Anti-portfolio week of 05/24/20 to 05/30/20.
I will no longer write deal memos for companies that don’t fit my investment thesis. I’ll list them occasionally in a to-be-determined of “deals that I passed on” format but want to focus on evaluating deals that are right on the fence.
For better and for worse, the equity crowdfunding space continues to grow. I’ve written about a lot of stuff on this personal website and blog, but the equity crowdfunding deal memos is what draws the most traffic. All of it is organic from Google. I am now result #5 and page one for Monogram Orthopaedics […]
“I wanna be a squillionaire, sooo freakin’ baaddd…”
“Assuming a solution exists, prove that win-wins…”
“Yesterday!” “As soon as possible!” (Insert other cliché answer)!
“I’ve got the perfect business idea: we’ll make squillions!”