Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
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
Who wants transparency when you can have magic. Who wants prose when you can have poetry?
Eugene Wei • Smoke and Mirrors — Remains of the Day
investing wisdom and
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
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
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”
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
Why do we treat the Royal Family with such reverence? Because ceremony demands it. Sometimes status is a closed circle, and if you trace it you end up where you started. The very act of walking in that circle, though, closes it. The Royal Family has whatever power the people grant them.
Eugene Wei • Smoke and Mirrors — Remains of the Day
Pseudosecrets allow people to:
- Feel like they know a secret about your company (Even better if you can make an investor think they figured this out themselves vs. being told).
- Be able to combat doubters in a way that feels intellectually dominant and non-obvious.
- Paint a narrative that makes the upside future that you believe in feel closer to a
Michael Dempsey • Narratives & Pseudosecrets
M&A is by far the largest source of redistribution of corporate resources among the capital allocation alternatives. M&A deals in 2021 totaled nearly $2.6 trillion, or 13.5 percent of sales. The chart shows that M&A tends to be cyclical. Early movers tend to do better than companies that buy later in the cycle.