We Study Billionaires - The Investor’s Podcast Network TIP469: Would Warren Buffett invest in venture capital? W/ Kiyan Zandiyeh
Aug 14, 2022
Kiyan Zandiyeh, a venture capitalist and founder of Sturgeon Capital, dives into what we can learn from Warren Buffett in the realm of venture capital. He argues that emerging markets present superior return opportunities, highlighting the role of technology and youthful demographics. Zandiyeh discusses the value good investors add, strategies for measuring venture capital returns, and the significance of the right leadership in startups. He also sheds light on impact investing and its potential to stimulate local economies.
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Concentrated Portfolio
- Kiyan Zandiyeh's early investment success involved a concentrated portfolio, including 70% in one position.
- This unconventional approach compounded at 32% over five years, cementing his interest in investing.
Emerging Market Opportunities
- Emerging markets offer unique investment opportunities due to the combination of high opportunity and undeveloped markets.
- The lack of established players creates a landscape ripe for building significant technology companies.
Applying Buffett's Principles
- While directly replicating Buffett's Berkshire Hathaway is unlikely, his principles are universally applicable.
- Focus on compounding, system building, long-term trends, moats, and strong operator character.