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Lessons from Don Valentine
LockSimple

Feb 24, 2026

•

14 min read

Lessons from Don Valentine

A collection of operating principles from the man who built Sequoia

Investment thesis (Outlaw 1.0)

Feb 17, 2026

•

13 min read

Investment thesis (Outlaw 1.0)

The fourth and final pillar of a thesis-driven investment firm

Clay Norris
Clay Norris
Investment theses

Feb 9, 2026

•

14 min read

Investment theses

The third pillar of a thesis-driven investment firm

Clay Norris
Clay Norris
Investment themes

Feb 2, 2026

•

13 min read

Investment themes

The second pillar of a thesis-driven investment firm

Clay Norris
Clay Norris
Investing notes (Jan. 2026)
LockSimple

Jan 26, 2026

•

14 min read

Investing notes (Jan. 2026)

A stream of consciousness over the past month

Clay Norris
Clay Norris
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