Index Investing vs Concentration
Today Hammad and Grant debate the merits of index investing vs concentrated investing at the early stages. The conversation begins with Hammad sharing a tweet from a notable early-stage investing legend; Grant proceeds to explain why he thinks it’s wrong!
Been reflecting lately on various people taking a "portfolio approach" of options where one bet hits big -- Kyle Shanahan w/ various quarterbacks; obviously, VC firms who find a big winner; more recently, Lina Khan & FTC w/ Figma-Adobe.
Obviously, there’s lots of ways to invest, and Grant and Hammad share a nuanced perspective on the merits and shortfalls of each approach before concluding with their sentiments on which style they believe works best. The episode wraps up with a fun sports analogy from Grant’s life.
Enjoy! And apologies to any San Francisco 49ers fans in advance.
🔗 Show Resource Links

Semil’s tweet

Playing Different Games — Ev Randle


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🌀 About Motion Blur
Exploring what makes great companies and technologies work. Brought to you by Grant Gregory & Hammad Aslam. Grant is an investor at ⁠⁠Cantos⁠⁠ where he focuses on physical world technologies. Hammad is a Partner at Kivu Ventures, ⁠⁠Susa⁠⁠’s growth fund. Learn more about the hosts:

Grant Gregory, ⁠⁠⁠@grant__gregory⁠⁠⁠, ⁠⁠⁠Embers⁠⁠⁠

Hammad Aslam, ⁠⁠⁠@_hammad_aslamh⁠⁠⁠, ⁠⁠⁠Susa Ventures⁠⁠


If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every week for new episodes.
Intro music credit: ⁠⁠⁠Will Harrison⁠⁠⁠
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