Investor Stories 448: Hard Lessons in Investing: Mistiming Trends, Relying on Partnership Debate, and Avoiding Good Money After Bad (Hilaly, Dash, Rizik)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Calling a Trend Too Early
Aaref Hilaly explains misjudging cloud adoption timing and cautions trends often take much longer to unfold.
Play episode from 01:14
Transcript
