(public).sospep.subjects ~ view article ~ my-observations

<h1 style="text-align: center;">my&nbsp;(key) observations</h1>
<h2>[WHAT]</h2>
<ol>
<li>]&nbsp; by <a href="/view/person?id=75" target="_blank">don sagrott</a>, founder @sospep.com - After reviewing the <a href="/view/article?id=4200" target="_blank">VC predictions for 2015 - compilation</a> -&nbsp;I take a look at&nbsp;] what I see as the key sectors/trends&nbsp;that they are&nbsp;identifying</li>
</ol>
<h2>[WHY]</h2>
<ol>
<li>]&nbsp;identify what if any trends that all the VC's are talking about</li>
<li>] identify what if any trends that all the VC's are NOT talking about</li>
<li>] identify any consensus&nbsp;of opinion -</li>
<li>] divergence -</li>
<li>] use any observations to help formulate a strategy for choosing the best angel investor portfolio for</li>
</ol>
<h2>[WHERE]</h2>
<ol>
<li>]</li>
</ol>
<h2>[WHEN]</h2>
<ol>
<li>] 2015-01-23</li>
</ol>
<h2>[EXAMPLE]</h2>
<ol>
<li><strong>] observation - <span style="background-color: #00ff00;">HOT&nbsp;SECTORS for 2015 (TOP 3) - </span></strong></li>
<ol>
<li><strong>] money.capital</strong></li>
<ol>
<li>] sounds like there a going to be many big deals to be made here, this year, again&nbsp;</li>
<li>?= can i buy stock in VC firms? which VC firms are most succesfull</li>
<li>?= should i (directly) get into some of the pre ipo company's ex&nbsp;</li>
</ol>
<li><strong>] new enterprise(SaaSE)</strong></li>
<ol>
<li>]</li>
</ol>
<li><strong>] marketplaces</strong></li>
<ol>
<li>]</li>
</ol></ol>
<li><strong>] observation - <span style="background-color: #00ff00;">HOT SECTORS for 2015 (RUNNER UP)</span></strong></li>
<ol>
<li><strong>] security</strong></li>
<ol>
<li>] i would think that this would be huge, how and who will capitalize? ?= primarily ent.</li>
</ol>
<li><strong>] cloud</strong></li>
<ol>
<li>]</li>
</ol>
<li><strong>] big data</strong></li>
<ol>
<li>]</li>
</ol></ol>
<li><strong>] observation - <span style="background-color: #ff0000;">NOT SECTORS for 2015</span> - no&nbsp;"VC predictions" activity (crickets) in these </strong></li>
<ol>
<li><strong>( money.Bitcoin </strong></li>
<ol>
<li>] some VCs still optimistic, about potential, perhaps in the future</li>
<li>] personally on bitcoin, 1] i&nbsp;dont get it and 2] payments system in dev world isnt broken enough,</li>
<li>] big space, but crowded with many competitors,&nbsp;</li>
<li>] the blockchain and potential&nbsp;applications&nbsp;sounds like it may be worth looking into further</li>
</ol>
<li><strong>] SocialMedia,</strong></li>
<ol>
<li>] barely a mention from the VC sector,</li>
<li>] reddit ? -</li>
<li>] ello&nbsp; -</li>
</ol>
<li><strong>] SaaS-Consumer(SaaSC)</strong>,</li>
<ol>
<li>] barely a mention from the VC sector,</li>
</ol>
<li>] )</li>
</ol>
<li><strong>] observation - important note&nbsp;by AH - don't invest in a sector or a trend, they &nbsp;</strong></li>
<ol>
<li>] We don&rsquo;t invest in themes; we invest in special founders with breakthrough ideas. Which means we don&rsquo;t make investments based on a pre-existing thesis about a category. That said, here are a few&nbsp;of the things we&rsquo;ve been observing or thinking about; we&rsquo;re especially grateful to our founders/<a href="http://a16z.com/portfolio/" target="_blank">companies</a>, and the entrepreneurs we meet with everyday, for their insights here&hellip;</li>
</ol></ol>
<h2>[HOW-TO]</h2>
<ol>
<li><strong>]&nbsp;strategy - finding the best companies in the hottest sectors/any given sector</strong><ol>
<li>] we have already compiled a list of sectors, that includes links to many startup&nbsp;companies operating in each of&nbsp;those sectors. &nbsp;</li>
<li>] we have the identified hot and not sectors based upon predictions from VCs</li>
<li>] selecting the best companies in a given sector</li>
<li>] determing current&nbsp;company valuation estimate</li>
<li>] determing future company valuation estimate</li>
</ol></li>
</ol>
<h2>[REFERENCE]</h2>
<ol>
<li><strong>] </strong><a href="/view/article?id=4158" target="_blank"><strong>Hunting Unicorns</strong></a><strong>&nbsp;</strong>-&nbsp;a new sospep&nbsp;project. I am creating a portfolio of startup companies (you can too). The&nbsp;GOAL is to <strong>discover</strong> the next uber, before it becomes <strong>the next uber</strong>.&nbsp;Think of this as&nbsp;a learning exersize for aspiring angel investors, you can play for fun, profit ... Its free to join and you can win real money. Check out some of the things we've discovered so far ...</li>
<ol>
<li>] <a href="/view/article?id=4200" target="_blank">vc predictions for 2015 - a compilation</a> -&nbsp;&nbsp;over 60+ predictions from 20+ differenent VCs representing over 20 different VC firms.</li>
<li>] <a href="/view/article?id=4260" target="_blank">my observations</a>&nbsp;(this)&nbsp;- &nbsp;after reviewing all the predictions, here are the</li>
<li>] <a href="/view/article?id=4161" target="_blank">list startup sectors</a> - includes exampes of startup companies to watch in each sector&nbsp;</li>
</ol></ol>
<p>&nbsp;</p>
<hr />
<p>misc re: ] predictions<br />buzzwords = IOT, wearables, context, sm, the cloud, SaaS, big data, <br />&nbsp;<br /><a href="http://www.instigatorblog.com/10-questions-venture-capitalists-and-angel-investors-are-going-to-ask/2007/07/20/">http://www.instigatorblog.com/10-questions-venture-capitalists-and-angel-investors-are-going-to-ask/2007/07/20/</a></p>
<h1 style="text-align: center;">&nbsp;</h1>

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