Nick Candito

Investment approach

Thesis

Internet businesses are in the early days We are focused on these companies with built-in distribution and almost no marginal cost in serving the masses. Our focus is bifurcated: either 10x upside from where we are today or recurring profitability that can be deployed towards future growth. All of our investments start with the integrity of the people and are then done around margin extraction, general defensibility, and market value at scale.Source (opens in a new tab)