In my last article I was writing about some pitfalls in the reps and warranties. Today I want to write about some noteworthy oddities. Recitals, Representation, Guarantees Even I learn from time to time. So now I was looking into recitals of facts, opinions and intents at the beginning of […]
This is a copy of an article found under below link with minor comments from my side. The article underlines my thinking on global networks of cities. https://irows.ucr.edu/papers/irows28/irows28.htm Intro Systems of cities represent human interaction networks and their connections with the built and natural environments. Logically, the study of city […]
Some concepts about measuring quality and size of proximity networks .
In the first article on generic forms, I was writing from the view of the founder who wants to conquer the world. Now, how does the world actually work? Intro Rumor has it, that no matter what ecosystem you are in and where you are incubating, there is a network […]
Finding a start-up idea and starting your first business is a lot easier than you think. Here are some generic strategies to get you going.
An edited version of my 4 economics paper or post.
Sometimes you stumble upon something so ridiculously simple that it just blows your mind and you start to realize you have been calibrating against the wrong things. One of those things in my life has been the moment I stumbled upon’s Dunbar’s number(s). Basics on Dunbar’s Number(s) What is it? […]
The alternative asset class of non-listed companies. In recent years, it has been debated if the term „alternative asset class“ is to be considered outdated. This is an argument mostly brought forward by people involved in the private equity industry – which includes the VC industry – and is partly […]
Since I haven’t found any book or blog article yet that explains the unique aspects of venture capital value creation, here’s a rough edge explanation. Let’s first understand these four concepts. (1) Fair Market Valuation as practiced, (2) Steering Market Valuation, (3) optimal executable market price, and (4) Investor Interests. […]
Naively inspired by the recent show on „Billions“ and seeing the word USP dropped in the investment case of a candy manufacturer, I was asking myself: what did I miss here? My first notion on taking factor models, various risk premia and betas into consideration didn’t make any sense to […]