Insights

Long-term thinking on building and owning

Notes on venture-building, emerging markets, and the discipline of long-term ownership.

Venture Building6 min read

Why Emerging Markets Need Venture Builders, Not Just Investors

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Emerging Markets7 min read

The Next Frontier: African Markets and European Demand

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Technology & AI5 min read

AI as an Operating System for New Companies

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Ownership8 min read

Building Companies for Compounding Value

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Partnership

Open to strategic conversations with those who share a long-term view

We are open to strategic conversations with founders, operators, investors, advisors, and partners who share a long-term view of value creation.