
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. What you'll learn here: 00:00:00 - Intro 00:00:36 - How venture capital power laws shape investing returns and portfolio outcomes 00:03:35 - Why a tiny number of winners dominate most long-term investing results 00:05:48 - How modest portfolio contributors can evolve into massive long-term winners 00:06:21 - Why accepting losses is the cost of capturing outsized investing returns 00:08:26 - How Moore’s Law and Metcalfe’s Law create powerful technology-driven investment opportunities 00:10:35 - Why investors should scale positions as businesses become progressively de-risked 00:18:17 - How unpopular or overlooked businesses can generate exceptional long-term investment returns 00:26:31 - Why averaging up in strong businesses can outperform traditional value strategies 00:44:51 - How long-horizon arbitrage allows investors to benefit from fundamental business improvement Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/value-investing-meets-venture-capital-w-kyle-grieve/ 🤝 Network with like-minded value investors and get new stock ideas by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/mastermind/ 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck: https://youtu.be/1QVaXlwPpjk - You Can Be A VC investor | The Warren Buffett Approach w/ Kiyan Zandiyeh: https://youtu.be/cMnn-4NCeHc Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #ValueInvesting #VentureCapital #InvestingStrategy #StockMarket #LongTermInvesting

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