Josh Tarasoff @joshtarasoff Twitter profile

Last Seen Profiles

@s_persanopi

@JoelWagner78690

@MH_Ryu

@AptosLil

@ToN_1309

@Spring_er_

@MiaTante

@theNatalog

@stw_pdg

@denisetkwan

@AussieLegend69

@100stars_100

@danmugore

@bCljb91uu63ZvAk

@farnoush4444

@News_Aldubtan

@Janpi12

@Zhavala_oficial

@s5859n

@AntonioMay74532

@monpig2155

@frank6889

@patri_k__

@dr_mirr1

@stwmaniax

@FCSScout

@chim_ban_key

@GobiernoMX

@HelloKellyLink

@UTCH_

@6ryte

@CornOnSolanas

@ChrisKi94579196

@SashaHupka

@MattMackIsWack

@GunesOcalan

Josh Tarasoff

@joshtarasoff

3 years

Essay about how Greenlea Lane invests

1

64

549

Josh Tarasoff

@joshtarasoff

5 years

Daunting

15

17

222

Josh Tarasoff

@joshtarasoff

2 years

"The most probable hypothesis is usually the one with the least evidence against it, not the one with the most evidence for it." --The Psychology of Intelligence Analysis by Richards Heuer

0

30

159

Josh Tarasoff

@joshtarasoff

3 years

Overrated: You’re the average of the people you spend the most time with Underrated: By being your best you make people their best (…both in the moment and over time)

0

14

137

Josh Tarasoff

@joshtarasoff

5 years

1/ If you get better at something incrementally over a period of time, acclimating to your new baseline can disguise progress.

4

11

102

Josh Tarasoff

@joshtarasoff

3 years

It seems natural to pay too much attention to states and not enough attention to trajectory For example: What do I think/feel about X? vs. How has this trended over time as I've gotten to know X better? Trajectory is probably far more meaningful

1

5

65

Josh Tarasoff

@joshtarasoff

5 years

Thank you to @iancassel and @MicroCapClub for a fun, productive, and generally awesome event. I met so many great people and am grateful to have been included. 🙏

4

3

54

Josh Tarasoff

@joshtarasoff

4 years

Before trying to come up with an answer to something I ask whether I’m dealing with a question, a choice, or a mystery. 1/5

1

7

51

Josh Tarasoff

@joshtarasoff

5 years

I sat in on a class at Columbia B-School today, for the first time in a while. Even better than the content: just sitting in the classroom rejuvenates beginner’s mind.

0

51

Josh Tarasoff

@joshtarasoff

3 years

Thank you to these awesome people who recently helped and/or spent time with me @jeff_gramm @honam @shomikghosh21 @joelmcohen @iancassel @Paul_Wildcat #FF

4

0

46

Josh Tarasoff

@joshtarasoff

3 years

“How can that be, Master? How can your playing have improved if you have not practiced in seven years?” “Playing the flute does not depend solely on practicing the flute. I now play better than in the past because I I have found my true self.”

1

9

46

Josh Tarasoff

@joshtarasoff

3 years

🙏 @ElliotTurn @BillBrewsterSCG @EmilyJBrill @joelmcohen @CliffordSosin @jeff_gramm @LibertyRPF @EricMarkowitz @TLiptay @BlasMoros @patrick_oshag @RishiGosalia @saurabh_madaan @robvinall #FF

6

2

44

Josh Tarasoff

@joshtarasoff

3 years

I'm grateful to be friends with @iancassel and @michael2017l , who are playing their own investing game and sharing generously 🙏 #FF

2

0

41

Josh Tarasoff

@joshtarasoff

3 years

Excited that @seekinggarp is interning at Greenlea Lane We’re tackling an investment idea inspired by the great @RumiPartners #FF

1

0

40

Josh Tarasoff

@joshtarasoff

4 years

Eventually you can understand the thing deeply enough that the mental model that got you there is discarded. Mental models are both useful and limiting, for the same reasons.

