How would you invest $100m in technology?

otherbarry410

I wouldn't. I'd take $10mil and blow it and take the remaining 90 and sock it away in high quality fixed income and get paid to walk around my house naked for the rest of my life.

thebrofessor

well obviously, but the question is for a job interview. the correct answer is something thoughtful, like "well these 3 sectors interest me so I'd probably look for co-invest opportunities there, and then keep 80% of the rest of it in dry powder as other opportunities arise"

Authored by: Certified Investment Advisor Professional - PartnerCertified Investment Advisor Pro

thebrofessor

Most Helpful

payment processing in the 3rd world, particularly india & china
chipmakers, yes chipmakers. with everything becoming "smart," you need more computing power, chip use should only expand
cybersecurity. as we continue to get more interconnected, security becomes a bigger and bigger issue
japanese robotics

what I'd stay away from

digital marketing/advertising. I think it's good business but the juice ain't worth the squeeze, plus with regulatory pressure coming down on google/facebook, I'd want a clearer picture
autonomous driving. way too early, path to profitability for me has to be

Authored by: Certified Investment Advisor Professional - PartnerCertified Investment Advisor Pro

OverlyAdjustedEBITDA

I agree with you on autonomous driving. I'm also not a fan of investing behind areas that require such significant intervention from governments / regulators. There's also too much "headline risk" there - all you need is a couple of high profile incidents and the winds could easily shift backwards.

Authored by: Certified Private Equity Professional - PrincipalCertified Private Equity Pro

BankSouth32

Blockchain, cybersecurity, other enterprise software, robotics

FellowTraveler

Assuming this is for a principal investing role (PE thread...) my answer would be to a) find a profitable or marginally unprofitable SaaS business with compelling opportunities for inorganic growth, or b) partner with a serially successful founder for a new but capital efficient venture.

Right now everything Series B or later is incredibly expensive, and everything earlier is riddled with execution risk and/or has a business model premised on the venture markets staying wide open forever.

Distressed Industrial Buyer

Vitae odit ex velit debitis. Molestiae mollitia voluptatem distinctio voluptatem ut quam. Qui iusto itaque distinctio ea quis. Sed ut delectus consequatur voluptatem. Minima et ut earum hic eaque quaerat commodi. Repellendus vel cum ut quibusdam.