We
only invest in what we fully understand
If we don't get it, and you
can't explain it to us, we won't invest in it.
Re-enforce
success
We invest in what works, not
in what doesn't. Technology advancements do not need
to be revolutionary to succeed, they can be evolutionary.
We invest in defensible
brands and technologies
We are in this for the long-haul.
Hastily crafted, jargon-filled business models jotted
onto cocktail napkins by MBA students do not interest
us.
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There
is no bear market for good ideas
Innovation will not pause
in the absence of strong capital markets.
The
trend is [not always] your friend
We invest in people and technologies
we believe in, not necessarily what the market at
large holds in vogue.
We like capital efficient
investments
We look to invest in companies
with the ability to produce unencumbered free-cash
flow.
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