5min chapter

Panic with Friends - Howard Lindzon cover image

Howard Lindzon - Errors of Omission and other Investing Lessons Learned Along the Way (EP.244)

Panic with Friends - Howard Lindzon

CHAPTER

The Anti-Anti-Portfolio

Howard Kurtz: There is a legendary firm, Bessemer Venture Partners, and they made famous something called the anti-anti-anti portfolio. They say it's honoring the companies we missed. He says he would have passed two out of four in 2010 when Airbnb was valued at $40 million. Kurtz: In hindsight, investors will see more errors of commission over the last few years than omission.

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