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6min chapter
Frank Rotman of QED Investors - Fintech Operator Turned Fintech Investor (EP.181)
Panic with Friends - Howard Lindzon
The First Principles of Investing
The question is whether these companies can outrun it. Can they steal market share from some of the incumbents? Is there going to be a next generation of company that unseats the last generation? You know, if the answer is yes, then there's a lot of rationality to what will take time to play out. But if you're not, then we've got a problem on our hands. And so in your world, h, what's our next moment where sekoya writes a letter saying, m makes ecoy write the next letter?"
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