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Greenberg tries to simplify the financials, reports, and presentations down to a thesis.51 Is this an advantaged business? How much competition does it have? Can it raise prices? And is it priced at a level where you could see making a very attractive rate of return without much risk of loss? The first thing we decide is whether it’s a good busines
... See moreAllen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
“I was fascinated by the action and the possibility I could make money short-term,” he says.
Gregory Zuckerman • The Man Who Solved the Market
Dave Berkus, one of the first early-stage angel investors (and still actively investing),
Judy Robinett • Crack the Funding Code: How Investors Think and What They Need to Hear to Fund Your Startup
Paul Millerd (@pmillerd.com)
bsky.app
Jigar shah: investors are like momentum traders
cash flow. Over the last twenty years, Yale’s bond portfolio has returned about 5 percent annually. Cash—Yale has about a 2 percent allocation to cash.
Scott Kupor • Secrets of Sand Hill Road
Pierre A
@paco12345
over the last twenty years, Yale’s venture capital portfolio has returned about 77 percent annually. No, that is not a typo—basically, that means that Yale has been doubling its money in venture capital every year for the last twenty years!