11 Comments

This was really good, and I'm a big fan of Vonnegut, so you've hooked me. Subscribed.

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This is great and has so many applications. Sports is littered with the "cinderella" teams. It makes sense that companies and startups have the same.

Great post Leon

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Aug 31, 2020Liked by Leon Lin

This one is so good - thank you Leon for putting everything together in one great piece

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Jul 1, 2020Liked by Leon Lin

Great read - thanks!

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Nice framework! However, would you agree that there is an error of "over storytelling" by which I mean, attaching a simple narrative to something that was in fact explained by other factors. There are many who deem themselves visionary geniuses in the game of, for example, real estate. But in retrospect, all they did was buy low and sell high...macro factors like interest rates drove their returns. They were mostly lucky. They don't tell that story when they're on your board though! They'll pontificate and brand themselves!

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