Investing / Memos
How I think about a deal, written down at the time.
A memo is what I actually thought when I took a look, not a retrospective. They are informational, not investment advice.
All memos
Jun2025 NextPick, Fixing College Athletic Recruiting NextPick offers the college athletic recruiting process a modern three-sided marketplace that connects parents of athletes, vetted recruiting agents, and college coaches.Memo Jun2025 Rentaba, "Credit Where Rent Is Due" Rentaba is reworking the tenant-landlord relationship by bridging the rental market and modern financial technology.Memo