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When investing, I am often my own biggest adversary, handicapped by the preconceptions and priors t… Read more An Ode to Luck: Revisiting my Tesla Valuation

This year, I have found myself returning repeatedly to the IPO well, as high profile companies have… Read more IPO Lessons for Public Market Investors

As a confession, I started this post intending to write about Peloton, the next big new offering hi… Read more Insights on VC Pricing: Lessons from Uber, WeWork and Peloton!

In a year full of high-profile IPOs, WeWork takes center stage as it moves towards its offering  da… Read more Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO