Business Area… Seeking Alpha: How Investors Derive Signal from Noise 16 Jan 2025 In recent months, the investment community observed the passing of Charlie Munger and Daniel Kahneman. Munger and Kahneman came from different disciplines but shared the same objective: improving judgment in…
Business Area… Superforecasting: Ten Investment Practices to Improve Performance 16 Jan 2025 Investing requires good judgment, which is blurred by bounded rationality in an uncertain world. Early-stage venture investing is further complicated by scant information in highly competitive, rapidly changing markets. Even…
Business Area… The Checklist Manifesto: Three Practices to Improve Venture Capital Performance 16 Jan 2025 Summit day on Mount McKinley! Tent bound at 18,000 feet for two days in blizzard conditions, we were eager for our summit bid on the highest mountain in North America.…
Business Area… Investing in Generative Artificial Intelligence & the Gartner Hype Cycle: Is the Hype Worth It? 15 Jan 2025 “We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.” Warren Buffett, 1998 Berkshire Hathaway annual report Is now a good…
Business Area… Regulatory Capture: Navigating the Third Rail of Innovation 15 Jan 2025 Trailing through the darkened corridors of political power are the insidious tendrils of corporate and elite influence. A particularly pervasive and pernicious form of political influence is regulatory capture where…