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Kyle Harrison • Cultivating Cults
1. The defensive play: It keeps influencers engaged.
Avery Segal • Making a Living Off 'Likes': The New Influencer Paradigm | Andreessen Horowitz
T. Justin Dodd, CFA
Portfolio Manager
Portfolio Manager
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What Happens Next?There is a LOT of money still sitting on the sidelines waiting to be deployed. And it WILL be deployed, that’s what investors do. Pitchbook estimates that there is about $290 billion of VC “overhang” in the US alone. But I believe it will be patiently deployed , waiting for a cohort of founders who aren’t artificially clinging to ... See more
Both Sides of the Table • What Does the Post Crash VC Market Look Like?
until a pair of flashes in quick succession, simultaneous with loud gunshots, sent Zakharov ducking
Mark Greaney • Mission Critical
Though he doesn’t follow any magic formula for investing, believing that investors should keep an open mind about valuation, his favored metric for valuation is price to free cash flow measured on a per share basis.120 He seeks out those positions in which he thinks the valuation is reasonable, and there will be continued top and bottom line growth
... See moreAllen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
Vance, a big friendly fist of a guy