Posts written by Mason Myers
The Business Cycle Also Rises – Hard-Earned Wisdom of Business Cycles
A business cycle increase the degree of difficulty in managing a business. Watching (and experiencing) some unconnected sectors undergoing big cycles right now has me thinking about cycles. Here are some big ones currently: a) Silicon Valley start-up valuations declining after a 7-8 year boom,… Continue reading
Network of Experts to Support Greybull Companies
“There are always more smart people outside your company than inside your company.” We are utilizing this idea in our strategy to assist our portfolio companies in Greybull Stewardship. Network of Experts As we think about the future of Greybull, we have been thinking about… Continue reading
Cheers to the Greybull All-Star Management Teams and CEOs
I love the companies Greybull Stewardship has invested with and I love working with the all-star management teams running those businesses. As we turn the corner into 2016, those are my overwhelming thoughts and feelings. Greybull All-Star Management Teams Here are some of the reasons why:… Continue reading
Evergreen Investment Capital Gains More Traction
This idea should be obvious: Most companies will not do their best work if forced to grow artificially fast (think growth hormones). If you aim everything toward fattening up for an exit time; if you force-feed unnatural energy like corn or capital, binge on antibiotics, and then… Continue reading
Dodging Bullets Keys Investment Success
Great investors have skills to seize opportunities and get into good situations. Equally as important can be the skill at “scrambling out of bad situations,” as Charlie Munger would say, or “dodging bullets” as it sometimes feels when helping companies solve challenges. At the Berkshire meeting… Continue reading
Rational Investing vs Irrational Entrepreneurship (Admirable Idealism)
When asked at this year’s meeting, “What matters most at Berkshire Hathaway?” Charlie Munger and Warren Buffett quickly agreed: “Seeing things the way they are.” Rational As Opposed to Smart Warren and Charlie then went to one of their favorite topics about how the success of… Continue reading
Diverse Fundraising Market Requires More Filtering than Ever
Private company fundraising is becoming more diverse, robust, and complicated by the day. This is good news for private companies, but not without some downsides. When unique (and often better) doesn’t fit traditional fundraising A core hypothesis of my investment fund, Greybull Stewardship, is that there… Continue reading
Angel Investing Not As Prevalent nor Effective As You May Think
Angel investing has reached a new level of interest by the general public because start-ups are doing well and there are new ways to be an angel (AngelList, crowdfunding, etc.). The New York Times recently published an article about the pros and cons of angel… Continue reading
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