Gordo's Gifs

Gordon Bowman is a Director of Sales for TapCommerce and a momentum/swing investor. I write here to think about and find ideas and trends. More » Subscribe via email: var _gaq = _gaq || []; _gaq.push(['_setAccount', 'UA-33345658-1']); _gaq.push(['_trackPageview']); (function() { var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true; ga.src = ('https:' == document.location.protocol ? 'https://ssl' : 'http://www') + '.google-analytics.com/ga.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s); })();

[michaelbatnick-deactivated20160]

No Pain, No Gain

Biotech investors have been getting dinged up a bit over the last few weeks. The S&P Biotechnology Select Industry Index is is now down almost ten percent from its recent highs and once again we’re hearing calls that the “bubble” is deflating. 

Biotech has been one of the best investments over the last decade. The index is up ~340% since this began trading in 2006, quintupling the gains in the S&P 500.

This massive outperformance has not been pain-free however. XBI has been in a ten percent drawdown 46% of the time since this began trading in 2006! That’s pretty insane. Almost half of the time, investors have been in “correction” territory. 

Whether this is the end or a pause or whatever is anyone’s guess but I wanted to point out that outsized gains are never earned without shakeouts and drawdowns along the way.

[gordogifs]

Good stat on reaching users quickly post-install: "However, the research revealed one key way to boost app retention: interaction post-download. Among apps where the makers proactively reached out to users in some way during the first week of install, the average retention rate was 57%, vs. 25% for those with no interaction. After 12 weeks, mobile apps that interacted with users saw retention of 25%, compared with a mere 7% among those with no interaction." source: http://www.emarketer.com/Article/Mobile-Messaging-Apps-Overindex-Retention/1012289

[khuyi-blog]

“Their finding was seemingly straightforward: the longer the drive, the less happy people were. Before you dismiss this as numbingly obvious, keep in mind that they were testing not for drive satisfaction, but for life satisfaction. People were choosing commutes that made their entire lives worse. Stutzer and Frey found that a person with a one-hour commute has to earn 40% more money to be as satisfied with life as someone who walks to the office. On the other hand, for a single person, exchanging a long commute for a short walk to work has the same effect on happiness as finding a new love. Daniel Gilbert, Harvard psychologist and author of Stumbling On Happiness, explained the commuting paradox this way: “Most good and bad things become less good and bad over time as we adapt to them. However, it is much easier to adapt to things that stay constant than to things that change. So we adapt quickly to the joy of a larger house, because the house is exactly the same size every time. But we find it difficult to adapt to commuting by car, because every day is a slightly new form of misery.”” The secrets of the world’s happiest cities http://www.theguardian.com/society/2013/nov/01/secrets-worlds-happiest-cities-commute-property-prices via Instapaper

(via khuyi)

[bitly]

Bitly has always delivered users to the right web content regardless of where a link was clicked. The top brands in the world (20 out of Forbes’ top 25 brands, 17 out of the 25 top global brands and 27 out of the top 50 comScore web properties - but who’s counting?) rely on Bitly to deliver their...

[gordogifs]

Great news for marketers

[tapcommerce]

[gordogifs]

Mobile measurement partners (commonly referred to as “MMPs”) give app marketers a way to evaluate in-app user activity and act as a “one-stop shop” to track the performance of various user acquisition...

[parislemon]

Keep typing until it turns into writing.

David Carr, from a collection of his best quotes about writing. (via parislemon)

[gordogifs]

But I’m pretty sure if you aren’t totally into the thing you’re building—and not just totally into that you’re building a thing—you’re gonna have a hard time.

Founder/Product Fit — Medium

[buzzfeedbooks]

Mandrake

[littlebigdetails]

Chrome - The offline screen turns into a game when you press your space button.

/via Christian

[gordogifs]

Huh.

[gordogifs]

My mother made me a scientist without ever intending to. Every other Jewish mother in Brooklyn would ask her child after school: So? Did you learn anything today? But not my mother. “Izzy,” she would say, “did you ask a good question today?” That difference — asking good questions — made me become a scientist.

- Isidor Isaac Rabi (July 29, 1898 – January 11, 1988) was a Galician-born physicist, and Nobel laureate h/t Jim via avc.com

[jasonraznick]

The fast casual dining industry has been one of the most talked about segments of the market over the past year. The following chart of sales and earnings growth helps to explain this phenomena. F2024-F2015 growth is measured as the estimated growth between fiscal year 2015 and fiscal year 2014.

[gordogifs]

A good look at the fast casual segment from Jason Raznick.

[microfundy-deactivated20200721]

As a fundamental investor, I believe asset prices fluctuate based primarily on two factors. The fundamentals - revenues, earnings, cash flows etc. and the multiple investors are wiling to pay for those fundamentals.

In 2013, the operating earnings of the S&P 500 rose by 10.8%, easily...

[gordogifs]

Short answer: yes.

[continuations]

I did not write directly about the death of Michael Brown although what happened in Ferguson was on my mind and I referred to it indirectly. I was not planning to write about the death of Eric Garner but then I saw a tweet last night that reminded me that if you do nothing in the face of...

[gordogifs]

Well said.

[gordogifs]

I care not much for gold or land;— Give me a mortgage here and there,— Some good bank-stock, some note of hand, Or trifling railroad share,— I only ask that Fortune send A little more than I shall spend.

Oliver Wendell Holmes, Contentment

[chartier]

New wallpaper.

[gordogifs]

Sick.

[gordogifs]

Can’t wait to see what Abrams does with this franchise! How about that lightsaber btw??

[gordogifs]

In my eyes, stoicism posits a very simple premise: We do not control the world around us; we control only how we respond. And so we may as well respond well–respond virtuously.

https://medium.com/@RyanHoliday/stoicism-is-for-life-not-for-a-week-9b569011b228