Investment thesis
Darren LI and
Investment thesis
Plant Based Meats Do More to Address Climate Change Than Green Buildings or Zero-Emission Cars
DAMIAN CARRINGTONmotherjones.com
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
Instead, Professor Kahneman favored an alternative that he termed “adversarial collaboration.” When people who disagree work together to test a hypothesis, they are involved in a common endeavor. They are trying not to win, but to figure out what’s true. They might even become friends.
Cass R. Sunstein • Opinion | The Nobel Prize-Winning Professor Who Liked to Collaborate With His Adversaries
How Adobe Became a Successful $95 Billion SaaS Company
producthabits.com
Contrary Research
research.contrary.com
Investment Principles.pdf
drive.google.com
Investment Principles recollection by some of history’s best investors.