Insights from First Round Capital's LP Letter
First Round shared its recent LP letter. Covers public / private valuation discrepancy (and predicted convergence), valuation math...
Insights from CoVenture's LP Letter
Insights from investors (the cleanweb, new financial institutions, investing trends) --> Ali Hamed shares CoVenture's LP update letter --...
Changing SaaS valuations
3 SaaS valuation articles from J Floyd, T Tunguz and M Vellanki <> http://techcrunch.com/2016/02/08/was-black-friday-a-disaaster-or-simp...
The Benefits of IPOs & Costs of Their Absence per Mark Cuban
The economic, social and systemic benefits of IPOs and costs of their absence per Mark Cuban -- http://blogmaverick.com/2016/02/04/the-pr...
Worth building liquid reserves as illiquidity increases
Liquidity problems create wide-spread economic problems, hard to anticipate effects (given complex, impossible to see interdependencies)...
The backdrop to everything & what we prioritize
Considering the challenges / opportunities we face as a collective global society can sometimes help free us up to engage fully and help...