Sublime
An inspiration engine for ideas

My conversation with @JoshuaKushner
This is Josh’s first long-form interview of this type, so we cover as much as possible
Thrive manages $15B, invests early and late stage, and often starts companies in addition to investing
We pick it all... See more
“Think about it,” Mallick said. “We started with a $20–30 million check, and then created the opportunity to make it the most concentrated, consequential investment Thrive’s ever made up to that point. GitHub is the most strategic asset in software, and we become one of the company’s most meaningful partners. We go from 1% to 10% holders and get... See more
The New World: Joshua Kushner, Thrive Capital, and the American dream
Building & Investing in Marketplaces
joincolossus.com
We started an Investment Club on @CircleApp today and I am loving the product.
We're sharing ideas about Consumer, Open Source, Future of Work & creating a community of investors.
Excited to see where this goes. Let @gaby_goldberg or myself know if you want to join. https://t.co/7XBKqKNwHH
Business idea:
Raise $25,000,000 to build 5 premium 15,000 SF daycares. 3 acre lots.
3 businesses:
1 is the real estate holding company that owns the properties. $500k annual rent each NNN. Portfolio worth $35 million + a few months after you open... See more
Nick Huberx.com
Today, we break down Lifco.
Lifco is a high-performing conglomerate from Sweden.
It is a fascinating business, best exemplified by its previous CEO, who bought shares immediately after being fired because the stock was down 8%.
Since 1995, Lifco has compounded... See more
One of the best opportunities IMO is buying companies with incredible distribution + NPS then increasing ACVs by adding high attach rate products/services
Its easy to diligence/test ahead of finalizing an acquisition, but no great capital source.
Too risky for PE
Too much... See more
Jason Shumanx.com
Brookfield Corp - 45B in expected FCF with no restrictions on where to invest it!
The next 5 years are going to be really interesting 😄 $BN ! https://t.co/CASHJ96eQ4