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Investing in Persistent Growth

Markets occasionally misprice persistent growth opportunities, and that is the essence of great growth investing. Apple and Amazon are examples of the power of persistent growth. Shares of AAPL and AMZN are up 10x since 2012. The S&P 500 is…
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Investment Philosophy , Technology

Companies of Note

Amazon
Apple
Meta
Google
Microsoft
Tesla

Investing in Digs

We’re investing in Digs via Deepwater Venture Fund II based on the fact that most people’s largest asset has been left behind while the rest of the world has been digitized. Software is eating the world, but it hasn’t yet gobbled up…
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Venture Capital, Venture Portfolio

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Philosophy

Learn how we think. From time to time, we find it helpful to articulate our investment philosophies in writing.

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