The latest theses & analyses from top VCs and analysts

Over 800 VCs and industry analysts actively write about opportunities in the startup world. We round-up and highlight their work.

Wednesday, 01 January, 2025

A Wealth of Common Sense | Ben Carlson

Animal Spirits: It Was a Very Good Year

notes & upside | Nandu Anilal

2024 (end of year)

Tuesday, 31 December, 2024

The Sociology of Business | Ana Andjelic

Happy New Year

Vickram Pradhan

Highly Recommended, 2024

Nongaap Investing | Mike

[P] FNMA/FMCC: Charitable Stock Tip

Investing in AI | Rob May

An AGI Prediction Beyond 2025

Monday, 30 December, 2024

Next Big Thing | Nikhil Basu Trivedi

The next big thing in 2025 will be...

The Sociology of Business | Ana Andjelic

Nobody knows anything

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Conviction in Growth Investing