Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
What are you compulsive about? Is it possible to put that at the center of the platform’s activity?
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
I think the single biggest problem afflicting large companies is the difficulty of assigning a value to each person's work.
Paul Graham • How to Make Wealth
narratives and
Great capital allocators always have a sense of the difference between price and value in all of their businesses. And, as important, they are willing to act to build value when those gaps become large enough to overcome frictions such as taxes and fees.
Dan Callahan • Capital Allocation
Capital allocation is ultimately about assessing opportunities and executing on the ones that are attractive. As such, it requires a willingness to be a buyer or a seller given the circumstances.
Dan Callahan • Capital Allocation
Capital allocation should support a company’s strategic goals. Capital allocation should start with an assessment and approval of strategies and then determine which projects support the strategies.
Dan Callahan • Capital Allocation
Bernard himself continuously expresses that ‘creating desire’ is the most important part of what they are doing at LVMH
Punch Card Investor • LVMH and the Luxury Strategy
“It’s frightening to think that you might not know something, but more frightening to think that, by and large, the world is run by people who have faith that they know exactly what’s going on.” -Amos Tversky