4 - Matthew O'Kane on thematic EIS investing

We are joined by Matthew O'Kane from Nexus Ventures. Nexus are thematic investors and we discuss how to find and invest in good themes. Matthew gives a couple of examples, showing how he built an investment thesis and how these have worked out. https://www.nivl.co.uk/ (Nexus Ventures website) https://www.scaleupfund.co.uk/ (Scale-up Fund website) Matthew's suggested books: https://www.amazon.co.uk/Dexys-Midnight-Runners-Young-Rebels-ebook/dp/B0030V0P5G/ref=sr_1_2?dchild=1&keywords=history+of+dexys+midnight+runners&qid=1595495204&sr=8-2 (Dexy Midnight Runners: Young Soul Rebels - Richard White) https://www.amazon.co.uk/Second-Bounce-Ball-Turning-Opportunity/dp/0753824361/ref=sr_1_1?crid=2RV6OYTBXZ7LY&dchild=1&keywords=second+bounce+of+the+ball&qid=1595494873&sprefix=second+bounce+o%2Caps%2C151&sr=8-1 (Second Bounce of the Ball - Ronald Cohen) As always, further show notes https://www.hardmanandco.com/podcast/ (here).