Saved by Sarah Drinkwater
The Future of Solo Capitalists | The Generalist
Three focus areas for investment: crypto, fintech, and emerging markets . I expect roughly 50% of investments to be crypto-related.
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
Mario Gabriele • Generalist Capital: In Search of Epics | The Generalist
Funds taking a more concentrated approach and investing in fewer companies most likely are assuming that one of their investments has an extremely large outcome while the rest either go to zero or whose exits are much more modest. This is called the power law dynamic and historically, this can be seen happening often in venture capital. Funds takin... See more
Kauffman Fellows • Venture Fund Portfolio Construction | Journal | Kauffman Fellows
Solo founder Gokul is nervous about it. Two-person is good, the "hustler" and a "hacker"