This is timely, as one of my very first angel investments back in 2015 announced this week they are going public. It's a kick ass company called @grovecollab and you can find an old podcast here...
This isn't a humblebrag tweet (every early investor has tons of losers and most startups will likely fail), but hopefully the blog and thread lets you know angel investing is practical at small amounts too. (My Grove investment was $5k at <$20m. Combined SPAC is $1.5B if final)
I invested in over 70 companies in 2021, across all sorts of sectors and geographies. Lots abroad.
Of course valuations have gone up, my median investment market cap has increased every year since 2016...from $6m post money, to $11, $12, $15, $15.5, to $22m in 2021...
Below is a fun top list of companies doing really cool things. I tried the make these relevant to most people, so I excluded biotech and space, B2B, logistics, and emerging markets.
Let's dive in! Any you think will be the next 🚀🚀🚀?
One of the hardest tasks in the world is caring for family. A lot of people don't know that family members can actually get paid for being caregivers.
Biohacking is in the early days, but reaching an inflection point.
@nutrisenseio is a real time glucose monitor that is painless and also a lot of fun. I was today years old when I learned french fries sense my blood sugar through the roof...
Being a farmer is hard, and there's lots of middle men chipping away at profits. @barn2door provides software that lets farmers sell direct to consumers, keeping more $ in their pocket...
Anything that is financial wellness and education focused pops to the top of my list...
@grifinapp is helping investors invest in stocks that are relevant and tangible in a clever Peter Lynch way - by connecting the buys to their purchases.
We sent a fun email to our investors at the start of the year called:
"Totally (Not) Crushing It"
With stocks at all-time highs, (and investor hubris likewise), we thought it would be instructive to profile a TERRIBLE performing strategy...
I'll summarize below...
Since I can't talk much about our ETFs on twitter, we'll just talk strategy...the old white paper detailing methodology here, don't laugh at my picture:
We've published a lot of research over the past 15 years...some insightful, some weird, a lot of cringe.
So I asked my team to try and force rank the top 30 best hits...
(this is their ranking, not mine, so note potential recency bias!)
Everything from asset allocation strategies and global value investing, to farmland investing, to startups, and even whether institutions should be managed by a robot.
With thousands of pieces of content, we thought it was time to sift through them all and try to rank the best!
So here we go, starting with a countdown from 30….what will be the winner at #1?
Today's guest was the CTO of @Microsoft, likes to find T-Rex bones, has a gazillion inventions, CEO of @IVinvents & @ModCuisine, & coauthored 1,700 page pizza book.
One of my favorite chats with the always curious @nathanmyhrvold!