When you are looking to deploy capital, you have to keep three things in mind:
- Business quality: Is this a fundamentally strong business?
- Asset price: Does this price make sense?
- Portfolio construction: Does the opportunity cost outweigh the return?
It is only if all three of these things are fully understood that you can enter what I call the zone of deployment—the space where you should be willing to invest.
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I got to the end of this article and I felt like it ended halfway through. I'd love to see more on the types of companies and the new paradigm for founders in the next five years, which is a combination, as you say, doing something weird and wonderful or sucking up VC dollars.
@hollywoodsign thanks for the feedback! I always worry that my usual length is too much, so was trying for shorter and punchier, sorry it didn't land for ya.
I'm tracking with the gist of this and appreciate the piece, but the suggested math is solving for "getting wealthy" which means we're handwavy (a fantastic term, btw) on both sides of the equation.