Viewpoints
Insights from Fabrica Ventures Team.
August 28, 2022
The March 2022 letter from MIT’s endowment (MIT Investment Management Company, or MITIMCo) wraps up the performance of the last 15 years since the current investment […]
August 21, 2022
Actions have consequences (first-order effects) and consequences have their own consequences (second-order effects). Let’s then explore a second-order effect of the Fed’s interest rate hikes threat […]
July 16, 2022
“Tech layoffs top 15K in a brutal May”… “Cost cutting, layoffs remain leading startup themes”. These are some examples of the headlines that have been mushrooming […]
July 10, 2022
The US VC sector shattered all records in 2021. Before that, 2020 was the best year ever. Pitchbook has recently published the data on the US […]
July 3, 2022
In May 2022 Sequoia Capital (a well-kwon VC firm) made a 52-page presentation, named “Adapting to Endure”, to share insights with the founders of its portfolio […]
June 19, 2022
It is possible to classify companies in three dimensions: 1) B2C / B2B 2) Tech Enabled / Tech 3) Transactional / Continued Services Naturally, the largest […]
June 11, 2022
That was the date of Amazon’s IPO. The IPO raised $54 million for Amazon, giving the company a market value of $438 million. 25 year later, […]
June 4, 2022
Benjamin Graham is considered the father of value investing and his book, “The Intelligent Investor”, published in 1947, the bible. Warren Buffett has become the most […]
May 21, 2022
Nasdaq is now in bear market territory and plenty of tech companies have tumbled more than 60% from their peak. So the question that naturally arises […]