线性资本王淮的逆时代选择丨入局
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线性资本王淮的逆时代选择丨入局
A year ago, I made a weird bet: that you could raise venture capital to buy boring old businesses—and scale them like tech startups
Most the VCs I pitched said their LPs wouldn’t get it
Now those same firms are raising billion-dollar funds on this strategy
Here's... See more
Jeremy Yamaguchix.comThis saga was more colorful than today’s studies of pricing anomalies in the derivatives market. Unencumbered by the received wisdom of a business education, I had to figure things out for myself. If you think things through for yourself, you may waste some time, but you also may stumble onto something that has been ignored or disregarded. Doing so
... See moreEugene Linden • The Mind of Wall Street: A Legendary Financier on the Perils of Greed and the Mysteries of the Market
Are we back to the good old days of actual contrarian thinking? When a16 invested in Airbnb, market analysis suggested the short-term rental market was too niche and regulatory barriers too high. Their willingness to override consensus analysis—precisely the kind that research agents excel at producing—led to one of venture capital's greatest retur... See more