The answer to your concerns about riding the bubble is not to ride it. Momentum investing has always been riskier than growth investing. There are no Momentum Warren Buffets.
However, at the moment, VC is obsessed with Momentum, and that's really the point of the post. That will change eventually.
However, at the moment, VC is obsessed with Momentum, and that's really the point of the post. That will change eventually.
Cheers,
BW