Invest Like The Best
Episode 198 Lessons in Growth Investing
Invest Like The Best

Episode 198: Lessons in Growth Investing

Invest Like The Best

Episode 198

Lessons in Growth Investing

Anu is a partner at Y-Combinator’s Continuity Fund focused on growth investing. We cover growth stage businesses models, the most interesting international markets for tech start-ups, and how much opportunity still exists for investing in tech and e-commerce startups.

This episode is brought to you by:

Koyfin. Koyfin is one of the fastest growing fintech startups. I discovered Koyfin earlier this year when I asked twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin. Koyfin has tons of high-quality data, powerful functionality, and a nice clean interface. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. Sign up for free at koyfin.com

Assure. Assure is changing the way investors manage private transactions. With Assure, investors can eliminate nearly all the admin cost of private investment. On top of that, they handle all the backend, legal, taxes, accounting, and compliance. All of it, with a straightforward one-time fee. Learn more and try Assure for yourself.

[00:02:45] – How she thinks about growth stage businesses

[00:05:00] – Her views on the winner-take-all business goal

[00:09:53] – How to prioritize the stakeholders when building a network business

[00:12:19] – Priorities in growth stage businesses versus those seeking Series A funding

[00:18:25] – What's most interesting in international markets

[00:21:44] – Risks in investing in international tech startups

[00:24:54] – Assessing a hardware-based tech company versus a software business

[00:30:22] – How her background as an engineer impacts her investing style

[00:36:11] – Lessons from the various growth strategies she’s observed

[00:40:05] – How valuation impacts the company and her decision to invest

[00:45:45] – How far along we are into the global digital transformation and what opportunity is left

[00:48:15] – Sectors that are still primed for more digital transformation

[00:52:50] – How the tech investing landscape has changed during her career

[00:57:45] – Kindest thing anyone has done for her

Lessons in Growth Investing

Introduction

Patrick
My guest this week is Anu Hariharan. Anu is a partner at Y-Combinator’s Continuity Fund where she focuses on growth investing. Before YC, Anu was an Investment Partner at Andreesen Horowitz where she worked with portfolio companies Airbnb, Instacart, Medium and Udacity. In this conversation, we discuss growth stage businesses and their business models, how her background as an engineer impacts her investing style, the most interesting international markets for tech start-ups, and how much opportunity there still is for investing in tech and e-commerce startups. This conversation left me thinking about how much digital transformation there still is in front us and the exciting opportunities ahead. Enjoy this great conversation with Anu Hariharan.

Investing Based on Business Model vs Industry

Access the full transcript
Sign in or register to view episode transcripts.

Contact

Get in touch at help@joincollossus.com