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Thesis

A collection of 2 posts
Investment Thesis v2.1 : The Great Acceleration
Thesis Featured

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
May 1, 2020 10 min read
Investment Thesis v2.0:  Populism and Trust
Thesis Featured

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
Feb 1, 2020 8 min read
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