This YouTube video features Jason M. Lemkin describing his approach to writing $1M–$4M investment checks across market cycles. In this excerpt he says he wrote such checks in 2013 and 2021, avoided writing during the March 2020 market collapse, and emphasizes that he largely keeps a consistent investing approach rather than changing with market fashions.
I want to write one to $4 million checks when things are just taking off. I wrote those checks in 2013 and I wrote them in 2021 and I wrote them and I didn't write them when the world ended in March 2020. But other than that, I've read the same checks. Mr. Funny Duddy here. I've written the same checks even as the world has changed. But Harry, Harry and the others you described, they play the, they play the market as the market has evolved, right? And I think that's, that's the right. I think that's why when we started this, I, it's one of the many things I think I've done wrong. I haven't changed. I'm not interested in changing, right? It's not that I don't recognize the power of it. It's just, I, it's, you know, it's, it's, it's my mistake because it's, it's not where my passion is. Eric's.
