Humba Ventures

4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Sep 4, 2025 by Leo Polovets · across every show →

Everything said about Humba Ventures, oldest first

Sep 4, 2025 neutral

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Polovets: Most of Humba's 10-12 unicorns lacked multi-stage seed leads

“I think we've invested in like 10 or 12 unicorns roughly. Maybe like a third of those or quarter of those had a series A investor at seed.”

Leo Polovets Sep 4, 2025 ▶ 54:19 Is Non-Consensus Investing Overrated?

Sep 4, 2025 bullish

Disclosure

Polovets: Many of my top returns came from non-consensus investments

“I would say like for me, and maybe we invest like a tick earlier more like towards pre-seed and seed, but for me, a lot of my best investments have been more on the non-consensus side.”

Leo Polovets Sep 4, 2025 ▶ 2:45 Is Non-Consensus Investing Overrated?

Sep 4, 2025 negative

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Polovets: Humba Ventures paused defense investing due to inflated valuations

“We invested in defense a lot three, four years ago, and then we kept looking, we're basically paused for a year and a half or two, because after the Ukraine and Israel thing, you know, prices just went up like two, three, four times, but the company fundamenta…”

Leo Polovets Sep 4, 2025 ▶ 27:10 Is Non-Consensus Investing Overrated?

Sep 4, 2025 neutral

Disclosure

Polovets: Six to eight of his top ten investments struggled raising seed

“I think at least on my side, for a lot of the precedes and seeds I've done, I went back, I think over my top like 10 investments, maybe six or seven or eight took them months to raise a seed round.”

Leo Polovets Sep 4, 2025 ▶ 22:13 Is Non-Consensus Investing Overrated?

Humba Ventures

Everything said about Humba Ventures, oldest first

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