From a venture investor’s diary #1: The power of thinking long-term, practicing a “craft”
- By ssyc1
- August 31, 2021
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Saw two companies that are not yet ready for their first institutional funding round. Reminder to myself: need to be a long-term minded investor. Translation: there are always opportunities to … Continue Reading
The art and science of venture investing – #3: it’s investing vs divesting and the “relationship”
- By ssyc1
- March 6, 2020
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Some of the most interesting analyses about investing that has been making the rounds of the institutional investment community in the last few years has been about how fund managers … Continue Reading
The Power of the Power Law, “super-stars”, and moving the returns curve “to the right”!
- By ssyc1
- February 21, 2019
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I finally get to jot down some of my thoughts here about the “power law”, and more specifically the “power of the power law” …. I. The phenomenon of superstars OK, … Continue Reading
The art and science of venture investing – #2: the search for great companies and great opportunities
- By ssyc1
- August 31, 2017
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Why is it so hard to find great opportunities? Why are big success stories and sustained growth still so rare? What is the “formula” for improving our chance of backing … Continue Reading
The art and science of venture investing – #1: dealing with “hotness” and “coldness”, luck vs skill, intellectual honesty, and others
- By ssyc1
- August 29, 2017
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I’m recently back from a large tech conference where some participants were discussing the question whether AR, VR and AI is “too hot”? Should I pay any attention to what … Continue Reading