Morningstar Flags Discounted BDC Asset Sales as Rating Risk
Morningstar warning to BDCs: "We view selling assets at substantial discounts to fair value as a significant sign of stress, which would likely have negative credit rating implications."
Bankers Claim $100M ARR Now Enough for IPO
"I'm hearing bankers say things like, '$100 million ARR, we could probably take that public.' I haven’t heard that in a while."
Small Funds Still Thrive Despite Big‑fund Warnings
Funny thing when an LP calls you to ask: “Hey, there are some big funds going around telling LPs that small funds are going to die. What do you think?” I ask them: “Just go look at large fund returns vs...
Senior Review Required for AI-Generated Code After Outages
After several outages due to junior engineers pushing AI-generated code, Amazon is requiring senior engineers to sign off on them going forward. History has taught us bugs scale linearly with lines of code. So if you ship 2x or 10x the...
Turn Quick Voice Memos Into Authentic Content with Claude
If you don't create long-form content, you should be YIP-YAPPING with Claude using the voice memo feature on mobile. This will help you repurpose and create content that actually sounds like you. It doesn't have to be perfect, it doesn't...
Stop Endless Lists: Use COD for Focused Execution
It says everything can be done today. It can’t. COD teaches you to: • Capture without stress • Organise with intention • Execute with time limits No more endless lists. Just focused execution. Create your own COD system and finally feel ahead. https://t.co/edEGsruY96 https://t.co/x9978TRTqA
BioNTech Founders Leave to Launch New mRNA Venture
BioNTech founders to step down and helm new mRNA startup https://t.co/yjvsVRQH2D by @Lilah_Alvarado $BNTX - 20%
Scribd’s /Document/ PDFs Boost SEO Visibility
Another blast from the past: Scribd is exploding in SEO visibility. Mostly from its /document/ folder (UGC PDFs & AI-generated summaries of PDF contents) https://t.co/ZGr1eYj5tr
Buffett Warns Against Hoarding Cash, Favors Buybacks
Warren Buffett at the 2017 Berkshire Hathaway meeting, on repurchases and excess cash: "There’s no way I can come back here three years from now and tell you we hold $150 billion or more in cash, and we think we’re...
AI Is Already Replacing 80% of Junior Analysts
AI can do 80% of junior analyst work right now. And it's coming for mid-level next. Here's how to stay relevant. I've been thinking about this a lot lately. Everyone says advisory is safe because it's about relationships and "professional touch." I...
Machine Learning Shifts KPI Focus to Right Signals
How machine learning reframes KPI design: systems optimize relentlessly. So the real leadership question isn’t “Are we tracking performance?” It’s “Are we tracking the right signals?” https://t.co/FfVafJZaUk via @mitsmr #AI #MWC26 https://t.co/o1UyJfrMjc
Co‑founder Rahul Bhatia Assumes Interim Airline Leadership
Interim Leadership: Co-founder and Managing Director Rahul Bhatia will take immediate charge of the airline’s management while the board searches for a permanent successor.
Hiring for Impact: Aligning Culture Fit and Values
Reserve your spot at Friday's Coffee with Digital Trailblazer. Our topic this week: Determining "Culture Fit" - Hiring for Impact, Partnering on Values https://t.co/w6RE2OKuen #CitizensDevelopment https://t.co/9VeVhdW9CL
Elsevier Celebrates Award-Winning Inclusive Workplace Culture
At Elsevier, inclusion is embedded in the culture, the processes, and the products they create alongside their communities. This recognition reflects the experiences of the people who make Elsevier what it is, a workplace where everyone can feel valued, supported, and...
Free AI Startup Pack Delivers $500K Value From 54 Companies
🚨Attention startups🚨 We're re-launching our AI Startup pack today with 54 great companies offering you $500K in value This is every product a startup needs, free. Examples: @meetgranola, @Cloudflare, @MiroHQ, @Replit, @Superhuman, @posthog, @Snowflake, @linear +many more
Markets Question Reopening Timing Amid Falling Oil Prices
The hard thing for markets is reading this while oil prices are falling — I think the question is whether markets correctly anticipate a reopening before it happens or whether it needs a big headline.
Scale Revenue Right: Data‑Driven Timing in AI Era
The Science of Scaling started as a series of talks - just like the one I'm giving at SXSW in two weeks. Those talks became frameworks that underpin how we work with portfolio companies at Stage 2 Capital , and...
