Its all about the follow up!
I am feeling pretty puffy after several ridiculous meals last week.
We had a closing dinner for Datum Source, DWP Cap’s newest portfolio company, in Newport Beach on Wednesday. On Thursday, Jason Smith (Sopris Capital) and I displayed severe acts of gluttony at Steak44. And on Saturday, my wife threw me an early birthday party.
It’s time to do some intermittent fasting and HIIT workouts before the holidays come around! However, these calories were not in vain – I made some great connections.
The Venture Madness and Unmet Conferences were incredible this year. It felt so energizing to connect with people in a meaningful way. I completely took in-person events for granted.
Congrats to the winners at Venture Madness and Unmet Arizona. All the work shows!
Several themes resonated with me when having conversations with people that I will expound upon this week in my substack blog.
Thesis Based Investing
Value vs. Momentum
And Deal Sourcing
Stay tuned!
