Sign up to save your podcasts
Or
Share TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:03:23 - How venture capital power laws shape investing returns and portfolio outcomes
00:06:19 - Why a tiny number of winners dominate most long-term investing results
00:08:41 - Why selling potential power-law winners early can severely damage portfolio performance
00:08:41 - How modest portfolio contributors can evolve into massive long-term winners
00:09:21 - Why accepting losses is the cost of capturing outsized investing returns
00:11:25 - How Moore’s Law and Metcalfe’s Law create powerful technology-driven investment opportunities
00:13:34 - Why investors should scale positions as businesses become progressively de-risked
00:25:41 - How unpopular or overlooked businesses can generate exceptional long-term investment returns
00:32:24 - Why averaging up in strong businesses can outperform traditional value strategies
00:57:06 - How long-horizon arbitrage allows investors to benefit from fundamental business improvement
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
HardBlock
Human Rights Foundation
Vanta
Unchained
Netsuite
Fundrise
Shopify
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
View all episodes
By The Investor's Podcast Network
4.6
32563,256 ratings
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:03:23 - How venture capital power laws shape investing returns and portfolio outcomes
00:06:19 - Why a tiny number of winners dominate most long-term investing results
00:08:41 - Why selling potential power-law winners early can severely damage portfolio performance
00:08:41 - How modest portfolio contributors can evolve into massive long-term winners
00:09:21 - Why accepting losses is the cost of capturing outsized investing returns
00:11:25 - How Moore’s Law and Metcalfe’s Law create powerful technology-driven investment opportunities
00:13:34 - Why investors should scale positions as businesses become progressively de-risked
00:25:41 - How unpopular or overlooked businesses can generate exceptional long-term investment returns
00:32:24 - Why averaging up in strong businesses can outperform traditional value strategies
00:57:06 - How long-horizon arbitrage allows investors to benefit from fundamental business improvement
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
HardBlock
Human Rights Foundation
Vanta
Unchained
Netsuite
Fundrise
Shopify
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
More shows like We Study Billionaires - The Investor’s Podcast Network
View all
Motley Fool Money
3,237 Listeners
Macro Voices
3,075 Listeners
The Meb Faber Show - Better Investing
943 Listeners
Capital Allocators – Inside the Institutional Investment Industry
796 Listeners
TFTC: A Bitcoin Podcast
771 Listeners
The Pomp Podcast
1,835 Listeners
Value Investing with Legends
207 Listeners
The Intrinsic Value Podcast - The Investor’s Podcast Network
557 Listeners
What Bitcoin Did
276 Listeners
Excess Returns
86 Listeners
The Memo by Howard Marks
441 Listeners
Business Breakdowns
354 Listeners
Coin Stories with Natalie Brunell
444 Listeners
Forward Guidance
277 Listeners
Monetary Matters with Jack Farley
156 Listeners