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.
Thorne
Health and wellness company blending supplements with personalized diagnostics.
Glimpse
Trend discovery and consumer insights platform.
Dupe.com
Capitalizing on dupe culture — making it easier to find and buy alternatives.
Zabihah.com
The original halal restaurant directory — ripe for a digital rebirth.