luttig's learnings

John Luttig
i occasionally write about what i've been learning, at founders fund and personally
Created 18 Nov 2019
21
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  • The index mindset
    15 Sep 2021 • 9 min read • 33 2
    Through the 1980s, gut-driven active fund managers on Wall Street dominated money management and ridiculed index funds as “a sure path to mediocrity”. Sure, index funds’ fees were 80-90% lower than th...
  • Finance as culture
    01 Mar 2021 • 9 min read • 71 5
    Financialization (noun): the process by which financial institutions, markets, etc., increase in size and influence. In practice, what does financialization look like? We’ve all heard the institutiona...
  • how timeless is timeless advice?
    14 Feb 2021 • 12 min read • 62 7
    A common defense for conventional wisdom is that it has withstood the test of time. And lots of advice is timeless, or what you could describe as Lindy. Eat your vegetables, for example. But some advi...
  • SPAC Attack: everything a founder or investor should know
    17 Jul 2020 • 10 min read • 37 7
    If you’re a founder or investor, you may be wondering what this SPAC thing is that everyone is talking about this week. And it is even more momentous than the press lets on: there is a frenzy of opera...
  • When Tailwinds Vanish
    23 Apr 2020 • 12 min read • 236 31
    The Internet tailwinds that propelled Silicon Valley’s meteoric growth for decades are stalling out. The ripple effects will jolt the tech industry. In the late 1990s, the tailwinds began when Interne...
  • this week i'm thinking about – #15 – online dating
    24 Jul 2019 • 3 min read • 4 0
    Hey friends, Welcome to the many new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I've been working a lot recently so please pardon my abse...
  • this week i'm thinking about – #14 – TSMC
    17 May 2019 • 3 min read • 2 0
    Hey friends, Welcome to the many new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I've been traveling a lot recently so please pardon my ab...
  • this week i'm thinking about – #13 – Servicetitan
    08 Apr 2019 • 2 min read
    Hey friends, Welcome to the dozens of new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I’m writing an occasional blurb about something I le...
  • this week i'm thinking about – #12 – Chinese insurtech
    18 Mar 2019 • 3 min read • 1 0
    Hey friends, Welcome to the dozens of new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I’m writing an occasional blurb about something I le...
  • this week i'm thinking about – #11 – checking & savings accounts
    25 Feb 2019 • 3 min read • 2 0
    Hey friends, Welcome to the ~100 new subscribers since last edition! Feedback and suggestions are very welcome, especially from the new folks. I’m writing an occasional blurb about something I learned...
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