Informing the Principles

The Reference Class

Improving our hit rate by shrinking the reference class

The Reference Class

Improving our hit rate by shrinking the reference class

The Rush

The Inspiration to Innovate

The Rush

The Inspiration to Innovate

What are the chances?

The human mind, it turns out, is particularly lame when it comes to conditional probabilities.

What are the chances?

The human mind, it turns out, is particularly lame when it comes to conditional probabilities.

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.

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.