Oakhall Reading List

By Griff | This is the way we think about stuff at Oakhall

Comment on CB Insights Presents: Corporate Innovation Theatre In 8 Acts by Daniel Rosen

You forgot the denouement moment when the corporation starts an early-stage, corporate VC practice (because…why not?), and of course the final act …

Profit

Blackstone’s struggle to win over investors

It has been a decade since Stephen Schwarzman listed Blackstone, his private equity firm, on the New York Stock Exchange. By most measures, the past …

Finance

What China Reveals About the Future of Shopping

On Growing: 7 Lessons from the Story of WeChat

Founders are increasingly pointing to Asia when asked for an example of a product they aspire to create, and WeChat is very often that aspirational …

EX-99.1

Comment on PSA: Email Introduction Etiquette – Always Always Always Use the Double Opt-In Intro by Gr8Dad

What a wimp.Disagree with your catagorization as lazy and disrespecful. I’d catagorize the double blind approach to a simple introduction as …

Etiquette

Great Groveling, Guys: Counting All the Ways Analysts Fawn Over Management

Analysts said 'congratulations' on earnings calls 11,831 times in a decade<p>The phrase “Great quarter, guys” has been uttered by analysts so often on earnings conference calls that it’s become a standing joke on Wall Street. There’s even a Twitter account, with a skeptical take on earnings news, …

Miami

US share buybacks punch below their weight

President Donald Trump wants corporate America to invest more in factories, but since the financial crisis more companies have preferred to hoover up …

Finance

Unilever’s brand of responsible capitalism should be lauded

Since Kraft Heinz, the food company, withdrew its offer for Unilever, analysts have been calling for the consumer goods conglomerate to “accelerate …

Kraft Heinz

Rise and fall of Adeptus is perfect parable of Wall St hype

While Snap was powering towards a first-day gain of 44 per cent on Thursday, making a success of the noisiest tech IPO since Twitter, another recent …

Markets

Industries Of The Future: The Trends, Companies, And Categories The Top VC Firms Are Betting On

“Smart money” VCs have an enviable investment history, with a pattern of successful exited companies and high returns. And these firms’ portfolios …

Boutique research groups set to gain from charging shake-up

Leo Vicars is a morning person. On a typical day last month he rose at 5am, pulled on jeans and a jumper, whizzed up a smoothie and opened his …

Finance

The MVP is dead. Long live the RAT.

Why you should focus on <i>Riskiest Assumption Tests</i> and forget about MVPs.<p>There is a flaw at the heart of the term Minimum Viable Product: it’s not a …

Fundraising Rounds Are Not Milestones

When meeting with founders for the first time I sometimes hear, “We’re a Series A company.” Meanwhile, YC alumni I talk to tell me that their angel …

Getting to a first meeting with VCs

<b>Key Takeaways</b><p>Target the VCs that are the best fit for your business<br>• Find a way in through a referral where possible<br>• Not all referrals are equal, find a …

The trouble with ‘free’ banking for challenger lenders

No one likes us, we don’t care” sing the supporters of Millwall, the unfashionable south-east London football club. Across the river Thames in Canary …

Banking

Terry Smith: What I have learnt at Fundsmith in the past five years

Fundsmith, my fund management business, celebrated its fifth anniversary in the past month. What have I learnt over the past five years of running …

Finance

16 Startup Metrics – Andreessen Horowitz

We have the privilege of meeting with thousands of entrepreneurs every year, and in the course of those discussions are presented with all kinds of …

SaaS

Leslie’s Compass: A Framework For Go-To-Market Strategy

As the former CEO of Veritas, a Stanford GSB Lecturer and MD of Leslie Ventures, Mark Leslie has seen what it takes to go to market effectively from …

Business School

Benchmarking Exceptional Series A SaaS Companies

At SaaStr 2016 and SaaS Office Hours in New York, I shared an analysis of the fastest growing SaaS companies over the last 3 years. In particular, I …

SaaS

How Much Money Should I Raise for My Startup?

How much should a founder raise for their startup? I imagine almost every founder contemplating a fundraising round ponders this question. There are …

Startups

Businesses can and will adapt to the age of populism

AS THEY slid down the streets of Davos this week, many executives will have felt a question gnawing in their guts. Who matters most: shareholders or …

Economics

Growth as a false signal in Y Combinator startups

One has to appreciate how Paul Graham built Y Combinator into the world’s flagship accelerator and handed it off to others to continue its impressive run at the top of the heap. In fact, I have yet to meet a founder who regrets joining the program.<p>But after stepping away from the YC scene for five …

16 Things to Get IPO Ready (or Just Build a Really Strong Business)

Should I take my company public? Why? If so, when and how? In this post, I’ll demystify these questions and provide a framework for answering them.If …

Ben Horowitz

Long on vision, short on execution?

I love the idea of Magic Leap and wish them every success in the world. Who wouldn’t want to see whales leaping out of floors like the one in the …

Mistakes

Dave Birch l The blockchain and ambient accountability l Meaning 2016

Information Cascades - How Many Rational People Can Make Logical Decisions and Yet Still Create a Bubble

When I say bubble, you likely conjure images of people speculating on real estate or stocks or tulips in your imagination. Like me, you might dismiss …

Behavior

Pre-seed investments work best when there’s a clear plan for short term value creation

Most VCs will say that to evaluate deals they look at the market size, the product and the quality of the team. Different investors place different …

Venture Capital