Hunter Walk: An investor's thesis is their portfolio, not their blog posts
Hunter Walk · Hunter Walk, Homebrew & Screendoor · Sourcery with Molly O'Shea · Jun 14, 2024 · at 32:01
Hunter Walk, partner at Homebrew, discusses what separates genuine early-stage venture investors from market analysts and commentators.
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“Your thesis is your portfolio page. It's not your tweets. It's not your blog post. It's not your market maps. The saddest thing in the world is to be an investor who, like, gets all of those right, but then doesn't invest in the best companies. ... Then you're an analyst. You know, you might as well be a research analyst. You're not an investor.”
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