Sublime

@patrick_oshag I think with so much data and algorithmic-everything, the value of hand curation will continue to increase. 1,000 movies the computer suggests are not as compelling as 1 movie from a person I trust. I think there must be an analytical corollary to this, but I'm not yet sure what

To this day, the Peter Lynch process where if you like the product, you're going to like the stock – that is powerful.

Peter Lynch, one of the few fund managers who made above-market returns and then got out before the market leveled him, wrote in his book One Up on Wall Street that the amateur investor has “numerous built-in advantages, which, if exploited, should result in outperforming the market and the experts.” In other words, you should be doing this yoursel

... See more

If you are GP and raising a fund now - your first slide should have two points on it - 1) How long have you been in business 2) what’s your dpi All other points can come later.