, 5 tweets, 1 min read Read on Twitter
1/ you have quickly gotten to the meat and potatoes -thanks @verbine. And it takes robust back testing to identify resilient signals over our duration
2/ But two things to consider in your logic/questions:
3/ A) in consumer it isn't about grand slams, it's about doubles and triples (ton of smaller exits, co's raise less $ so dont need grand slams) and
4/ B) in consumer, EV is tied to revenue, so revenue growth acts as a proxy "result" with a much faster feedback loop
5/ So in an ideal world we are predicting successful exits. But we've found that predicting propensity for growth still creates a significant information advantage
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