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Q322 ›

Beware of Beta 

Founders, espe­cially of star­tups with big ideas, tend to believe that they con­trol their own des­tiny, which is a great men­tal­ity and prob­a­bly a key pre­req­ui­site for being a suc­cess­ful founder. How­ever, every com­pany exists in a set of mar­ket and envi­ron­men­tal con­di­tions. Ide­ally, those con­di­tions are such that com­pa­nies can pre­dom­i­nantly focus on their mis­sion and exe­cu­tion (Alpha) and not be overly con­cerned with broader geopo­lit­i­cal, macro­eco­nomic or finan­cial mar­ket con­di­tions (Beta). How­ever, as any inno­va­tion investor who has been around a while knows, there can be peri­ods (hope­fully brief) when exter­nal con­di­tions are so impact­ful that they must take prece­dence over the inter­nal objec­tives, at least temporarily.

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Archive

Q4 2021 | Jan­u­ary 25, 2022
Q3 2021 | Octo­ber, 25 2021
Q2 2021 | July, 22 2021
Q1 2021 | April, 15 2021
Q4 2020 | Jan­u­ary, 22 2021
Q3 2020 | Octo­ber, 20 2020
Q2 2020 | Juli, 17 2020
Q1 2020 | April, 17 2020
Q4 2019 | Jan­u­ary, 15 2020
Q3 2019 | Octo­ber, 17 20019
Q2 2019 | August, 14 2019
Q1 2019 | May, 3 2019
Q4 2018 | Feb­ru­ary, 4 2019
Q3 2018 | Octo­ber, 16 2018
Q2 2018 | July, 23 2018
Q1 2018 | May, 24 2018