7 tips on how successful investors bet better

@ThomasLot Paris, April 2014

How do the most successful investors

bet better?

Thomas LotCEO/Founder

The most successful investors have tools to:

• Identify the best companies in the targeted industry;

• Monitor the management changes within each industry;

• Spot the best executives and learn from them.


Smart investors’ tips

The most successful investors

have tools to identify the best companies

in the targeted industry.



To identify the best companies, smart investors:

• Obtain external lists of private & public companies;

• Make sure they know all the companies within the targeted industry.

Why?

• The best companies to invest in are not always the ones which are the most present in the media.

• Each market has hidden gems and finding them requires extensive research.



How to identify the best companies?


monitor the management changes

within each industry.



To monitor the management changes, smart investors:

• Routinely obtain alerts to be the first to know;

• Read the executive biographies to understand the connections (education, previous companies, board);

• Observe the trends beyond their comfort zone thanks to Twitter, Facebook and LinkedIn with tools such as HootSuite, SocialBro or Feedly.



https://hootsuite.com/

http://www.socialbro.com/

http://feedly.com/

Monitor the management changes

Why do smart investors monitor the management changes?

• Profitability and growth ultimately depend on execution.

• Only great managers execute seamlessly over time.


spot the best executives

and learn from them.



Smart investors collect strong facts to:

• meet and work with the best management teams because getting real return is a long journey during which unexpected events will happen;

• build their own views on rock-solid long-term trends through meeting numerous experts in many fields.

.



How?• They spot on the company organizational charts which executives are doing what and whom they should meet.

• They leverage their networks (e.g., Andressen Horowitz) and use the best introduced headhunters.

• They meet experts through conferences, startup pitches or brokers (e.g., Gerson Lehrman Group).



http://a16z.com/

http://a16z.com/

http://glg.it/

http://glg.it/

http://glg.it/

http://glg.it/

Smart investors’ 7 tips

#1 To identify the best companies, smart investors:• Obtain external lists of private & public companies;• Make sure they know all the companies within the targeted industry.

#2 To monitor the management changes, smart investors: • Routinely obtain alerts to be the first to know;• Read the executive biographies to understand the connections;• Observe the trends in social media beyond their comfort zone.

#3 Smart investors collect strong facts to:• Meet and work with the best management teams;• Build their own views on rock-solid long-term trends.

Many thanks to

12 VCs, 7 Traders, 14 Bankers and 17 CFOs

who have shared their experiences with us.

@BoardAlert

TheOfficialBoard.com

http://www.theofficialboard.com/

7 tips on how successful investors bet better

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