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By this time our size makes us look at smaller investments more realistically: corporate management, attending meetings and managerial time are expensive. At Paladin and Zeder we have the framework that we invest in businesses that are easy to understand, and have a cash flow and good management. Our share of the profit after tax has to exceed R10

Carié Maas • Jannie Mouton: And then they fired me

The Venture Arrogance Score: A simple formula to evaluate a VC firm's business modelWhat percent of "total annual startup value creation" does that fund need to capture in order to generate their desired return.You just need five numbers to calculate it...1) Fund Size and Investment Window (this is simple...just take the size of their last fund -- ... See more

Paul Venuto • feed updates

Family Office

Prashant Patel • 1 card

There’s nothing wrong with investing in the entrepreneurs of the world, as long as you know what you’re getting into. A profitability matrix can help you separate your long shots from your core holdings.

Pat Dorsey • The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market

In light of the corporate scandals of the last decade, some would add that the most obvious shadow of the modern organization is individual and collective greed.

Frederic Laloux • Reinventing Organizations: A Guide to Creating Organizations Inspired by the Next Stage of Human Consciousness

On stocks:Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return— even if you originally buy it at a huge discount. Conversely, if a bus... See more

Charlie Munger • A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994

NEW WEEKLY ANALYSIS: Halma, Danaher, CSU & Serial Acquirer Org Structures We've been exploring how $CSU can scale to 100 acquisitions per year and whether it's possible for $HLMA to replicate https://t.co/B9ccTf8YlK

In Practise

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venture capital is the business of risk taking.

Arlan Hamilton • It's About Damn Time: How to Turn Being Underestimated into Your Greatest Advantage