E8: Apurva Mehta of Summit Peak on Why Fee Sensitivity Leads to Adverse Selection in Venture
How I Invest with David Weisburd
Alpha vs Beta in Early-Stage Investing
This chapter explores the differences between alpha and beta in early-stage investing, highlighting the shift towards the alpha stage. It emphasizes the importance of access to top-performing companies and working with seed stage firms. The chapter also discusses portfolio construction, valuation discipline, ownership discipline, and the criteria used to assess new GPs.
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