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Good morning 👋
Welcome back to part three of a four-part series on how I think about designing a thesis-driven investment firm.
Philosophies → Themes → Theses → Investments
We have broken down guiding philosophies and broader investment themes.
To recap:
Guiding philosophies are overarching frameworks that are fundamental for asset class selection, investment theme selection portfolio construction, positioning, and how a person conducts business.
Investment themes are based on macro patterns on where the world is heading.
Investment theses are more granular and are investable sleeves of the broader investment themes considered within scope.
Outlaw maintains active theses in four areas where we believe the next legacy-defining businesses will be built.
I have broken down a deeper look at my thinking on each of those below.
1. Artificial labor markets
2. The token revolution
3. Software 3.0
4. Modernization of the private investment firm
