Ho Nam

@honam

Co-founder and Managing Director of Altos Ventures

Burlingame, CA

altos.vc

Joined April 2008

Pinned
Ho Nam
@honam
Mar 27, 2021
Deep value investing, to me, is not about big discounts. It’s about finally seeing something profound and deep underneath the surface, when others are still only seeing the tip of the iceberg, and still making judgements.
Ho Nam
@honam
Aug 18
Excited to see Lightyear launch the first agentic platform for enterprise telecom. Rather than worrying about SaaSpocalypse, our SaaS companies are taking advantage of advances in LLMs to deliver more value to customers than ever, leveraging their proprietary data sets. I don’t
Lightyear
@lightyearai
Aug 18
Lightyear just launched the first agentic platform for enterprise telecom. AI agents automate RFPs and catch install risks earlier. Dispatch lets teams query network data, build custom reports, and navigate Lightyear in natural language. See what's new: lightyear.ai/product-update…
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Ho Nam
@honam
Aug 16
Every college admissions officer needs to read this study. I’m not surprised. There is so much impatience. People optimizing for short term success. They can’t see past this year or the next few years max.
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Ho Nam
@honam
Aug 16
Loved his book also. Not everything important can be counted. This is one of the reasons the quality of relationships over 30+ years in business at @altosvc is perhaps our best accomplishment (both business and personal). Some things can’t be measured (like DPI, IRR, or TVPI).
Lima
@limalemonnn
Aug 15
this is insane. i genuinely don't understand why ambitious people aren't shown this lecture before their careers start consuming their entire lives. clayton christensen spent his career studying why successful companies collapse. in his final class, he asked students to apply
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Ho Nam
@honam
Aug 16
Some great lessons here. #3 makes Sam Walton sound like a great VC (and reminds me of our mantra in Korea 더더더). My favorite is #10. The mainstream VC industry always ignores this advice. 10. Swim upstream: "Go the other way. Ignore conventional wisdom. If everybody else is
Ethan Frost
@ethanfrost
Aug 15
Sam Walton’s ten essential principles you must know to run an exceptional business: 1. Commit to your business: "Believe in it more than anybody else." 2. Share your winnings: "Share your profits with your associates and treat them as partners." 3. Motivate your leadership: