464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Navigating Investments in a Political Landscape
This chapter explores the intersection of recent political events and their impact on investment strategies, urging startup founders to prioritize customer understanding over mere product features. It highlights the importance of clear communication, emotional engagement, and the privilege of American citizenship while delving into the speaker's unique investment approach centered around a concentrated portfolio model. Lessons from both the U.S. and China shape their perspective on consumer behavior, particularly amidst evolving market dynamics influenced by the rise of Gen Z.
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