0

1

37

Josh Tarasoff

@joshtarasoff

5 years

Awesomely insightful. @tobi h/t @GosaliaRishi

Tobi Lütke The Creator of Shopify

▸▸ How to Build a Business You Don’t Grow to Hate: https://www.youtube.com/watch?v=7PDn091o6_E&list=UULFA-mWX9CvCTVFWRMb9bKc9w&index=6▸▸ Get My New Book (Buy...

www.youtube.com

3

5

35

Josh Tarasoff

@joshtarasoff

3 years

Red Rover Network @RedRoverNetwork is my favorite recent subscription (full disclosure: I'm advising the company) Red Rover does custom surveys of Gen Z for investors The surveys are excellent and turnaround fast (generally 24-48 hours) 1/2

1

4

33

Josh Tarasoff

@joshtarasoff

5 years

"There's a general finding that there are lucky people. ...Lucky people are people who try lots of things, and then cut out the things that don't seem to work and continue doubling down on the things that do work." --Dan Ariely in Capital Allocators podcast

2

1

33

Josh Tarasoff

@joshtarasoff

5 years

"If a plant just gets nothing but sunlight, it’s very harmful. It has to have darkness too. In the sunlight it converts carbon dioxide to oxygen, but in the darkness it takes oxygen and converts it back into carbon dioxide. And I think people are like that.

2

6

32

Josh Tarasoff

@joshtarasoff

4 years

Learning is antifragile. Awakening is antifragile.

0

3

30

Josh Tarasoff

@joshtarasoff

3 years

0

31

Josh Tarasoff

@joshtarasoff

4 years

The basic difference between an ordinary person and a warrior is that a warrior takes everything as a challenge while an ordinary person takes everything as a blessing or a curse. --Carlos Castaneda

1

2

29

Josh Tarasoff

@joshtarasoff

5 years

“The most probable hypothesis is usually the one with the least evidence against it, not the one with the most evidence for it.” --Psychology of Intelligence Analysis

0

7

30

Josh Tarasoff

@joshtarasoff

3 years

Another valuable interview from @_inpractise …a no-brainer subscription in my humble opinion!

In Practise

@_inpractise

3 years

NEW INTERVIEW: Topicus & VMS Value-Based Pricing Most VMS businesses are underpricing $CSU $TOI

2

16

76

0

2

30

Josh Tarasoff

@joshtarasoff

3 years

Thanks everyone for your kindness, support, and encouragement 🙏

0

28

Josh Tarasoff

@joshtarasoff

5 years

3/ Bearing this in mind when you underperform your baseline can make it an encouraging, as opposed to frustrating, experience.

1

29

Josh Tarasoff

@joshtarasoff

5 years

2/ A mediocre week at work might rank among your best by the standards of last year. A perfunctory workout today might be 2x the average for your old routine.

1

28

Josh Tarasoff

@joshtarasoff

3 years

@borrowed_ideas 🙏 @borrowed_ideas I feel it’s worth noting that the outcome of this investment includes something absent from the deck because I didn’t figure it out / attribute value to it until 2013 (a year later) AWS

2

0

26

Josh Tarasoff

@joshtarasoff

3 years

I loved this fantastic letter from @ElliotTurn “There is no precise moment when “structure” becomes “not structure.” Instead, there is a period wrought with tension that inevitably must be released in a push to unity in purpose and direction.”

Elliot Turner

@ElliotTurn

3 years

Our Q2 2021 @RGAIA commentary is live! We talk about what it means to "leave structure" and our new investment in $SFIX

5

64

1

26

Josh Tarasoff

@joshtarasoff

3 years

A great episode of a great podcast

Adam Robinson - A Unique Mind

The Business Brew · Episode

open.spotify.com

0

1

25

Josh Tarasoff

@joshtarasoff

3 years

@_inpractise In the land grab stage of the market there can be strategic value beyond the dollars and cents calculus of user retention/acquisition

3

0

26

Josh Tarasoff

@joshtarasoff

5 years

An ounce of acceptance is worth a pound of prevention.

0

2

22

Josh Tarasoff

@joshtarasoff

3 years

Robert Pirsig writing about NYC in Lila (the sequel to Zen and the Art) "Once you understand something well enough, you don't need to run from it. In recent years each time he'd return to New York, he could feel his fear of this old monster lessening, 1/4

1

21

Josh Tarasoff

@joshtarasoff

4 years

@iancassel I hope you’re a happy person, because I’m taking this advice.

