Perception vs. Value
Time and capital have an inverse relationship in venture capital; when time is scarce, capital becomes cheap. This dynamic creates a unique environment where perception can drive value, as seen with companies like Snapchat. The discussion highlights the need for rationality in both public and private markets, particularly as short sellers target startups going public.In this clip
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Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14)
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