Random thoughts – Tech Growth Investing

There is a bit of an interesting shift going on with a number of institutional tech growth investors adopting the VC power law playbook and thus the corresponding earlier stage risk / return view. Will be interesting to watch how that plays out and if successfull (I think it can be), fund level returns start to increasingly model VC return profiles and concentrate around the few fund managers that build a track record of getting into the „right companies“ even at what seems untenable valuations at the time of entry.

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