Investments in tech startups
The strategy is based on the understanding that trying to outplay the best investment funds of the whole world in their field for a small group of smart [even if the most, but this is far from the truth] people is reckless. In the search for:
- the strongest companies within powerful trends, where everyone will make money - those who managed to spot opportunities in time, ready to make decisions on an extremely incomplete set of data and wait 10+ years for the result, financing the development of mankind
- the opportunities to close the deals with the most profitable venture capital funds [~30% IRR]
- temporary imbalances in the markets, where the main advantage is the speed of decision-makin
- markets and deals where, for specific reasons, the lack of large funds and investment banks is visible, and the advantage is paradoxically given by a relatively small amount of capital
All this works better in the company of colleagues who share our idea: together we search, analyze and invest. Check per one deal - $10K+, adequate variance - from 10 deals.
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