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Chasing the Right Tail
Weekly updates on the innovation economy.
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Chasing the Right Tail
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Building an Investment Framework for Evaluating Companies
Weekly updates on the innovation economy.
Drawing Capital
Oct 8
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Building an Investment Framework for Evaluating Companies
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Payment Processors, Indexers, and Asset Managers
Weekly updates on the innovation economy.
Drawing Capital
Oct 1
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Payment Processors, Indexers, and Asset Managers
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Internet Scale Businesses
Weekly updates on the innovation economy.
Drawing Capital
Sep 24
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Internet Scale Businesses
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Unicorns and Investing in Startups
Weekly updates on the innovation economy.
Drawing Capital
Sep 17
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Unicorns and Investing in Startups
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Ascending Software Mountain: "MT SAAS"
Weekly updates on the innovation economy.
Drawing Capital
Sep 10
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Ascending Software Mountain: "MT SAAS"
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E-Commerce in a Post-Pandemic World
Weekly updates on the innovation economy.
Drawing Capital
Sep 3
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E-Commerce in a Post-Pandemic World
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Fiat Currency and the Demise of Bretton Woods
Weekly updates on the innovation economy.
Drawing Capital
Aug 27
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Fiat Currency and the Demise of Bretton Woods
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