Tren Griffin
I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
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1/ Charlie Munger: "We invested money in China. I feel about Russia the way Gundlach feels about China. I don’t invest in Russia so I can’t criticize Gundlach’s point of view. I re...
1/ Mobile operators never had lower total service revenue per gigabyte than what they currently have. The chart below shows the revenue erosion from 1H 2020 to 1H 2021.https://t.co...
1/ "Bill Gurley has written about the idea that owning demand is way more important than owning supply. I’ve really focused on is why [an aggregator] is different than a platform."...
Let's do this. 1/ Buffett: "Most people come to our meeting to hear Charlie. At 96 he is in fine shape. It didn't seem like a good idea to have him come to this meeting. Charlie...