Shuffle and place the Investment Thesis and Comp cards in individual piles on the table.
Taiwan has established an impressive semiconductor industry by encouraging high technology investment for the past two decades; on the other hand, Mainland China is currently emerging as a new and strong entrant with a huge domestic market and resourceful human capital as its support.
In the past few years, most of the Taiwanese and Chinese companies were funded by the VC industry that fueled their expansion. Lots of successful investments were made and enormous profits were realized.
Nevertheless, the industry environment remains very capital intensive and technology can be easily disrupted by new generations of wafer fabs, making intelligent investments in the semiconductor industry is unpredictable.
From the perspective of the VC firms, this thesis first provides a general description of the semiconductor industry, its historical development, the current state of Taiwanese IC Design Industry and a Porter's analysis of the industry outlook. By comparing between a generalist VC and a specialist VC, this thesis seeks to determine which firm has a long-term competitive advantage.Investment Thesis We partner with great teams and bring to the table our networks, knowledge and capital to both build new companies and grow existing companies.
These teams are creating disruptive financial infrastructure and innovation that may begin in crowdfunding, but will also deliver value in the rest of the private capital markets. Writing a Credible Investment Thesis investment thesis [ ] Harvard Business School Working Knowledge Baker Library | Bloomberg Center Soldiers Field.
The Wrong Model for Clean Energy Innovation An MIT Energy Initiative Working Paper July returning a premium for the length and illiquidity of the investment.
The venture capital fund (run by GPs) Rising fossil fuel prices supported the investment thesis that clean energy would be a high-growth market.
Between and , rising. Accordingly, VC funding serves as more fuel for the fire, enabling expansion to additional markets (e.g., other cities or countries) and diversification and differentiation of product lines.
With a commercially available product, a startup at this stage should be taking in ample revenue, if not profit. Home - Investment thesis.
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Decred Investment Thesis. May 12, Joel & Chris. There was no token sale or venture capital financing, instead Company 0, the new development company, funded the work with $M of its own money. At launch, the team created 8% of the ultimate supply of 21 million coins.