Sublime

One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.

Email from Fiverr CEO to his team about AI ($1b company): https://t.co/Ov6k3TD2u2

Under the impressive leadership of Jonathan Karp , S&S generated revenue of $1.2 billion in the 12 months ending March 31 and operating income of $255 million, a margin of 21 percent. No wonder KKR wants the business.

Balance Sheet Green Flags https://t.co/0tNu34IC9Q