Sheel Mohnot, Better Tomorrow Ventures - We Think That We're In The Very Early Innings of Fintech | #355
The Meb Faber Show - Better Investing
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Is It a World of Opportunity?
Vintek is less thesis driven than opportunistic. A bunch of my best investments were ets. What i invested in was a different company, and because the team had the tenacity and smarts to go after and figure out what their right business was going to be. When i travel, i do often think, where is there an opportunity here for somethi different than what exists elsewhere? In india there's something like over a trillion dollars of money sitting in gold in people's homes. They have like some small amount of gold, and that's how they've saved money throughout time. It's actually a drag on the economy, cause it's just like an unproductive asset
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