Romeen Sheth

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I run a $50M+ bootstrapped business, invest a few mil / yr in startups like @bolt and @sliceit_ and interview cool folks on my pod. Let's ride 🚀

warning: Nerdy-ass Saturday night musing

Been trying to think of a framework to apply to determine which technology markets will likely consolidate in the next 12-18 months

Here's the 2x2 I've come up with which I'll explain in coming tweets

LMK what you think
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Romeen Sheth 25d

This is a good framework. Agree with all boxes. Only nuance / counter I would add to the bottom left is need for consolidation to break through in a market (likely in some markets when market is nascent)

I’ve watched my friends make $1,000,000s.

The secret?

Investing in ways only business owners can.

8 unconventional ways they did it:
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Romeen Sheth 27d

Very strong post - lots of practical, nuanced tips in here

Michael Girdley's Newsletter. Techniques and tactics on business and life.
links.girdley.com
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Romeen Sheth 1mos

Great newsletter - lot of solid tactical advice.

Steve Jobs in his own words A curated collection of Steve’s speeches, interviews and correspondence, Make Something Wonderful offers an unparalleled window into how one of the world’s most creative entrepreneurs approached his life and work. In these pages, Steve shares his perspective on his childh
www.goodreads.com
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Romeen Sheth 1mos

“Don’t be a career. The enemy of most dreams and intuitions and one of the most dangerous and stifling concepts ever invented by humans is the “Career.” Love this breakdown from Steve Jobs. Highly recommended read.

My plan was to move to Argentina, run a business with 1000 subscribers,

and work 4 hours per week. I failed.

ButcherBox now does ~$600M in revenue. And we did it by doing things

differently. Here are 10 of the core differences between us and others! ✍️👇🧵
See thread (12 tweets)
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Romeen Sheth 2mos

Awesome thread / story Mike! Congrats on all the success.

In 2010 world-renowned innovation expert Clayton M. Christensen gave a powerful speech to the Harvard Business School's graduating class. Drawing upon his business research, he offered a series of guidelines for finding meaning and happiness in life. He used examples from his own experiences to expl
www.amazon.com
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Romeen Sheth 2mos

This is my favorite book

I’ve worked hard, for my entire career, to keep my life balanced with my job. In my book, I write about my Tuesday date nights with my wife. For over thirty years, I had a hard cut-off on Tuesdays. Rain or shine, I left at exactly 5 pm and spent the evening with my best friend. We would go to a movi
www.linkedin.com
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Romeen Sheth 2mos

I came across this wonderful piece from @mbrandolph, Co-Founder of @netflix, the other day. Highly recommend reading it and internalizing it. 5 key lessons I pulled away from Marc’s reflection: 1. Everyone should have a north star - success is what you make of it; money,…

Every morning in Africa, a gazelle wakes up. It knows it must run faster than the fastest lion or it will be killed. Every morning in Africa, a lion wakes up. It knows it must outrun the slowest gazelle or it will starve to death. It doesn’t matter whether you’re a lion or a gazelle. When the sun co
rkg.blog
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Romeen Sheth 2mos

Great post. And love that you're writing more consistently now 😀

If you are gonna be a founder, you gotta choose if you are going to be an insider or an outsider.
Insider: Nirav
Outsider: Naval
Every insider secretly wants the freedom to be an outsider. Every outsider secretly wants the respectability of being an insider.
🧵
See thread (8 tweets)
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Romeen Sheth 2mos

This is the BEST thing I've read in the last year. Hats off @auren - what a post

In the second half of 2022, there was a strange puzzle to reconcile in global Venture Capital ecosystems. On one hand, VCs and founders widely acknowledged a degrading fundraising environment in which companies needed to significantly downgrade their fundraising expectations. On the other hand, it w
tribecap.co
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Romeen Sheth 3mos

Very good / detailed post by Arj and the Tribe team. Highly recommended read to better understand the environment's current capital constraints.

Tech employees from private "growth stage" companies ($1B to $10B+ valuations) are in a tricky position with their stock options/grants

Most public market comparisons have dropped > 50%+ over the past year

What should these employees be thinking and doing with their equity?
See thread (17 tweets)
1 Recommender
Romeen Sheth 4mos

Really good (and timely) thread

(0:00) Bestie Guestie Brad Gerstner is filling in for Friedberg (1:34) Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies (21:52) Capital allocators at fault, how crossover funds are reacting, late-stage
open.spotify.com
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Romeen Sheth 1y

This was one of the best (and most timely) episodes yet: - reality of private market reset - building an enduring business - danger of misaligned incentives - importance of picking vs. indexing Especially enjoyed @DavidSacks + @altcap perspectives in this one

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