Reuben Munger
4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jul 6, 2020 by Reuben Munger · said 3 times in 1 episodes since 2023 · across every show →
On the record as a speaker too: Reuben Munger's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Bill Orem (3)
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Everything said about Reuben Munger, oldest first
Jul 6, 2020 neutral
Lack of rapid scaling limits operating leverage despite decent project-level returns
“We had a couple of things in fund one where the financial opportunity didn't scale as quickly as we hoped. And so while interesting project level returns, you don't get the kind of operating leverage that is required to do really well.”
Jul 6, 2020
Applying value investing's loss-avoidance mindset guarantees failure in venture capital
“Where finding the thing that could be amazing is the opposite of making sure you don't lose money, right? Sort of venture capital portfolios and value investing portfolios have the opposite skews. I grew up learning that you'll do well if you never lose any mo…”
Jul 6, 2020 positive
Underwriting construction-ready assets avoids binary permitting and interconnection risks
“Buying a project at construction ready is one of the places we like to invest because often construction risk is well known. We don't want to wait and know whether you'll get your interconnection or whether you'll get a permit or, you know, those things are mu…”
Jul 6, 2020 bearish
Novel evergreen structures distract LPs from evaluating underlying strategy and returns
“Many of the structural solutions, evergreen or otherwise, have their own sets of complexities where you end up talking about why you're an evergreen fund instead of talking about what you do and why it's excess return generating.”