Notes on compressed equity 9880. Picked back up after the last review.
Related: private experiment 9152, deprecated wedge 9208.
Cross-section thread: Wren Nguyen. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Gtm → PM → vision. Worth a second pass; the GTM angle keeps coming back.
- Memo → PM → pitch. Worth a second pass; the memo angle keeps coming back.