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Frazer Anderson

Domaine Tempier: Bandol Rosé

It turns out my tastes are simple, I am easily satisfied with the best Originally published on my Substack November 17, 2020 My French family have a house in a place called Châtelaillon-Plage. It’s an unsullied stretch of beach along the Atlantic coast just south of La Rochelle where

La Grande Ballezza (2013)

You have nothing better to do this weekend than watch this movie Originally published on my Substack December 17, 2020 Blah blah blah Fellini’s baroque, surrealist decadence blah blah. Blah blah blah deft technique transmutes the viewer into the living canvas of one of de Chirico’s nightscapes blah

Making Sense of Fintech Multiples

What the public markets can tell us about venture capital's darling category Originally published on my Substack December 21, 2020 Last week I noticed three series B announcements totaling over $130M of new capital for fintech companies within my personal network. Three weeks ago, a16z announced that they’

L.A. Confidential (1997)

This deftly-adapted neo-noir is nothing short of a masterpiece Originally published on my Substack February 8, 2021 In a 2018 interview, the leftist Greek parliamentarian Yanis Varoufakis said it's impossible to be optimistic today given the utter lack of evidence that things will change for the better but

Wag the Dog

Wag the Dog

Interpreting value at the intersection of technology and insurance Originally published on my Substack March 10, 2021 I was recently asked to appear on a panel where I was told I would be asked about the fintech IPO market and what (if anything) public valuations had to teach us private

La Femme Nikita (1990)

While often grotesque, this exquisite example of Cinéma du look x "Pygmalion" is strangely apposite for the post-COVID world we're stumbling into blinkingly. Originally published on my Substack June 13, 2021 Movies have been a welcome escape from the comfortable ennui of life under travel bans,

Les Invasions Barbares (2003)

Denys Arcand is smart and so are his movies. Les Invasions is his Opus. Originally published on my Substack August 19, 2021 Arcand makes films like Mordecai Richler wrote novels: hilarious, self-referential, witty, daring, and il s’en câlisse if you don’t get the bilingual inside jokes. You would