Notes on Devon Park. Picked back up after the last review.
Cross-section thread: compressed PMF 240. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → kpi → learning. Worth a second pass; the valuation angle keeps coming back.
- Post-money → weekly → advisor. Worth a second pass; the post-money angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.