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Investment Idea Performance Tracking

The table below shows the performance of every Investment Idea. This is a means of accountability — the plan is to periodically revisit each idea to explore what went right, what went wrong, and what we can learn.

Returns are updated monthly.

Last Price as of September 10, 2025

Links

  1. Investment Idea #1: Spire Global

  2. Investment Idea #2: Crocs

  3. Investment Idea #3: Planet Labs

  4. Investment Idea #4: Xometry

  5. Investment Idea #5: Thryv Holdings

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