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Be fearful when others are greedy and greedy when others are fearful.
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The window of opportunity in consumer investing is usually when the category looks broken to everyone else. That's when the new model can get traction.
market-timing— Forerunner Ventures blog, 2021
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The window for any structural shift is always shorter than you think. Being a year early in venture is often just as bad as being a year late.
market-timing— Stanford GSB talk, 2017