Joseph Jude

Always ask yourself and/or management: What happens to the business in an economic headwind? What happens if they lose their biggest customer? What happens if they don't land any of the top five deals they're working on? Conviction is being prepared for worst case scenarios

Tips for dealing with Air Pollution

2/n Essential principles of investing have largely remained unchanged over history of organized investing. What has changed is the interpretation and application by investors, as deemed convenient or expedient at a particular point in time.

Understanding 10% of a hard book isn't bad. It may gave you the grounding to understand 20% of the next book you read in that area. Deep knowledge is a mosaic. It is put together piece by piece.

8/ What are Satisficing Brands? Most of the time we prioritize safety over perfection. We'll pay a premium not only for ‘better,’ but for ‘less likely to be terrible.’ When we buy Satisficing Brands, we buy safety and assurance.

7/ This is really important…. Most people use one word to define all kinds of brands. But there are two really kinds of brands: 1. Satisficing Brands 2. Maximizing Brands People focus too much on Maximizing Brands and not enough on Satisficing Brands.

6/ Great marketers understand the emotions that drive our purchasing decisions: 1. Trust 2. Confidence 3. Affection Buyers usually care less about seeking perfection and more about avoiding catastrophe.

Here's a dystopian vision of the future: A real announcement I recorded on the Beijing-Shanghai bullet train. (I've subtitled it so you can watch in silence.)

One of the anchors of my mgmt philosophy is the Reverse-Spiderman rule: "With great responsibility comes great power." I strive to identify capable colleagues with a deep sense of ownership, then sustainably increase their leverage in the org in every way possible.

Starting up is the act of doing as many jobs as possible so your company can survive. Scaling is the act of shedding as many jobs as possible so your company can survive.

Note that impact is about what’s happened in the past, competence is about who you are in the present, and potential is what you can do as a leader in the future.

We have a revamped site at : our cost-effective, wealth management service. Do check it out!

a lot of the magic i’ve observed in teams over the years happens when the talent stack is collapsed - when a designer also codes, when an engineer has a growth hack skill set, when a product leader is great at copy.

Intellectual and social domains tend towards nonlinear outcomes. It's more important to find nonlinear upside than it is to try and improve an existing linear situation.

Wow - a buy rating for lay public and a sell rating for institutional investors from the same analyst on the same stock on the same day! :-)

Kotak issues Sell note for Institutional clients and Accumulate ratings on the same stock for poor retail guys. What a joke!

Beloved clients, you want agencies to do business in a new way. Understandable. Then start paying your agencies and freelancers in a new way. Stop with the 30, 60, 90 or even 120 pay periods. Why is it that everything about business is faster except how you pay people?

“Let the hindsight of your future self become the foresight of your present self”...that’s amazing @farnamstreet

Dear tech companies, Employees don't need ping pong tables or beer fridges at work. 🙅‍♂️🙅‍♀️ Employees need flexibility to do their best work and enjoy life. For instance, working remotely. 🙋‍♂️🙋‍♀️ Please offer trust, not toys. 🙌

Share your wisdom freely, use your freedom wisely. ~Sunil M

Don’t just #design for conversions. You may design for: 1. Engagement 2. Conversation 3. Retention 4. Moat 5. Cognitive investment 6. Evangelism

What does NEWS stand for ? Friend1~ North, East, West, South Friend 2~ Notable Events Weather Sports Friend3~ New Enlightenment Wisdom Services Me~ Nonsense Everyone Will Swallow

India's "cost arbitrage" doesn't come from efficient processes, indigenously built tools or consumables produced here, it comes from underpaying talent. And that is at best an exploitive business model. Absolutely correct @vijayanands

What you can imagine depends on what you know Daniel Dennett

My dear google maps, the zero traffic route you’ve led me on to has zero traffic because it’s submerged in water 2 feet deep. 😭 #DelhiRains

"Peter Lynch" Investment approach in a nutshell. Courtesy: AAII Journal. #CommonSenseinvesting

