11 Comments
Dec 19, 2023Liked by Kevin

Just came by to say that I discovered your write-ups and love them. The breadth of the analysis and of insights is unparallelled elsewhere. Great work.

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Great deep dive on Tinybuild! I own shares and do think this will need time to play out ... maybe a lot of time (aka up to five years as you mentioned the holding period)

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This idea seems to combine elements of Net Nets (nearly) and VC. Very interesting!

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Nice right up here. I enjoyed this one. I Learnt a lot

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Nov 24, 2023Liked by Kevin

Great write-up Kevin. Thanks for the mention at the end!

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