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Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.comTrends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.comIn it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more
Patrick OShaughnessyx.comJohn Buttrick in 2010, following his corporate law career, and Andy Weissman in 2011 after having founded Betaworks in 2007.
* 2023 data by Oregon Public Employees Retirement Fund
* 2023 data by Oregon Public Employees Retirement Fund
Allocator’s Notebook: Union Square Ventures Funds I-III, 2004-2015
(Ep.63) The Acquirers Podcast: Andrew Wilkinson – Berkshire.com, How Tiny Is Building The Berkshire Of The Internet
acquirersmultiple.com线性资本还在内部组成了一个更为年轻、能够快速反应的Bolt投资三人小组。他们负责在具体投资实践中做到三点——
第一,更灵活的投资额度。线性资本投资的典型目标范围是 300 万至 1000 万美元,对数额更大或更小的支票规模可以灵活调整。
第二,更快的决策速度。通过与创始团队的 3-4 次会议,原则上两周内做出决策,整体执行过程不超过一个月。
第三,更友好的条款。承诺提供匹配市场惯例基础上最简洁的条款。
一言以蔽之,“更轻,更快,更灵活”。
第一,更灵活的投资额度。线性资本投资的典型目标范围是 300 万至 1000 万美元,对数额更大或更小的支票规模可以灵活调整。
第二,更快的决策速度。通过与创始团队的 3-4 次会议,原则上两周内做出决策,整体执行过程不超过一个月。
第三,更友好的条款。承诺提供匹配市场惯例基础上最简洁的条款。
一言以蔽之,“更轻,更快,更灵活”。
线性资本王淮的逆时代选择丨入局
He then joined Micky while he was at Stanford GSB. Nikolay joined them from Morgan Stanley, where he was a tech investment banker.
*Dear Micky, if you are reading this, please let me know if the estimates are close.
Ribbit’s Fund I had BBVA and Silicon Valley Bank as institutional investors, rest mostly being high-net-worth individuals. F
*Dear Micky, if you are reading this, please let me know if the estimates are close.
Ribbit’s Fund I had BBVA and Silicon Valley Bank as institutional investors, rest mostly being high-net-worth individuals. F
Allocator’s Notebook: Ribbit Capital Funds I-III, 2012-2017
Larry Cheng - Volition Capital
volitioncapital.com
At the Goldman Sachs internet conference in Las Vegas in the early 2000s, Ellenbogen met with another business no one else wanted to visit. Priceline.com had set up a meeting room for one-on-ones, in which CFO Bob Mylod and CEO Jeff Boyd sat alone. Their stock had gone from a $23 billion market capitalization when Meeker included them among the... See more