Nvidia Gains When Neolab Spinouts Thrive
Would very much be in Nvidia's best interest for as many of the Neolab spinouts to succeed as possible
Supreme Court Strikes IEPPA Tariffs, Highlighting Endless Instability
The Supreme Court ruled IEPPA tariffs illegal on Feb 20. That's less than 3 weeks ago, but feels like eons. That's Trump 2.0. Nothing's ever stable. You have to wonder if we'll even remember war with Iran 3 weeks from...
Women’s Perspectives Drive Creativity and Solutions in Tech
The tech and cybersecurity industry thrives on ideas. And the best ideas come from diverse voices. Amplifying women’s perspectives makes teams more creative and better at solving complex problems. Diversity is what allows tech to serve everyone. https://t.co/RgjeIvlGNS
Clients Choose Empathy Over Credentials: Your POV Sells
Buyers don’t hire the most qualified expert. They hire the one who makes them feel understood and makes them think. Your POV is your pitch.
Rapidan Energy Hosts Iran Risk Update for Clients
Well attended @RapidanEnergy Iran update huddle this morning for our Geopolitical Risk Service clients. If you're managing risk in energy and macro markets and don't know us yet, this might be a good time to become acquainted. info@rapidanenergy.com. https://t.co/qRL4heI0Si
India Redirects LPG to Homes Amid Gas Shortage
INDIA GAS SHORTAGE 🇮🇳 ⚠️ India invoked emergency powers to redirect LPG away from industrial users to households LNG supplies to petrochemical and power plants are being curbed The crisis in the Middle East is throttling India’s LPG and LNG supply https://t.co/ujn00XTSnf
Know When to Build Vs. Buy Solutions
What should you build ? What should you buy? A few weeks ago I shared some thoughts on what things are worth vibe coding and what things you should just buy off the shelf. I break it all down here:...
Venezuela's Bolivar Plummets 87%, Calls for Dollarization
On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by 87% against the USD over the past year. VENEZUELA'S PATH TO RECOVERY = REPLACING THE BOLIVAR WITH THE DOLLAR. https://t.co/rbalL5aTfh
China Buffers Iran Oil Shock with Stockpiles, EV Shift
China Has Spent Years Preparing for the Iran Oil Crisis—Massive oil stockpiles and a shift to electric vehicles help insulate the economy from supply disruptions in the Mideast @BrianSpegele https://t.co/xq1mMRdTGu https://t.co/xq1mMRdTGu
Build High‑Performance Product Teams with Proven Templates
Building a High Performance Product Team 📅 Tuesday, 10 March ⏰ 17:00 – 18:00 GMT 📍 Register: https://luma.com/rpc851ts How are the best product organisations actually built? Join this workshop where we’ll share practical tips and free templates to help you: • Define what good looks...
Gas Hits $3.54, Adding $25 Monthly Tax
What a chart. Gas prices are now $3.54, up more than 55 cents since before the war in Iran began. This is the highest gas price ever under President Trump (including his first term). This is effectively a $25/mo. tax on most households....
China's Jan‑Feb Soy Imports Hit 7‑year Low
🇨🇳China imported 12.55 million metric tons of soybeans in Jan-Feb, the smallest volume for the period in 7 years. The Brazilian harvest was slower, U.S. cargoes were still en route and customs clearing times were extended. Expectations for March are...
Strait of Hormuz Disruption Threatens 20% of Global Oil Flow
🎙️ I was thrilled to rejoin @TheStalwart and @tracyalloway on the Odd Lots podcast to discuss the historic and ongoing disruption of traffic through the Strait of Hormuz, through which ~20% of the world's oil flows. This is it. This is...
Iran Conflict Spikes Energy, Stalls Fed’s Inflation Fight
The Fed was already struggling to get inflation back to 2% before Trump opted for an all-out confrontation with Iran. Now, elevated energy prices, if sustained, risk delaying that progress further, entangling the central bank in yet another challenging debate...
Chaos Reveals Opportunity: Optimize During Organizational Transitions
I've noticed something about the organizations that tend to bring me in for optimization and strategy work. They're almost always in some state of chaos. Restructures still working their way through the system. New leadership with new priorities. Strategic pivots that...
Dollar Stalls Near 99.50 as Risk Aversion Eases
The Dollar stallout around 99.50 aligned to channel, some Fib standing and of course the curb on severe risk aversion around oil prices. That said, not a lot of pullback in the softened rate cut expectations around the FOMC's 2026...
