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
If you buy or sell a security and expect an excess return, you should have a good answer to the question “Who is on the other side?” In effect, you are specifying the source of your advantage, or edge.
Michael Mauboussin • Who Is On the Other Side?
“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
That's the real point of startups. Ideally, you are getting together with a group of other people who also want to work a lot harder, and get paid a lot more, than they would in a big company.
Paul Graham • How to Make Wealth
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
What are you compulsive about? Is it possible to put that at the center of the platform’s activity?
Graham Duncan • Letter to a Friend Who May Start a New Investment Platform - Graham Duncan Blog
For the bullshitter, however, all these bets are off: he is neither on the side of the true nor on the side of the false. His eye is not on the facts at all, as the eyes of the honest man and of the liar are, except insofar as they may be pertinent to his interest in getting away with what he says. He does not care whether the things he says descri
... See moreHarry Frankfurt • On Bullshit
