An Investment Thesis For Our Time

Today: Long/short, the TikTok saga continues, a checklist for strategists, America and the world, Erika Batista.

The Agenda 👇

• Who wins, who loses in the transition

• New TikTok twists and turns

• Having a US passport these days

• It takes a lot to build great companies

• Erika Batista joining On Deck