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Third Thursday Themes

The Origin of a Theme: Third Thursday Themes – February 2026

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Written by CAZ Investments
February 19, 2026

In this episode, the Team walks through the origin of a theme, how an idea develops, how it is debated, and how it ultimately becomes an investment. Through case studies spanning GP stakes, professional sports, energy, and secondaries, the discussion highlights the principles that guide every allocation decision.

You can watch the full episode by clicking above.

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