Many thanks to Jake Taylor at 5GQ for creating this interview with me. Jake certainly does ask 5 Good Questions. Hope you enjoy it.
Here are Jake’s excellent questions:
1. If you’re a generalist investor, do you have any business venturing into technology investments? Or are you setting yourself up for failure by venturing outside your circle of competence? Or is it that exact mindset that creates the opportunities?
2. What are your views on discussing investments with others? It seems like a difficult balance of gaining valuable insight vs. tainting your own views?
3. There are so much data out there. What do you focus on? What’s your key message to individual investors?
4. Most historical “technology” investments (airplanes, cars, radios, internet) have shown a few big winners, but mostly a lot of zeroes for shareholders. It seems all the value flows through to the consumer. How do you avoid that as an investor?
5. With such a wide range of outcomes in tech, how do you handicap the odds and magnitudes of different outcomes to get a ballpark of a probabilistic future?
Disclosures and Disclaimer