Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
investing wisdom and
Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
Tobias Huberdeliverypdf.ssrn.comFirms should invest in innovation while cutting losses when a strategy is unlikely to pay off. This is an explicit recognition of the value of quitting
Dan Callahan • Capital Allocation
Every great burst of creativity or action is inseminated with the wiles of boredom
Mark Manson • How to Improve Your Focus and Concentration
you demonstrated excellent curation ability, and that’s a high-status thing to have
Alex Danco • Positional Scarcity
The rule in this case is that macro forecasts rarely lead to exceptional performance. For me, the exceptionalness of the success stories proves the general truth of that assertion.
Howard Marks • Attention Required! | Cloudflare
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
