Welcome to Testing the Thesis!
Subscribe for deep dive, analytical content covering all things private markets.
I’m Samuel Duncombe, author of Testing the Thesis and private markets researcher. When I am not writing content, I spend my time working as an investment professional and conducting academic research on private markets. Working across these roles, I see first hand how much knowledge is lost in the gap between academic research and the real-world investment industry. Testing the Thesis is my attempt to help bridge that gap.
Testing the Thesis is written for investment professionals, academics, students and anyone with a serious interest in private markets.
The newsletter is built around three content pillars:
Original analysis of private markets trends and data
Critical examination of claims, statistics and narratives appearing in the financial press
Accessible coverage of new academic research with practical relevance for investors
Each weekly edition combines a curated roundup of important private markets news with a concise original insight. Once a month, I publish a more extensive analysis of a particular subject.
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