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• Brief Thoughts

  Observations on startups, investing and other quandaries

  9 posts · theirs

Lately

• Investment Memo: Nintendo (7974:JP / NTDOY:US)

  Brief Thoughts · 2022-11-28

• Update on dLocal ($DLO)

  Brief Thoughts · 2022-11-17

• Musings on Cloud Kitchens

  Brief Thoughts · 2022-10-31

• Not-So-Great Expectations

  Brief Thoughts · 2022-10-18

• Investment Memo: dLocal ($DLO)

  Brief Thoughts · 2022-09-21

• Investment Memo: Intuit ($INTU)

  Brief Thoughts · 2022-08-19

• Reciprocity as a Business Model

  Brief Thoughts · 2022-03-14

• Great products do not always speak for themselves

  Brief Thoughts · 2021-03-03

• observations on startups, investing and other clichés

  Brief Thoughts · 2021-02-15

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