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We are joined by Matthew O'Kane from Nexus Ventures. Nexus are thematic investors and we discuss how to find and invest in good themes. Matthew gives a couple of examples, showing how he built an investment thesis and how these have worked out.
Matthew's suggested books:
Dexy Midnight Runners: Young Soul Rebels - Richard White
Second Bounce of the Ball - Ronald Cohen
As always, further show notes here.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode