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.
Sandow Media
Media company that monetizes through commerce, not just ads.
Huckberry
Editorial-first brand where content drives product discovery.
Dupe.com
Capitalizing on dupe culture — making it easier to find and buy alternatives.
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.