Welcome to Contrarian Angel!
I’ve been investing in startups since 2017. I’ve made over 100 investments, reviewed over 1500 pitches, and filtered out thousands of additional opportunities. That doesn’t make me an expert, and it’s a little too soon to start quoting my TVPI and IRR metrics as if they mean anything. But I’ve noticed some patterns that aren’t getting a lot of attention in books and podcasts about angel investing. This newsletter will examine trends in the startup investing world each week through the lens of various contrarian hypotheses that I’ve developed.
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