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Infinite Fund's avatar

Great write up Antonio, I enjoyed it a lot. I'm trying to do more research again in disruptive innovative companies similar to previous investments made (and still hold) in Tesla, Bitcoin.

Different ways are needed to spot these potential opportunities early (although I've shifted more to waiting for strong evidence that a CF BE will be hit without a company needing to do big raises, after some small loses in earlier stage companies as well).

Process and operational power is one potential tool in the arsenal to spot this. I like vision, long-term allocation of resources, efficent use of resources, speed of execution and innovation, ability to attract top talent.

Personally I've seen a shift in myself after the pull-back in 2022 to focus a bit later in a companies stage (ie in this case, perhaps once they reach BE or very close to) but I'll do a deeper dive into them for sure :)

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