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Kevin G. Profile picture
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13 Sep, 3 tweets, 1 min read
It continues to boggle my mind that every billionaire I’ve cold-emailed has responded in <10 minutes when my friends take more than a week and only do so after I’ve tripled texted them or venmoed them…
For those wondering what I do, I

1) write extensive deep dives on Asian tech companies like $BABA, $SE, $NTDOY
2) tell the stories of the most interesting people in tech/finance

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More from @kevg1412

Kevin G. Profile picture
2 Sep
1/ Nintendo $NTDOY, a multi-generational icon, with 26 of the top 50 best selling titles, an IP portfolio 2nd to only Disney, trades at just 12x ex-cash earnings.
2/ Margins have only been improving because of the shift to digital, and they have over 30mn paying online subscribers--their first recurring revenue ever.
3/ Not to mention, their initiatives with DLC extends a game’s monetizable life and drives consumer spending higher, while increasing engagement.
Read 10 tweets
Kevin G. Profile picture
1 Jul
1/ $BABA added half an $AMZN of GMV and increased top line by $PDD total revenue just last year…

Investor sentiment?

Competition is going to smoke them...
2/ But wait, I thought they were a monopoly? They were just fined by the SAMR.

Investor response: Regulation is a big concern too
3/ Well, does China really want to cripple the engine that facilitates over $1.2tn of commerce that millions of merchants’ livelihood depend on?

We don’t think so.
Read 15 tweets
Kevin G. Profile picture
12 May
The PayPal Mafia on Hiring

6 stories (and even more insights) from @rabois, @davidsacks, @davemcclure, and @yishan

Including:
The Interview Process
Getting Recruited
Joining
+ More
1/ @yishan on his interview process

(His interview with @mlevchin is particularly funny and insightful)
2/ @davemcclure on his interview process
Read 7 tweets
Kevin G. Profile picture
11 May
The PayPal Mafia on Management

5 stories (and even more insights) from @rabois, @davidsacks, and @yishan

Including:
Execution
Anti-meeting culture
Producers vs Product Managers
+ More
1/
2/
Read 6 tweets
Kevin G. Profile picture
10 May
The PayPal Mafia on Culture

11 stories (and uncountable insights) from @rabois, @DavidSacks, @peterthiel, @mlevchin, @reidhoffman, and @yishan

Including:
PayPal's Key Values
The Spirit of Entrepreneurship
Building Great Teams
Pranks
+ More
1/ @reidhoffman on the key values that led to early PayPal's culture of entrepreneurship

1) hiring
2) taking no answer at face value
3) intence need to survive
4) entrepreneurial culture
5) luck Image
2/ @rabois on the key values that led to early PayPal's culture of entrepreneurship

1) Confrontational culture
2) Anti-meeting culture
3) Internal promotions
4) Anti-team bias Image
Read 12 tweets
Kevin G. Profile picture
4 Apr
The Most Important Thing

@wolfejosh Edition

23 timeless insights over 17 years of writing on investing and on life*

*in chronological order
"The single most important thing in business and personal relationships today and always is TRUST"

-@wolfejosh (2004)

1/23
"'Stay close to the money.' If you're not close to the stream of cash flow, if you're not directly responsible for winning the bread, and bringing in cash, you're expendable... Cash flow is a lifeblood."

-@wolfejosh (2004)

2/23
Read 25 tweets

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