Next Thesis

Next Thesis is an experiment in investing and writing. I’m building and managing a portfolio of public stocks, primarily in tech. I write in depth about my positions and my reasoning. Sorry about the pretentious name. Also, I’m not investment professionals so follow along at your own peril 😅

But what I lack in experience and expertise I make up with...

🔬 Original thinking

🧠 A Beginner's Mind

😎 Entertainment value

Join me here and on twitter @NextThesis.