“If I am going to be investing in anything other than an index fund, I need to have better information than the professional investors out there.”
“Retail should only go into giant global platforms with brand and leverage or super, super specialized folks… otherwise they shouldn't play”
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer
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What was described
Advise retail investors to only invest in either giant global platforms with brand power or super-specialized funds, otherwise stay out
Said nearby on the same subject
“Stay invested is the first component… we have lots of data over long periods… shows that stay invested is much better than not being or trying to get in and out of the market.”
“When Home Depot launched Skelly in 2020, it really changed the industry. It was the first time that we really brought giants ... to retail with retail pricing and made them accessible to customers.”
“You can reach out to them and say, Hey, I'm interested in investing either. What is your minimum check size? Or do you have an SPV?”
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