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I want to keep track of how bad I am at spotting opportunities – 100% inspired by Bessemers Anti Portfolio
GoViral
I was offered a very good chunk at a very fair price – but Balder and Claus did not convince me – I should have seen Jimmy coming in (that anti risk dude actually did change the game and the company has a nice value now (when Mr Wellness did not fuck it up and was bought out).
StudieVZ.de
I was offered 15% for nothing – but did not like the guys – see post. They made 100mio€ sale after 11 months.
Kauphing Bank
The only share I have ever bought – since its obvious how good they are – but I was so chicken only buying for 15.000€ – made 36% in 3 months
(In retro this was GOOD!! Since Iceland went all down).
Timbaland
Via my partner in London I could have bought all rights to Timbalands last record Shock Value – but I was chicken and – even though I had superb gut feeling I passed on it. Chicken me ;) and it WENT NUMBER ONE 5-6 times all over the world..
SMS AS
I should not have given away www.smsas.dk – to the assho… at http://www.comitel.dk/
23HQ.com
Mygdals amasing social picture sharing – I really liked it from day one – but I did not foresee that this would become a cash cow… (Specially with 23video.com that came later)
SPOTIFY
The deal was ready – we committed – but somehow Northzone squeezed us out .. at http://www.spotify.com
And I fully understand if you are disappointed – that there are so few
