Archive - Unconventional Value

Continued thinking on CROX

Maybe the fad risk and acquisition criticisms are overdone

Dec 21, 2024 •

Update on Investment Idea #1

I sold half of my position in Spire

Dec 7, 2024 •

November 2024

Selling Spire's Maritime Business

A few thoughts on the transaction

Nov 15, 2024 •

August 2024

June 2024

Planet Labs Q1 2025 Update

Notes from an interesting quarter

Jun 8, 2024 •

May 2024

Two Sides of Matterport

Reflections from a losing and winning bet

May 24, 2024 •

April 2024

My Thesis in Xometry

Investment Idea #4

Apr 6, 2024 •

March 2024

Evaluating Xometry's Marketplace Opportunity

With 10 factors from Bill Gurley

Mar 18, 2024 •

How I Invest #2

Continued thinking on the subject

Mar 11, 2024 •

My Thesis in Planet Labs

Investment Idea #3

Mar 2, 2024 •

February 2024

How People Use Planet's Data: Civil Government

And the opportunity in sustainability regulation

Feb 24, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts