Theses, threads & shifts
A working notebook of insights worth pulling on — across users, companies, markets, operations, and macro. Some are fully formed theses; others are loose threads. All are starting points for the next interesting company or investment.
Behaviors, needs, frustrations, or unmet jobs of end users.
Specific incumbents, challengers, or businesses worth pulling on.
Sectors, categories, or segments — sizing, structure, dynamics.
How work gets done — workflows, tooling, ops, GTM mechanics.
Macro, regulatory, technological, or behavioral changes underway.
Tegus
Expert network and primary research platform for investors.
Thorne
Health and wellness company blending supplements with personalized diagnostics.
BuiltWith
Web technology profiler — shows what tech any website uses.
Shovels
Building permit and contractor intelligence platform.
Brushpass
OSINT and intelligence research platform.
Nomad List
Bootstrapped community and data platform for remote workers and digital nomads.
Glimpse
Trend discovery and consumer insights platform.
Crayon
Competitive intelligence platform — ripe for disruption with AI.
Klue
Competitive enablement platform — another CI tool to compete against.
ComputerEase
Legacy construction accounting software — incumbent to unseat.
Sage 50 Contractor
Legacy contractor accounting from Sage — slow-moving incumbent.
Sandow Media
Media company that monetizes through commerce, not just ads.
Huckberry
Editorial-first brand where content drives product discovery.
Cars & Bids
Doug DeMuro turned a YouTube audience into a car auction platform.
Nas.com
Nas Daily built a creator-led education and community platform.
FTX
Case study in applying quant trading to inefficient crypto markets.
Dupe.com
Capitalizing on dupe culture — making it easier to find and buy alternatives.
Bending Spoons
Italian software conglomerate acquiring and operating apps at scale.
Emergence Software
Software roll-up focused on acquiring and growing B2B SaaS.
Applause
Software quality and testing company built through acquisition.
Cart.com
E-commerce infrastructure roll-up consolidating fulfillment, marketplace, and brand services.
ShopCircle
Acquiring and operating Shopify apps and e-commerce tools.
Pattern.com
Second-order opportunity from the platform revolution — helping brands succeed on Amazon and marketplaces.
Zabihah.com
The original halal restaurant directory — ripe for a digital rebirth.
Physician Side Gigs
Sneaky interesting despite poor digital presence.