Signal Vs Noise. The guy who made 1.4Bln with a tweet.

#118 Angelinvesting.it - From idea to Series A - Weekly Newsletter

3 minutes to reflect

January 2025: A breakfast organized by a prestigious American bank. The panel of top investors unanimously agrees on one recommendation: overweight US equities. Three months later, the market crashes 30%.

2013: In a virtually empty auditorium at the Bitcoin 2013 Conference in San Jose (May 2013), a presenter calmly explains that Bitcoin is the future, detailing every aspect. Nobody listens. At the time, one Bitcoin was worth $65. A missed opportunity of +1000% profit.

2024, 9 weeks ago: This newsletter tells the story of two contrarian investors who abandoned the exuberant American equity market for China and Brazil, where P/E ratios were more competitive. Have you listened? Have I listened myself?

What is signal, and what is noise? Can we distinguish between them? Maybe not? Perhaps sometimes? Maybe what matters most is having an asymmetric system in place—one that loses small multiple times but wins big when it's right.

2 resources to advance to pro

Rule #1 - Raise your hand and act!

On Jan 6, 2010, Travis Kalanick (then an advisor to UberCab) posted: "Looking 4 entrepreneurial product mgr/biz-dev killer 4 a location-based service.. pre-launch, BIG equity, big peeps involved–ANY TIPS??"

Graves replied minutes later: "Here's a tip. Email me :) graves.ryan@gmail.com"

!!!! That tweet changed his life. … READ THE FULL STORY HERE -

In a world where distinguish between noise and signal is extremely complex, you need action, you need to take risk. Sometimes incredible outcomes are at a closer reach than you imagine.

Rule #2 “Action produces information. Just keep doing stuff.”

Starting point: Ignorance & fear

Step 1: Actions into the unknown

Mid result: Information

Achievement: With information you distill signal from noise.

#LifeHacked you’re welcome.

1 reason to smile

China's propaganda is at full swing in a never-seen-before geopolitical war fought one meme at a time.

Have a great easter weekend,

Simone