First at all: Happy New Year! This note was really insightful and put me to think about many things that we saw at the private market last year. For 2024, my bet is similar to yours, with the top sectors definitely being AI and sustainability. The agenda of many companies are related with this concerns and technologies. In addition, there are really good startups, with solid thesis and rational cash position and projections. Let's share and learning together!
First at all: Happy New Year! This note was really insightful and put me to think about many things that we saw at the private market last year. For 2024, my bet is similar to yours, with the top sectors definitely being AI and sustainability. The agenda of many companies are related with this concerns and technologies. In addition, there are really good startups, with solid thesis and rational cash position and projections. Let's share and learning together!