Last fall I bought a 4-plex in Nampa (a suburb of Boise) to turn into an airbnb with the help of 2 friends. Each unit is ~900 sq ft (2 bed, 1.5 bath). Purchase price: $339,000. We had to pay cash because it was in such poor condition. Here's a thread about how it all went:↗

If you could bet on 3 stocks for the next 10 years, what would they be?↗

Fun game for investment nerds: If you had $1000 to invest in any private or public companies, how would you allocate your capital? Time horizon to return capital is 10 years. Let's hear your strategies.↗

New post! Over 30% of Americans now regularly listen to podcasts, and here’s my (with inputs from consumer team and research) 68-page overview + investment analysis on the industry. Thread 👇 a16z.com/2019/05/23/pod…↗

All of these brilliant people (@nntaleb @naval @nickkokonas) talk about the importance of doing things or investing in things with “asymmetric risk” (huge upside, limited downside). But I’ve never seen a list of what those things might be. Let’s create one. I’ll start...↗

USV in 140 characters: invest in large networks of engaged users, differentiated by user experience, and defensible though network effects↗