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20VC: Is Now Really the Best Time to Be Investing? WTF is Happening at Growth Stage Investing? Why VCs Have Gotten Lazy Over the Last 2 Years? Investing Lessons from Hitting with Braze and Missing with Snowflake with Logan Bartlett, Managing Director @ Re
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Do You Think We're Not Seeing the Mark Down?
I think it's idealistic to try to do both at once. And eventually you're going to be pulled in one direction or the other. But ultimately I think there are some firms that have done a really good job of elevating the brand of individuals along with the brand of the firm. We mentioned like competition and things that worry us. Things that worry me right now is actually the amount of GPs that are maintaining book value despite the book value not being what it is. Do you agree that we're not seeing the mark down? And how do you think about that transparency on mark down a book?
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