What are 2 industries/trends core to your startup investment thesis?

Andrew Sider ‏@andrewsider: what are 2 industries/trends core to your startup investment thesis?

ANSWER:

I look for three things:

– trends in social media. Social media marketing is going to replace almost all other forms of marketing. Or at least force the rest to innovate.

– anything relating to baby boomers: cancer diagnostics, hospices, alzheimers treatments, etc

– The US is the next Saudi Arabia. We have all the oil we need along the Mississippi via fracking.

I then look for:

– a CEO who has built and sold before

– good co-investors who have done due diligence before me

– cheap valuations

– revenues/profits in sight

– a predictable exit.

Then I invest. But only a small amount. There are plenty of opportunities. Enough to spread around.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s


%d bloggers like this: