https://danielledafni.com/ 2026-08-05 monthly 1.0 https://danielledafni.com/og-home.jpg Video to Value, a founder thesis by Danielle Dafni https://danielledafni.com/writing/ 2026-08-05 weekly 0.9 https://danielledafni.com/writing/video-is-a-stock-the-complete-thesis/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-video-is-a-stock-the-complete-thesis.jpg Video is a stock: the complete thesis. https://danielledafni.com/writing/the-action-layer/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-the-action-layer.jpg The action layer. The moment the portfolio starts managing itself. https://danielledafni.com/writing/the-knowledge-layer-compound-interest/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-the-knowledge-layer-compound-interest.jpg The knowledge layer. Why is the library worth more than its parts? https://danielledafni.com/writing/the-assets-layer-dividends/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-the-assets-layer-dividends.jpg The assets layer. The moment the asset starts to pay. https://danielledafni.com/writing/the-insights-layer-the-analyst/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-the-insights-layer-the-analyst.jpg The insights layer. Market data, or an analyst's call? https://danielledafni.com/writing/the-data-layer-due-diligence/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-the-data-layer-due-diligence.jpg The data layer. Nobody buys an asset without due diligence. https://danielledafni.com/writing/who-manages-the-portfolio/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-who-manages-the-portfolio.jpg Who manages the portfolio? The role every organization is missing. https://danielledafni.com/writing/video-is-not-on-your-balance-sheet/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-video-is-not-on-your-balance-sheet.jpg Your video is nowhere on the balance sheet. https://danielledafni.com/writing/your-video-is-a-stock/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-your-video-is-a-stock.jpg Your video is a stock. Are you investing, or just holding? https://danielledafni.com/writing/video-is-the-raw-material/ 2026-08-05 monthly 0.8 https://danielledafni.com/images/writing/og-video-is-the-raw-material.jpg Video isn't the final product. It's the raw material.