Tags » Investment Thesis

Taiwan Semiconductor Manufacturing Company

Company Profile

TSMC (NYSE: TSM), founded in 1987, created the semiconductor Dedicated IC Foundry business model. TSMC serves about 440 customers and manufactures more than 8,600 products for various applications covering a variety of computer, communications and consumer electronics market segments. 315 more words

US Apparel

Doubling down on Iceland

Haukur connected me to Michael Gasiorek. Here is a blurb about what Michael and his group were doing in Iceland.

Just this past Easter, almost 20 leading young entrepreneurs, technologists, writers, and artists descended on Reykjavik, Iceland for the…

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Video of the week: Building an Investment Thesis

Every deal your company proposes to do – big or small, strategic or tactical – should start with a clear statement how that particular deal would create value for your company. 146 more words

Venture Capital

Iceland Monetary System - Need for Reform

Frosti Sigurjónsson, a Parliamentarian in Iceland, Entrepreneur, Investor and a good friend of mine has been working on a report to reform the Icelandic Monetary System. 485 more words


Clark Inc - Investment Thesis

Here it goes, the blog first investment thesis. While, it is not an opportunity with 100% or even 50% upside, it is an opportunity where the downside is well protected. 283 more words

Investment Thesis

LGI Homes (LGIH)

LGI Homes (LGIH, $16.69) is a little known homebuilder that is a good example of the baby being thrown out with the bathwater. LGI derives around 60% of its revenue from Texas and anything related to oil has been crushed in the past nine months. 930 more words

Investment Thesis

President of Iceland - Be Definite Optimists

Last friday we had the second batch of the Startup Energy Reykjavik demo day. The President of Iceland was the keynote speaker. I have been a mentor to all the teams and I had 1 meeting with all of them. 934 more words