Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
Healthie | HIPAA Compliant EHR and Engagement Software
gethealthie.com
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
Wealth is the fundamental thing. Wealth is stuff we want: food, clothes, houses, cars, gadgets, travel to interesting places, and so on. You can have wealth without having money.
Paul Graham • How to Make Wealth
Firms 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
A more suitable mindset is that capital is accessible but comes at a cost...
many executives act as if the cash that the business generates is essentially free. The right mindset is that all capital, whether from an internal or external source, has an opportunity cost.
Dan Callahan • Capital Allocation
The primary job of senior management is to create value over the long term.
Dan Callahan • Capital Allocation
Debt can also scare off growth equity funds, who don’t like not being the most senior money in the pref stack.
Alex Danco • Debt is Coming
I think of as each of us having built up an intangible asset over the previous chapters of our lives, a distributed reservoir of credibility that is held in trust by your friends, mentors, and former colleagues. Your task is now to convert that intangible asset into a tangible asset
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
Why do we treat the Royal Family with such reverence? Because ceremony demands it. Sometimes status is a closed circle, and if you trace it you end up where you started. The very act of walking in that circle, though, closes it. The Royal Family has whatever power the people grant them.