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.
ComputerEase
Legacy construction accounting software — incumbent to unseat.
Sage 50 Contractor
Legacy contractor accounting from Sage — slow-moving incumbent.
FTX
Case study in applying quant trading to inefficient crypto markets.