Lembas Capital invests with conviction in high-quality companies that are temporarily stranded in undercapitalized parts of the public and private markets.
This email is about finding new high-quality business models and mapping the ever-shifting metagame of capital markets. At Lembas, we are always seeking to better understand the key underlying processes that lead to extraordinary and unexpected outcomes. In doing so, we’re looking for the huge intellectual arbitrages that come from changing a perspective and its implicit assumptions.
We hope these readings spark new approaches to the products you build and organizations you invest in.
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