So it’s come to this, the koala is going to do a substack in the eucalyptus tree.
Why am I doing this? Purely for selfish reasons:
1) No secret the koala likes a good cup of tea and a long thread. Frankly the substack is probably the most effective way to explore that paradigm
2) The quality of collaborative engagement
a. One of the most effective ways to workshop a big picture idea or thematic narrative is to put it out there for discussion
3) Deal flow / Network expansion – got to grow the eucalyptus tree
a. The koala has been very lucky so far in its career to have had some incredible opportunities. There have also been some very low lows, but the highs have more than made up for it
b. Ironically, the eucalyptus tree being only 2 years old it has proven to be an incredibly effective funnel for new and unique opportunities on top of the foundation of the koalas existing career
c. And where this substack selfishly comes to play is this – deal flow
The eucalyptus tree is a place for big picture ideas & collaboration. Pushback on my ideas, send in ideas of your own, is there an asset we should be thinking about or a structured opportunity to finance something, or dare I say, is something an incredible short trade?
Met some extraordinary people in person who I wouldn’t have crossed paths with (would have passed like ships in the night, it’s a big industry with many sub-sectors), hopefully this leads to more connections like that.
Or more ironically you end up connecting with existing relationships on a different/deeper level (especially after they put 2 & 2 together and realize they have seen a new side to an existing contact).
Now in the spirit of this transparency, this will be free. If the cycle gets hot and in a couple years I see line of sight to putting up a paywall and securing an ARR of >$1MM, don’t hold me to that free point forever. I’m long term greedy not short term selfish but hey there is a price for anything, and haven’t met many rich people that walk past a $100 bill sitting on the ground if they see it.
Second, this will be random in publication. Could be a lot of stuff in a short period of time or nothing for a really long time. Like deal flow it will be unpredictable.
But for now, the eucalyptus tree has one rule – come ready to party & ready to debate things in good faith.
Do we bring our own tea?