Hot in Enterprise IT/VC - What's 🔥 in Enterprise IT/VC #321
What's 🔥 in Enterprise IT/VC #321Sea Change by Howard Marks memo, a must read on markets, the economy + what's ahead in 2023I finally read Howard Marks’ memo, Sea Change, and wow!
For those who want a fast overview of investing, markets, interest rates, and inflation, read this now. For those of you who don’t know who Howard is, he’s like the Warren Buffet of distressed securities. I’m not having you read this because I’m all doom and gloom, but it does provide a zoom out view of how the asset allocators think, and how 💰 is allocated from debt to equity to PE, VC and eventually founders. Read it, reflect on it and build an efficient business. Despite the pessimistic outlook, I continue to believe it’s a great time to start a company because only the most insane 😜 founders will build in this market, and when the world opens up again in 2024 and beyond, these companies will be ready for the next growth cycle. Here are a few excerpts I highlighted if you want the TL;DR. Interest rates are the most powerful force for valuations and of course tech valuations
And due to zero or low interest rates, investors became risk seekers looking for more yield from you guessed it, VC, tech stocks, crypto and more
In a nutshell… The Future + what victory means
Prepare for further pain…
The kicker, the SEA CHANGE
As always, 🙏🏼 for reading and please share with your friends and colleagues. Also Happy Holidays, Happy 🕎, and Merry 🎄🎁 to those who are celebrating. Scaling Startups
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