The gestation of an idea

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I spend a lot of my time kind of aimlessly drifting.

It’s pretty weird that I do this; I think most business people are much more focused than I am on a day-to-day basis.

What I do is read a whole bunch of stuff and talk to people.

I’m not necessarily specifically looking for an investment thesis or idea. I’m just trying to think about what the world will look like years from now and how one might allocate capital now in order to be positioned to take advantage of these trends before they come fully to fruition.

And then, every once in a while, an idea comes to me.

Mostly, these ideas are too small to be interesting. But, sometimes, they’re big.

What do I mean by big? Well, the ideas need to be big enough to put $5-10MM in capital to work. Otherwise, it’s not really worth the headache to figure out of how to implement them.

Just in the last few days, I’ve had another one of those ideas.

Now, lots of people have big ideas.

What separates me from other dreamers is that, when I get a big idea, I know how to make it happen.

And that’s what I’m going to do with this one.

Stay tuned.

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