Matthew Giampetroni
@matthewgiampetroni
Venture Capitalist at Velvet Sea Ventures
Matthew Giampetroni
Your primary objective should thus be to maintain the right filters for people and ideas so that the delicate ecosystem in your head is as resilient and flexible as possible
Graham Duncan Blog • Letter to a Friend Who May Start a New Investment Platform
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
Once we believe something, the mistakes we make often serve to preserve our view
Michael Mauboussin • Who Is On the Other Side?
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
the first and most important goal of an attention diet should be to consciously limit the number of distractions we’re exposed to
Mark Manson • How to Improve Your Focus and Concentration
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
Great capital allocators always have a sense of the difference between price and value in all of their businesses. And, as important, they are willing to act to build value when those gaps become large enough to overcome frictions such as taxes and fees.