Hodong — The Value Investor in Venture, Ho Nam (compiled by Kevin G.)

TL;DR — A reader’s compilation of writing by Ho Nam of Altos Ventures.

How much weight it carries: Primary material collected by a reader. The texts are the subject’s own letters, posts or talks; the selection, ordering and any introduction are the compiler’s (‘Kevin G.’, who publishes the series at 12mv2.com).

What is in it

The title page reads “Hodong: The Value Investor in Venture. By Ho Nam (Compilation and Categorization by Kevin G.)” under an Altos Ventures graphic. Only the first page was read for this card (the file is view-only); nothing beyond it is described here and the page count is not known.

Where this came from

• Compilations index at 12mv2.com — the compiler’s own public page, which lists this file as “Ho Nam, Altos Ventures” and links to a view-only copy. Checked 2026-10-12.

Connections

• Ho Nam
• Altos Ventures