Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
the people around you will either protect or infringe on the climate within your skull.
Graham Duncan • Letter to a Friend Who May Start a New Investment Platform - Graham Duncan Blog
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?
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
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 • Letter to a Friend Who May Start a New Investment Platform - Graham Duncan Blog
“What is the right amount of capital (and the right number of people) to have in this business in order to support the strategy that will create the most wealth?”182 The answer is based on the future and does not rule out reducing net investment when appropriate.
Dan Callahan • Capital Allocation
If you buy or sell a security and expect an excess return, you should have a good answer to the question “Who is on the other side?” In effect, you are specifying the source of your advantage, or edge.
Michael Mauboussin • Who Is On the Other Side?
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”