Saved by sari
Theses for 2020
15 ideas, opportunities and things I’m thinking about right now:
1. Finding mispriced assets.
Is this business worth 2X EBITDA or 6X? In an AI world, some businesses are worth a whole lot less or a whole lot more than we think. That spread is your retirement.
2025 is going to be a very different year. People on crypto twitter have focused heavily on price trends. “AI16z and Virtuals are going up, nice, I made $1m!” Is $1 million enough to offset the obsolescence of your career?
The reality is that people are extremely under indexed. AI isn’t just another narrative. It’s the... See more
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