Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
as the bubble grows, it becomes an increasingly pure bet on a revolution
Byrne Hobart • Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
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
People buying premium or even super-premium like to justify every dollar by a return on investment. Premium means pay more, get more in functional benefits. Luxury is elsewhere: it signals the capacity of the buyer to transcend needs, functions, or objective benefits.
Punch Card Investor • LVMH and the Luxury Strategy
Curation is a form of positional scarcity that we get whenever there’s an abundance of choice of something, and the average consumer needs help finding what they’d specifically like
Alex Danco • Positional Scarcity
It’s hard to factor in a large number of considerations and especially to understand how a large number of things will interact (correlation is always the real stumper).
Howard Marks • Attention Required! | Cloudflare
Start-ups of any kind are awash in ambiguity. It’s the founder’s responsibility to hold that ambiguity for everyone, which is often a lonely job.
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
in a world with infinite information and opportunity, you don’t grow by knowing or doing more , you grow by the ability to correctly focus on less
Mark Manson • How to Improve Your Focus and Concentration
It is impossible for someone to lie unless he thinks he knows the truth. Producing bullshit requires no such conviction.
Harry Frankfurt • On Bullshit
markets cannot be perfectly efficient because there is a cost to gathering information and reflecting it in asset prices and therefore there must be a proportionate benefit in the form of excess returns