I"n managing workload there are only four coping strategies: (1) shed load, (2) do all components but do each less thoroughly, thereby, consuming fewer resources, (3) shift work in time to lower workload periods, (4) recruit more resources." (Woods and Hollnagel, 2006)

10. "Advice for nearly everything: start slowly and maintain traction." - @mmay3r

14. "Advice from a failed practitioner will be better than from a successful theorist." - @mmay3r

Unforeseen disaster? Gadgil report urged western Indian states to limit quarrying, dams & construction near protected forests in hilly areas. It was ignored. Result? Flash floods, landslides & devastation h/t @HariniNagendra @CoxStan #HowTheWorldBreaks

let's talk about two kinds of data that systems tend to generate: auditable and operational. * auditable data: transaction logs, replication logs, billing/finance events etc * operational data: telemetry, metrics and context that describe each request and system component

Execution quality requires focus. Focus requires clarity. Clarity requires simplicity. Yet we spend most of our time adding layers of complexity!

auditable: predictable, schema'd, compact, often contains PII/PHI/sensitive data operational: messy, flexible, toss in whatever seems like it may be useful someday, spiky, unpredictable, oddly shaped, lots of numbers to do math on, ballooning write amplification #'s per request

10 - I bring this up for a reason. Out here on Twitter, there's a ton of folks who are all about "strategy". They employ a 30,000 foot view of the world, and they bash my clients for being behind the times.

11 - But there are hands-on, practical reasons why my client base fail to execute the 30,000 foot "strategy" viewpoint proffered by so many out here.

Kids in their 20s: 1) Pre-Independence: We'll change our destiny 2) Immediate Post-Independence: We'll change our nation 3) 1960s-1970s: We'll change our society 4) 1980s-1990s: We'll change our own lives 5) At present: We'll change our mobile network

@jjude Joseph, a guide pointed me to this building in Kochi recently. The building has three floors, each floor a place of worship - a church , a mosque and a temple!

In the same way that sound isn’t music, traffic isn’t audience.

There is a certain sort of busy man who rushes from one bad decision to another, applauding himself for his ceaseless activity. He is always active, but rarely productive.

The problem with a society run by lawyers, economists, and journalists is the elites can't imagine ordinary people making decisions that aren't based on lawsuits, money, or virtue signals.

Hey, @quickmuse, @MrAleoSays, @WickedDecent, @ricetopher, @davegray, @huntermaats and all interested in things #PLN ish, check out this framework for learning from Joseph Jude -

You will be judged, whether you like it or not. You will judge, whether they like it or not. You can shut mouths, not thoughts. Unless you know how to do that.

Great innovators are usually distinguished not by the quality of their ideas but by the quality of their execution. Creative achievements are the product of ordinary curiosity and extraordinary focus. #TuesdayThoughts

Data is only available about the past. A useful theory, however, can help you look into the future.

“The student knows the rules, the master knows the exceptions." Real World vs. Book Knowledge via @collabfund @morganhousel

I am often asked - how come in Spain dinner is late and yet people are healthy? My *guess* - 1. Spain's 9pm may actually be 7pm (see wiki "Time Zone" and below), 2. they walk more, 3. they barely eat in the morning.

@StoutLabs @biilmann @gatsbyjs @prismicio @Netlify Using this stack right now on multiple projects and I can confirm it's awesome 👍

Best investment letters, ranked: 1. Warren Buffett – Berkshire Hathaway 2. Howard Marks – Oaktree Capital Memos 3. Seth Klarman – The Baupost Group 4. Jamie Dimon – JPMorgan Chase 5. Prem Watsa – Fairfax Financial 6. Dan Loeb – Third Point Management 7. Jeremy Grantham – GMO

8/ A company IS its org chart, and so org chart should reflect what company WANTS to be. In other words, org charts implements a company's stategy. As @benthompson suggests, Apple is functional while Microsoft is divisional:

7/ Generalists don’t give you growth (they’re great at experimentation though). Real growth kickstarts when specialists are brought on to do killer execution on things that your company can benefit most from.