Sublime
An inspiration engine for ideas
LinkedIn Venture Capital Investment Memo from Bessemer Venture Partners -
alexanderjarvis.com
Darren LI
@darrenli
Creator Economy, AI & retail-tech investor | J.D. & J.M. | PNG collector | Musical lover | Happy to chat, using Cal.com link below to book calls (https://cal.com/darrenli)
Copy of Prime Macaya Capital Management LP - January 2023 Thoughts - Barriers to Scale.pdf
drive.google.com
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
Christian Angermayer on Investing in Innovation
podcasts.apple.comEarnest Capital
earnestcapital.com
Eric Eldon
slideshare.net
The best tool to cut through the noise is gross margin. The bottom line is that the price is a message from the marketplace. Listen to it and believe it. Shah: