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Good morning 👋
“Don’t tell me what you think, tell me what you have in your portfolio.”
I believe that all investments are downstream from world beliefs, and you cannot truly evaluate an investor without first understanding their views on the world.
As a thesis-driven investor, your investments are a byproduct of the following lines of thinking:
Philosophies → Themes → Theses → Investments
It is easier to understand investments when you have a thesis. It is easier to have a thesis when you understand broader themes. And it is easier to pick themes when you have a guiding philosophy and set of beliefs on where the world is trending.
These are some beliefs that I hold that have led me to certain choices, shaped my worldview, and influenced my investment approach.
