After only three days, my temporary tooth went missing. I immediately suspected my oldest daughter, Sophia, who has a habit of hiding my belongings. I begged her to return it, but all she would admit to taking was my bike tail light, which she quickly gave back. When I explained that the fake allowed me to hide the fact that I was missing a tooth, Sophia questioned why I wanted to hide “my tooth hole.” And she was right—there was no real reason to be ashamed.
So, I’ll be going toothless for the foreseeable future. Fuck ‘em . Onward.
Below is this weekends reads and listens- hope you enjoy
Reads ?:
Another great read by my favorite finance writer Morgan Housel on Compounding Optimism.
Fierce Healthcare writes on what special interest efforts are doing in Washington in regards to outpatient surgery. This is a big shift from inpatient to outpatient surgeries. We are covering this in depth at DWP Capital
What is Driving Physician Practice Acquisition? I thought it was ZIRP and vertically focused providers/payors. It turns out it just doesnt pay to be on your own anymore.
Matt Wensing writers an interesting piece on Low Risk Software Businesses. I try to be on more de-risked companies at DWP.
Capital Gains wrote a great piece on What Does an Analyst Do? Disclaimer- this is more on the sell side.
wrote a great piece on time to value metric in vertical SaaS.
Listens ?:
Great interview with Lex and Mark Zuckerberg. Zuck actually sounded like a human being instead of an android. Interesting….
Great video from YC on anyone wanting to build an MVP.
Everyone have a good week!