"Age of Miracles"

Packy McCormick | Turpentine
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Nov 16, 2020 • 35min

Slack: The Bulls are typing...

Slack's stock has been beaten down based on fears that Microsoft Teams is going to crush it and the fact that it hasn't benefited from WFH as much as Zoom. That narrative will break, and when it does, Slack will be valued like the top quartile SaaS company it is.  Read the full post here: https://notboring.substack.com/p/slack-the-bulls-are-typing --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Nov 9, 2020 • 31min

The Magic of Mushrooms

After 50 years in darkness, there's a psychedelic renaissance underway.   Psilocybin and other psychedelics may be our best weapons in the fight against mental illness.   There's even a publicly traded psychedelic stock: Compass.  Come take an auditory trip with me. Original post here: https://notboring.substack.com/p/the-magic-of-mushrooms --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Nov 2, 2020 • 27min

Trust The Process

7.6 Lessons from Sam Hinkie and The Process, the Philadelphia 76ers innovative rebuilding process.  Read the full post here: https://notboring.substack.com/p/trust-the-process --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Oct 29, 2020 • 20min

Pipe: Business-Funding Fit

Pipe solves Business-Funding Fit for recurring revenue businesses. The company created a new asset class, allowing businesses to sell their recurring cash flows to investors, often for $0.90-$0.95 cents on the dollar, to fund their growth without dilution or debt.  You can read the full essay at https://notboring.substack.com/ If you run or work for a business with recurring revenues, sign up to see how much Pipe can send you today at: https://app.pipe.com/signup?ref=notsoboring --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Oct 26, 2020 • 34min

Software is Eating the Markets

The COVID-fueled rise of consumer investors may be here to stay, as spending shifts from things and experiences to investments, and new platforms allow users to invest in new and old asset classes with better user experiences.  Read the full post here: https://notboring.substack.com/p/software-is-eating-the-markets --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Oct 22, 2020 • 23min

SkillMagic: Not Boring Invest Memo

The Not Boring Syndicate is back with our fifth investment memo. Today, we're talking about SkillMagic, a startup building remote-native training for engineering teams. You can check out the full post at notboring.substack.com. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Oct 19, 2020 • 37min

Reliance's Next Act

The Indian conglomerate Reliance has historically vertically integrated, but it needs to loosen the reigns and become a growth stage investor to capture as much of India's growth in the next decade as possible.  Full essay at notboring.substack.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Oct 12, 2020 • 37min

Reliance: Gateway of India

Reliance Industries is the largest and most important company in India. It's also the best way for foreign companies to access the market.  Over the past six months, it has raised over $25 billion from investors like Facebook, Google, KKR, Saudi Arabia, Silver Lake, and Abu Dhabi for its Jio and Retail businesses.  Read the full post here: https://notboring.substack.com/p/reliance-gateway-of-india --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Oct 1, 2020 • 15min

Fundrise and the Magic of Diversification

Today, in this sponsored post, we're talking about Fundrise, a company that lets anyone invest in a professionally managed real estate fund through an app. We go deep on the company and why Ray Dalio is such a big fan of diversification.  You can read the original post and get all of the additional links I mention at notboring.substack.com.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
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Sep 28, 2020 • 26min

Secure the BaaG: Business-as-a-Game

In this episode, we try to answer the question:  Would it be possible to run a real business in a way that feels like playing a video game? Check out the original essay here: https://notboring.substack.com/p/secure-the-baag --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

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