5min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Thesis Driven Firm - Part Three

Henderson: I'm a thesis driven firm, rather than think of venture as a cover driven model. We come together and think about ideas and things we believe in, and aggregate that into a thesis to shape our investing strategy. So one pointo was about large networks of engaged users, network effects. Thesis two point o has another element to it as well, which is a do centralized thesis. And its kind of its own beast, and its kind of not the centralized thesis really stemmed out of the idea that centralization was exciting, but also dangerous.

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