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2024

September

Showing archives for September 2024

Random thoughts on the current state of affairs

Random thoughts on the current state of affairs

Random thoughts on the current state of affairs

Observations on the competitive rivalry in the VC world, recession and tech jobs in China, and how to legitimately lose money…

Sep 11, 2024

Value sits with the beholder of cash

Value sits with the beholder of cash

Value sits with the beholder of cash

Deriving an accurate discount rate is a fool's errand. Value sits with the beholder of cash, who are you to say otherwise?

Sep 5, 2024

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