#Optionality

Jaden Brodeur

BrodeurJaden

I asked 25 VCs/People in tech...“What do you think is the biggest change happening in venture capital right now?”Here’s what they said, (notice the common theme): “The year is 2030.

🃏Fiskantes

Fiskantes

1/ Since $BNB is now TOP 3, maybe its good time to post my reflectionsWhy Binance CeDeFi (oh god such a dumb term, cant believe I am using it) ecosystem

Curious Capital

curiouscapital_

1/ $AFRM On the surface, there's plenty going for only the second BNPL play to go public ( $AFTPY down under being the first)Ultimately, after taking a closer look, the

Corey Hoffstein 🏴‍☠️

choffstein

1/ As I watch the basket of retail favorite equities and BTC make new highs into the end of the year, I can only hang my head.Because my performance was

Brian Feroldi

BrianFeroldi

1/ How to review quarterly earnings A step by step guide using $DXCM as an example 2/ The BIG question: Is the thesis on trackOther question:Is revenue growing?Are margins stable/expanding?Profits?Balance

Frank Rotman

fintechjunkie

1/25: It’s been 6-months since I posted a thread about the trend of early stage companies raising of 2-3 back-to-back rounds with minimal progress in-between. I asked some amazing VCs

MOAT Investing

InvestingMoat

$SKLZ was flying today. Easy DD @gavutaclan @GetBenchmarkCo @ParrotStock @JonahLupton @DaddySpac @MartinDayTrader @NickGreenCC @ThomasVidaI @Jimmyjude13 @SteveHanley19 @balwx @MichaelRippe @THExander03 Business ModelUnique mobile gaming pla

George Mack

george__mack

THE BEST PODCASTS AND ARTICLES I'VE EVER FOUND Here are the 0.1% of resources I've consumed that have brought me 90% of the value.The LINDY LIBRARY. I wish somebody gave

Condorito

Arquitect3

1/ THREAD: Long ImmunoPrecise Antibodies (IPA- Nasdaq)$IPA is my largest holding since mid-2020, I haven't sold a shareThis thread is just the peak of the iceberg as IPA has made

BlueToothDDS

BlueToothDDS

Long awaited $FISV investor day took place today. The 5 hr long deep dive, 100+ pg presentation did not disappoint! Some initial reflections here to augment prior musings, more to

Puru Saxena

saxena_puru

1) My investment philosophy + Disclaimer -I'm a full-time investor and my concentrated portfolio is comprised of (primarily founder-led) high growth companies with large addressable markets. I usually look for

Secret Capital

SecretCapital_

Structure of 3 write-ups on VIC that turned out well (Amazon in 2011, Trade Desk in 2017 and Carvana in 2018).The 2011 AMZN one is probably top 5 in write-ups

Roam-fu (Kahlil Corazo on 🧠⏩ 🌏)

Roamfu

1/19 FABRICATING LUCK (A FRAMEWORK FOR NON-PLANNING)Two truths:1. There are much more good things impossible plan for than good things you can plan for2. Your future selves are wiser than

SBA🛢️🥯☕️

SadBillAckman

1. So the Advantage $AAV #SparkSpread power deal announced has me thinking about the next phase of natty market diversification for producers in the #WCSB. https://www.advantageog.com/investors/newsreleases/article?id=122681[Come for a ride

Benchmark

GetBenchmarkCo

DECEMBER CONVICTION LIST (+85 Stocks) E-Commerce $SHOP $ETSY $SE $MELI $FTCH $CVNA $JD $BZUN $JD $PDD $OZON $BABA $JMIA Networks & Comms $FSLY $NET $TWLO $ZM $RNG $BAND $TMUS

Jesse Berger

jayberjay

1/ WHERE THERE’S SMOKE, THERE’S FIRE a thread about #bitcoin It’s time to pay attention. Again.Love it or hate it, Bitcoin is sending smoke signals and the message is

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