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In Venture Capital, Should You Be a Momentum or a Value Investor?

David Teten VC

The first is Momentum Investing , “a strategy to capitalize on the continuance of an existing market trend”, which usually meaning that the price has been rising in the recent past. You identify the “hot” companies; network into them; and sell them on the value of accepting your capital. Why, yes, they are.

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How to get superior returns in VC

David Teten VC

a “Bitcoin Fund”, a “Social Media Fund”, a “Nanotech Fund”), you’re going to raise capital from Limited Partners who are very focused on Theme X. It seems reasonable to assume that USV’s investment strategy (i.e., Amar Bhide, my former professor, wrote in Harvard Business Review, “ Strategy is Bunk.” – Network.

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Rustic Canyon Speaks out on GaiKai Exit, Changing Nature of VC, LA Tech & More

Both Sides of the Table

But my take: Gaikai had superior technology & a superior business strategy. He talked in the video about how he finds it helpful in companies to think about practical theory and frameworks for thinking about company strategy. That let people play popular titles, for example, directly in Facebook. I agree with him.

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