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Happy Friday and welcome to another week of the digest!
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I thought this graphic and commentary was interesting - as I talked about here it’s really important to balance staying invested while not jumping in with an amount you can’t afford to lose
PLEASE read everything before you sign it - even if your counterparty is nice :)
A useful read (see the tweet he quoted for details) .. I still speak to LPs all the time that have this “concern” of missing out on a deal and I don’t think it’s healthy 9/10 times
Simple reminder that some people are talking through (and hoping nobody notices) their own challenges
A reminder that the smartest people can’t figure out what the future holds - be careful of placing macro bets (or at least be aware that you are)
An insightful discussion with a lot of great comments
Happy Friday :)
Have a wonderful weekend!
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I advise LPs on existing and potential positions and write articles here weekly on what I see in the marketplace that could help you invest better. You can find me on LinkedIn or Twitter.
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Limited Partners:
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LP Cohort - review 4 separate memos together with me and other LPs to learn how to vet LP investments.
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