
Investor Stories 460: The Math Behind Venture Returns, When Sizing Matters More Than Selection, and Growth Over Discounts (Wallach, Okike, Banks)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
00:00
Portfolio Construction and Sizing Importance
D.A. Wallach explains that portfolio construction and proper sizing matter more than picking obvious winners.
Play episode from 00:45
Transcript


