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Season 3, Episode 18: The future of alternative app stores and payments (with Archie Stonehill)
Mobile Dev Memo Podcast
Succinct Investment Thesis
The speaker emphasizes the importance of conciseness in their investment write-ups, preferring to keep it to one or two pages. They advocate for boiling down the investment thesis into one page or a thousand words to focus on capturing the essence of the investment and key drivers rather than overwhelming with minutiae. The speaker acknowledges different preferences for the length of write-ups but finds longer reports unnecessary for themselves, aiming for simplicity and clarity in their analysis.
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