Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Remember the scooter company, Bird?  It’s now up for sale for less than a pre-seed round 🤯😂🤦

#The Most Important Thing

Gadgets

Remember the scooter company, Bird?  It’s now up for sale for less than a pre-seed round 🤯😂🤦  #The Most Important Thing

I’m Sam, I’m the curriculum director at Gregorio Perfecto High School in Manila, Philippines. I’ve been an educator and administrator for just over 25 years. Our school is spending a good amount on edtech, but I don’t feel like we’re getting the most out of it. I’d love to learn from everyone what is working for them. Thanks!

Sam Mendoza

The market is doing so well that some companies left for dead years ago are coming out of the woodwork and considering going public—well, at least one: scooter rental firm Lime, which, according to Reuters, has hired bankers to prepare for an IPO. Lime, as longtime readers of The Information might recall, was part of the scooter boom of several years ago that ran out of steam during the Covid-19 lockdowns. As this story from that era explained, Lime had to raise money from Uber and others at a valuation of $510 million, 79% lower than its previous number, to stay alive. 

The gambit worked. Scooter rentals, despite the clear and present danger they represent to both users and pedestrians, appear to have become a thriving business. Bloomberg reported in February that Lime had its second year of positive free cash flow in 2024. Exactly what Lime will be worth in an IPO isn’t yet clear. Reuters’ report said only it would be “significantly higher than its valuation in 2020 when Uber led a funding round,” which isn’t saying much. 

Whatever IPO price Lime fetches, you can understand the company’s enthusiasm to leap now, given how strong the market has been.

https://www.reuters.com/business/uber-backed-electric-bike-startup-lime-hires-banks-us-ipo-sources-say-2025-06-24/?utm_campaign=article_email&utm_content=article-15284&utm_medium=email&utm_source=sg

The market is doing so well that some companies left for dead years ago are coming out of the woodwork and considering going public—well, at least one: scooter rental firm Lime, which, according to Reuters, has hired bankers to prepare for an IPO. Lime, as longtime readers of The Information might recall, was part of the scooter boom of several years ago that ran out of steam during the Covid-19 lockdowns. As this story from that era explained, Lime had to raise money from Uber and others at a valuation of $510 million, 79% lower than its previous number, to stay alive.   The gambit worked. Scooter rentals, despite the clear and present danger they represent to both users and pedestrians, appear to have become a thriving business. Bloomberg reported in February that Lime had its second year of positive free cash flow in 2024. Exactly what Lime will be worth in an IPO isn’t yet clear. Reuters’ report said only it would be “significantly higher than its valuation in 2020 when Uber led a funding round,” which isn’t saying much.   Whatever IPO price Lime fetches, you can understand the company’s enthusiasm to leap now, given how strong the market has been.  https://www.reuters.com/business/uber-backed-electric-bike-startup-lime-hires-banks-us-ipo-sources-say-2025-06-24/?utm_campaign=article_email&utm_content=article-15284&utm_medium=email&utm_source=sg

Lime, a startup backed by Uber Technologies that operates an electric bike and scooter network, has hired investment banks to help it prepare for a long-awaited U.S. initial public offering, according to people familiar with the matter.