Informing the Principles

What are the chances?

Improving the hit rate by reducing the reference class

What are the chances?

Improving the hit rate by reducing the reference class

The Innovation Switch

The pathway to innovation is both unknown and unknowable.

The Innovation Switch

The pathway to innovation is both unknown and unknowable.

Smoked

Webvan is a story worth remembering about a company worth forgetting.

Smoked

Webvan is a story worth remembering about a company worth forgetting.

Indexed

The Consumer Price Index is one big deception. We ignore it.

Indexed

The Consumer Price Index is one big deception. We ignore it.

Innovation’s Curious Clusters

Is innovation an investable concept? Can we predict innovation before innovation occurs?

Innovation’s Curious Clusters

Is innovation an investable concept? Can we predict innovation before innovation occurs?

One Funeral at a Time

Webvan is a story worth remembering about a company worth forgetting.

One Funeral at a Time

Webvan is a story worth remembering about a company worth forgetting.

Mispriced

Does the market really offer stocks at prices substantially below their underlying value?

Mispriced

Does the market really offer stocks at prices substantially below their underlying value?

The Point of No Return

We have found that non-amortizing debt can sometimes lure the borrower across the line.

The Point of No Return

We have found that non-amortizing debt can sometimes lure the borrower across the line.

Quarterly letter to investors

Keep in touch with us

Informing the Principles

Core Principles

©2025 KP7 Investors. All Rights Reserved.

Quarterly letter to investors

Keep in touch with us

Informing the Principles

Core Principles

©2025 KP7 Investors. All Rights Reserved.

Quarterly letter to investors

Keep in touch with us

Informing the Principles

Core Principles

©2025 KP7 Investors. All Rights Reserved.