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How to develop an Investment Thesis

Private Equity Funcast

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How to Get Out of the Office and Start Targeting Companies

Getting out of the office is a good way to test your thesis. You're still honing it at this stage, but why keep that all to yourself? If you have multiple people thinking about it on a regular basis, you're just going to build that serendipity. It's hard enough executing an investment; like keeping the thesis secret is a slow path to nowhere.

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