You earn badges by outperforming the market over various time periods, voting on content, and posting straws and valuations.
Since February 2020
I like researching new technologies, finding small companies doing R&D in these areas, and incubating investments in them for a few years.
I also like companies with good marketing spends. If people don’t know what you are selling, they can’t buy it.
Inflexion points I seek include:
- Positive free cash flow,
- Productisation of a concept,
- Partnerships with leaders