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Yellow Lab Life Capital
YellowLabLife
We need to talk about cancel/de-platforming culture & how this is super bullish for cryptocurrencyLet's talk about PornHub...which has had a very interesting last couple weeksTo be clear, this is
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In light of the GEMS extension today, think we need to talk about Glencore's cobalt marketing strategy and the parallels to what happened in Newcastle thermal coal back in 2017
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Thinking about the role of sizing in a portfolio. Some PM's size on conviction (not valuation, but quality of thesis, set up, path to getting paid), others purely on valuation
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