Sublime
An inspiration engine for ideas
3 minute masterclass on the only "free lunch" in finance.
Taught at MIT by Jake Xia,
With no student debt needed. https://t.co/oZyfHSzZ5R
Goshawk Tradesx.comIn an industry of outliers, many allocators have ignored outliers for a long time and preferred funds that are sustainable, process-driven , big enough to scale relationships, often to settle with 3x returns over 12 years with no clear path to liquidity.
An Allocator's Manifesto: Setting the Stage
Great capital allocators always have a sense of the difference between price and value in all of their businesses. And, as important, they are willing to act to build value when those gaps become large enough to overcome frictions such as taxes and fees.
Dan Callahan • Capital Allocation
My $500K+ altcoin trade for this cycle.
Targeting a 6x multiple across 4 coins. All gaming focused. Read the article below before you try copy trade.
Also small AMA, ask any questions you may have! https://t.co/fxy53BBful
The biggest risk as an allocator is not taking risks . While one’s downside is capped by diversification across funds, vintages, and domains—the biggest risk is not to swing big enough and to cap one’s upside as well, and to stack a bunch of 3x funds, charge fees on top, and sell 2.5x back to one’s investors.
An Allocator's Manifesto: Setting the Stage
Chamath Palihapitiya: The #1 Secret to Becoming Rich
youtube.com
My 7 part plan to make Resy into a great American company
Like most venture capitalists, I’m not qualified to do anything but my current job. That is, except for one thing; I would absolutely kill it as the CEO of Resy.
Your move, @AmericanExpress.