Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)
On The Brink with Castle Island
00:00
Investor Approach, Venture Dominance, and Founders
Why Theia focuses on long-term, fundamentals-driven, concentrated positions, how venture predominance shapes the market, and signals of exceptional founders (work ethic, bear-market resilience, ethics).
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