Dylan's half-formed thoughts and musings
Dylan CollinsNotes, observations and opinions from a serial company builder and investor in the digital media sector
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Subscribers | Read | dylancollins.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Navigating bubbles
> ‘Champagne pops/on Monday in case Friday flops’ (Kano)
Building Better Boards
As someone who floats between the worlds of private equity, VC and public markets I have a fairly broad perspective on how the quality of boards can vary. I have long been a fan of what Chris Norton is doing with Starboard which I will summ...
Un-retiring (1/2)
I’ve spent some time deliberately not building companies (although some companies where I’m on the board or advising may question that). Primarily I’ve been investing into Discord and UGC places with Max through LFG Holdings and then less t...
The Altman Put
I was at dinner with a PE partner the other week who made a point of telling me how few software companies they had in their portfolio because of their AI-disruption concerns. I’ve heard a version of this from a number of other PE friends t...
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Authors
The writers behind this newsletter.
Reader/Builder/Investor. Investing at LFG Holdings. Founder SuperAwesome (a/b Epic Games), Jolt Online (a/b GameStop) + DemonWare (a/b Activision). Occasional boards. Rap devotee.
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