Archive - Missives

Why concentration risk deserves nuance from investors looking at B2B Fintech Infrastructure companies

Oct 5, 2021

Bond, Greenoaks, Addition and universal laws of great companies

Oct 3, 2021

Differentiation through an unparalleled network

Sep 19, 2021

The Tiger cub that's likely to make its mark known in 2021

Sep 12, 2021

The idea maze, bad pattern recognition, and reading decks in advance

Sep 5, 2021

“If I have seen further,” Isaac Newton wrote in a 1675 letter to fellow scientist Robert Hooke, “it is by standing on the shoulders of giants.” Join…

Aug 1, 2021

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