Sublime
An inspiration engine for ideas
Taking advantage of people who need to buy or sell for non -fundamental reasons
Michael J. Mauboussin • Understanding skill - a paradox
Playing it too safe is one of the major flaws we observe.
Ilya Strebulaev • The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth
1 billion strategic-investment portfolio
Sunil Gupta • Driving Digital Strategy: A Guide to Reimagining Your Business
We then apply these revenue multiples to Facebook’s revenue to arrive at an estimate of how the public markets would value Facebook.
Scott Kupor • Secrets of Sand Hill Road
(All investors should study Morgan Housel’s Motley Fool article titled “The Agony of High Returns.”)
Gautam Baid • The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Revised and Updated (Heilbrunn Center for Graham & Dodd Investing Series)
Good VCs are good fishermen. Great VCs, like Brian Jacobs, are also great hunters.
Ilya Strebulaev • The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth
“smoothing model” to determine the amount of money it contributes each year to the university’s budget.
Scott Kupor • Secrets of Sand Hill Road
VCs have adopted a home run approach. They expect to fail most of the time, but when they win, they win big.