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12 results for “investor mindset”
“Why early stage VCs should hunt for 100x wins, not safe 2x returns”
...have you, which is not the way to win as an early stage investor.
4:41 / 5:04
framework4:41 – 5:04
...investor, and that becomes very difficult when you're trying to talk to quants or people who think about a world in data rooms and spreadsheets and wanting an answer to how you decided that you want to invest in something because you're trusting your
7:25 / 8:34
from transcript7:25 – 8:34
...come in all shapes and sizes. Some investors are extremely control oriented, and they have a vision for what you ought to be doing that may not be your vision. They may have had an idea in a prior life, and they want you to fulfill that. They may hav
12:43 / 13:47
from transcript12:43 – 13:47
...mindset. You just naturally have a much more long term disciplined mindset. And if you think about investing in anything, let's say you invest in your own business for those business owners out there, you invest in maybe a piece of a real estate. The
24:00 / 25:08
from transcript24:00 – 25:08
...investor maths is clear. Right? They're doing, like, expected value maximization, but they're also with a thesis that this is about the, the long tail that that wins things for them. So they're like, I'll take 20% chance of 10 x ing this company all
24:44 / 25:50
from transcript24:44 – 25:50
...investors. They want shortcuts. Right? They want silver bullets. They want quick wins.
27:43 / 28:48
from transcript27:43 – 28:48
...in the next investor for this business? Because obviously, we all want it to succeed. He laughed. He said, well, the attribute that we want is that they leave them alone. Yes. You know, we believe that most of these investors are kinda useless and th
1:07:28 / 1:08:33
from transcript1:07:28 – 1:08:33
“Why VCs should take 3x returns instead of waiting for 5x”
think about the myth of venture capital. They wanna get excited about finding the next Google on Meta. Those are extremely rare. Extremely rare. And so part of your job as a good fiduciary is working
2:20 / 2:54
tactical advice2:20 – 2:54
...investors who they give you money, and they're kinda in your kitchen meddling. They have an opinion on everything. They get stressed out when things don't go right, which at every startup is always. And that is the only type of investor that I would,
2:54 / 4:02
from transcript2:54 – 4:02
...have go big or go home. Literally, they they don't they don't care. They just want you to go big because
23:04 / 24:29
from transcript23:04 – 24:29
...investor, you like that? Send us the money, and we'll talk to you in a couple years. An investor doing that would have to be an idiot, in my opinion, particularly early stage now when you need all the help you can get. So, the reason I think safes ar
52:30 / 53:39
from transcript52:30 – 53:39
...market mindset. Does that apply equally to what you're doing today in the private markets? I personally think so. I'm inspired by people in global macro. I'm inspired by long short hedge fund guys. I'm inspired by DeepValue, Buffett, Munger, you know
9:36 / 10:51
from transcript9:36 – 10:51
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