Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
in a world with infinite information and opportunity, you don’t grow by knowing or doing more , you grow by the ability to correctly focus on less
Mark Manson • How to Improve Your Focus and Concentration
“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
Loose capital allows the less qualified to participate in each market.
Bill Gurley • On the Road to Recap: | Above the Crowd
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
Speculative investment, with ambitious but inexact expectations of financial return, is important fuel for founders who build the unknown future. However, investors and operators are often deeply misaligned: investors think in bets, while operators think in consequences. The relationship is tense, but can be explosively productive.
Alex Danco • Debt is Coming
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
markets cannot be perfectly efficient because there is a cost to gathering information and reflecting it in asset prices and therefore there must be a proportionate benefit in the form of excess returns