Playing Different Games - by Everett Randle - The Valley of Dunning-Kruger
randle.substack.com · 10,230 words · saved by 2 readers
Or why Tiger is eating your lunch (& your deals)
Playing Different Games Or why Tiger is eating your lunch (& your deals) Everett Randle Apr 12, 2021 282 54 4 Share The Tiger Phenomenon Somewhere, right now, in Silicon Valley… “So how about these Tiger guys eh?” “Hah! You’re telling me — I heard they did [Deal X] in 24 hours after only getting a P&L for diligence and came in 25% over the founder’s asking price!” “I heard they’re doing a new deal every 2 days! It’s completely crazy” “Totally — good thing we’re sticking to our knitting, these hedge funds are insane” 1 If you actively invest in private, high-growth technology businesses, there’
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