12 Comments
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Giuliano's avatar

It was a pleasure to participate on this, thank you for the invitation Jared and great job everybody!

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Simon Handrahan's avatar

had a great time collaborating. cheers everyone!

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Trung Nguyen @SWIs's avatar

Cheers Jared and everyone! It was fun to condense a 10K word deep dive into just 500 words. Definitely recommend this exercise!

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StockOpine's avatar

Thank you Jared for putting this together. It was great collaborating with authors we respect and enjoy reading their work.

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YZ's avatar

Thanks everyone for contributing, had a good time in crunching in this one pager . Happy to be in such great company of investors

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Max Drolet's avatar

Really great to see the collaboration on this piece! Thanks for putting this together! There is some interesting play in this post. Cheers all!

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StockOpine's avatar

Thanks for the read Max. Glad you enjoyed it!

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Jared Leary's avatar

Thanks for the read as always Max! Glad you enjoyed!

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Conor Mac's avatar

Very cool idea

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StockOpine's avatar

Indeed. The credits go to Jared for organizing this.

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Albert's avatar

I read onfolio recent quarter, they are just born and they already talks like a walmart to do initiatives of cut costing and us ai tools to improve business: this is not a strategy, I don't thing constellation software was saying the same after two years!they are going broke this way

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YZ's avatar

The sub-title was a bit of tongue in cheek ... Dom thinks he can get good ROI on the businesses but needs to and trying to figure out how to lower business expenses to make things work as a public company. Plus he is new to this so it’s not proven what he will do will work, but it’s interesting to follow... mental frame work is good but execution has been less than ideal

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