How to develop an Investment Thesis

1

Introduction

00:00 • 2min

2

The Power of Country Music

02:28 • 4min

3

How to Develop a Thesis for Sector Focused Funds

06:07 • 2min

4

Thesis Process for Technology Enabled Services

08:30 • 2min

5

How to Write a High Level Thesis

10:50 • 3min

6

How to Build a Focused Firm Around Precision Agriculture

14:03 • 2min

7

How to Optimize Low Latency Trading

16:24 • 3min

8

How to Invest in a $50 Million Market

19:09 • 2min

9

The Growth of the Software Industry

20:44 • 2min

10

How to Be a Good Investor

23:12 • 2min

11

How to Start a Relationship With a Precision Egg Author

25:16 • 3min

12

How to Get Connected With Industry Leaders

28:10 • 3min

13

How to Get Out of the Office and Start Targeting Companies

30:59 • 2min

14

The Importance of Scaling Your Business

33:25 • 2min

15

How to Get a Deal Done at a Price That's Interesting

35:46 • 2min

16

How to Play a Sector Based on Your Overall Investment Theme

37:36 • 3min

17

The Importance of Stateing Your Case in Partnership Meetings

41:03 • 3min

18

How to Get a Deal Done in Precision

43:34 • 3min

19

The Importance of Debriefing

46:05 • 3min

20

How to Develop a Relationship With People

49:16 • 5min