
Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
Investor Stories 457: Lessons for Early Career VCs: Fiduciary Mindset, Power Law Discipline, and Personal Edge (Dash, Okike, Hudson)
501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)
Investor Stories 456: Inside Visionary Leadership: Platform Leverage, Founder Adaptability, and Market Timing (Rizik, Wang, Wallach)
Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)



The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified