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Good morning 👋
This is the fourth and final essay in a series about how I think about building a thesis-driven fund from the top down.
We started with guiding philosophies, then covered investment themes, then narrowed into investment theses.
Today we bring it all together.
This is the overarching investment thesis for Outlaw 1.0:
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Chief capitalist to out-of-distribution individuals.
There are two parts to that sentence. We'll unpack the second part first, and then cover the first.
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