20VC: Capital G's Laela Sturdy on What Stripe, UiPath and Duolingo Taught Me About Company Building and Investing | How to Analyse Valuation, Market Timing, Sizing and Exiting | Life Inside Alphabet's $7BN Growth Fund
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Invest in Established Strengths, Not Just Future Potential
Successful investing requires a strong focus on existing core businesses rather than solely on potential future developments. Companies like Stripe and Credit Karma demonstrate that a solid market position can alleviate the need for immediate second and third acts in their growth narrative. Investors should recognize that fantastic markets can often exceed expectations, but it is crucial to analyze the current state of an investment before considering its future potential. Many companies with less substantial markets necessitate observable subsequent growth stages to justify their potential, which can be challenging and time-consuming. Therefore, a prudent investing strategy emphasizes understanding the existing fundamentals while remaining open to exploring the upside possibilities.
