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Venture Journeys uses the insights I learned from founders and business leaders to evaluate businesses.

Why are founder insights valuable? Founders:

• show us how companies build good products. Customer centricity is often the only advantage as a startup.

• focus on the most important issues. Simplifying complex issues to first principles enables them to prioritise opportunities and risks.

• build competitive advantage. They own their businesses and think long-term.​

Their insights are relevant to businesses of all sizes. Learning from them makes us better investors.

All views and opinions expressed are personal. This is not investment advice.

About Me

I have spent more than 15 years as a professional investor. Some of my most successful investments have been in founder-led businesses.

The best founders I have studied were independent thinkers. They did not simply accept industry structures as given. They rebuilt the problem from first principles, found better ways to serve customers, and created businesses with unusual economic power.

Venture Journeys began as a way to learn from those founders and business leaders.

Today, it is also where I apply those lessons to listed companies such as American Express, Microsoft, Salesforce and Alphabet.

A good investment thesis is not about having an opinion on everything. It is about building conviction around a few issues that really matter.

Venture Journeys is my attempt to do that in public.

https://linktr.ee/venturejourneys

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