2012 Article Competition Framework 
TechCrunch LA
FEBRUARY 20, 2019
Capitalism is fundamentally about timing, since market competition is about finding opportunities before others. From the article: Mithril had its best moment yet last week when a portfolio company, Auris Health, sold to Johnson & Johnson for more than $3 billion — returning at least $500 million to the fund.
Both Sides of the Table
SEPTEMBER 28, 2014
Let’s set up a framework. by Michael Woolf that is worth any startup founder reading to get a sense of perspective on the reality warp that is startup world during a frothy market such as 1997-1999, 2005-2007 or 2012-2014. In that article I linked to I outline the difference between gross margin & net margin.
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