I covered FJ Labs’ investment strategy in the past which covers the type of companies we want to invest in. Today, I wanted to cover specifically how we evaluate startups. … Continue reading “”

A while back I posted the matrix FJ Labs uses to evaluate marketplace startups. It has been our default internal framework for years but is limited to marketplaces with a … Continue reading “”

The warning signs of market mania are everywhere. P/E ratios are high and climbing. Bitcoin rose 300% in a year. There is a deluge of SPAC IPOs. Real estate prices … Continue reading “”

Given the omnipresent doom and gloom of 2020, I took the time to reflect objectively on where things stand and where the world is heading. My deep dive across so … Continue reading “”

FJ Labs gets deal flow from 4 sources: 1. Other VCs2. Entrepreneurs in our network3. Cold inbound messages4. Outbound outreach It is my understanding that many VCs, particularly junior ones, … Continue reading “”

FJ Labs’ investment approach stems from its roots (read The Genesis of FJ Labs). FJ Labs is the extension of Jose’s and my angel investing activities. We scaled our activities … Continue reading “”

I was about to start a series of posts on marketplaces covering how FJ Labs gets its deal flow, how we evaluate startups and our current investment thesis when I … Continue reading “”

In February I suggested that the SARS-CoV-2 virus and the COVID-19 disease it causes may be the black swan that push the global economy into recession. I suggested that uncertainty … Continue reading “”

If there is one thing that businesses and individuals hate even more than bad news, it’s uncertainty. Even if you scour the literature and CDC releases (such as this latest … Continue reading “”

I was originally going to only have three steps in my decision-making framework. The idea was that at the end of the third step, when the timing called for it, … Continue reading “”

Usually through the process of writing down thoughts and discussing them with friends and advisors, the correct answer comes naturally, often when you expect it the least. Sometimes it takes … Continue reading “”

The process of putting your thoughts on paper is useful as it crystalizes your thinking and may allow your subconscious mind to come up with the right answer in the … Continue reading “”

In life there seems to be a pretty clear default path in terms of societal, parental and personal expectations: go to college, get a job, get married, have kids. In … Continue reading “”

To my great chagrin, my beloved Bagheera passed away a year ago. I wanted to share this tribute to all the love and happiness she brought to my life. I … Continue reading “”

As I mentioned in my latest keynote, Let’s Build a Better Future, the best way to improve humanity is by harnessing the deflationary power of technology. Technology makes things more … Continue reading “”