Opening Salvo

After spending many years analyzing and writing due diligence reports about private companies (startups) for potential venture investment I've decided to use this experience (and not just abandon it) and focus my direction on publicly-traded venture-backed companies.

Why?

Many venture capitalists will tell you (and their LPs) that one of the skills they have is "pattern recognition" i.e. having worked with many successful companies and successful entrepreneurs and being able to use that data to identify the next great company and soon-to-be successful entrepreneur.

Ok. Again, why?

Often in venture ecosystem there is a race to pump money and drive "growth" into private companies in order to get them to IPO so that the VC's can exit their investment. While this is a very broad, sweeping statement, its mostly true. When these pumped up companies go public, and their IPO "pops", its now time to live on the treadmill of quarterly earnings, public disclosure, and analyst coverage. My thesis here is that continuing the process of evaluating technology companies, now public, will allow me to continue to get the reps and knowledge useful for evaluating private technology companies.

Let's see how this goes.