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

Prognostic Fallacies

JvHNew articles

Gartner Chart of 2017 on the future of mobile apps

My most recent blog post dealt with fake problems (and corresponding fake solutions). Today I want to direct my “spot light” (kindly notice a dose of self-irony here) at fake reasoning and fake explanations. In today’s newsletter “Pioneers’ Breakfast” by the excellent German special interest magazine t3n the reader is invited to read an article on the allegedly inexorable surge … Read More