Dave is spot on when he says that "value-added" investing comes more and more from domain experts. We have lately had discussion with a few investors. The quali

Dave is spot on when he says that "value-added" investing comes more and more from domain experts. We have lately had discussion with a few investors. The quality of feedback AND connections from those that have been hands-on entrepreneurs, especially in our field (gaming) is in a totally different level compared to others.