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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...

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The 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...

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Short 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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