Everyone who is inside of an expanding bubble can't imagine another world where the bubble collapses on them. It's unimaginable because they haven't ….

For venture capital, one of the original principles is people you want to invest in are people who've done it before with someone else's money. Not p….

A lot of the philosophies of the businesses are just 'we're interested in getting customers now and if we're losing money with each customer now that….

How many of the unicorn companies are really prosaic businesses - like limousine services or renting rooms in your house? The original VC firms from ….

We're in one of the biggest tech bubbles we've ever had..

You have to look at the fundamental raison d'être of the business - what is it doing? What's the nature of the business and what are its prospects fo….

The stock market has gone up and if you are stock picking, that's fine, you may do a bit better than the market. But if you want to play in another g….

Basically my point of view on unicorns is that private companies which have sky high valuations, it doesn't really mean anything in the real world un….

If you have money draining out of the public equity markets, that inevitably affects the private equity market. They cannot exist going in different ….

I think mobile web enabled services can be great business but A): it doesn't apply to everything, I think the markets will ultimately get a bit fragm….

Venture capital has peaked in terms of its appetite, in terms of how much money it wants to put in. So now private equity funds are piling in. Primar….

We live in a global market and money's fungible and hedge fund private equity is looking for momentum plays, and there ain't no momentum plays in bon….

A good trader loves an active market, you don't make money when the market is static..