31 results for investment thesis
Showing 1–31
STRGeography-First Acquisition Filter
Read →

Score market geography before evaluating any business-specific metrics in a service acquisition

Owned and Operated: I Have $5M, Do I Buy an HVAC Company or a Security Business? · John Wilson

FINMulti-PM Sharpe Stacking via Low Correlation
Read →

Combine 0.9-Sharpe idiosyncratic PMs at low correlation to engineer a 2.5+ portfolio Sharpe

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

FINCore-Satellite Risk Allocation
Read →

Capture asymmetric upside in a theme while sleeping well by keeping 80–90% in the anchor asset

TAO Is Waking Up… Here’s What I’m Watching — JM Crypto · JM Crypto

MINDChoose Your Struggle Framework
Read →

Audit the required pain of any goal before committing—not after years of grinding

21 Harsh Truths About Why You’re Still Lost - Mark Manson — Chris Williamson · Chris Williamson

MINDWhen the Facts Change, Change Your Mind
Read →

Separate your public identity from your beliefs so you can update when evidence demands it.

Do We Need To Change Our Minds About Index Funds? · Tim Harford

FINThe Visionary Credibility Audit
Read →

Judge high-conviction operators by their mechanisms, not their magnitude

Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber

STRThe 300-Year Vision Anchor
Read →

Lock onto a multi-decade technology trend, then hold through every crash

Can 'The World's Craziest Investor' Teach You About Risk? · Lionel Barber

STRThe Equal-and-Opposite AI Hedge
Read →

When you bet on AI productivity, also bet on the human reaction against it.

The Investing & Crypto Expert: We Only Have 6 Years Until Everything Changes! · Raoul Pal

STRRadical Simplification
Read →

Reduce until reduction stops being helpful, then stop

Change How You Think About Money · Pete Matthew

FINYou Can't Research the Future
Read →

Past data tells you nothing about which company's share price wins next.

The Investing Advice I Wish I Knew Earlier · Toby Newbatt

INNAI Deflationary Compounding Thesis
Read →

AI drives costs to zero across all sectors, lifting real GDP growth from 3% to 7.3%

Invest in This – It'll Be Worth $1.5 Million by 2030 | World Leading Investing Expert · Cathie Wood

FINThree-Pillar Bitcoin Valuation Model
Read →

BTC's addressable market is the sum of three independent mega-trends

Invest in This – It'll Be Worth $1.5 Million by 2030 | World Leading Investing Expert · Cathie Wood

INNIntelligence Explosion and Self-Evolving AI — The Actual Threshold
Read →

AGI is not the inflection point — self-evolving AI that improves its own architecture is

Ex-Google Exec (WARNING): The Next 15 Years Will Be Hell Before We Get To Heaven! · Mo Gawdat

INNThe Four Inevitables
Read →

AI's trajectory is locked in; humanity only controls which outcome it gets

Ex-Google Officer Speaks Out On The Dangers Of AI! - Mo Gawdat · Mo Gawdat

FINPost-WWII Order Disintegration as Investment Macro
Read →

The 1945 stability architecture is collapsing — price in high-variance geopolitical tail risk now

You're Watching the End of the World in Real Time · Eric Weinstein

INNThe Pre-AGI Disruption Thesis
Read →

AI disruption arrives sector-by-sector before general intelligence exists

You're Watching the End of the World in Real Time · Eric Weinstein

INNCapex-for-Headcount Substitution Model
Read →

At the 5-year horizon, GPU + agent spend replaces engineering headcount — treat it as capital allocation, not cost-cutting

Uber CEO: I Have To Be Honest, AI Will Replace 9.4 Million Jobs At Uber! · Dara Khosrowshahi

SELFSoft Asset Compounding (The Start-Up of You)
Read →

Knowledge, skills, and network compound to 300% outcomes; salary optimises the wrong thing

Reid Hoffman, LinkedIn Founder: It's Time To Quit Your Job When You Feel This! · Reid Hoffman

ENTContrarian Idea Selection
Read →

Smart people thinking you're crazy is the moat signal, not a red flag

Reid Hoffman, LinkedIn Founder: It's Time To Quit Your Job When You Feel This! · Reid Hoffman

FINThe Five Forces Big Cycle
Read →

500 years of empire rise and fall driven by five interacting forces in an ~80-year cycle

Ray Dalio: We're Heading Into Very, Very Dark Times! America & The UK's Decline Is Coming! · Ray Dalio

FINExponential Age Adoption S-Curve
Read →

Crypto is in the early acceleration phase of an S-curve faster than the internet

The Investing & Crypto Expert: We Only Have 6 Years Until Everything Changes! · Raoul Pal

STRPreparedness Over Prediction Model
Read →

In an unpredictable world, stop trying to predict the future and start preparing for multiple futures

The Human Skills We Need in an Unpredictable World · Margaret Heffernan

MKTBrand-First Marketing Strategy
Read →

Sustainable marketing success comes from building distinctive brand assets, not chasing short-term performance metrics

Mark Ritson's Top Marketing Moments of 2025 · Mark Ritson

FINThe Two-Minute Drill Stock Test
Read →

If you cannot explain why you own it, sell it immediately

One Up On Wall Street · Peter Lynch

ENTLeverage-Based Business Scaling
Read →

Scale by maximizing output per unit of time invested across all business functions

The Man That Makes Millionaires - Turn 100 to 10k With This Step By Step Formula · Alex Hormozi

FINThe Pessimist-Optimist Investment Duality
Read →

Save as if disaster is coming; invest as if progress is inevitable

Save Like a Pessimist Invest Like an Optimist · Morgan Housel

MINDThe Hunters' Framework
Read →

Buy more, not less

The Art of Execution · Lee Freeman-Shor

FINThe Index Fund Core Strategy
Read →

Build your portfolio around low-cost total market index funds

A Random Walk Down Wall Street · Burton G. Malkiel

FINThe Random Walk Investment Philosophy
Read →

Stock prices move unpredictably, so stop trying to outsmart the market

A Random Walk Down Wall Street · Burton G. Malkiel

FINThe VTSAX-and-Chill Strategy
Read →

Buy one total stock market index fund and let compounding do the rest

The Simple Path to Wealth · JL Collins

MKTThe Three Types of Traffic
Read →

Convert all traffic into traffic you own so you control your destiny

Traffic Secrets · Russell Brunson