Every so often I write down what I’ve been thinking about. Operators, the long game, what actually lasts. None of it is a deal or a forecast, just me thinking out loud.
Relationships compound too, and trust is the synapse.
The brands that resonate are the ones whose story is the founder's story.
Waiting well is a discipline, not a default.
Why I put the people before the company, and what that changes.
A tool, not a master, and why I think that shapes how we invest.
Why I think our best investments start as relationships, not deal flow.
Once in a while we write a short letter. Ideas on operators, the long game, and how we think. No deals, no noise. If that’s your kind of thing, leave an email.