Strategy

Exploring the choices founders make about markets, positioning, business models, resources, and how to build durable competitive advantage.

Mission vs. Margin

The strong, reinforcing bond between purpose and profit...

Sep 25, 2026

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7 min read

Reshoring health innovation

The massive opportunity hidden in scarcity...

Sep 11, 2026

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5 min read

Uber was my idea... Sort of

How lived experience creates commercial insight and investment alpha...

Aug 7, 2026

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7 min read

Systems thinking field notes

What we are learning from Giving Credit...

Jul 21, 2026

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4 min read

Systems thinking is the new black

The theory is now actionable...

Jul 7, 2026

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4 min read

The best resources are elsewhere

In the age of the internet, nationalism shrinks the pie...

May 14, 2026

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3 min read

The goldmine of science innovation

All STEMs matter...

Apr 2, 2026

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3 min read

Where the next venture opportunities lie — A Request for Startups

Technology to the People!

Mar 6, 2026

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5 min read

The new drivers of value

Constraints that fuel growth...

Feb 12, 2026

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5 min read

Seeing 2025 through the Fairbridge portfolio.

Constraints that fuel growth...

Jan 27, 2026

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3 min read

A blueprint for holding power

Relational, practical, slow, resolute...

Dec 22, 2025

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4 min read

Venture is non-consensus

There are still things that money can't buy...

Sep 19, 2025

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5 min read

What if AI was a gold mine...

Extracting value from technology is way more expensive than we think...

Aug 22, 2025

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3 min read

Winning is not enough

It's what happens after that matters...

Jul 31, 2025

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8 min read

You should start a company

A not so foreign consideration...

Jul 14, 2025

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3 min read

The case for a spiritual practice for mission-driven founders

Adding spirit to mind and body routines to unlock higher performance and drive alpha....

Jun 4, 2025

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4 min read

When companies fail #2: A case study

Failed companies are especially an opportunity for thesis-driven funds...

May 14, 2025

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5 min read

Elevating the frame—From ethics towards good quests in mission-driven venture

Removing the limitations of ethics drives groundbreaking alpha for mission-driven founders...

Apr 12, 2025

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4 min read

T’is the era to bet on the Chef...

Next Alpha is from leaders who can maneuver the elements into robust business models...

Feb 14, 2025

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5 min read

When companies fail...

Failed companies can also add value.

Nov 27, 2024

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4 min read

Focus on the goose that lays the golden eggs

Mobilizing capital, technology, and people...

Oct 22, 2024

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5 min read

Jim McCann – A blueprint for being resolute with vision and flexible with the methods

Those who harness change enjoy the flowers...

Jun 17, 2024

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5 min read

How should founders value an investment firm?

Your investor is your other life partner...

May 28, 2024

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5 min read

Collaboration moves the world forward

Playing infinite games...

Apr 23, 2024

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5 min read

Founder-friendly is good business...

Especially in early transactions...

Mar 12, 2024

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4 min read

Strategy

Mission vs. Margin

Reshoring health innovation

Uber was my idea... Sort of

Systems thinking field notes

Systems thinking is the new black

The best resources are elsewhere

The goldmine of science innovation

Where the next venture opportunities lie — A Request for Startups

The new drivers of value

Seeing 2025 through the Fairbridge portfolio.

A blueprint for holding power

Venture is non-consensus

What if AI was a gold mine...

Winning is not enough

You should start a company

The case for a spiritual practice for mission-driven founders

When companies fail #2: A case study

Elevating the frame—From ethics towards good quests in mission-driven venture

T’is the era to bet on the Chef...

When companies fail...

Focus on the goose that lays the golden eggs

Jim McCann – A blueprint for being resolute with vision and flexible with the methods

How should founders value an investment firm?

Collaboration moves the world forward

Founder-friendly is good business...

Good Commercial Sense