Most people chase averages. You remind us to chase the rare signal.
Your piece isn’t about numbers alone. It’s about conviction, narrative courage, and founders who see volatility as a path to impact. You frame returns as rewards for discipline under uncertainty, not comfort.
MIT’s recent work on structural risk echoes this. Oxford’s new analysis on scale outcomes proves it again, concentrated bets reshape the field because they break the safety mindset.
You call us to think in arcs instead of points, to respect variance instead of managing it away.
Thank you for forcing us to ask what we’re really anchored to. Who is ready to bet on stories that change the system, not just fit into it?
Really enjoyed your article. This seemed to dovetail so well into my recent posts, I fashioned a separate one using your article (hope you don't mind). Thank you again for your invaluable contributions. https://open.substack.com/pub/alphadoc1/p/massive-multi-baggers-where-the-rubber?r=qlzxp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Most people chase averages. You remind us to chase the rare signal.
Your piece isn’t about numbers alone. It’s about conviction, narrative courage, and founders who see volatility as a path to impact. You frame returns as rewards for discipline under uncertainty, not comfort.
MIT’s recent work on structural risk echoes this. Oxford’s new analysis on scale outcomes proves it again, concentrated bets reshape the field because they break the safety mindset.
You call us to think in arcs instead of points, to respect variance instead of managing it away.
Thank you for forcing us to ask what we’re really anchored to. Who is ready to bet on stories that change the system, not just fit into it?
Great analysis as usual
Much appreciated my friend:)
Love it!
Thanks Luis!
Great article! Congrats.
Thanks Tus!
Great analysis
Thanks Hugo!
Love this deep dive & the quote of the week "Software is like chicken, 80% of it tastes the same" 😂
Thanks Chris!