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We came across a bullish thesis on Deere & Company (DE) on Best Anchor Stocks’ Substack. In this article, we will summarize ...
We take from this that there is little consensus on whether VC investing should be thesis-driven or not. And even the “thesis-driven” VC firms often make investments outside of their stated ...
We came across a bullish thesis on Northeast Bank (NBN) on Rock & Turner’s Substack. In this article, we will summarize the ...
My Exelon thesis ... driven growth. As always, I refer readers to Seeking Alpha’s Virtual Analyst Report for a high-level overview of the business. Here's a quick summary to contextualize ...
The two believe that a concentrated and thesis-driven investment model for seed will win out against casual, spray-and-pray investors, as well as larger firms that dabble in seed as a way to build ...
With decades of operating and investing experience at the intersection of data & AI, Lauren has built Theory’s intelligence team to inform their thesis-driven investment approach, comprising ...
Like many styles of academic writing from around the world, North American academic essays and research papers are usually "thesis-driven." This means that you ... the conclusion is usually a simple ...
The crux of it: to influence tech investors to take a more thesis-driven approach—effectively, making big bets in a small number of companies. As AI enchants Silicon Valley with its ability to ...
Less than two years after the close of its first fund, Theory Ventures announces new fund to meet growing demand for its data-driven, thesis-based investing in early-stage startups. SAN FRANCISCO ...
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