3 Ways to Ride the Complete Trend in a Stock

1. Supertrend
2. Moving Averages
3. Relative Strength

A Thread🧵 With Examples

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Published a new essay: The red flags and magic numbers that investors look for in your startup’s metrics – 80 slide deck included!

This was a deck that I created on my (longish) interview process with @a16z. It was a long path, starting with meeting folks at the firm 10 years ago. But the purpose of the deck was to explain how I would use my superpower in an investing context

Here's what I explain in the deck. As investors (whether angel or VC) we're often confronted with an up-and-to-the-right graph. Is it going to go up? Or down?

One solution to forecast these growth curves is the Growth Accounting Framework, where you add up New+Reactivated and subtract churned users. In each time period that gives you the difference in monthly actives.

The problem with this is that it's a lagging metric, not a leading one. We need to go one level deeper and look at the underlying loops that drive these numbers, to understand the quality.

Remembering Colonel Anil Kaul, VrC (Retd) on his 3rd Death Anniversary.

“It was October 12, 1987, exactly 5:55 pm as I was… coming out of the cupola of my T-72 tank on a steamy evening in an unknown place called Kokkuvil in the Jaffna district of Northern Sri Lanka.+

I froze in that confined space at what I saw. An LTTE militant stood at 60 meters aiming his rocket-propelled gun at my tank.

In a flash he fired. Probably having lost his nerve he aimed too low. The projectile hit the left mudguard of the tank, but for some inexplicable reason+

did not explode. It then hit the side of the main gun and then exploded on top of the turret, all in a fraction of a second. Before I knew, it seemed I had received a straight right punch so to say to my chin. I saw some blood appear on my left hand and there was a sharp drop in+

my eyesight.

Lt Colonel (now Lt Gen) Dalbir Singh, then Commanding Officer of 10 Para Commando, who was standing on the engine deck said to me, “Yaar what a close shave.”

He suddenly saw me and the look on his face told me that something was very very wrong with me. In that+

fraction of a second, as if it was a rewind of my entire life, thoughts raced through my life as to how and when I had landed myself in such a situation…

I asked my gunner to pull out a first field dressing (FFD) which is standard equipment in a first aid box carried in each+

Choosing the Right JavaScript Framework

Thanks for joining me @pluralsight to talk about javascript frameworks. We had 150+ awesome questions, so I'll try to answer the ones I couldn't get to online right here in a tweet stream

Watch the video -->
https://t.co/G7zeiKhXme

Q. Do arrow functions really make dealing with JavaScript's "this" keywords easier?

A. Yes! When using arrow functions, the scope of "this" is effectively passed in from the outer scope. See here in this REPL

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Q. Where does Polymer fit in? Is it considered a framework like the others?

A. @Polymer is an excellent way to create web components, which are ideal for creating sets of interactivity that can be shared in web apps.

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Q. Have we gone framework crazy?

A. At one time, quite possibly. A few years back we literally had framework overload. I feel it really has solidified into a few very strong choices.

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Q. [Is] there no more need for @polymer?

A. See my previous question on this ... but in general, I think there is a lot of room for Web Components with frameworks.

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