The Musings of Faith

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When Gurus Speak, Listen

Fred Wilson has already sparked insights this morning with his fantastic post: “How Things Have Changed”. I came to it from Howard’s own inspired post in which he sums it up quite brilliantly:

The climate has changed, the landcape has changed, the mood has changed, the prices have changed.

Fred says what I have felt for a long time. That the tech-only solution is not the most lucrative or successful solution anymore. We have been riding a 20-year wave of online company phenomenons from AOL to Twitter and Facebook. BlackTree TV remains a huge part of that wave. 

But as I have begun to work as an investor, I realized early that I am drawn to companies that fuse the digital with the physical. Consumers are paying for experiences that they can use online but enjoy in real life. Technology has leveled the playing field in many industries, from media to manufacturing to payments, giving more companies the ability to compete in maker industries. Watch 3D manufacturing to play a huge role as the “brick-and-mortar” trend returns new and improved.

But with way more experience than myself, Fred sums it up in a way only a guru can do it. When others like Howard and Robert Ehrenberg co-sign Fred’s brilliance so early in the morning, I have to pay attention.

Their perspective now turns my own toward Africa and its role on this new trend wave of investing.


Zuckerberg did it exactly right. Extract as much cash as possible to fund his mission, which he has been VERY CLEAR in stating has very little to do with making money.

Just goes to show that the old saying is true: Never buy stock from a guy in a hoodie.

Comment from @andyswan on A VC: Some Perspective

HA! Zuckerberg is smart. Interesting to see what more from him in the future.


Josh Brown, @reformedbroker
The Reformed Broker has become a fav of mine this year. I met him in NYC earlier this year in Feburary. Not too long after that, I followed him on Twitter. There are few stocks/bonds guys that I follow on Twitter. So I find it amusing that he hits faithmight.com 10 months later as a reblog. I look forward to the next. 

Josh Brown, @reformedbroker

The Reformed Broker has become a fav of mine this year. I met him in NYC earlier this year in Feburary. Not too long after that, I followed him on Twitter. There are few stocks/bonds guys that I follow on Twitter. So I find it amusing that he hits faithmight.com 10 months later as a reblog. I look forward to the next. 


Whether you are building a new business, investing as an angel or deploying the capital of others, the guiding principles are the same:

Know thyself and act with confidence: it will set you free.

Information Arbitrage: Know thyself

 If you are an entrepreneur or an investor, do yourself a favor. Read the full article.


(via Venture Capital for Africa | Blog | Hard to get to Africa’s SMEs, time to finance the missing middle)
Great article explaining to me why this is my target market.

(via Venture Capital for Africa | Blog | Hard to get to Africa’s SMEs, time to finance the missing middle)

Great article explaining to me why this is my target market.


The bad news will always get the headlines, but headlines don’t make you money. You get better as an investor when you listen to the tape and follow the strength. The headlines will get bullish after huge gains are made.


Money flows from the impatient to the patient.

Warren Buffet

This is so true in all circumstances. Brilliant!

(via @PatrickHarte)


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