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Our perspectives on investing in some of the most disruptive companies across the globe.


A Few Reflections on 2023 & Predictions for 2024
The holidays are behind us, so is the time to reflect on last year and make some predictions for the coming year. Our prognosis at the...
Jan 12, 20247 min read
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The Gamification of Everything
Gamification, the integration of game-like elements, mechanics, and dynamics into non-game contexts to enhance user engagement,...
Sep 18, 20235 min read
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The Value of Expertise
In our last post, we started with this hypothetical. If you read the last post, feel free to skip down to “Expertise Matters.” Imagine...
May 8, 20238 min read
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The Power of Concentration
Imagine yourself in this situation: you are planning a high-priced vacation and you have two key choices to make about the upcoming trip....
Apr 5, 20236 min read
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Welcome to 2023: “It’s just a little gully”
Setting the Stage We believe that 2023 will be the beginning of a multi-year bull market in the online gambling space. That is likely...
Jan 4, 20235 min read
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