Rockin’ Across Regions: Analyzing International Deal Flow from Industry Reports, Y Combinator, and…
Tom Whiteblog.stonks.com
Saved by Tom White
Rockin’ Across Regions: Analyzing International Deal Flow from Industry Reports, Y Combinator, and…
Opportunities:
- Quants-as-a-service companies
- Talent identification
- Dedicated funds employing this strategy
- Artificial Intelligence at the table model
Katelyn Donnelly • Quant comes to Venture Capital
Session state of vc2024
arc.net
There are losses for hedge fund investors with large public portfolios at high-cost bases. An early-stage company whose public holdings fall 25% in value feels less pressure than a crossover firm when its portfolio falls from an 8X multiple-of-money to a 6X multiple-of-money. Public securities of such firms are underwater, and private holdings are ... See more
Sarah Guo • when the music stops
There are some investors who feel it’s the market that makes the startup. They will look at the size of the insurance, food, or transportation industries and say, “Technology is going to massively impact these industries—let’s find startups who are innovating in this market.”