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Nov 30, 2020Liked by Samir Kaji

EXCELLENT thoughts. Crystallizes the 'edge' afforded most to sector focused managers.

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This is as good as it gets in describing where the venture asset class needs to go if the capital that wants to get into venture can be invested and deliver alpha. Artisanal vs. mechanized...brilliant! Artisanal is episodic, mechanized is disciplined and repeatable.

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This is as good as it gets in describing where the venture asset class needs to go if the capital that wants to get into venture can be invested and deliver alpha. Artisanal vs. mechanized...brilliant! Artisanal is episodic, mechanized is disciplined and repeatable.

Expand full comment