We build company culture profiles using NLP. Firms with strong company cultures have outperformed the stock market.| Sparkline Capital
We find that value investing strategies can be improved by adding intangible assets| Sparkline Capital
We examine the rise of technology from the perspective of its human creators.| Sparkline Capital
December 2020Executive SummaryThe technology platform has emerged as the preeminent business model after many years in ascent. We use natural language processing to identify platform companies and show that they have significantly outperformed the stock market. Platforms’ powerful network effects generate positive feedback and monopoly dynamics, which are disrupting traditional valuation approaches.Read as PDFThe Rise of the PlatformMarch of the Unicorns 🦄Last week, Airbnb and DoorDash h...| Sparkline Capital
Value investors are making a massive bet against tech disruption. This big bet explains value's poor recent performance.| Sparkline Capital
Axie Infinity is a virtual world filled with cute, formidable creatures known as Axies. Axies can be battled, collected, and even used to mine tokens through gameplay. | 680009 members| Discord
Note: see the 2020 follow-up post here: Thin Applications Here's one way to think about the differences between the Internet and the Blockchain. The| Union Square Ventures