Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
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
Many high achievers are compulsively exploring the world in search of something — some for truth, some for power, others for beauty — and I think it’s a disservice to yourself and your future partners to not orient your platform around the piece of investing that you really love. Embrace your funk.
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
How to Make Wealth
paulgraham.comthe first and most important goal of an attention diet should be to consciously limit the number of distractions we’re exposed to
Mark Manson • How to Improve Your Focus and Concentration
For the “I don’t know” school, on the other hand, the word – especially when dealing with the macro-future – is “guarded.” Its adherents generally believe you can’t know the future; you don’t have to know the future; and the proper goal is to do the best possible job of investing in the absence of that knowledge.
Howard Marks • Attention Required! | Cloudflare
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
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.