Notes on companies, metrics, and sectors — from coconuts to fintech.

8 items under this folder.

  • Agri startups

    Other Verdant Robotics- uses computer vision to spray fertiliser or kill pests, reduces fertiliser use by 95%, spraying 20 times per second www.youtube.com/watch Lithos Carbon- uses byproduct basalt dust on crop fields to sequester carbon, basalt also improves crop yields, Lithos tunes deployment op...

  • Business metrics

    DAU to MAU for Meta, 78.9% 2.88/3.65 across family (FB, WA, Messenger, IG), Q2’22 Dupont Analysis - decomposes ROE into 3 potential parts, is it a high margin, turnover, or leverage business? ROE = Profit Margin * Asset Turnover * Equity Multiplier Investing SAAS rule of 40, growth rate + FCF >= ...

  • Company tech stacks

    via case study pages, e.g.

  • Copra (coconuts)

    Copra production begins on coconut plantations.

  • Fintech

    8.22 - saw found.com/ (business banking startup) mention Piermont Bank and Lending Club as its FDIC banking partners Piermont was only founded in 2019 by Wendy Cai-Lee - 27 yrs of IB exp at Chase: pre-JPM and pre-Chemical Bank and turnaround work for East West Bank after it took over United Commerci...

  • Requests for startups

    public list of RFCs versatileVC ycombinators.

  • Successful companies that weren't VC funded

    vc Mailchimp, founded in 2001 and sold to Intuit for $12 billion in 2021 Bloomberg Wayfair, launched in 2002, bought domain names for popular home good categories are redirected to their site, profitable in the first month, raised VC in 2011 and IPOd in 2014 .

  • VC stuff

    Liquidation preference can also be participating or non-participating.