2010 angel investing investing 
Both Sides of the Table
SEPTEMBER 15, 2010
I’d rather be Roger Ehrenberg with a thesis around data-centric companies and base my investment decisions on the skills I’ve developed in my career. To some extent Keith Rabois agreed with me about domain knowledge and argued that most of his investments are in the consumer Internet space as a result. Always have been.
Both Sides of the Table
NOVEMBER 14, 2010
The dinner parties now are filled with self-righteous angel investors bragging about how many deals they are in on. They have marked-up paper gains propped up by an over excited venture capital market that has validated their investments. Logic tells me the following: It is hard to make money angel investing.
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Both Sides of the Table
SEPTEMBER 14, 2010
And we all know that Ron Conway is considered the savviest of angel investors and yet by definition not all of his investments succeed. I like to invest where I have a personally strong connection with the entrepreneur and/or a strong intuition on the market from prior experience. Who ultimately invested in FourSquare?
Venture Hacks
APRIL 17, 2019
Spearhead asked me to write a post on angel investing when they first launched. Charlie Munger says investing requires a latticework of mental models. Here are 11 lessons for your angel investing lattice: If you can’t decide, the answer is no. Investing takes years to learn, but improves for a lifetime.
Both Sides of the Table
SEPTEMBER 19, 2010
I’m obviously only naming a small fraction of their investments since I don’t feel inclined to research them all and many other great venture firms have this kind of access. It’s hard for me to imagine that angel investing outcomes judged 10 years from now will have a drastically different profile. Or the CEO?
Both Sides of the Table
SEPTEMBER 14, 2010
I’d rather be Roger Ehrenberg with a thesis around data-centric companies and base my investment decisions on my background. I should say that I agree that naive optimism in entrepreneurs can produce higher beta (upside or flops) and that’s good from an investment standpoint if you’re looking for big returns.
Both Sides of the Table
FEBRUARY 12, 2019
Seed investments are down by any measure (funds, deals, dollars) over the past 3 years in deals < $1 million AND in deals between $1–5 million. Between 1999–2005 the costs went down by 90% and between 2005–2010 they went down a further 90%. thus the rise of “pre seed” investing). What gives?
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