Portfolio Diversification Insights
Justin emphasizes the value of focusing on a small number of core positions in a portfolio to maximize returns. He suggests that going from one to two companies provides significant value, while adding more companies beyond a dozen may dilute returns without adding substantial benefits.In this clip
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20VC
20VC: Why VCs Should Care More About Cost of Capital and Less About Ownership, Investing Lessons from working with Peter Thiel at Founders Fund, Why Liquidity Aligns Incentives Between Founders and Investors & Why It Is The Last Double That Matters in Ven
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