The Second Internet

While I thoroughly enjoyed my time as a Wall Street analyst, compliance issues hampered my ability to blog on SecondShares.  Now that I’m back angel investing, I look forward to sharing thoughts and analysis on the social and mobile companies I refer to as “Second Internet” companies.  Just as first internet companies disrupted the offline leaders (e.g. Amazon v Walmart), Second Internet companies that are BORN social, will disrupt incumbent firs internet leaders.  I first outlined my thesis in the only real deep thought piece I wrote “The Second Internet“, I have continued to evolve the thesis in a deck I also call “The Second Internet“.  While the deck is meant to be given live (which I love doing, as it’s such a fun dynamic topic to discuss), a lot of value can be derived by reviewing the slides.   Enjoy the deck, share it, and I look forward to future posts.