🎧 The Merits of Bottoms Up Investing
|Brett Bivens||May 10|
Seth Klarman, Benchmark, and seeing the present clearly
Benchmark has set the standard in the VC world for more than two decades. This audio essay is a deep dive on why.
Seth Klarman & the perils of thesis driven investing
Uber as the ultimate bottoms up investment
“Liquidity Quality” in an increasing returns world
I would also love to discuss this audio essay with you in this thread on Twitter.