7: Ice Age

Good read below, here’s how we thought about it

Highly concentrated approach (~10-15 investments) at seed feels like the wrong strategy for most funds. IMO it requires a level of luck that is hard to count on.

I would not sleep well at night with this approach. To make it… https://t.co/zfuEgymJ2Y

— Sheel Mohnot (@pitdesi) November 6, 2025

The Banyan Revolt (novel)
Gen Z Kranti (novel)
Madhya York: The Merchant and the Mystic (novel)
The Drum Report: Markets, Tariffs, and the Man in the Basement (novel)
Trump’s Default: The Mist Of Empire (novel)
Deported (novel)
Empty Country (novel)
Poetry Thursdays (novel)

The Banyan Revolt (novel)
Gen Z Kranti (novel)
Madhya York: The Merchant and the Mystic (novel)
The Drum Report: Markets, Tariffs, and the Man in the Basement (novel)
Trump’s Default: The Mist Of Empire (novel)
Deported (novel)
Empty Country (novel)
Poetry Thursdays (novel)

The Banyan Revolt (novel)
Gen Z Kranti (novel)
Madhya York: The Merchant and the Mystic (novel)
The Drum Report: Markets, Tariffs, and the Man in the Basement (novel)
Trump’s Default: The Mist Of Empire (novel)
Deported (novel)
Empty Country (novel)
Poetry Thursdays (novel)

The Banyan Revolt (novel)
Gen Z Kranti (novel)
Madhya York: The Merchant and the Mystic (novel)
The Drum Report: Markets, Tariffs, and the Man in the Basement (novel)
Trump’s Default: The Mist Of Empire (novel)
Deported (novel)
Empty Country (novel)
Poetry Thursdays (novel)

The Banyan Revolt (novel)
Gen Z Kranti (novel)
Madhya York: The Merchant and the Mystic (novel)
The Drum Report: Markets, Tariffs, and the Man in the Basement (novel)
Trump’s Default: The Mist Of Empire (novel)
Deported (novel)
Empty Country (novel)
Poetry Thursdays (novel)

The Banyan Revolt (novel)
Gen Z Kranti (novel)
Madhya York: The Merchant and the Mystic (novel)
The Drum Report: Markets, Tariffs, and the Man in the Basement (novel)
Trump’s Default: The Mist Of Empire (novel)
Deported (novel)
Empty Country (novel)
Poetry Thursdays (novel)