20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Broader Opportunities, Greater Competition, and Strategic Investment Approach
Opportunities in the business world are expanding significantly, with a surge in the number and size of billion-dollar market cap companies. Despite this broad landscape, competition has intensified, often from irrational competitors. Business success in this environment requires rapid deployment and a strategic approach to investment. Seed investing should focus on smart individuals in promising sectors, without overthinking, as they will evolve unpredictably. As investments progress through venture stages, the need for precision in selection increases due to higher valuations and risk. Strategic investing involves being broader at the top of the funnel and more selective towards the end to avoid detrimental outcomes from excessive risk-taking.
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