Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
Episode Description
On this special segment of The Full Ratchet, the following Investors are featured:
- Paul Madera of Meritech Capital
- Jeff Bussgang of Flybridge Capital
- Victor Orlovski of R136 Ventures
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
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