The Weekly

July 27, 2022

Rob Dyrdek - Building a $450M Investment Machine

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July 27, 2022

Chamath Palihapitiya SPAC Playbook

Here's the story of an investor that went from living on government assistance in Canada and working at Burger King to support his family, to the Forbes list with a net worth of over $1.2B.

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July 27, 2022

The Perfect Business Model - $0 to $1B in 8 months

I spent $100 at a lemonade stand 🍋 Not because I wanted to, but because I had to.

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July 27, 2022

How Crazy Market Conditions Lead to Company Failures

The car market is crazy right now. With supply chain issues and a burst of new demand, both new and used cars are selling for record prices. It’s so wild, that a dealer at Downtown Toyota of Oakland, in California, has marked up a $50,000 Toyota Rav4 to $96,422. I own a Toyota Rav4 🚗 It has me thinking - What’s my hottest investment right now?

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July 27, 2022

I’ve spent $18,027.38 on Amazon

I’ve spent $18,027.38 on Amazon since 2017. Frankly, this is far less than I thought considering I could build a house with all the empty Amazon boxes I’ve collected. They’re known as “the everything store” - with over 45% of ecom purchases happening through Amazon. So how do startups take on a giant like Amazon? 

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July 27, 2022

Invest in Companies with Moats

How a glassblower made $2.1 billion dollars? I’ll bet my life you’ve never heard of the book “Art of Fire - Beginning Glassblowing”. It sells for $115 on Amazon…It’s about glassblowing 💨🍺(obviously) and has received 7 reviews since 2006. Despite its lackluster sales, the author is now worth $2.1 billion dollars💰and this book helped get him there.

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July 27, 2022

How to Build a "Unicorn Factory"

Today we're going to explore the Y Combinator playbook and how you can leverage it to make investments in the next unicorns!

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July 27, 2022

The Secret Weapon Behind this $28B Fund

During times like these, you’re going to see some hyped-up companies. Valuations won’t make sense, crazy (silly?) ideas will get funded, you get the picture. I want you to have the tools and strategies to see through hollow startup pitches. Today I’m going to share a story about one of the most successful investment funds in history and a little strategy they used to build a $28B investment empire. The exciting part? You can use this tactic too.

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July 27, 2022

How did this founder build 17 businesses worth billions of dollars?‍

I had an epiphany the other day…Coca-Cola is literally everywhere. Why is that? It's because Coca-Cola made distribution its number one priority. Startups should do the same. Distribution is the most important thing at a startup…even more important than the idea itself. If a business can’t economically scale, it won’t matter how great the idea is, it won’t grow. When looking at investing in startups, make sure the founder has a detailed plan on how to scale.

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July 27, 2022

2022 Investment Predictions

It’s that time of year again! The world's top independent thinkers and investors are sharing their 2022 predictions. So why do predictions matter? These thinkers are early adopters. They live at the fringes of the internet and see the future before the rest of the world even wakes up to it. Sure, many of these predictions will prove to be incorrect. But ignoring them would be unwise…

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July 27, 2022

Building Your Anti-Portoflio

Last week True Bill was acquired for $1.3B by Rocket Companies. I met the founders of True Bill in 2017 when they had just launched their product and were probably raising at a ~$20M valuation. We didn’t invest…

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July 27, 2022

How To Invest Early In Startups

When investing in startups, the earlier you invest, the higher your potential return. That’s because investing earlier on in a company’s lifespan means your investment occurred at a lower valuation, which creates much more upside for your investment. But with this potentially much larger return comes much more risk. Luckily, there are some great investment strategies you can use to your advantage when navigating early opportunities. Today we’ll be exploring how to vet early-stage startup ideas using frameworks developed at Y Combinator - the country's leading startup incubator.

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July 27, 2022

Competition is for Losers

With a net worth of $3.4B, Peter Thiel is one of the most successful (and eccentric) startup investors of our generation - with investments in companies such as Facebook, Palantir, and Paypal. He gave a lesson at Stanford on how to identify monopolistic businesses - companies with dominant market-share that become incredible investment opportunities. As startup investors, it’s important that we absorb these lessons and build up our pattern recognition, so when we see a company with similar characteristics, we can move quickly! Here’s how to identify monopolistic companies.

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July 27, 2022

Investing In AI-Powered Prosthetics

Investors lessons from Employee #2 at Pinterest & A Deep Dive into AI-Powered Prosthetics.

