Using LinkedIn data to evaluate portfolio performance based on employee movement.
My thesis behind investment is it's all about people.
I begin an investment by beliving in the CEO+Vision.
Over time, I view how the people hired by company are implementing the product.
Any time an implementer
leaves an organization value is shifted.
How much value is based on:
- Size of company accepting
implementer
The value of the implementer
is shifted to the accepting organization.