Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
Behavioral inefficiencies may be at once the most persistent source of opportunity and the most difficult to capture
Michael Mauboussin • Who Is On the Other Side?
Your primary objective should thus be to maintain the right filters for people and ideas so that the delicate ecosystem in your head is as resilient and flexible as possible
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
Once we believe something, the mistakes we make often serve to preserve our view
Michael Mauboussin • Who Is On the Other Side?
the best stories to tell are the ones that have been told over and over again, and the stories of competitive mimesis and of deification followed by scapegoating are the oldest and best of all
Byrne Hobart • Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
It is impossible for someone to lie unless he thinks he knows the truth. Producing bullshit requires no such conviction.
Harry Frankfurt • On Bullshit
Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
Tobias Huberdeliverypdf.ssrn.comCash deals do better, on average, than deals funded with equity or a combination of cash and equity.36 The basic idea is that management of the buyer will finance a deal with cash if it thinks the stock of its company is undervalued and will use stock if it thinks it is overvalued. Cash deals also provide a higher payoff for the shareholders of the
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