How to Invest like a Contrarian #tech #venturecapital #startups #allinpodcast
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Episode Description
Full episode: https://youtu.be/hZp80SYIRlY
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Brief Summary
Contrarian thinking is essential for successful early-stage venture investing.
Key points
- The Challenge of Unique Investments. Finding the best investments often means seeking out those that others overlook.
Transcript
Dustin the dad asked the all-in Pod has a contrarian streak do you find a similar mindset useful when investing in early stage Ventures I think it's necessary to have outside returns in Venture be based on making Investments that other folks are not making if a market appears to be drisk it's likely because there are multiple players or participants that are all chasing the same thing which means that the market will likely get competed away over time if you're investing or everyone else is investing typically prices inflate costs inflate and your multiples reduce the best investments are the singular ones the ones that don't look like anything
else and those are very hard Investments to make because other people aren't making them so you don't get social validation that indicates that this is a good investment and a lot of investors look for that social validation because they consider themselves participants in a Marketplace and that that Marketplace ultimately needs to agree with them for them to get paid
