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Good morning 👋
Over the past ~four years, I have created Apple Notes for every month to store the best things I am reading that change how I think about the world. Given the world I operate in, the bulk of these relate to early-stage venture and private markets investing.
If this newsletter is the front end of my thinking, those notes are the back end.
Looking back so far this month, most of my reading and notes have been centered around thesis-driven investing, recipes for out-of-distribution games, founder archetypes, and who to study if you want to get better at specific investor traits.
More on each of those below.
P.S. For those of you looking at, looking for, or are generally interested in thesis-driven funds …
We have refined the thesis for Outlaw and have created a 25-page report that maps out how we narrow down opportunities based on philosophies 𐃘 themes 𐃘 theses 𐃘 investments.
If you are curious about how we are looking at things, you can do that here.
