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Assessing Venture Capital Fund Investing as an LP
Disclaimer: All views in this article are my own, and I do not intend to represent any organization with my thoughts in this article.
Oct 2, 2024
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Assessing Venture Capital Fund Investing as an LP
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AerCap Deep Dive
This is a repost from a 2019 analysis. Most of the data and analysis is pre-covid, but I wanted to share it anyway. This analysis does not include the…
Oct 2, 2024
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AerCap Deep Dive
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August 2024
How I evaluate B2B Vertical Marketplaces
frameworks are cool, I guess.
Aug 7, 2024
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How I evaluate B2B Vertical Marketplaces
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July 2024
A Needle in the Haystack
In my first article, I will dive into a company trading below excess net cash that is growing more than 20% a year, has a record backlog, and provides a…
Jul 18, 2024
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A Needle in the Haystack
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