An Imprecise and Idiosyncratic Framework For Deciding When To Invest People often ask about our "investment thesis" or our …
Tech High Flyers Coming Back to Earth
Uber and others now placing profitability above growth This article from the Wall Street Journal caught my eye this morning. …
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Updated: What’s the “One Thing” That I Have Learned During Fifty Years in Business?
Several months ago, my good friend John Durham and his team at Catalyst SF gave me the chance to reflect on my working career. As …
Investing: Why the “Unicorn” Herd is About to Get Thinned
There's a rule of thumb that three points make a trend. I realized this morning, as I was talking to a private equity …
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