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Showing posts from February 3, 2019

Stand

Timing created the shape of the universe; we ignore that fact at our peril. Failure should not curse a neighborhood forever, if facts have indeed changed.   Value  comprises quantity and quality, neither of which is possible without alchemy (i.e., the parlaying of time, capital, momentum, talent and luck for one another).  Unit economics matter and clever structuring can't fix fugly . So we engineer companies to generate more cash than they consume.  We build credible 18-month operating plans.  We recognize scale cannot resolve negative contribution dollars, and rejigger the plan accordingly.  We aim to break even within ~1 year, but recognize  no plan is right  so  change tactics  as necessary. We are all responsible for  shooting puppies  destined to consume significant cash beyond two years. Try your hand at Lemonade Stand , in life or online.