In this video
What you'll learn
What an investment thesis actually is
A testable belief about where outliers come from, held firmly and updated when the evidence changes.
The MUST framework, applied live
MUST is my framework for turning a hunch into a working investment thesis. Learn it, then apply it to a real company.
Write your own one-line thesis
Leave with a single sentence you can say, defend, and revise on the way to your first check
Why this topic matters
Most people invest on instinct and hope it holds up. A thesis replaces hope with a belief you can test: where the next outliers come from, and why. In this free session we'll build one live using MUST, my framework for prototyping an investment thesis, on a real company you'll recognize. You'll leave with a one-line thesis, a way to test it against evidence, and a clearer path to your first check.
You'll learn from
Jorge M. Torres
Faculty @ Yale & Cornell Tech | Kauffman Fellow and former early-stage investor
Jorge M. Torres teaches venture capital at Yale and Cornell Tech and created Venture Fluent, a cohort-based course on the language and practice of venture investing. He has taught hundreds of students, many of them working today as company founders and investors. A Kauffman Fellow, he previously invested in early-stage consumer brands at Silas Capital.
Teaching & Professional Affiliations
Go deeper with a course
Venture Fluent
Jorge M. Torres
Faculty @ Yale & Cornell Tech | Kauffman Fellow and former early-stage investor