Archive: Articles

Premium

Don’t Look Backwards In Startup Investing

By Andy Gordon on June 10, 2021

Over the past five years, the top 25 venture capital (VC) firms invested in around 1,600 early-stage startups.  According to CB Insights, the sectors with the biggest increase in investments from VCs are fintech, enterprise software, enterprise analytics, pharmaceuticals, consumer apps, renewable energy and media. The sectors that have seen the biggest decrease are consumer on-demand, sales and marketing software, direct to consumer, digital health and cloud storage products. …
Great technology means a great investment, right? It’s never that easy for investors interested in an early-stage tech company. And for investors like me who are enamored with the medtech startup scene, it’s even more complicated. That’s why I conducted an experiment with my primary physician last year. I wanted…
Premium

How to Invest in an Overheated Market

By Adam Sharp on June 8, 2021

It’s been a fascinating last year and a half in the startup investing world. We went from a complete meltdown in March 2020 to one of the hottest venture capital markets I’ve ever seen. I’ve been quite selective throughout this time, preferring to stick to early-stage…
Premium
One of the most popular investing myths is that a good technical startup needs a co-founder who can handle all of the technology or software development. And the lack of a Silicon Valley tech wizard spells failure or doom. But that’s really outdated thinking. As Vin…
Premium
There’s an ancient adage I have leaned upon at certain times in my life: What doesn’t destroy you makes you stronger. It certainly applies to AlphaFlow, the startup I’m showing you today.  2020 was the ultimate stress test for AlphaFlow. And it survived. …
Every investor has preferences and biases that influence which startups they choose to invest in. And some sectors play to an investor’s values more than others. Whenever anybody asks me which sectors I prefer, I say it doesn’t matter to me. And I mean it. …
Premium

Crypto Bull Case Solid Despite Correction

By Adam Sharp on May 28, 2021

I’ve had a lot of questions about crypto coming from friends and family lately. Many of them are particularly concerned that Elon Musk can apparently move this huge market by himself. So I want to make it clear that I don’t really believe Elon was the…

AMC Illustrates Market Insanity

By Adam Sharp on May 28, 2021

The hottest stock in the world is AMC. Yes, the movie theater chain. On Wednesday it was the world’s most traded stock and made up 11% of the total volume on the New York Stock Exchange.  In March of 2021 —…
Premium
I recently spoke to Chris Yerbey, the founder and CEO of Amsterdam-based Tradefox. We recommended TradeFox in 2017 (back when it was called Scrap Connection) and again in 2019. It provides a business intelligence and trading…

The Real Problem with SPACs

By Andy Gordon on May 26, 2021

I’ve never hidden my disdain of special purpose acquisition companies (SPACs). As a refresher, SPACs are shell companies that attract investors and then go public in order to merge with a specific startup, thereby taking the startup public. I laid into them back in January in…
Premium
Inflation appears to have arrived in the U.S. I say “appears to have arrived” because in my opinion, we’ve been dealing with at least 6% inflation for more than 5 years. The reason you haven’t heard about that is because the government manipulates the official consumer price index…
Premium
Digital Brands Group (DBG) had its initial public offering (IPO) recently. And it generated some confusion and many questions from our members. So I’m taking the opportunity today to address some of the issues you’ve raised. To refresh your memory, DBG’s IPO incorporated a “reverse stock…
Premium

These Three Portfolio Coins Are Going Strong

By Adam Sharp on May 21, 2021

What an insane few weeks it’s been in crypto markets. Elon Musk’s waffling on bitcoin has really shaken up the crypto markets. And now we’ve got a government “crackdown” on crypto developing — though that’s not as bad as it sounds. …

Crypto Regulation Shows Mainstream Acceptance

By Adam Sharp on May 21, 2021

What an absolutely insane few weeks in crypto it’s been. All the Elon Musk drama, the Tether reserve breakdown and now there are further signs of government regulation.  Today I’m going to look at the regulatory…
Premium

New Pick: The Future of Bottled Juice

By Andy Gordon on May 20, 2021

Deal Details Startup: Genius Juice Security type: Crowd SAFE* Discount: 20% Valuation (cap): $14 million Minimum investment: $100 Where to invest: Republic Deadline: September 16, 2021…
Premium

Crypto Crash Isn’t Elon Musk’s Fault

By Vin Narayanan on May 20, 2021

One of these days, we’ll dig into my complicated feelings about Elon Musk. They were complicated before Tesla bought bitcoin, started accepting bitcoin as a payment method, stopped accepting bitcoin as a payment method and Musk hopped aboard the crazy dogecoin train. (Say it…