Value Ventures: Another Newsletter, Concentrated Bets and Seed Products
Click below to read our first issue of Value Ventures. Mr. Bean explains what to expect from this publication, the power of concentrated bets and a deep dive of a global agriculture producer SANW.
A Monday Dozen [CHART PACK] #3
Global macro is the willingness to opportunistically look at every idea that comes along, from micro situations to country-specific situations, across every asset category and every country in the world. It’s the combination of a broad top-down country analysis with a bottom-up microanalysis of companies. In many cases, after we make our country decisions, we […]
