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Content
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David pfp
David
@d
“5m at 25m with a 1 week deadline is not a deal I want to make” The best investors understand that you can only analyze a company over time “seeing lines, not dots” It’s not about the valuation, but the time to build conviction on the company
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David pfp
David
@d
https://open.spotify.com/episode/544cx4MCc1W1rDwNxxC0n8?si=XGqUwAERQDiOYEOVhSyLDQ&context=spotify%3Acollection%3Apodcasts%3Aepisodes
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yangwao ↑
@yangwao
What helps building conviction? Track record of founders? Current achievements? Early traction & revenue?
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Ben 🟪
@benersing
5000 $degen for a thoughtful conversation starter
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