Dive into the archives.
- Investment thesis v2 (this could be long)
I’ve been spending a pretty good amount of time (in between secret start up work) thinking about my personal investment thesis (v1 mentioned in a previous post) and have had some discussions regarding trends and things to watch out for. Eventually web 2.0 will transform into the next big trend with shiny buttons and stickers [...]
- Building an investment thesis
Recently as part of my work with a venture capital firm here in Indy (PSVF), I was tasked with developing my own personal investment thesis. This task was largely focused on finding out what areas of investment I would consider to be my expertise and as such, which ones I would be able to make [...]
