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How to develop an Investment Thesis

Private Equity Funcast

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How to Build a Focused Firm Around Precision Agriculture

I think you've got to be willing to put the ideas on a shelf, put them down. Scientific method, prove or disprove the hypothesis. Just don't fall in love with some segment, because you fell in love with it. So again, precision ag, in my opinion would be a thesis. Ag technology, probably too broad, just agriculture. Can you build a focused firm around agriculture? Yeah, exactly.

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