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Value V Growth

Let’s talk about one of the most abused Stock classifications in public markets. Value vs. Growth stocks. Most investors are at least casually familiar with the terms. At its most

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Professional Blues

We don’t always make rational decisions in the moment, but over time people tend to be more versus less rational. To this end, the number of physicians retiring early, or

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Big Tech & Healthcare

We have seen consistent stories over the last several years about how “Big Tech” is going to take over healthcare. Those software folks are going to show the neanderthals how

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The Funds Gap

The Funds Gap (part 2 of 2) by Michael Schmanske Consider the structure of an Institutional Asset Manager. They charge 2% on Assets Under Management (AUM). So a $250M fund

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The Funds & Funding Gap

Funds & The Funding Gap (Part 1 of 2)by Michael Schmanske Most successful startup founders have, or will become familiar with, the idea of the “Funding Gap”. It’s not complicated,

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Made By We (“Fail Big” Cont.)

The We Work revisited story continues to get commentary given the massive investment made by Andreesen Horowitz. It’s true that Adam Neuman built a game-changing real estate business. They re-defined

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