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7 results for “contrarian strategy”
...not too contrarian unless you're a big enough fund that you can just push that thing into success, like maybe a founder's fund. But, the rest of us, you know, don't don't manage billions and billions of dollars, and so there has to be some level of c
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from transcript15:01 – 16:05
It's dangerous to do nonconsensus investing. Like, that's a dangerous idea. If you're alone in your view, you may just be missing something. Eventually, you have to get to consensus. If you're dependent on capital markets, it's very hard to keep the
0:01 / 1:01
from transcript0:01 – 1:01
to be like, oh, Andreessen Horowitz consensus invests, which anybody that knows anything about our investment knows that's just totally not true. Even my own portfolio, many of the top deals I've done, nobody else was in the deal, etcetera. Right? So
11:11 / 12:16
from transcript11:11 – 12:16
...a contrarian, but is it almost feel too comfortable in in in this case. Coming from Scandinavia. So a lot of people, at least outside of Scandinavia, believe that, you know, view Scandinavia as a fairly homogeneous culture. And so I'm curious, like,
18:45 / 19:46
from transcript18:45 – 19:46
are they a weirdo at something where they're four standard deviations from the mean at that thing? And it could kinda be anything. But if this person can't be in the middle of the distribution at everything or else this startup will never be successf
1:03:37 / 1:04:47
from transcript1:03:37 – 1:04:47
...investing strategy? Peter always says Peter Thiel says, you know, it's okay to be contrarian, but you've gotta be contrarian and right. Being contrarian for contrarian's sake is probably not a good path to take, but people have labeled me or claimed
4:30 / 5:30
from transcript4:30 – 5:30
are people who are willing to do things based on what they think is right for them and their own views versus just being the best at what's conventional. You know, my last memo came out a couple weeks ago. It was called I beg to differ, And it was al
1:04:28 / 1:05:30
from transcript1:04:28 – 1:05:30
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