Cheat Sheet: The Secret to Eternal Life in Business

Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors

English - October 29, 2022 15:35 - 33 minutes
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Previous Episode: Worm Capital: Investing in Disruptive Technology, Worm Theory, and The Worm Algorithm | Outlier Investors

Next Episode: Trailer: Kettle & Fire's Justin Mares | Identifying Trends, 5-Minute Mini Workouts, 6 To Dos Per Day, Favorite Books, and More

Welcome to another edition of Cheat Sheet by Outlier Academy. Where each week we compress 6+ hours of research and interviews into 3 big ideas that you can read in 5 minutes.
This week we profiled Worm Capital, who call themselves “value investors focused on the future.” They’re one of our favorite technology and disruption investors in the public markets. Since Worm’s inception in 2012, they’ve outperformed the S&P 500 by over 2X net of fees—generating 26.73% per annum vs the S&P 500’s 12.08%).

Read the newsletter companion to this episode:
https://www.cheatsheetnewsletter.com/p/the-secret-to-eternal-life-in-business

Here are the 3 big ideas in this week's Cheat Sheet:
Markets provide liquidity, businesses generate value. Or why the game of business has nothing to do with the stock market.
How to find the best companies in any industry. First observe, then deconstruct inputs and outputs.
The secret to eternal life in business. Or why the company that delivers the best customer value proposition consistently always wins.

Listen, watch, or explore more of this week’s Outlier Academy episodes:

20 Minute Playbook - Eric Markowitz, Worm Capital’s Head of Research | Conviction vs Opinions, Two-Step Research Process, Favorite Books, and More
Listen Now | Watch Now | Episode Guide | Transcript

Outlier Investors - Worm Capital: Value Investors Focused on the Future | On Worm Theory, Worm’s Investing Algorithm, and The Game of Business
Listen Now | Watch Now | Episode Guide | Transcript
Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another edition of Cheat Sheet by Outlier Academy. Where each week we compress 6+ hours of research and interviews into 3 big ideas that you can read in 5 minutes.

This week we profiled Worm Capital, who call themselves “value investors focused on the future.” They’re one of our favorite technology and disruption investors in the public markets. Since Worm’s inception in 2012, they’ve outperformed the S&P 500 by over 2X net of fees—generating 26.73% per annum vs the S&P 500’s 12.08%).

Read the newsletter companion to this episode:

https://www.cheatsheetnewsletter.com/p/the-secret-to-eternal-life-in-business

Here are the 3 big ideas in this week's Cheat Sheet:

Markets provide liquidity, businesses generate value. Or why the game of business has nothing to do with the stock market.

How to find the best companies in any industry. First observe, then deconstruct inputs and outputs.

The secret to eternal life in business. Or why the company that delivers the best customer value proposition consistently always wins.

https://www.cheatsheetnewsletter.com

Listen, watch, or explore more of this week’s Outlier Academy episodes:

20 Minute Playbook - Eric Markowitz, Worm Capital’s Head of Research | Conviction vs Opinions, Two-Step Research Process, Favorite Books, and More

Listen Now | Watch Now | Episode Guide | Transcript

Outlier Investors - Worm Capital: Value Investors Focused on the Future | On Worm Theory, Worm’s Investing Algorithm, and The Game of Business

Listen Now | Watch Now | Episode Guide | Transcript

Learn more about your ad choices. Visit megaphone.fm/adchoices