"Age of Miracles"

Masterworks is making blue-chip art, a $1.7 trillion asset class with strong returns, low volatility, low correlation, and increasing scarcity, investible.  Listen to learn about the art market, the most expensive painting ever sold, what makes art valuable, and how you can invest in art with Masterworks.  And if you want to explore for yourself, sign up for Masterworks with this link to skip the...

Antara Health is a HealthTech startup based out of Nairobi, Kenya that is building virtual-first primary care for emerging markets.  It’s reimagining healthcare by leveraging telemedicine, data science, and emerging markets payors’ and regulators’ willingness to try new models. When they succeed, they'll help close the insurance gap in the emerging markets, deliver better healthcare to the billion...

Teamflow is a virtual office that makes remote work work. Led by Flo Crivello, a former Uber engineer who launched Uber Works and gig charging for Jump, Teamflow brings back the presence of being in the office, the energy of working in the same room, the spontaneity of hallway conversations — the joy of feeling like a team. Forget Zoom. Teamflow is what remote work should feel like.  The way Flo a...

Florent Crivello is the Founder and CEO of Teamflow, a virtual office startup that came out of stealth and announced a $3.9 million seed round led by some of the world's best early stage investors.  Flo and Packy discuss how a late night at Uber sparked the idea for Teamflow, hiring world-class engineers and designers, the intersection of strategy and execution, and how Teamflow is like the best p...

Jack Ma is missing. $BABA is tanking. Ant Group's IPO is suspended. Government regulation (or worse) looms.   But Alibaba continues to build an underappreciated, customer-centric juggernaut.   There's never been a better time to go deep on Alibaba. This week's audio edition is brought to you by Masterworks.io. You can read the full original post on Not Boring. --- Send in a voice message: https://...

New year, new me. For the first Not Boring of 2021, we're doing our first bear case.  Bill dot com is the worst software I use to run Not Boring, & trades at the highest rev multiple of any BVP cloud stock.  In 2021, bad B2B UX doesn't cut it anymore. We cover:  1. What is bill.com?  2. The bill.com bear case.  3. The Love-Hate Relationship with Work Software. 4. Killing a Baby Dictator.  Read the...

After a wild 2020, I think the best is yet to come. We cover three reasons: The Markets Are Eating Up Technology. More demand for tech stocks means more innovation, more quickly. SPACs may be a good thing and IPOs unleash investment in the next generation. Cloud Companies. Entrepreneurs can build new types of highly-differentiated companies with global talent and increasingly useful software at th...

Ramp is using its corporate card as a Trojan Horse into the CFO Suite, helping companies save time, money, and headache. Ultimately, it wants to help companies save money and build better businesses. Today, it announced that it raised $30 million and hit $100 million in transaction volume than any corporate card company in history.  Read the full essay here: https://notboring.substack.com/p/ramp-t...

We all hate Facebook, but Zuck and Co are building a juggernaut whose business is undervalued relative to all competitor sets and which is attempting to pull off some fascinating moves in communication, commerce, and potentially... the Metaverse.  Read the full post here: Everybody Hates Facebook --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

Outfit is DIY Renovations in a box. Listen to hear the case for this early stage startup that's using software to scale architecture.  Outfit's Website Read the full post here: Outfit: Not Boring Investment Memo --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message

APIs are all around us, powering the products we use and love every day. Chances are, you're passingly familiar with the concept but have never gone deep. When Stripe and Shopify announced that they were deepening their partnership last week - that Shopify would use another Stripe API, Treasury, I figured it was time to dive in. You can read the full post on Not Boring. We cover:  What Are APIs? T...

The future of work is remote. Companies that want to compete for the best talent don't have a choice, the employees do. Luckily, better software and new hybrid physical models are on the way so that life doesn't become a never-ending series of Zoom calls until we die. Read the full post here and subscribe! https://notboring.substack.com/p/were-never-going-back --- Send in a voice message: https://...

FEMSA is a 130-year-old Mexican brewery turned world's largest Coca-Cola bottler and the Americas' largest convenience store chain, plus a 15% stake in Heineken and a bet on the digitization of the Mexican economy.  I teamed up with Post Market to write about the company's history, present, and future, and why we think it's so undervalued.  You can read the full post here.  --- Send in a voice mes...

In this collaboration between Sari Azout of Check your Pulse and Not Boring, we cover crypto, equity financing, and programmable money. Fairmint is making it possible for companies to sell or give equity to all of their stakeholders as easily as adding an "Invest" button on their website. That could reshape who shares in upside, and even what types of businesses are possible.  You can read the ful...

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.sp...

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.c...

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

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 s...

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/...

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

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

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...

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....

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

Every week, Mario Gabriele (the author of The Generalist) and I (the author of Not Boring) have a conversation and post it to YouTube under the Not Boring Generalists banner. We figured we'd put it here too, so you can listen while you walk, drive, or go to sleep.  This week we discuss:   - Our writing process  - Why everyone is becoming an investor  - Our favorite companies - What % of mammals we...