Investment Thesis
My investment thesis explained:

TOOLS of discovery
TOOLS of information

Using this thesis to make outsized, concentrated bets on the future of technology and our world. As you all know, $PL leads the way for me.

But I also do a fair bit of angel investing, and that's where this thesis really is taking shape in the form of MSBAI (digital engineering simulations) and Cityzenith (digital twin data gathering and optimizing).

Fat Baby Funds's avatar
I love plain English, great podcast!
Eric Weiner's avatar
@fatbaby Agreed! He's one of my favorite podcast hosts to listen to. His most recent on oil prices was exceptional: