable laws for businesses AND “has a separate Court of Chancery to hear cases involving corporate law”

No corp taxes either
Just read this - delawareinc.com/blog/facebook-…

Jamaica is nothing like the USA.

I can register in a different state and do business across each state with certain registrations and/or licenses. The USA is a union of individual states.
Most entrepreneurs setup an S Corp or an LLC in their home state, mine is Florida (no personal income taxes so a pass-through entity is preferred and we have Homestead Exemption too).

But that is just at the startup phase to keep over head low.
Read 29 tweets
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Global Entrepreneurship
@entreprenenture
Let's have our weekly #GlobalEChats and discuss the topic of #foodtech #delivery.

As #food is a necessity, it is natural that #entrepreneurs are lured into venturing in the F&B business. What more with #IR40, we often think of taking business one step ahead: by involving tech!
Now let's break this down into two types of niche within #fooddelivery and #fnb industry.

1. You own the restaurant and you are providing an additional delivery #service.

2. You don't own any restaurant and you are merely the delivery service.

The two are very different!
To help put points into perspective:

#1 is a classic example of pizza stores such as @DominosMY. Any #eatery can set up its own delivery system.

#2 is a rather new invention. Such examples would be @foodpanda_my and @GrabMY's GrabFood service!
Read 13 tweets

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