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This episode on Acquired
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Special: Ho Nam from Altos Ventures — A Different Approach to VC
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Korean VC's Unique Investment Philosophy
overview
What do you get when you combine Berkshire Hathaway's approach with early-stage venture capital? Altos Ventures. We're joined by Altos's wonderful Ho Nam to discuss their highly unusual approach to VC, which has resulted in them becoming significant shareholders in great companies like Roblox, Coupang, Woowa Brothers and Krafton (makers of PUBG). This episode is an absolute must-listen for anyone in our industry — Ho is one of the best and most under-the-radar thinkers in Silicon Valley, and has many lessons to offer us all!
More on the episode
Topics Covered
- Altos's 13-year+ journey with Roblox, and how they deployed over $400m into the company out of an $86m fund
- Altos's heritage in Jack McDonald's Investments class at Stanford GSB, and the influence of Jack, Phil Fisher and Warren & Charlie
- How Altos successfully "value invests" in venture capital, and reconciling cashflow potential with growth
- "Good fundraisers" vs. "bad fundraisers" and correlation with returns
- Altos's unique fund structure and how they're architected to stay with companies longer than a typical venture capital firm
- Ho's Twitter presence and how (and why) he went from de minimus followers to one of the top FinTwit accounts in a few months
Links
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Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
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Special: Ho Nam from Altos Ventures — A Different Approach to VC
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Jun 20, 2021
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