Investment Philosophy: Difference between revisions

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We are therefore mainly focusing on disrupting technologies with strong moats and gross margins and outstanding founders/teams at <u>reasonable</u> valuations.                                                 
We are therefore mainly focusing on disrupting technologies with strong moats and gross margins and outstanding founders/teams at <u>reasonable</u> valuations.                                                 


The most important principle of capital protection is "high confidence".
The most important principle of capital protection is "high confidence". (even before diversification) 


High confidence means being sure about our investment thesis.   
High confidence means being sure about our investment thesis.