12/14/17 – Thursday’s Interest-ing Reads

  • Valuing a portfolio of illiquid assets is part art, part science. Just as Harvard. (wsj)
  • You have to have some extra juice to raise capital these days. (hunterwalk)
  • Don’t work for a startup unless you believe in the CEO. (m.signalvnoise)
  • Todd Combs reads 12 hours a day. (alumni.fsu.edu)
  • How big a portfolio do you need a the seed stage? (medium)
  • Growth curves can have all sorts of discontinuities. (sethlevine)
  • You have one job as a founder: fire yourself. (hackernoon)
  • AmazonBasics is moving beyond the basics. (qz)
  • Why big banks are investing in cybersecurity startup Menlo Security. (fortune)
  • 11 new-ish mutual funds Morningstar analysts really like. (beta.morningstar)
  • A talk with Joanne Wilson, aka Gotham Gal. (investorfieldguide)
  • Pimco is building out a platform to make it easier for advisor clients to invest in alternative assets. (wsj)
  • Seedrs wants to take crowdfunding across Europe. (ft)
  • You can now borrow against your Bitcoin. (bloomberg)
  • The Rise of the Rest Fund is pouring fuel on a smoldering fire. (ianhathaway)
  • Momoe Ikeda-Chelminska, "Professional investors must change their perception of ESG analysis from a performance drag to a method of evaluating how a company conducts business." (blogs.cfainstitute)
  • A profile of Alan Patricof of Greycroft Partners. (fortune)
  • Tomasz Tunguz, "Why are postmoney conversations simpler?" (tomtunguz)
  • Business Insider is losing the ‘Business’ part of its name. (wsj)
  • Fintech is only accelerating. (howardlindzon)
  • Arjun Sethi, "A moat today is simply a temporary buffer that helps a company get ahead of the next innovation cycle." (medium)
  • Why Canadian economic growth may be set for a downshift. (business.financialpost)
  • Network effects are the biggest value driver. (medium)
  • You can’t bullshit a good VC. (hunterwalk)
  • Should journalists write about Bitcoin while owning Bitcoin? (niemanlab)
  • Druce Vertes, "Blockchain takes the open-source paradigm to a meta level." (blog.streeteye)
  • Stock options are not well suited to the unicorn era. (bloomberg)
  • How to put together a crypto index fund. (etf)
  • Why isn’t the SEC doing more to halt ICOs? (wsj)
  • Nobody knows where Bitcoin prices area headed. (danielsolin)
  • There’s nothing easy about trading cryptocurrencies. (allaboutyourbenjamins)
  • Target ($TGT) is buying Shipt to better compete with Amazon ($AMZN). (latimes)
  • It’s only a matter of time until the big tech companies dive into finance. (bloomberg)
  • How much should founders pay themselves. (blog.cardash)
  • What Is a 409A Valuation? (medium)
  • When VC activity surges, M&A soon follows. (papers.ssrn)
  • A bunch of b-school profs pick the best business books they read all year including "Janesville" by Amy Goldstein. (ft)
  • Bitcoin rules the crypto-roost, for now. (thereformedbroker)
  • Still no pick up in weekly initial unemployment claims. (calculatedriskblog)
  • Amazon ($AMZN) is expanding same-day delivery to more markets around the country. (techcrunch)
  • How AngelList syndicates have evolved over time. (medium)
  • Benedict Evans, "A lot of the story of Amazon for the last 20 years is of how many Ys turned out to by Xs – how many categories that people thought could not be sold online and could not be sold as commodities turned out to be both." (ben-evans)
  • Cullen Roche, "IDGAF will set you free from the risk of FOMO." (pragcap)
  • We may have reached "peak subscription box." (bloomberg)

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