Aristo Pariadji
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Analysis
January 3, 2018 Notes
Peter Thiel&Maria Bartimoro
Trends=buzzwords
As investment it is dangerous
The specific not yet thought thoroughly carefully enough
not trends but specific company
trends= undifferentiated, many competitors
unique company: one of a kind
Facebook,
Airbnb
, SpaceX= not trends but specific problems
Facebook= real identity; Airbnb= Hotel room substitute
Bottom-up approach, think tech biz opportunity= meet entrepreneurs