Invest Like The Best
Dan Sundheim - The Art of Public and Private Market Investing
There is a version of the Dan Sundheim interview that is just another AI takes piece. It is worth reading past that. The observation about public versus private markets sounds …
Ravi Gupta - Focus
There is always one thing more important than all the others. You might not say it out loud. You might dress the week in five priorities and call it balance. …
John Arnold - The Best Seat in the Market
The best way to understand what China has built is to ask a battery company why they will never leave. A battery company executive explains why they will never move …
Bill Gurley - All Things Business and Investing
The book building IPO process costs founders hundreds of millions of dollars and everyone in finance knows it. Zoom and CrowdStrike each left significant money on the table when their …
Bill Gurley - Direct Listing vs IPO
The IPO pop is not good news. It is a transfer. When Elastic priced at $28 and opened at $70, the sellers at $28 left $338 million on the table. …
An Update on Consumer & Enterprise Venture Capital
The Buffett line about being greedy when others are fearful gets quoted more than it gets applied. Another way of looking at it is, given where you are right now …