Topic dossier
Essays, research notes, and operating frameworks filed under Strategy.
The Contrarian Investment Thesis The AI venture capital bubble will inevitably unwind over the next several years, creating an unprecedented opportunity for value capture in the
This research introduces the Spatial Arbitrage™️ framework, a quantitative methodology for evaluating markets based on talent mobility and growth potential. Subscribe to access the full analysis, including rankings, scoring methodology, implementation framework, and LP evaluation guidelines.
The professionalization of venture capital will be forged in public offerings, and Bill Ackman reveals how it can be done
The wealth created following the advent of the smartphone gives us a blueprint for investing in the Era of Autonomy.
Most times we only get to observe creative destruction in the past tense, but the rapidly evolving Collegiate NIL market reveals creative destruction in real time. This provides a blue print for investors and innovators to capture a new market.
Apple's failed attempt to invent an EV is a caution flag for investors and a lesson in strategy failure
