Remove 2003 Remove communities Remove frameworks Remove strategy
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How to get superior returns in VC

David Teten VC

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.” He points out that Morgan Stanley and Goldman Sachs have virtually identical strategies. – Thoughtful fund management. – Incubating companies.

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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. In 2000, LPs invested $104b into 638 funds, but by 2003, LPs’ commitment rate had dropped to just $11b into 161 funds. Why, yes, they are.

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

Both Sides of the Table

He penned a great piece on the LA tech community here in Forbes. 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. Not bad, hey?

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