alpha in VC

• Unpacking Alpha in Venture Capital — Chapter 1: Setting the Context

Chapter 3 — Unpacking Alpha Generation in VC?

• the frequency of correctness does not matter; it is the magnitude of correctness that matters. Michael Mauboussin

Counting What Counts
Cash Flow as a Universal Language

• Inspired Process Clear Eyes, Full Hearts, Can’t Lose

All it takes is the courage to act for Identity.

• 16 Definitions on the Economics of VC by Scott Kupor

• Bedrock In Search of Narrative Violations