Networked Conviction 003
Sneaky Giants Hiding in Plain Sight
This is an entry in Networked Conviction: My Investing Journal; a semi-weekly newsletter for my paying subscribers where I share portfolio updates (including current, future, and anti-portfolio mentions), Requests For Startups, and investing ideas, frameworks, or lessons. To subscribe to this newsletter, click here:
I’m consistently hitting an “every two weeks” cadence on my investing journal thus far, which is better than my personal journal but not as good as my blog. The obstacle, I’ve found, is not that I lack interesting nuggets across my portfolio, request for startups, or idea library. Instead, it’s that they come too quickly and each require development. That’s one of the difficulties with writing; to do it at all takes time, but to do it well takes lots of time.
The core concept for today comes from a board meeting I had last week, but as I let it sit in my mind it ended up encompassing a handful of touch points over the course of the last few days. It came up in an updated mark for another one of the companies I’m invested in and percolated through several of the conversations I had throughout the week.
From the lumbering giants of financial services to the sneaky beauty of grungy software and into the world of mineral rights, let me try and unpack my thinking around sneaky giants hiding in plain sight. Plus, some bonus hints at a request for startups in regulatory data and revenue cycle management!
