Fred Wilson thinks the upcoming (or next) downturn will be different and while he agrees with some things in Will Price’s post titled Downturn – Now What? Fred adds his own thoughts in his post This Time Will Be Different. Flight to quality anyone?
Matt McCall of Portage Ventures has the VC post of the day up titled Term Sheet 101: Preferences. It looks like Matt is working on a Term Sheet 101 series which would go nicely with the Term Sheet series that Jason and I wrote a while ago on Feld Thoughts.
Today’s great VC blog post once again comes from Fred Wilson and is titled Conviction and Discipline. Having made a lot of investing mistakes in 1999 and 2000, I learned this lesson many times over. It’s also consistent with the Fantastic Notes from an Interview with Warren Buffett that I posted on Feld Thoughts earlier […]
Today’s great post is from Albert Wegner at Union Square Ventures titled Structural Change and Marketplaces. If you want a view of how Albert and his partners think about marketplaces (and the structural changes occurring) read carefully.
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