If you can identify a delusional popular belief, you can find what lies hidden behind it: the contrarian truth.

I think we have a bubble in the US in government bonds, because of the quantitative easing and the negative real interest rates, and to some extent, that increases asset values across the board, including in startups.

We might describe our world as having retail sanity, but wholesale madness.

First, only invest in companies that have the potential to return the value of the entire fund.

Thinking about how disturbingly herdlike people become in so many different contexts - mimetic theory forces you to think about that, which is knowledge that's generally suppressed and hidden. As an investor-entrepreneur, I've always tried to be contrarian, to go against the crowd, to identify opportunities in places where people are not looking.

Never invest in a tech CEO that wears a suit.

Moving first is a tactic, not a goal.