Discover and read the best of Twitter Threads about #alpha

Most recents (4)

[THREAD] In chapter 4, we discuss how to solve for #HumanCapital challenges in #VC. So if we haven’t found a strong argument why we shouldn't try & build a fund from scratch as there appears no structural barrier to entry that cannot be overcome — how do we therefore do this?
1.) Where to look first?

The churn in top tier performance is drastically increasing as the VC market matures & #Alpha is dispersed due to the inherent inefficiencies. Only the best funds plan for succession.
2.) Ultimately, VCs firms are small partnerships. Behavioural challenges in #InvestmentPartnerships include:

•Economic Allocation
•Shared Decision Making
•Diffused Responsibility
•Personal Risk Minimisation
•Go-along-to-get-along Interaction
Read 19 tweets
[THREAD] As a systematic public market investor, #VentureCapital was an asset class that felt opaque to me based on only my limited exposure of #AngelInvesting & my friends in the industry. In this article, I set the context for Unpacking Alpha in Venture Capital.
1.) It is a challenging asset class to digest & I am sure a majority of large institutional pools of capital would struggle to list more than a handful of brand name VC firms or investors.
2.) That said, top decile returns in VC are extremely impressive so I decided to take a deeper look with a view to create an ecology map & building an institutional footprint from first principles.
Read 23 tweets
THREAD: Body Language Analysis No.4304: Donald Trump's and Kim Jong-un's Handshake in Singapore - #Nonverbal & #EmotionalIntelligence#DonaldTrump #KimJongUn #TrumpKimSummit #BodyLanguage #BodyLanguageExpert #Handshake #Alpha #Beta #NorthKoreaSummit
1/ In a meeting many thought would never happen, Donald Trump and Kim Jong-un made history in Singapore on Tuesday. What follows is a nonverbal analysis of their initial handshake.
2/ In this first moment leading up to their handshake, Donald Trump is the first to extend his hand as he is walking toward Kim Jong-un. This is a good body language tactic - for it projects initiative, strength, and an overall alpha-tone.
Read 26 tweets
I keep hearing 7.1+ & seeing Oaxaca
#JesusIsComing
Just putting this here^

accuweather.com/en/weather-new…
I seem to have missed this one: cnbc.com/2018/01/14/str…
Read 69 tweets

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