Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
narratives and
“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
On Bullshit
The document discusses the nature and prevalence of bullshit, distinguishing it from lying and exploring its connection to skepticism and the pursuit of personal sincerity.
www2.csudh.eduBernard 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
If you can't measure the value of the work done by individual employees, you can get close. You can measure the value of the work done by small groups.
Paul Graham • How to Make Wealth
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
Michael Mauboussin • Who Is On the Other Side?
The primary job of senior management is to create value over the long term.
Dan Callahan • Capital Allocation
Healthie | HIPAA Compliant EHR and Engagement Software
gethealthie.com
Debt can also scare off growth equity funds, who don’t like not being the most senior money in the pref stack.