growth investing

6 statements across 6 episodes · 0 bullish · 1 bearish · 5 people on the record · first statement Jul 8, 2021 by Laela Sturdy · across every show →

Everything said about growth investing, oldest first

Jul 8, 2021

Insight

Laela Sturdy argues pure quantitative math can paralyze growth investors

“It can't be answered by math, and you have to, you know, math can help you a little, but math can sometimes paralyze people, so you have to bring this sort of intuition and analytics together, which I love about growth”

Laela Sturdy Jul 8, 2021 ▶ 27:38 20VC: CapitalG's Laela Sturdy on The Current State of Growth with Crossover, PE and Hedge Funds All Entering, How To Think Through Upside and Downside Scenario Planning at Growth & The Biggest Challenges Startups Face Post Product-Market-Fit but Pre-Scale

Jul 19, 2021

Insight

George: Growth investors should focus on upside potential over modeling downside risk

“I wish I had known earlier in my career and growth to spend more time thinking about what can go right as opposed to modeling or trying to predict what may go wrong.”

David George Jul 19, 2021 ▶ 29:24 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th

Sep 14, 2021 negative

Prediction Not checkable as stated

Leone: Broad late-stage venture investing will cause severe investor losses

“As you move down the funnel, venture, growth, pre-IPO, the checks get larger. The valuations get a lot higher. And the further down you come, the better you have to get up picking them. And if you go broad there, you're going to get stung.”

Doug Leone Sep 14, 2021 ▶ 26:54 20VC: Sequoia's Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Think About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity

Oct 5, 2021

Insight

Levy: The biggest venture misses are under-investing in winning portfolio companies

“I think in some ways, the biggest misses are not doing more of your winners.”

Anton Levy Oct 5, 2021 ▶ 35:10 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic

Feb 9, 2024

Insight

Leone: Broad index-style investing in late-stage growth leads to losses

“As you move down the funnel, Venture, growth, pre-IPO. The checks get larger. The valuations get a lot higher. And the further down you come, the better you have to get a picking them. And if you go broad there, you're gonna get stung.”

Doug Leone Feb 9, 2024 ▶ 4:02 20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors

Jul 8, 2024

Insight

Grady: Data signals work far better for growth investing than early stage

“It's a lot better for growth than it is for early. It's a lot harder to get those signals out early, which is why we have the ARC program.”

Pat Grady Jul 8, 2024 ▶ 39:34 Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings

growth investing

Everything said about growth investing, oldest first

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