👇 Thread. New deck getting published this week: "Consumer startups are awesome, and here's what I'm looking to invest in at Andreessen Horowitz." If you want to read it, subscribe to my newsletter here: https://t.co/262t8eh0wf
\U0001f447Thread.
— Andrew Chen (@andrewchen) November 1, 2018
Published a new essay: The red flags and magic numbers that investors look for in your startup\u2019s metrics \u2013 80 slide deck included! pic.twitter.com/w6HRD4o22f
From a metrics standpoint, it's important to analyze the acquisition mix, the quality of the signups, and the platform dependencies. In the deck, I talk through a bunch of the red flags I'm looking for. pic.twitter.com/5eXkLB0aYQ
— Andrew Chen (@andrewchen) November 1, 2018
More from Startups
1/ If you want to find out what is in the Y Combinator S19 batch, @Golden has compiled (using public signals) a near complete list of truly exciting companies.
If we are missing any or you want to help improve the data you can edit the topics.
https://t.co/9QGLiEPsn3
2/ Here is the direct public query if you want to check it out:
https://t.co/aqb8qYN4y9
[Note: no off the record cos are in here unless they have been publicly launched already]
3/ Also, here are 2,000+ other YC companies we have generated information
4/ We used the Golden Research Engine to generate this information, which you can find out more about here and ping me if you want a
If we are missing any or you want to help improve the data you can edit the topics.
https://t.co/9QGLiEPsn3
2/ Here is the direct public query if you want to check it out:
https://t.co/aqb8qYN4y9
[Note: no off the record cos are in here unless they have been publicly launched already]
3/ Also, here are 2,000+ other YC companies we have generated information
4/ We used the Golden Research Engine to generate this information, which you can find out more about here and ping me if you want a
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A THREAD ON @SarangSood
Decoded his way of analysis/logics for everyone to easily understand.
Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen
1. Keeps following volatility super closely.
Makes 7-8 different strategies to give him a sense of what's going on.
Whichever gives highest profit he trades in.
2. Theta falls when market moves.
Falls where market is headed towards not on our original position.
3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result
He believes in a market operator, if market mover sells volatility Sarang Sir joins him.
4. Theta decay vs Fall in vega
Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
Decoded his way of analysis/logics for everyone to easily understand.
Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen
1. Keeps following volatility super closely.
Makes 7-8 different strategies to give him a sense of what's going on.
Whichever gives highest profit he trades in.
I am quite different from your style. I follow the market's volatility very closely. I have mock positions in 7-8 different strategies which allows me to stay connected. Whichever gives best profit is usually the one i trade in.
— Sarang Sood (@SarangSood) August 13, 2019
2. Theta falls when market moves.
Falls where market is headed towards not on our original position.
Anilji most of the time these days Theta only falls when market moves. So the Theta actually falls where market has moved to, not where our position was in the first place. By shifting we can come close to capturing the Theta fall but not always.
— Sarang Sood (@SarangSood) June 24, 2019
3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result
He believes in a market operator, if market mover sells volatility Sarang Sir joins him.
This week has been great so far. The main aim is to be in the right side of the volatility, rest the market will reward.
— Sarang Sood (@SarangSood) July 3, 2019
4. Theta decay vs Fall in vega
Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
There is a difference between theta decay & fall in vega. Decay is certain but there is no guaranteed profit as delta moves can increase cost. Fall in vega on the other hand is backed by a powerful force that sells options and gives handsome returns. Our job is to identify them.
— Sarang Sood (@SarangSood) February 12, 2020
