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ブックマーク / avc.com (2)

  • What Happened In 2017

    As has become my practice, I celebrate the end of a year and the start of a new one here at AVC with back to back posts focusing on what happened and then thinking about what might happen. Today, we focus on what happened in 2017. Crypto: I went back and looked at my predictions for 2017 and I completely whiffed on the breakout year for crypto. I did not even mention it in my post on New Year’s Da

    What Happened In 2017
    kozai
    kozai 2018/01/02
  • Profits vs Growth

    One of the things I’ve always struggled with as an investor in high growth tech companies is the tension between getting profitable vs growing more quickly. It has become a central tenet of tech growth investing (in both the public and private markets) that growth is more valuable than profitability and you can always focus on profits once you have “captured the market.” This leads to behaviors li

    kozai
    kozai 2015/06/26
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