Thought Leadership Threads

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Valuations

Frank Rotman

People are curious how the “pandemic vintage” of startups is going to perform.

Are returns going to collapse because entry points are 3-5X what they were years ago?

Will the public markets correction crush returns?

A 🧵about how "Opportunity = Value – Perception"

February 23, 2022

Frank Rotman

The past week was brutal for anyone holding stocks or crypto. Everything corrected and then corrected more. 💥😵💫💥

Some voices are shouting “buy the dip” while others are predicting the beginning of “a crypto winter”.

My framework for thinking about “corrections”: 🧵👇

January 22, 2022

Frank Rotman

So far, 2022 is off to a rocky start. Fears of inflation and signals that the rate environment is about to shift have driven the markets down with high growth tech stocks leading the charge.

What does this mean for #VC backed private companies? A few thoughts:

January 11, 2022

Frank Rotman

Nothing is normal anymore. The VC landscape is nuts. Public markets are on fire. The adoption of Web3.0 technologies is unlike anything seen before.

Separating bubbles from mega-trends is really difficult. It’s the stuff of dreams and nightmares. A few thoughts: 🧵👇

October 5, 2021

Frank Rotman

Last week was pretty crazy. I knew what was coming first thing Monday morning and the week didn’t disappoint.

A few thoughts on how the VC ecosystem is quickly evolving:

September 27, 2021

Frank Rotman

Everyone knows the speed at which VC deals are being done has accelerated to a dizzying pace.

While this can be good for some Founders, it’s magnifying a flaw in the VC ecosystem.

A few thoughts on “Bad Pattern Recognition” and how it’s creating have and have-nots: 🧵👇

September 24, 2021

Frank Rotman

Quick observation:

I'm seeing an acceleration of "Keeping up with the Joneses" behaviors in the startup ecosystem.

Founders want to grow crazy fast, raise lots of money, and issue press releases about their valuations so that they're "ahead of their peers".

September 22, 2021

Frank Rotman

For 10+ years, fintech startups were in “IPO or bust” mode because there weren’t many active buyers in the ecosystem.

But buyers are back which has profound implications on the outcome distribution for Founders and VCs. This is DEFINITELY worth internalizing. Unpacked:

July 27, 2021

Frank Rotman

Yesterday I tweeted an unpopular opinion that deserves unpacking.

Valuations are up. Unicorns are getting birthed faster than ever before. Multiples have hit all-time peaks. New investors are aggressively entering the VC ecosystem.

Who’s to blame? What does it mean? Unpacked:

July 21, 2021