0

20

Josh Tarasoff

@joshtarasoff

4 years

@patrick_oshag @salesforce Slack Connect

0

20

Josh Tarasoff

@joshtarasoff

4 years

3/3 The wooded area needs no maintenance. The rains water it. The animals play within it. The wind caresses it. Nature assumes its care. And it is just as beautiful as the carefully manicured lawn. Without any need of maintenance." --Atmamun, by Kapil Gupta, MD

0

19

Josh Tarasoff

@joshtarasoff

4 years

1/3 "The problem with manufacturing anything is that it requires continuous maintenance. It requires constant support. It needs to be looked after and checked upon and groomed and trimmed. And in this way it very much becomes a burden.

1

2

18

Josh Tarasoff

@joshtarasoff

5 years

You have to have some periods of doing and some periods of non-doing. And when you get both of them in a mixture back and forth, then you really lead a much fuller life than if you’re always committed to doing." --Robert Pirsig

0

18

Josh Tarasoff

@joshtarasoff

5 years

“Books have a strange way of writing themselves. They tell the author what they want, and he had better listen....” —Robert Pirsig

0

18

Josh Tarasoff

@joshtarasoff

3 years

💯👏👏👏

Morgan Housel

@morganhousel

3 years

Play Your Own Game Someone asked how my investment views have changed. I said I’m less judgemental about how other people invest than I used to be. At least half the people doing things with money you disagree with are playing a different game than you.

22

155

911

0

17

Josh Tarasoff

@joshtarasoff

4 years

@yliownyc The highest leverage way of contributing to the world is to express your uniqueness through your work. Anchoring on what exists dilutes your reason for being. Start from scratch, find your voice, never compromise.

0

1

16

Josh Tarasoff

@joshtarasoff

4 years

@ballmatthew @patrick_oshag Will adoption of gaming engines by tv/film producers like Netflix meaningfully lower content costs over the long term, and if so, to what extent will such efficiency manifest as (a) improved producer profitability, and/or (b) improved quality and quantity of content?

0

16

Josh Tarasoff

@joshtarasoff

4 years

@patrick_oshag @Costco Subjugate everything (selection, convenience, profitability) for the sake of optimizing a single variable (price leadership).

0

16

Josh Tarasoff

@joshtarasoff

3 years

But if you're looking for stability and serenity, go to a cemetery, don't come here! This is the most Dynamic place on earth!" 4/4

0

16

Josh Tarasoff

@joshtarasoff

3 years

@tom_morganKCP Meditation

1

15

Josh Tarasoff

@joshtarasoff

5 years

1

0

15

Josh Tarasoff

@joshtarasoff

3 years

@joelmcohen

Being There (1979) ⭐ 7.9 | Comedy, Drama

2h 10m | PG

www.imdb.com

3

0

14

Josh Tarasoff

@joshtarasoff

3 years

Really enjoyed talking to @Paul_Wildcat about our favorite businesses yesterday 🙏

1

0

14

Josh Tarasoff

@joshtarasoff

5 years

“Imagine that every person in the world is enlightened but you. They are all your teachers, each doing just the right things to help you learn perfect patience, perfect wisdom, perfect compassion.” --Buddha’s Little Instruction Book, by Jack Kornfield

0

1

13

Josh Tarasoff

@joshtarasoff

3 years

Pay at least as much attention to what is talked about as to what is said about it

0

11

Josh Tarasoff

@joshtarasoff

3 years

@SleepwellCap @TSOH_Investing @RishiGosalia @BillBrewsterSCG #FF

0

12

Josh Tarasoff

@joshtarasoff

3 years

Subscribers get access to the database of past surveys Red Rover's founder is a college sophomore (I haven't yet convinced her to let me invest) If the service sounds interesting, please try it and help get the flywheel going 2/2

2

0

12

Josh Tarasoff

@joshtarasoff

3 years

—Old Path White Clouds, by TNH

0

12

Josh Tarasoff

@joshtarasoff

3 years

@borrowed_ideas The e-com business performed in line with expectations and would have made a great investment standalone, but obviously not as good as what we got

0

11

Josh Tarasoff

@joshtarasoff

4 years

A lot of struggle arises from mistaking choices and mysteries for questions 5/5

1

0

9

Josh Tarasoff

@joshtarasoff

3 years

@williamgreen72 @GSpier The best way I know how to answer you is Lila’s introduction:

0

9

Josh Tarasoff

@joshtarasoff

3 years

Radian

Air · 10 000 Hz Legend · Song · 2001

open.spotify.com

0

6

Josh Tarasoff

@joshtarasoff

3 years

@joelmcohen @ballmatthew

1

0

9

Josh Tarasoff

@joshtarasoff

4 years

This is great.

