Why and How to Build Your Investment Thesis
Why and How to Build Your Investment Thesis When starting out in venture capital, the diversity and breadth of opportunities can get a bit overwhelming. To cut through the chaos, it’s important to arm yourself with an investment thesis. But how do you develop one? Our resident Investor Relations expert, Josh Liggett, has created the following checklist of six steps to getting started. An investment thesis applies to any form of investing, from the stock market to horse racing…as long as it involves putting your money behind a principled decision. These decisions are not just for beginners; experts in the field like Warren Buffet, and Peter Theil have spent years developing their own personal strategies. Buffet, for example, likes to hold stocks for a long time. Kevin O’Leary wants his money to bring back prisoners of war. And Theil thinks those two guys are wrong. One thing is certain – when wading into the venture capital market, without a well-thought-out strategy, an investor could end up with too much or too little money in specific sectors, stages, or asset...
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