Public Investing in Long-Term Theses
I’ve invested in public markets both professionally and personally for a good portion of my “adult” life. Since I started investing...
My name is Michael Dempsey. I was born in LA, grew up in Boston, and currently reside in NYC.
I graduated from New York University with a degree in Economics a semester early in December 2011. Upon graduation, I spent 2.5 years at a multi-strategy hedge fund called Crane Partners. As the only analyst on a team of less than 6, I was able to take on a fair amount of responsibility and learn a lot through the relatively unique investment strategies that the fund employs. In general, I learned to both financially and operationally analyze entire industries from OEMs to “tier 3+” players from the scope of multiple asset classes including private equity, venture capital, and public investments, while also gaining experience with the internal management of portfolio companies. Eventually, I developed a thesis to invest in early-stage technology companies, and led all early-stage investments for the fund.
Currently I analyze data around private company financings at CB Insights, a structured data startup. At CB Insights I work with a team to develop unique analyses around the previously opaque industry that is venture capital, and to a larger extent, all private investments, in the form of private client reports, quarterly industry reports, or research pieces for our company blog.
When I’m not sifting through financing data, you can find me writing, taking photos, enjoying a well-balanced cocktail, playing music, golf, or basketball, and exploring whatever city I am in.
In general I’d say that I am obsessed with change, technology, media, and cocktails, among other things.
I write about technology, entrepreneurship, media, and a variety of other things on my blog.
Analyzing data around private company & venture capital financing and the startup ecosystem
Early-stage venture capital to private equity to public markets.
Curate a newsletter 2x/week focusing on tech, VC, media, and the industries they affect.
I take photos with a mobile phone, Fuji X10, and a Sony DSLT camera.
I’ve invested in public markets both professionally and personally for a good portion of my “adult” life. Since I started investing...
Mad Men just concluded the first half of its final season. With a complex group of characters and more importantly, human beings, will hist...
I had a conversation recently about what excites me in the general tech space these days. While companies with a mission to eliminate ine...
Paypal recently announced that it is expanding its Working Capital service to the UK, but the interesting tidbit is that they switched fro...