All Project Details Captured, Searchable, Never Forgotten
For 25 active projects, every meeting, deliverable, client input, and artifact is captured in this tool. It offers incredible depth, creating a searchable record of every conversation and decision, so nothing is forgotten. #ProjectManagement #Productivity https://t.co/nXjixrpHjy
Nasser's Point Is Valid; Aramco‑embargo Link Irrelevant
Nasser isn't spreading hyperbole. He's correct about what's happening. But, the assertion that this is notable because Aramco was the nexus of the 1970s oil embargo is...not relevant.
Big Tech's Compute Fuels Inflated AI Startup Valuations
Public market investors: "Show me the revenue" Private market investors: "Here's $100M at a $1B valuation" The difference? Big Tech built the compute layer Private startups just need the idea layer now Barrier to entry collapsed Valuations inflated Welcome to the AI gold rush where Big Tech...
Labor Shortage: Pipeline Issue or Workforce Design Flaw?
Is the labor shortage a pipeline problem or a workforce design issue? Tasha Jones, Espire Collective, answers on The Peggy Smedley Show. Tune in live at 12 pm CT at: https://t.co/ykUbRecWPm #TPSS #IoT #sustainability #AI #5G #cloud #digitaltransformation #PeggySmedley #podcast...
IndiGo CEO Pieter Elbers Resigns; Interim Leadership Appointed
IndiGo’s CEO Pieter Elbers has stepped down with immediate effect the airline said without giving a reason for his departure. The carrier said in a statement today that managing director Rahul Bhatia will oversee the airline’s operations on an interim basis...
AI Unifies Contact Center and Service Management for Seamless CX
An agent shouldn't toggle between 5 apps to help one customer. AI-driven integration between your Contact Center and #ServiceManagement creates a single pane of glass. Better agent experience = better #CX. It’s that simple. Reduce the friction now. 🔗 Optimize your...
Withdraw Your Profits When Business Starts Thriving
“Many people, even when their company achieves success, will continue to leave their profits and initial capital in the company... Once things are rolling, you need to get your money back out of the company.” – 21 Stupid Things (2016)...
15 Years of Growth Yields $100M Portfolio
I've been serious about personal development and getting better at business for 15+ years. But not just reading and thinking about business... I've put the concepts to work. I sold my first business for 7 figures and built...
Market Easing on Trump Prolongs Strait of Hormuz Crisis
This isn’t over and the current market reaction, by reducing pressure on Trump, is only elongating the duration of the crisis and the physical disruption through the Strait of Hormuz. https://t.co/bMeee4CJjz
Invisible CTA Buttons Cost Brands Millions in Lost Sales
insane to me that this is the button Buck Mason uses in email i was skimming through the email ready to buy this bomber was looking for an obvious button. didn't stand out. i'm sure it happens to a ton of people crazy...
Scaling Content Brings Hidden Risks for AI Search Tools
Fantastic new article by @pedrodias about the risks of scaling content. A good read for some of the new AI search tools who have recently entered the space.
Trump Deficits Financing Fuels Money Supply, Sparks Inflation
My column in @FortuneMagazine on the US deficit and inflation: "If the Trump budget deficits continue to be financed through the banking system & money market funds, the growth rate in the money supply will continue to accelerate & headline inflation...
Email Marketing Delivers $79 Return per Dollar
I just got Omnisend’s 2026 email marketing data and shared it inside Daily Mentor. Brands are making $79 revenue for every $1 spent. If you're not running this properly, you're getting left behind. Full breakdown below https://t.co/5eN0UBk7O3
Your Product's Story Drives Sales, Not Features
People buy products, not because of the product, but because of the story attached to the product The more you tell your story, the more you will sell Simple
Prove Measurable Impact to Turn Pilots Into Essential Infrastructure
Established businesses optimize forecasts and margins. Early ventures face a more fundamental question: are customers achieving meaningful value? What matters is measurable impact that customers are willing to speak about publicly. When target accounts achieve real outcomes, referenceability follows. That...
Boaz Weinstein Discusses Private Credit Strategies
Our latest "Inside Alts" newsletter comprises a half-hour interview with Boaz Weinstein on private credit. https://t.co/EpwRZMKNzH https://t.co/ncDLXCEHm3
Dollar Bounce Signals Buying Opportunity, Risks for Commodities
If you know where the dollar is going, you know where global liquidity is going. $DXY just bounced hard off 96.65 multi-year support and is pressing into the $100 resistance zone. Momentum is improving with higher lows and rising RSI. Today’s pullback looks...