Philosophies & Frameworks

Benchmark Capital's Business Equation - Venture Desktop
Building and Investing in Marketplaces - Erik Torenberg's Thoughts
Cash Conversion Cycle: Bridging the Gap Between Profitability & Cash Flow - Napkin Math
Discourses on Big Tech - The Diff
Economic Oceans - Venture Desktop
Economic Oceans and an Alternative Trade Route - Venture Desktop
How to Identify Underrated Markets - Venture Desktop
Investment Memo | Calm Company Fund
Investment Memo: Calm Fund 2 | Calm Company Fund
Peak Reflexivity - Emerging
Revenue: It’s Simple, Until It Isn’t - Napkin Math
Scale as a Service. - Baillie Gifford
Self-driving markets — Three Body Capital
The Deployment Age | Reaction Wheel
The Interface Phase - Not Boring
The Merits of Bottoms Up Investing - Venture Desktop
The Mike Speiser Incubation Playbook - kwokchain
The Mormon Church Amassed $100 Billion. It Was the Best-Kept Secret in the Investment World. - WSJ
The Most Important Scarce Resource is Legitimacy - Vitalik Buterin
The Playing Field - Graham Duncan Blog
The Promise and Paradox of Decentralization - by Byrne Hobart
Value Investing Is Short Tech Disruption
What The Three Body Problem can teach us about risk - The Refractor
“Buy and Hold” No More: The Resurgence of Active Trading