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 Blog • Letter to a Friend Who May Start a New Investment Platform
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
In the very early-stages of a company, especially during a fundraise, narratives rule everything and pseudosecrets are the dominant way to build a narrative.
Michael Dempsey • Narratives & Pseudosecrets
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
The job of being a curator becomes more important as abundance and variety increase
Alex Danco • Positional Scarcity
Manias and Mimesis: Applying René Girard’s Mimetic Theory to Financial Bubbles
Tobias Huberdeliverypdf.ssrn.comThe bottom line for me is that forecasts can’t be right often enough to be worthwhile.
Howard Marks • Attention Required! | Cloudflare
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.