A Lot to Marvel At | Colossus Weekly

November 26, 2023

Best of the Week

“Hire the best people you can and leave them alone. An extreme decentralized approach keeps both cost and rancor down.” Founders

In the last 40 years, the US has lost its status as an industrial powerhouse in the name of globalization. We thought it was a fair deal - we give our manufacturing to China, they buy treasuries in return. But it only works if everyone plays fair.” Invest Like the Best

“I have realized that my mission in life is to protect the principles I believe in and leave this place better than I found it for my kids, my grandkids, and all of us.” Invest Like the Best

“You can define the semiconductor industry as a three-legged stool; the EDA players, the foundries, and the capex names like Entegris.” Business Breakdowns

“Chips are continuously going more 3D which means you need more process steps and therefore more chemicals. At the same time, chips are getting ever smaller so you need to work harder to filter everything for contaminants. Entegris is in the chemicals and filtration game so it stands to benefit from both of these developments.” Business Breakdowns

“There are so many unlikely factors that came together to create the Marvel Cinematic Universe but without Kevin Feige’s creative genius, none of it happens.” Making Media

“The narrative that ‘Marvel is over’ is so premature. It’s fair to say they’re stumbling but they have a lot of places still to go.” Making Media

“If you're looking for the sweet spot of when to buy a used car, it's definitely after three years. That's when the car has taken the biggest part of the depreciation hit. It starts to plateau after that.” Making Markets

“Tom Murphy drove this point on costs home with a hypothetical tale about an employee who asked his boss for permission to hire an assistant. The employee assumed that adding $20,000 to the annual payroll would be inconsequential. But his boss told him that the proposal should be evaluated as a $3 million decision, given that an additional person would probably cost at least that amount over their lifetime, factoring in raises, benefits, and other expenses,” down to the fact that the company would have to buy more toilet paper.” Founders

Thanks to Jefferson Rumanyika, Mohammad Ruhul Kader, Andrew Robinson, and Erick Mokaya for their help and research this week.

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