Michael Nov

@MichaelNov_KV

Building . Interested in too many things (B2B2C, Crypto/Fintech, M&A, Consumer Tech, XR). Ex PE M&A Consultant. Blue Devil. 🇮🇱 in 🇺🇸

New York, NY
Vrijeme pridruživanja: prosinac 2017.
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  1. Prikvačeni tweet
    15. pro 2019.

    1/ I have been exploring the intersection of Marketplaces, SaaS, and B2B2C distribution models for a few months and finally decided to write something about it.

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  2. prije 9 sati

    Great report about CPG startups. Not surprising to see that CPG startups is a tough business and that diverse teams deliver better returns.

    1/ I researched and analyzed 163 US-based consumer products (companies that make stuff) and retail-related (companies that facilitate how consumers get stuff) that were founded and exited (IPO or M&A) in the 2010s to answer a few questions.
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  3. 30. sij

    Nice play on another unutilized asset. Creative and advantageous move to trust people with your belongings over time.

    "There are no bad ideas in tech, only bad timing" Think the timing is finally right for the Airbnb of storage. Excited for a16z's investment in Neighbor.
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  4. proslijedio/la je Tweet
    27. sij

    Crypto activism, distressed & value-investing are coming to , & the complexity of this non-$BTC part of the market is creating fascinating investing opportunities. This & more in "That's Our Two Satoshis" via (S/O to )

    6 proslijeđenih tweetova 16 korisnika označava da im se sviđa
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  5. 27. sij

    2/ The decline in hold time of the top quartile is concerning and it signals an increasing desire to sell good assets quickly vs. keep growing them & generating cash. Is this the top?

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  6. 27. sij

    1/ PE hold time of portfolio companies continue to decline. Low interest rates and easy access to capital help PEs "flip" companies in a much faster pace thus generating higher IRR.

    1 reply 1 korisnik označava da mu se sviđa
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  7. 27. sij

    This is how Softbank saw their entire portfolio playing out, something we see a lot with PEs.

    Tweet je nedostupan.
    1 reply 3 korisnika označavaju da im se sviđa
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  8. 27. sij

    Excellent article about marketplace construction. Many great marketplaces were built on access supply of a fix asset. Interesting to connect this to the selection of early distribution models and the decision to first focus on supply vs. demand

    [new post] Underutilized Fixed Assets - Why every successful marketplace is initially built on underutilized fixed assets - How marketplaces sequence eventually as their supply professionalizes - Why chinese restaurants kicking you out fast is true love
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  9. 24. sij

    Fairway is still one of e best grocery stores in NYC. Private equity didn’t destroy it, greed did.

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  10. 21. sij

    Another huge leap forward for Reg A! Kudos to the team!

    0:18
    The 𝑭𝒊𝒓𝒔𝒕 𝑬𝒗𝒆𝒓 SEC qualified Sneaker IPO, game-worn Jordan IIIs, Sold Out in 4 min a piece of my childhood that means more than ANY new pair. New asset classes launching every month. real history, real equity PS- Android out now 👇
    1 reply 5 korisnika označava da im se sviđa
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  11. 21. sij

    Great to see continuing to bring their financial service experience to crypto 👌👌

    With the most recent token Burn of 2,216,888 BNB for ~$38m I wanted to walk through how we interpret these numbers Thread Below👇
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    3 proslijeđena tweeta 5 korisnika označava da im se sviđa
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  12. 18. sij

    Great to see B2B2C gaining more interest. Not enough people talk/write/explore the potential and the complexity of this model.

    💼🔂 A Brief Memo on the B2B2C Model 🔂💼 B2B2C business models, where a startup sells to an enterprise with the intent that the enterprise sells to consumers can be a power strategy. It’s also a dangerous approach for startups that can lead to total disaster. Here’s why: /1
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  13. 17. sij

    3/ One of two should happen: 1. MOE with a large Cali based grower / product producer ( / ) 2. Acquisition by a large, public brand that can afford to lose cash in the short term Eaze is still a great brand name that is worth $$$.

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  14. 17. sij

    2/ Pivoting into "touching the flower" is an interesting approach, but hard to scale. Existing regulations require companies to have in-state growth facilities and building those is expensive. M&A is an alternative, but also requires a ton of cash.

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  15. 17. sij

    1/ is running out of money. Shocker. Take the unprofitable business model of food delivery and mix it with the highly regulated, slow to scale, half shady cannabis market.

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  16. 16. sij

    What and are building at is one of the most interesting software B2B2C companies out there. While legacy B2B2C companies leveraged physical locations to create a one to many relationship, Fast is trying to leverage a virtual location to do the same. 👀

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  17. 16. sij

    More crypto twitter people should follow this.

    Twitter pro tip: if you're thinking about writing a nasty or mean-spirited tweet, imagine that it's going to be read by your customers or employers or colleagues or investors. Now stop imagining, because that's exactly what's going to happen.
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  18. 15. sij

    Interesting to see how the Pre Wealth space evolves. Down rounds are coming and it should get harder for companies like to raise take down funds.

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  19. 15. sij

    Based on the Q3 10-Q has over $7B of cash on hand as of Jan 2020. has been on a tear over the last year. The strategic fit is there, the cash is there and the post Plaid FOMO is there. Can it happen? 👀👀

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  20. 14. sij

    Great seeing VC firms having structured summer program for MBAs. More firms should do this!

    Every year, we look forward to welcoming summer associates to our team. Today, we're excited to kick off the search for 2020. Read about the role and responsibilities here.
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  21. 14. sij

    Another prediction: the existing board structure is obsolete and can be influenced by twitter mob. A new structure will emerge.

    "The members of Away’s board say they feel as if they fell victim to management by Twitter mob." Prediction: Organizations will gradually learn that Twitter mobs are not representative, and can safely be ignored.
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