This is an outstanding breakdown and I loved the "highlight" strategy.
Composition feels a lot more like high quality / expensive financial services report aka Greenstreet Advisors but targeted to growth ecosystem.
Couple of questions:
1) If you could pick 3 early stage companies in your analysis to be an investor in which 3 would you select?
2) Do you guys have a data business around anonymous usage beyond this article or planning to get into the space?