Investment thesis

Darren LI and

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

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

Best Anchor Stocks seekingalpha.com

Darren LI

Investment Principles.pdf

drive.google.com

JJuan Orbea

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

16 mobile theses — Benedict Evans

Benedict Evans ben-evans.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... See more

sari

Contrary Research

research.contrary.com

Juan Orbea

Markets, Markets, and Markets

Kyle Harrison investing1012dot0.substack.com

Juan Orbea

Plant Based Meats Do More to Address Climate Change Than Green Buildings or Zero-Emission Cars

Mother Jones motherjones.com

Mike Tannenbaum