As a concentrated, thesis-driven firm, we spend the beginning of each year in planning mode. We outline the new ideas we’re excited to dive into, others we want to explore and a few that we may no longer be pursuing. The final result is what we call a “hunting list” — a set of theses for which we develop a Prepared Mind. The goal for each thesis we’re “hunting” is to have visibility of every company that aligns with our Prepared Mind — meeting with as many as possible and sharing our internal research with founders along the way.