Sublime
An inspiration engine for ideas
sufficiently large to be able to generate a profitable, high-growth, several-hundred-million-dollar-revenue business over a seven-to-ten-year period.
Scott Kupor • Secrets of Sand Hill Road
because it is in its processes and values that the organization’s most fundamental capabilities lie.
Clayton M. Christensen • The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail (Management of Innovation and Change)
“What is the right amount of capital (and the right number of people) to have in this business in order to support the strategy that will create the most wealth?”182 The answer is based on the future and does not rule out reducing net investment when appropriate.
Dan Callahan • Capital Allocation
pioneer of modern portfolio theory
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Mario Gabriele • Union Square Ventures: The Thinkers
Strategy almost always emerges from a combination of deliberate and unanticipated opportunities.
Clayton M. Christensen • How Will You Measure Your Life?
In all cases, the goal of the investment program was to deploy the smallest amount of capital into the widest set of companies that still enabled us to achieve our strategic goals. Notification rights and access to information allowed us to acquire extraordinary insight into key companies and
Andrew Romans • Masters of Corporate Venture Capital: Collective Wisdom from 50 VCs Best Practices for Corporate Venturing How to Access Startup Innovation & How to Get Funded
growing businesses and creating substantial shareholder value.
Brad Jacobs • How to Make a Few Billion Dollars
assess the sources of the firm’s profits. Why is the company able to keep competitors at bay?