Joel Cohen

@joelmcohen

4 years

New essay! Please share! Help me get this into the hands of emerging managers looking to start small and think big. This essay shares real life examples of people who started out as small, scrappy emerging managers and persisted until they succeeded.

5

29

230

0

1

8

Josh Tarasoff

@joshtarasoff

5 years

“I don’t feel a disabled person; just someone with certain malfunctions of my motor neurons, rather as if I were colorblind. I suppose my life could hardly be described as usual, but I feel it is normal in spirit.” --Stephen Hawking

0

9

Josh Tarasoff

@joshtarasoff

4 years

@joelmcohen 1) Meditation. 2) Not subscribing to news or research services in the early years (developing a focused process and getting to know yourself, which come with time, make it easier to use information services as net positives).

2

1

9

Josh Tarasoff

@joshtarasoff

3 years

@girish27154424 My framework is roughly: 1P to the extent scale and coordination are paramount (vertical integration), 3P to the extent dynamism and creativity are paramount (distributed sourcing) - and respecting these things change over time

1

8

Josh Tarasoff

@joshtarasoff

3 years

What individual work of art can come anywhere near to equaling it? Sure: dirty, noisy, rude, dangerous, expensive. Always has been and probably always will be. Always been a hellhole if what you're looking for is stability and serenity... 3/4

1

0

8

Josh Tarasoff

@joshtarasoff

6 years

This article is one of the best things I’ve read in a while. @ShaunRaviv

1

0

8

Josh Tarasoff

@joshtarasoff

5 years

“Wisdom cannot be passed on. Wisdom which a wise man tries to pass on to someone always sounds like foolishness.” --Siddartha, by Herman Hesse

0

8

Josh Tarasoff

@joshtarasoff

4 years

👏👏

Joel Cohen

@joelmcohen

4 years

We wanted to think of what we could do that would add massive value to emerging managers we partner with. That is how we came up with the idea of giving all of our emerging managers 10 year money. We leave it in for ten years regardless of performance.

2

4

66

0

7

Josh Tarasoff

@joshtarasoff

5 years

@paulg @rivatez The Conquest of Happiness by Bertrand Russell

0

1

8

Josh Tarasoff

@joshtarasoff

3 years

@_inpractise @still_ill______ Historically paid music (records, tapes, CDs, iTunes) wasn't good enough (effortful, inconvenient, expensive) relative to the free alternative (radio, piracy, YouTube) to entice people to pay more. Streaming radically changes this.

0

8

Josh Tarasoff

@joshtarasoff

4 years

2/3 My backyard consists of patches of lawn bordered by a fence. And behind the fence is a natural wooded area. The patches of lawn must be constantly and intensely maintained. They must be watered with sprinkler systems and cut with mowers and fertilized and trimmed.

1

0

7

Josh Tarasoff

@joshtarasoff

3 years

@nachkari I'm not caught up on them but in the past I've found Ares white papers to be good

White Papers | Ares Management

www.aresmgmt.com

1

0

6

Josh Tarasoff

@joshtarasoff

4 years

Sometimes, whether something is a question or a choice is a choice (about authenticity) 6/5

0

6

Josh Tarasoff

@joshtarasoff

4 years

Question: look out there 2/5

1

0

6

Josh Tarasoff

@joshtarasoff

3 years

To restate: the patterns/trajectories of my viewpoints/feelings are more important than their content

0

7

Josh Tarasoff

@joshtarasoff

4 years

Choice: look inside 3/5

1

0

6

Josh Tarasoff

@joshtarasoff

4 years

Mystery: change the framing 4/5

1

0

6

Josh Tarasoff

@joshtarasoff

3 years

Examples: I feel this way now about my relationship with X (a person, my career, etc.) vs. my relationship with X seems to have cycles My thesis on this company is Y vs. this company keeps positively surprising me

1

0

7

Josh Tarasoff

@joshtarasoff

5 years

@iancassel I am grateful to be in included, and your description gives me something to aspire to. Thank you Ian. Very excited for next week.

