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      "kind": "list",
      "text": "Identifying Changing Narratives. Over the past year, I’ve made public calls on Spotify, Snap, Twitter, and Slack that have turned out to be right based on identifying when the narrative around those companies was starting to turn.",
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      "text": "Storytelling. This one is obvious, but I’ve gotten good at telling companies’ stories. That attracts companies that want help telling their story (dealflow) and gives the companies we invest in a tangible advantage.",
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      "text": "Seeing Trends Early. Because I spend all day online + thinking + writing about what’s happening, I’ve been able to spot trends early. Some of them have become investment theses.",
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      "text": "If you want to know how I think about investments, you can check out the investment memos I’ve written publicly so far.",
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      "text": "Even if I haven’t yet written about a company or industry yet, I’ve developed my research muscle. The essays I’ve written over the past year across a variety of complex topics are proof that I’m a quick learner.",
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      "text": "Storytelling is all that I do. Every week, twice a week, I tell the stories of companies big and small. It’s a unique brand of storytelling that I think fits particularly well with investing: part narrative, part numbers.",
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      "text": "Pick the Right Investments.",
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      "text": "3. Help Portfolio Companies Succeed",
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