The latest theses & analyses from top VCs and analysts

Over 800 VCs and industry analysts actively write about opportunities in the startup world. We round-up and highlight their work.

Saturday, 18 January, 2025

Nongaap Investing | Mike

[P] HSY: Succession Alternatives

Friday, 17 January, 2025

A Wealth of Common Sense | Ben Carlson

The New Housing Market Premium

Net Interest | Marc Rubinstein

Replicating Buffett

Pirate Wires | Mike Solana

The Greenland Deal: a Complete Timeline

99% Derisible | Yoni Rechtman

The Hard Thing About Hard Truths