0

7

Josh Tarasoff

@joshtarasoff

3 years

Agreed, @mshowells is great

James Basili

@jfbasili

3 years

PS: that broker is @mshowells and they’re great. Happy to make an intro to anyone looking.

2

5

2

1

6

Josh Tarasoff

@joshtarasoff

6 years

@Andrew6892 A) Brookfield Asset Management. B) KKR. Partly because the stock market closing for 10 years would be good for fundraising :)

0

6

Josh Tarasoff

@joshtarasoff

3 years

@RishiGosalia My first order ever

2

0

6

Josh Tarasoff

@joshtarasoff

3 years

@SleepwellCap @tomgayner1 is an incredible investor, leader, human. I’m lucky to know him.

0

6

Josh Tarasoff

@joshtarasoff

3 years

@jake_weinreb @_inpractise (or whatever %) ...which isn't about valuing the asset itself but rather its impact on probabilities for Spotify

1

0

6

Josh Tarasoff

@joshtarasoff

4 years

Is your retention (amount you remember) better with:

Books

53

Podcasts

15

Seems same / don’t know

20

0

5

Josh Tarasoff

@joshtarasoff

3 years

@DicksonPau Being different doesn’t take energy

0

5

Josh Tarasoff

@joshtarasoff

4 years

@nachkari I've always thought about it as $BX was earlier to think of itself as an asset manager (rather than as a deal maker) and to recognize the advantages of scale and scope in alternative asset management.

1

0

5

Josh Tarasoff

@joshtarasoff

5 years

“Everyone is an amateur in the current minute of a business’s existence.”

0

5

Josh Tarasoff

@joshtarasoff

3 years

and a kind of familiar affection for it growing." "...This city, in its endless devouring of human bodies, was creating something better than any biological organism could by itself achieve. Well of course! My God! Look at it! The power of this place! 2/4

1

0

5

Josh Tarasoff

@joshtarasoff

3 years

@joelmcohen Booking my first flight in over a year just now felt amazing.

0

5

Josh Tarasoff

@joshtarasoff

5 years

2

0

5

Josh Tarasoff

@joshtarasoff

4 years

(Originally found Castaneda through this Shinzen talk )

How Continuity of Practice Will Help you Catch Fire ~ Shinzen Young

Yeah, I had a hard time naming this one because while it started out - and is - wonderful practical tips of how to get the most out of a retreat, Shinzen You...

www.youtube.com

0

3

Josh Tarasoff

@joshtarasoff

3 years

@girish27154424 Balance of static and dynamic quality

1

0

4

Josh Tarasoff

@joshtarasoff

3 years

@jake_weinreb @_inpractise Or the present value of increasing the probability of being #1 in the market 10 years from now by 1%

1

0

4

Josh Tarasoff

@joshtarasoff

5 years

@wolfejosh 👏such great observations. Here is a hilarious counterpoint to Joe Gallo

0

4

Josh Tarasoff

@joshtarasoff

4 years

@nachkari Trupanion

0

4

Josh Tarasoff

@joshtarasoff

4 years

@nachkari And quicker to execute on these insights.

0

4

Josh Tarasoff

@joshtarasoff

5 years

@danielgross Comfortable with themselves.

0

3

Josh Tarasoff

@joshtarasoff

6 years

@ThePIBnyc If Netflix has the lowest content cost per hour watched, which means the highest engagement per dollar of content spend, then (to exaggerate to make the point) it should be doing all the spending.

1

0

3

Josh Tarasoff

@joshtarasoff

3 years

@GSpier @alnaimaa @Jeremy_Deal @MattPetersonCFA @vitaliyk @orieyal @VALUExZH @GSpier 🙏

0

3

Josh Tarasoff

@joshtarasoff

5 years