cohort investment evaluation
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 6, 2022 by Martin Casado · across every show →
Everything said about cohort investment evaluation, oldest first
Dec 6, 2022 positive
Casado: Investor Alpha Comes from Comparing Startups Within Cohorts
“If I meet five companies, I can probably tell you which one of those five has a better chance than the others, not to any level of certainty, but like, there's a bit of alpha there. There's a bit of judgment there. So I think that's a much more determined prob…”