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Bottoms-up investing... isn't about not having a perspective on the future; but it is about making sure that the work that you're doing is sort of first-party, on the ground, you're not removed from what's happening, and not letting narrative drive you too much. You're staying as close as you can to the actual entrepreneurs that are building this stuff—the actual consumer behavior that's driving new adoption and the actual technologies that are coming to
market.
Brett Bivens
Pre-Seed & Seed Investors Should Favor a Thematic Investing Approach
Brett Bivens of TechNexus on the Massive Audio Trend - Panic with friends (90)
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