Finding the Opportunity in Silicon Valley

Featuring Michael Moe

Silicon Valley growth investor – and an authority at identifying rising stars in the hotbed of technology innovation, Michael Moe has the vision and expertise to help investors match valuation with opportunity.

Offering a rare glimpse into the mindset of Silicon Valley’s leaders, Michael takes Real Vision on a grand global excursion to uncover the next new technologies set to change the world.

Published on
21 November, 2016
Topic
Technology, Business Strategy
Duration
55 minutes
Asset class
Equities
Rating
29

Comments

  • AH

    Aaron H.

    28 11 2016 02:11

    1       0

    Not much to sink your teath into. Missed opportunity for a case study, valuation methods, trends, red flags, pipeline timeline, market liquidity, cycles, etc.

  • EK

    Emil K.

    25 11 2016 16:10

    2       0

    Just want to echo Gordon and Sam's comments below. We know there are a lot of problems out there that we will have to deal with. But perhaps on the other side of that is a special era of optimism. This interview conveys that notion. Would enjoy more such interviews about 'the day after tomorrow' (i.e. after the crisis passes). (Of course I enjoy the crisis videos too.)

  • AH

    Andreas H.

    23 11 2016 20:07

    2       0

    Monster Interview! One of the best!

  • GS

    Gordon S.

    22 11 2016 16:36

    0       0

    The link to the Ted Talk below doesn't show properly... just google "A Provocative Way To Finance The Fight Against Climate Change by Michael Metcalfe" if you are interested!

  • GS

    Gordon S.

    22 11 2016 16:34

    3       0

    Thank you RV for this yet again amazing new interview! Your current running strike of in my opinion all must watch interviews is incredible, I can't stop recommending your service around me! Can't wait for those new products your are launching either! I am also an avid Tim Ferriss Show follower and all these new technologies coming online are really inspiring. Thanks to Zero Hedge and now your service I have been able to dive really deep into how fucked up this modern financial system has become. As it becomes more and more evident helicopter money will come sooner or later and will undoubtedly produce inflationary pressures (if not hyper). But seeing all these disrupting technologies taking shape, which thought through are hyper deflationary, I am truly optimistic about the final outcome for human civilization. I love Kyle’s Bass quote “be short financial innovation and be long human innovation”. Why not short cut this statement and for example plead for a one trillion dollar central bank financed global fund to invest in renewable energies, and here comes the important part, not managed by government, but by independents out of Silicon Valley of elsewhere? (See for example how Elon Musk’s hyperloop project is organized). We are hearing louder everyday that the Fed’s balance sheet will soon increasing by an extra 5, 10 even 25T. That money will surely be sucked up in some black hole but why not try something “new” in the mean time? Especially before the next crisis hits? I have shared this Ted Talk here (https://www.ted.com/talks/michael_metcalfe_a_provocative_way_to_finance_the_fight_against_climate_change) before with mitigated responses, but since then we even have had a speaker here on RV also proposing this solution. So my call again to RV to try and look a little bit deeper into that direction? (By interviewing Michael Metcalfe for example?). Anyways, as a millennial studying in Germany my key takeaway from this interview is: start a business :).

  • JV

    JACK V.

    22 11 2016 16:24

    8       0

    Enjoyed the interview. His publicly traded company (GSVC) is currently trading around 50% of book value. Time will tell if this is an opportune time to invest in this management team and the existing portfolio.

  • T~

    Tshort63 ~.

    22 11 2016 04:11

    5       0

    Great interview. He is *not* the typical VC. He is humble, sincere, did not mention "pattern recognition" and has a longer IRR horizon than *many* VC. He is the Tom Hanks of VC when most are more like Kanye. Love the 4P principle - people (execution and consistent success) are first for a very good reason.

  • ES

    Edward S.

    22 11 2016 03:01

    3       2

    There might be a few that don't comment simply because this isn't their cup of tea. I'm not saying content like this is explicitly bad.. Just don't think Silicon Valley "culture" celebration is really all that informative.

  • KA

    Kevin A.

    21 11 2016 19:39

    1       0

    Nice! 110 Countries in 3 months. Let's us know when you hit 195. We'll all pop some champagne! The virtual reality part reminded me of Sly in Judge Dredd, throwing the headset down and growling what is that?!

  • MA

    Michael A.

    21 11 2016 19:20

    5       0

    32:00-33:00 "Not that I'm looking for this stuff" - very funny part of the interview that. Great, and insightful interview as always - completely agree on Tech within Education having not quite taken off either.

  • SS

    Sam S.

    21 11 2016 19:05

    11       0

    My daughter and son-in-law live right in the heart of Silicon Valley. I've been fortunate to meet a number of the movers, shakers and forward thinkers and can tell you what is being talked about in this presentation is very accurate. It's incredible. I'd move to SV but real estate prices are insane not to mention taxes of all forms. So, RV TV---more videos and ideas like this one---bravo to all.