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The Infant Learner
Some stuff I read this week:
A. This week’s Special: –
Venture Capitalist: Chris Douvos
Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development of new manager relationships. He is the author of an entertaining blog about venture capital entitled Super LP – Adventures in Investing, available at SuperLP.com.
Prior to joining VIA, Chris spent seven years co-heading the private equity program at The Investment Fund For Foundations, or TIFF. In this role, he was responsible for another $1 billion in new capital commitments. Before joining TIFF, Chris worked on Princeton University’s endowment team. He started his career as a strategy consultant at Monitor Company. He is a graduate of Yale University and the Yale School of Management.
Recently he was interviewed at capitalallocatorspodcast.com. Key touch points of the interview are as follow:
- His path to venture capital
- Perception and reality in venture investing
- Areas of future innovation
- The nuts and bolts of research, portfolio construction and decision making when running a portfolio of venture funds.
Click the link given below to listen to the interview:
Interview with Chris Douvos
B. Entrepreneurial Diary
C. Other Stories
Charley Ellis ( WP )
What I Believe Most ( CF )
Indian Investing Conclave Notes ( JN )
Value Investor Interview: Brent Beshore ( SN )
Preservation Of Capital- In A Bull Market ( BW )
7 Steps to Becoming a Great Stock Investor ( MW )
Indian Infrastructure – A decade in the making ( AC )
Measuring the Moat: Value Creation Checklist ( OS )
Why this is Indian IT industry’s Kodak Moment ( TO )
Moat Analysis Slides: Twitter Inc. ( NYSE : TWTR ) ( SC )
Business Analysis: Caplin Point Laboratories Limited ( VM )
The $100 billion per year back pain industry is mostly a hoax ( QZ )
Daniel Kahneman: A Short Course In Thinking About Thinking ( EO )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck