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

David Teten VC

As a venture capitalist, should you be a Momentum or a Value investor? 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. Today, some Momentum-centric venture capital investors have high paper returns.

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How to get superior returns in VC

David Teten VC

Traditional venture investing is challenging. My colleague Victor Wang observes that Union Square Ventures is a particularly good example of the power of a correct thesis. It seems reasonable to assume that USV’s investment strategy (i.e., The good news is that past high performance is predictive of future high returns.

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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. Nate, tell us a bit about Rustic Canyon Venture Partners. I agree with him.

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