Investment thesis

by Darren LI and · updated 6mo ago

  • from Opinion | The Nobel Prize-Winning Professor Who Liked to Collaborate With His Adversaries by Cass R. Sunstein

    kaiton added 6mo ago

  • "An investment philosophy on ‘complexity investing’ from NZS Capital"

    Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.

    by NZS Capital

    Juan Orbea added 8mo ago

  • Investment Principles.pdf

    Thumbnail of Investment Principles.pdf

    Juan Orbea added 9mo ago

  • How Adobe Became a Successful $95 Billion SaaS Company

    Thumbnail of How Adobe Became a Successful $95 Billion SaaS Company

    Darren LI added 1y ago

  • Adobe Stock: The Essential Investment Thesis (NASDAQ:ADBE)

    by Best Anchor Stocks

    Thumbnail of Adobe Stock: The Essential Investment Thesis (NASDAQ:ADBE)

    Darren LI added 1y ago

  • Generative AI’s Act Two

    by Sonya Huang

    16 highlights

    Thumbnail of Generative AI’s Act Two

    Darren LI added 1y ago

  • Google Strategy Teardown: Google Is Turning Itself Into An AI Company As It Seeks To Win New Markets Like Cloud And Transportation

    1 highlight

    Thumbnail of Google Strategy Teardown: Google Is Turning Itself Into An AI Company As It Seeks To Win New Markets Like Cloud And Transportation

    Darren LI added 1y ago

  • 6 New Theories About AI

    by every.to

    Thumbnail of 6 New Theories About AI

    Darren LI added 1y ago

  • 5 Contrarian AI Theses For Early Stage Investors

    by Rob May

    7 highlights

    Thumbnail of 5 Contrarian AI Theses For Early Stage Investors

    Darren LI added 1y ago

  • AI at the Intersection: The A16z Investment Thesis on AI in Bio + Health

    by Vijay Pande

    5 highlights

    Thumbnail of AI at the Intersection: The A16z Investment Thesis on AI in Bio + Health

    Darren LI added 1y ago