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Data-driven VC #2: How to not miss an investment opportunity anymore
Data-driven VCdatadrivenvc.substack.com
Teresa Liang
linkedin.comThe last 12 years were "up and to the right". It’s easy to make IRRs work really well in a 12-year bull market but VCs have to make money in good markets and bad.
Both Sides of the Table • What Does the Post Crash VC Market Look Like?
Successful investing isall about identifying businesses with growing earnings and good capitalallocation at sensible valuations, and firmly holding on to them as long asthey exhibit these characteristics.
Guatam Baid • Five biggest takeaways from Warren Buffett and Charlie Munger’s Berkshire Hathaway annual meet
“In finance, you always have to have an alternative,” Byers said. “Otherwise, you’re sure to be eaten alive.” “Even with a blue-chip company like AT&T?” “With any large company. That’s why I recommend that you look into a Reg D with a retail investment bank.” “What’s a Reg D?” “Regulation D allows you to sell stock to individual investors of hi
... See moreJerry Kaplan • Startup: A Silicon Valley Adventure
