Viewpoints


Insights from Fabrica Ventures Team.

August 12, 2019

Late Stage VC Optionality

Nassim Nicholas Taleb in his “Antifragile – Things That Gain From Disorder” describes an option as Option = Asymmetry + Rationality Asymmetry is a form of […]
August 10, 2019

Later Stage Conifers

“The Dao of Capital”, by the hedge fund manager Mark Spitznagel, is one of the best ever written books on investing. Spitznagel brilliantly brings the Austrian […]
August 6, 2019

Becoming Alpha

As a continuation of my post “Análise Espectral de Investimentos no Espaço Privado”, here I list the ten main reasons I think the asset class Late Stage […]
May 18, 2019

Análise Espectral de Investimentos No Espaço Privado

Mercados mudam com o tempo, desculpem o chavão. Em 2008, ano da última crise global, o tempo médio de vida das empresas que abriam capital era […]
February 27, 2019

The Most Powerful Technology Law in History

If you are interested in the digital revolution history, “The Innovators” from Walter Isaacson is an excellent book. An easy read and with plenty of inside […]