Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
So although there may be, in certain specific moments (like your family, this month) a fixed amount of money available to trade with other people for things you want, there is not a fixed amount of wealth in the world. You can make more wealth.
Paul Graham • How to Make Wealth
Beyond deliberately architecting the people who surround you, the best way to control your mindset is to “own” the way you speak to yourself, what sports psychologists call your “self-talk”
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
“It’s frightening to think that you might not know something, but more frightening to think that, by and large, the world is run by people who have faith that they know exactly what’s going on.” -Amos Tversky
Howard Marks • Attention Required! | Cloudflare
Startups offer anyone a way to be in a situation with measurement and leverage.
Paul Graham • How to Make Wealth
investing wisdom and
What are you compulsive about? Is it possible to put that at the center of the platform’s activity?
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
For the bullshitter, however, all these bets are off: he is neither on the side of the true nor on the side of the false. His eye is not on the facts at all, as the eyes of the honest man and of the liar are, except insofar as they may be pertinent to his interest in getting away with what he says. He does not care whether the things he says
... See moreHarry Frankfurt • On Bullshit
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
Cash 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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