Sublime
An inspiration engine for ideas
Patrick OShaughnessy @patrick_oshag
twitter.com
Patrick OShaughnessy @patrick_oshag
x.com
@patrick_oshag I think with so much data and algorithmic-everything, the value of hand curation will continue to increase. 1,000 movies the computer suggests are not as compelling as 1 movie from a person I trust.
I think there must be an analytical corollary to this, but I'm not yet sure what
Simon Sarrisx.com
The central point of the post below is that risk is the product of venture capital, and some managers understand that better than others.
Many of the replies talk about the futility of 'financial engineering', and how concepts like portfolio construction are less relevant to early stage VC due to the greater... See more
BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more
Updated July Fund with a new research center component that lets you explore more than 20+ thesis' and perspectives with @jaytel__
Code by @johnnycartelle
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Marvin Schwaiboldx.com