Concept: Taking notes is not about capturing what was said. It is not about capturing "insights". It is all about capturing what creates alpha. On Talk and Panel Selection Make sure that more than half of your time is spent talking with people (d'oh!). Choose 80% of talks in areas that should be front and … Continue reading Mastering Conference Note-Taking for Investment Insights and Alpha
[This is one of the first 'Tactical Notes' - short-format observations that I jotted down some time ago, where I feel that this snippet is enough and no long format essay is necessary] The presence of capital events (funding rounds, M&A, fund strategy) can sometimes be over-ascribed to individual influence unless the narrative shows how … Continue reading Tactical Notes: The Weight of Capital Alone is not Proof of Superior Judgement
The content discusses how Japan, India, and Israel successfully implemented industrial policies through state-led strategies, fostering economic resilience and innovation. It contrasts their approaches with the U.S.'s market-dependent model, suggesting that the U.S. could benefit from a more integrated and strategic industrial policy to enhance resilience and promote long-term growth.
The content discusses the evaluation of Portal Space, a startup developing maneuverable spacecraft, following their $17.5 million fundraising. The author outlines a five-step analysis framework focusing on competitors, company challenges, investor perspectives, and potential secret weapons. Portal Space aims to revolutionize orbital agility but faces significant strategic vulnerabilities and must succeed in market education to secure investor confidence.
