Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
According to Kapferer, “luxury is superlative, not comparative”. The beauty of luxury is that no one can definitively say whether a Louis Vuitton bag is better than an Hermes bag because that concept doesn’t even make sense
Punch Card Investor • LVMH and the Luxury Strategy
The last round is not the permanent price, and being private does not mean you get a free pass on scrutiny.
Bill Gurley • On the Road to Recap: | Above the Crowd
It’s hard to factor in a large number of considerations and especially to understand how a large number of things will interact (correlation is always the real stumper).
Howard Marks • Attention Required! | Cloudflare
narratives and
Capital allocation should support a company’s strategic goals. Capital allocation should start with an assessment and approval of strategies and then determine which projects support the strategies.
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
... See moreDan Callahan • Capital Allocation
“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