4min chapter

This Week in Intelligent Investing cover image

Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function

This Week in Intelligent Investing

CHAPTER

Is This a Good Idea for the Sequoia Venture Fund?

Gonzo: The more companies don't do this, i guess i'll play a little bit devil's advocate or a ratic. I want them to focus on their corps competency and what they're good at,. And from what i've seen on the sequoia example, is that it sounds like they have a huge position in stripeh, which may go public soon. But if i'm the yale endowment, do i really want sequoia to be charging me fees for a publicly held striped position? It can get away with it. If you don't have someone within the organization who wants to champion this, and then someone who's truly capable as an investor

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