Thinking through some of the dynamics of how liquidity, vesting, and lockup perceptions have changed and how much optimization is left to be done on st…
How to approach novel market behaviors and asset classes in a parabolic world & why neither are slowing down anytime soon
A data-driven proposal for advancing the frontier of equity compensation at startups in today's increasingly competitive talent market
On the increasing importance of founders controlling their time in market
The art and science of ending the investing period
“I’m here for one reason and one reason alone. I’m here to guess what the music might do a week, a month, a year from now. That’s it. Nothing more.”
Why didn't the market fall on terrible jobless claims? When will stocks return back to pre-COVID prices?
Go to my notes to read poorly informed morning writings on markets for now
Inequality gaps of the future, Illiquidity discounts, Escapism in IP universes in 2020, Founders aren't all that matter.
Narratives & Pseudosecrets, Serendipity in VC is BS, on the *mint* meme, Mobile ML research
Seeking inspiration, CTRL-Labs & Fund Dynamics, Digital goods of tomorrow
Here's my investment memo template