Investing - VISARY.io - Investment Meditations

Investing

A collection of 3 posts

Investment Thesis v2.1 : The Great Acceleration

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Investment Thesis v2.1 : The Great Acceleration

UPDATE Many of the overarching trends and themes we talked about in our official Investment Thesis 2.0 [https://www.visary.io/thesis2-0/] have been greatly accelerated due to the circumstances of the COVID-19 pandemic. We are writing this supplementary update in regards to the current state of the world

Investment Thesis v2.0: Populism and Trust

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Investment Thesis v2.0: Populism and Trust

INTRODUCTION In 2018 we wrote about the unwavering growth of populism [https://www.upenn.edu/pennpress/book/15615.html] around the world (read here [https://www.visary.io/investment-themes-in-a-populist-era/]). We’ve received very positive feedback and believe it makes sense to take some of those ideas and formalize them into

Investment Themes in a Populist Era

Investment Themes in a Populist Era

Beyond simply looking at technology sectors and trends, a long term investment thesis should incorporate the zeitgeist of our time and sociopolitical trends, as these things are all inextricably linked. Macro investors like Ray Dalio have pointed out a growing sentiment towards populism [https://www.youtube.com/watch?v=qVRw5tk36Mk]