Investment thesis

Darren LI and

Contrary Research

research.contrary.com

Juan Orbea

16 mobile theses — Benedict Evans

Benedict Evans ben-evans.com

Darren LI

Markets, Markets, and Markets

investing1012dot0.substack.com investing1012dot0.substack.com

Juan Orbea

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

Vijay Pande a16z.com

Darren LI

5 Contrarian AI Theses For Early Stage Investors

Rob May investinginai.substack.com

Darren LI

Evaluation Rubric for a Seed-Stage Consumer Social App.pdf

Unusual Ventures drive.google.com

sari

Generative AI’s Act Two

Sonya Huang sequoiacap.com

Darren LI

Love this from Joshua Kushner’s interview on Patrick O’Shaughnessy‘s Invest like the Best: Patrick: How do you balance or reconcile participating in a $2b round for stripe with a 2m check into a seed company? Joshua: They are equally concentrated - not in magnitude of capital but in emotional commitment to concentration. We don’t do a lot but wh... See more

sari

Investment Principles.pdf

drive.google.com

JJuan Orbea

Investment Principles recollection by some of history’s best investors.

Soros on Soros: Staying Ahead of the Curve

George Soros • 8 highlights

amazon.es

Cover of Soros on Soros: Staying Ahead of the Curve

Juan Orbea