Weekly Update September 23-27

Monthly Summary + Conviction List

Let’s get right into it!

Investing City Content

We recorded a podcast this week with Aaron Bush, who runs a gaming consultancy business. Aaron is insanely knowledgeable about video games and he tore down the industry from mobile to PC to console and everything in between. One takeaway for me was that Roblox has quite a bit of optionality and the network e…