#195 - A Discussion on Sam & Shaan's Recent Investments
About This Episode
Sam and Shaan provide a deep dive into their personal investment portfolios, discussing the logic behind backing companies like AbstractOps, Jar, and Ruumr. They analyze founder profiles, such as the "sweet spot" of previous success versus hunger, and discuss the risks of investing in international markets or ambitious projects like startup cities.
Episode Description
Show Notes
- * (1:21) Intro
- * (2:40) AbstractOps (https://www.abstractops.com/)
- * (11:00) Jar (https://www.myjar.app/)
- * (21:01) Ruumr (https://www.ruumr.com/)
- * (30:50) 1Build (https://www.1build.com/)
- * (38:55) ConvertKit (https://convertkit.com/)
- * (45:00) World's Fair Co (https://worldsfairco.com/)
- * (52:35) Praxis (https://www.praxissociety.com/)
Key Takeaways
Identify 'Sweet Spot' Founders: Focus on entrepreneurs who have sold a company for a moderate amount ($10M-$50M), as they possess the experience of a winner but the drive of someone who has not yet achieved life-changing wealth.
Exploit Frictionless Onboarding: In regulated industries like Fintech, use asset classes with fewer compliance hurdles (such as gold in India) to get users 'pot committed' before requiring heavy KYC documentation.
Digitize Fragmented Industries: Build valuable platforms by taking massive, offline industries like construction materials and turning their unstructured data into standardized digital SKUs with real-time pricing.