Thoughts

Some Thoughts on Risk

“I tell my father’s story of the gambler who lost regularly. One day he hears…

Potential Second Order Impacts of the Current Pandemic

Predicting how the global event of our…

Judgement Comes from Pain

The Events of March 2020 Will Have Long-Reaching Effects

CFV November Newsletter

Quick Updates

Here’s what’s happening:

Investment Banks Forced to Slim Down

It is no secret that world of finance is headed towards a future that is drastically less labor…

A Bull Case for Bitcoin

I am a long-term Bitcoin bull. To be fair in an attempt to be unbiased, my opinions up to this point have not been…

November Thoughts

Between 2003 to 2010, an average of 58 seed funds were raised each year but in the past 7 years, that average spiked to 137 (or…

Trend Spotting at the Seed Stage

“Successful investing is about getting everyone to agree with you … later.”
 -Jim Grant

Fintech Companies Forced to Rethink Relevance

For over a decade, fintech companies have competed with banks and other…

The Role of FOMO in the Fundraising Process

Many investors are like sheep. “We’d like to invest in your round, but we’d rather…