05/20/2026
Welcoming Parker Hayden to Collaborative Fund What defines Collab Holdings future success isn’t the capital; it’s the stewardship.
Collaborative Fund
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Collaborative = (people x stuff) + new technologies^creativity
Collaborative Fund focuses on two themes: the increasing importance of values as they relate to the decisions we make about who we work for, what we buy, and how we spend our time; and the shift from an economy based on hyper-consumption to one based on Collaborative Consumption. These two forces present a significant opportunity for new technologies, products, and services to reinvent how we do business and transform our daily lives.
05/20/2026
04/15/2026
Collab Holdings: A Different Approach to Private Equity for the Best Consumer Brands A few months ago I was in Northern California, visiting a company we’ve known for years.
04/02/2026
Long-Term Money Adam Smith, the 18th century economist, wrote that it’s not uncommon to meet a mother in the Scottish highlands “who…
03/31/2026
WHOOP We are in the early innings of a fundamental shift in how we understand the human body.
03/18/2026
Significance > Success Everyone wants to be successful.
01/15/2026
The Power of Constraints Today, NBC Sports owns the rights to many of sports’ “crown jewels,” including the Super Bowl, the NBA, the Premier…
01/06/2026
A Few Things I’m Pretty Sure About Things I’ve been thinking about lately ….
12/17/2025
The Misfit Tree People often ask me where I get ideas for this Substack.
12/16/2025
Warren Buffett Was Always a Brand Guy A few weeks ago, I came across a letter Warren Buffett wrote in 1972 to Chuck Huggins, then president of See’s Candy.
11/04/2025
The Coffee Bank and the Speed of Change Like millions of others, I’ve been watching and playing with OpenAI’s new video model, Sora—and I keep thinking about how…
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