The Deep End by ODF

Thesis-Driven Investing with Rebecca Kaden, Managing Partner at Union Square Ventures

Jul 9, 2021
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Episode notes
1
Introduction
00:00 • 2min
2
What Is Thesis Driven Investing?
02:01 • 3min
3
Venture Funds
04:50 • 2min
4
Thesis One Point O Two Point O, Three Point O
06:22 • 3min
5
The Address Book and Contacts Aren't Shared on the Web
08:55 • 2min
6
Thesis Three Point O
10:39 • 2min
7
Technology Is the Break for All of That
12:26 • 3min
8
Why Don't You Sell to School Districts?
15:08 • 3min
9
Trusted Brands in Financial Services
17:53 • 2min
10
Are There Things in the Crypto Space That Can Make Them Work Better?
19:38 • 2min
11
How to Develop a Thesis
21:32 • 2min
12
Are There Any Edits You Would Make Based on the Past Year?
23:23 • 2min