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July 27, 2022

Secrets of Angel Investing from the Top Angel Investors

Angel investing is a game with asymmetric upside - worst case, you lose 1x your money; best case you 1000x it. If you apply good judgment, and play the game long enough, you’ll win. Because of these odds, you should start early, swing often, and learn as much as you possibly can about making good investment decisions. The challenge here is that startups are complex and making “good” decisions isn’t easy. This is where investment frameworks and rules of thumb can become extremely powerful. In this post, we’re going to explore 33 lessons from some of the top angel investors in the world. These investors use these principles to guide their thinking around startup investing.

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July 27, 2022

Are You Delusional?

Fred Wilson is the founding Partner at Union Square Ventures - one of the most successful Venture Capital firms in the country, known for their investments in companies like Stripe, Twilio, Twitter. Last week, Fred shared his perspective on the current Venture Capital market. Most notably, early-stage companies raising at ultra high valuations. So what’s the lesson? If you don’t underwrite appropriately...you’re delusional.

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July 27, 2022

Selling Pickaxes to Gold Miners

Coinbase released its Q3 earnings last week - they’re up 400% year-over-year (which...is a lot). Coinbase has done so well because it’s a “pickaxe business”. The framework for a “pickaxe business” is simple - during a gold rush, when everyone is looking for gold (or Bitcoin on Coinbase), it’s a good time to sell them picks and shovels. The good news? We are in a modern gold rush.

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July 27, 2022

Easy Win, Big Finish Framework

How do startups with limited resources become $100B companies? By picking the right wedge.

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July 27, 2022

The rule of 3 - Know this equation and scale infinitely

“First time founders are obsessed with product. Second time founders are obsessed with distribution” - Justin Khan

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July 27, 2022

This investing hack created a $5B Roth IRA for this Billionaire

Peter Thiel turned his Roth IRA into a $5 billion money stash - here’s how he did it.

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July 27, 2022

Invest in themes, not sectors

As startup investors, we’re the early adopters. We bet on emergent trends years before the rest of the world adopts the change. Here’s a framework to spot novel investment opportunities.

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July 27, 2022

When is the best time to invest in startups?

It’s a wild time to be an investor. 2021 has become a record year for Venture Capital investment. More startup unicorns were minted in the last 3 months than during any year in history and the market doesn’t show any signs of slowing down. The number of unicorns (startups valued at over $1B) below has exploded.

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July 27, 2022

How did Jeff Bezos buy a $500M yacht? He used the Market-First framework.

Not all investment opportunities are created equal. Investing in the right market can make the difference between a million-dollar outcome and a billion-dollar outcome. Here’s why market size matters.

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July 27, 2022

There’s new money in the air

Despite cryptocurrencies surging in popularity, that’s not the kind of literal “new money” I’m referring to.

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July 27, 2022

How to Build a Deal Sourcing Army

The side effect of seeing so many deals is that you’ll develop strong pattern recognition. You’ll begin to see why certain companies are getting funded over others and what fundamentals you should hone in on.

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July 27, 2022

How to Pick Winners!

Over the past few weeks in this How to Angel Invest series, we’ve covered strategy, sourcing, and diligence. This article is intended to put a ribbon on this process and highlight how you bring all of these steps together to ultimately pick your investments and support your companies. 

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July 27, 2022

Part 3 of How to Angel Invest: Diligence

The tech investing market is crazy right now...how crazy you ask? Well, Tiger Global, a tech focused investment first, just deployed a $6.7 billion venture fund in 3 months. 

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July 27, 2022

Part 2 of How to Angel Invest: Sourcing Deals

Last week we discussed angel investing in Part 1 called, Strategy: “How will I invest?”. Today, we’re going to lay the groundwork for setting up your own investment sourcing system.

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July 27, 2022

Part 1 of How to Angel Invest: Strategy

Part 1 of a 4 part series on how to angel invest. In this first post, we explore Strategy, "How will I invest?" The next 3 parts of this series will explore Sourcing: "How will I find deals?", Evaluating: "How will I diligence deals?", and Picking: "Which deals will I invest in?".

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July 27, 2022

How to Invest in Private Companies

With companies staying private longer, it's essential for the retail investor to be able to navigate the private company investing landscape comprised of equity crowdfunding, syndicates, and rolling funds.

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July 27, 2022

How to Evaluate a Business

Finding a billion-dollar startup is hard. Despite these odds, 7 of these companies were created by the founding team at PayPal. Affectionately called “the Paypal Mafia”, these individuals are some of the most prolific entrepreneurs in Silicon Valley and have created companies like Tesla, Linkedin, Square, Youtube, and Palantir. Let's find out how!

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