Essay
Published an analysis of 155 food acquisitions on why incumbents buy rather than build.
Why Big Food Buys
OCT 6, 2026
Essay
Argued that early food and beverage is uncrowded as venture dollars concentrate in AI.
The Uncrowded Trade
SEP 3, 2026
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Why Big Food Buys
The Uncrowded Trade
How We Actually Decide
Food Is Not Venture Capital
InvestCPG 2026 welcome dinner
Jack Hamrick joined as General Partner