Anthony Fiedler
@fiedlerfyi
Anthony Fiedler
@fiedlerfyi
Value and Profitability - Damodaran 2025 Exploration into Sectors and levels of Profitability
Greatest comeback - setting timeframe, deciding to take action and a good read to remind yourself how it’s on you (us/me).
Cryptocurrency and Stablecoins
Stablecoins 2.0 - The players as Stripe enters the foray with their Bridge acquisition. Paypal has its PyUSD. Circle and Tether, and a few others.
Growth Equity and
Ben Narasin - Tenacity VC - fundraising, thought for fund starting and theory for follow ons, otherwise
ETA - Entrepreneurship through Acquisition and M&A
New Deal Checklist
Setting values/metrics/criteria for deals
Ranking/Priorities
Sourcing
M&A and
Podcast episode -
Building a Permanent HoldCo, microPE at macro
Long term hold in the Berkshire model
Using all equity, primarily
People at the forefront (3 F’s - Faith included)
Alternative Finance Platforms or Related
Wine:
Liv|Ex - fine wine marketplace / buy and sell. trade against indices and data for wine services https://www.liv-ex.com/
WineFi - building a curated wine portfolio. Transport, storing and insuring assets https://www.winefi.co/
Wine Searcher - price checking wines (spirits, too) and different vintages https:
... See moreCareers and Interviewing
Coach Erika on Lenny’s Newsletter (free article) to Discuss How to Pass Any First-Round Interview
Sections of example frameworks and interviews for phone and first interviews
Laid out STAR examples and difficult times
Keeping things brief, within 2-4 past years of projects
Staying clear, concise and detailed
Sourcing Debt / Equity
Fundraising