We Study Billionaires - The Investor’s Podcast Network TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
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Mar 22, 2026 A sharp look at how venture capital thinking can reshape value investing. It digs into power laws, why a few big winners drive returns, and the danger of selling too soon. There’s also a focus on network effects, de-risking before sizing up, overlooked stocks, profitable inflection points, and the patience needed to spot long-term mispricing.
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Add More Only After The Thesis Gets Validated
- Add capital when fundamentals validate the thesis, not merely when the stock falls.
- Kyle Grieve highlights Kleiner Perkins backing Tandem first with $50,000, then $1 million after technical risk cleared and revenue growth proved the model.
Paul Andreola Learned To Love Averaging Up
- Averaging up can outperform trimming winners when the business keeps executing and valuation still leaves room.
- Paul Andreola sold Bowflex after a 10x move near $11, but the stock later reached roughly $250 to $300, teaching him to buy more on the way up.
Stop Anchoring To Your Original Entry Price
- Anchor on current fundamentals and valuation, not on your original purchase price.
- Kyle Grieve notes a compounding business may never revisit your entry price, yet later market fear can still offer a lower multiple than you first paid.
