How to create an unfair investor advantage?
I’m no genius. But I've made a few nickles:
Built investment biz's in:
- ETFs '08: $531B assets; now $3.4T+. (540%)
- LatAM '10: $1.5T ; now $3T+. (100%)
- Cannabis '14: $3.5B; now $20B+. (471%)
A thread on getting an edge early:
I’m no genius. But I've made a few nickles:
Built investment biz's in:
- ETFs '08: $531B assets; now $3.4T+. (540%)
- LatAM '10: $1.5T ; now $3T+. (100%)
- Cannabis '14: $3.5B; now $20B+. (471%)
A thread on getting an edge early:
Here’s where I stop being obnoxious (someone call @vcbrags already), and say how this is useful to you.
Being early can be a superpower.
When people ask you, “What? Why would you do that?”
You just may be on to something my friend.
Being early can be a superpower.
When people ask you, “What? Why would you do that?”
You just may be on to something my friend.
When I first got into cannabis (and proceeded to raise a $200MM Fund in the space), my Latina Catholic mother about had a heart attack. I think she thought I did this all day?
That was a trigger..
That was a trigger..
When you come to the terrifying realization that you aren’t more intelligent than anyone else (aka me), you look differently at the market.
- I know I’ll never create the next Tesla.
- I still don’t really understand blockchain at a visceral level.
- I know I’ll never create the next Tesla.
- I still don’t really understand blockchain at a visceral level.
I certainly can’t figure out quantum computing. Coding? I barely can get my Zoom to work.
AND THAT IS OK. Because instead of trying to create the next unicorn, I think like a surfer.
I am not out trying to manufacture a wave. I simply search for the next swell.
AND THAT IS OK. Because instead of trying to create the next unicorn, I think like a surfer.
I am not out trying to manufacture a wave. I simply search for the next swell.
One of the single best things you can do as an investor, employee, builder or entrepreneur, is look at where the market is going and meet it there.
You don’t have to predict the future you just have to know that momentum is hard to begin but importantly, it’s damn hard to stop.
You don’t have to predict the future you just have to know that momentum is hard to begin but importantly, it’s damn hard to stop.
If you are less fearful than the other guys.
If you are willing to take early risk.
If you are not complacent and static...
You can ride swells all day while most stay in shallow water waiting for the tide.
If you are willing to take early risk.
If you are not complacent and static...
You can ride swells all day while most stay in shallow water waiting for the tide.
Truth: MOST PEOPLE FEAR CHANGE. BEAT THAT and conquer.
Your Lesson Today: Where can you look at the world today and see that it is moving towards something… then meet it there?
Your Lesson Today: Where can you look at the world today and see that it is moving towards something… then meet it there?
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