The phrase 'Founders First' is more than just a catchy mantra; it's a guiding principle that underscores the importance of exceptional founders in early-stage investments. In this newsletter, we delve into a cornerstone of venture capital - the 'Fou ...
Investing in uncertain times
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Building An Investment Thesis
This month, the team at SeventyTwo have reviewed several themes and ideations from leading market makers and investment managers to provide an overview of concepts to support your own investment thesis. Megatrends, top-down considerations As p ...
Disruption or Interruption?
February 2023 Steve Jobs first revealed the iPhone to the world on January 9, 2007. The phone blew away consumers and quickly became Apple’s most successful product ever. There have since been 2.2 billion iPhones sold and Apple has become the wor ...
Crisis of Confidence
April 2023 Silicon Valley Bank (SVB), specializing in catering to the unique banking needs of startups, positioned itself as a trusted financial institution to nearly half of all startups in the United States who contributed the lion’s share of i ...
Authentic ESG: A Competitive Advantage
ESG: A competitive advantage, not merely a compliance exercise.
Impressive Compounder, flying under the radar.
In keeping with our 72 brand, we love discussing compounders. This next business doubled in size every 2 years for 28 years. 72 divided by 36 compound means doubling every two years.
100 Baggers
The holy grail is the 100-bagger; a stock that returns $100 for every $1 invested. They may seem impossible to pick out, but definite patterns emerge when studying these companies more closely.
Industry 4.0 – The Digitisation of Everything
Industry 4.0 and the latest megatrend: the digitisation of everything. Much of the innovation we’re seeing today is a result of the fourth industrial revolution where digitisation has revolutionised the manufacturing industry.
Why Invest in Unlisted Companies?
You only have to look at successful unicorn companies to see why early relationships and investments can offer mind blowing returns.