Rich Man’s Lottery (Part II) The Mystery of the Blind Hunt for Maximum Risk

JvHNew articles

Table with three different drawings showing how investors construe fantasy castles on the grounds of rudimentary factual experience

Verdad Capital founder and (small cap) public equity crusader Dan Rasmussen recently published a report authored by his last summer Harvard intern Blake Patterson. The melody of the article matches Rasmussen’s bias towards public – and his highly critical attitude towards private equities as reported last week among other sources by the NY Times. So, is he right? In Venture … Read More

“Rich Man’s Lottery”? VERDAD CEO Rasmussen questions VC Business Model – Is he right?

JvHNew articles

Rich Man's Lottery, is Rasmussen right?

  Verdad Capital founder and (small cap) public equity crusader Dan Rasmussen recently published a report authored by his last summer Harvard intern Blake Patterson. The melody of the article matches Rasmussen’s bias towards public – and his highly critical attitude towards private equities as reported this week among other sources by the NY Times. The newsletter report The Lure … Read More

“The Only Thing that Matters for a Start-Up”? Product Market Fit or: When Truisms and Misnomers Replace Judgement

JvHNew articles

Like everybody else in the venture scene, I do admire Marc Andreessen for his remarkable achievements in both the tech and venture territories. Yet, admiration is no adulation. If justified, criticism might pay a better tribute to the man than endless quotations of some of his more questionable thoughts. On October 12, 2009 Marc posted a, now famous, article to … Read More