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hey guys welcome back to the show today were gonna talk about investment thesis how to build one how to formulate one what it is why its good for a fund so the today should be a fun episode i think were gonna get into the weeds and kind of connect a lot of the pieces that i think youre missing when going on the initial first stage of of even thinking about what your fund is or what you want to do yesterday i was actually on a coaching call with one of our mastermind students and we were sat down and started to talk he said bridger because i get i get all the other stuff i get how to do capitals and our mastermind program is very extensive we go very deep on fund management how to raise money he goes i understand all that because im having a problem figuring out what to invest in like the first step do you guys remember the fun launch formula well well snap over to the the whiteboard of truth and justice here a lot of truth a lot of justice happens on this whiteboard so lets sna