Hotels
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 4, 2025 by Arjun Vaidya · across every show →
Everything said about Hotels, oldest first
Jul 4, 2025 negative
Vaidya: Blanket VC Sector Pattern Matching Overlooks Superior Founder Execution
“Had I pattern matched and said, oh, hotels is where investors have lost the most money. It's a really hard business. I won't do it. No, someone can out execute somebody else and solve a very complex problem that you may not be able to solve.”