Deal Flow Is Dead, Long Live Thesis Driven Investing
This flow-centric business model made a tremendous amount of sense when the venture industry was relatively small and immature. Back then, there were only a handful of competitors and funds were...
View ArticleThe End of Wall Street’s Bloom
Stuck with day-to-day fire fighting, I finally got around to read the excellent article by Michael Lewis. It is a wonderful article of how the whole financial sector breakdown, to the world we have...
View ArticleShort Trip in KL
Made a last min trip to KL for an important meeting (very fruitful). Closed 2 deals while traveling. Unfortunately, I cannot say what it is here yet but I am very excited! Still have 2 pending...
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