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How I built my Investment Thesis -a 🧵
Before I started my Startup investment journey I had no clue how to turn my gut feeling and broader market beliefs into a coherent investment strategy. Or at least how to communicate it succinctly.
Before I started my Startup investment journey I had no clue how to turn my gut feeling and broader market beliefs into a coherent investment strategy. Or at least how to communicate it succinctly.
Then I discovered the importance of coming up w/ a strong Investment Thesis. One that not only I believe capable of actually delivering returns, but that it also fits with my vision of where the tech world is going and the "spacial sauce" I can bring to the VC world.
Below is how I came up with mine over the course of the start of my startup investing between 2020 and 2021: It wasn't easy at first.
1. Dear All, I would like to debunk the rumors, that I have been hiding due to #crypto market crash. Every year on beginning of May I go for vacations with my family, and I spend time with them not working.
2. I understand that it was very thought time in the market but to be frank nothing has changed with my investment thesis and these price that we have today are great buying opportunity for #Bitcoin and #Ether, and...
3. if you don’t exceed certain percentage level of exposure on your total investment portfolio you should think about using these levels to accumulate more. (Not financial advice). However please remember that this is and will experience great level of #volatility,
