Sublime
An inspiration engine for ideas
The spoils of tech mega-grift: $LAZR founder Austin Russell owns the $83m house from Succession. The stock, which was pumped to the dumbest investors by mega-banks, has lost $15.8bn since 2021 (down 77%). The biz had $41m rev, a negative 148% gross margin & lost $446m last year. https://t.co/vDBN4aOk8t
Give special attention/effort to firms that have recently raised a new fund somewhat larger than its last fund.
John Gannon • Road to a Venture Capital Career: Practical Strategies and Tips to Break Into The Industry
Backblaze: A Loss-Making Data Storage Business Mired in Lawsuits, Sham Accounting, and Brazen Insider Dumping
Morpheus Research LLCmorpheus-research.com
Echo Street’s top 10 stocks (@thetikr):
1. Microsoft ($MSFT)
2. Visa ($V)
3. Linde Plc ($LIN)
4. Sage Group ($SGE)
5. Marsh & McLennan ($MMC)
6. Paycom ($PAYC)
7. Avalonbay ($AVB)
8. Ceridian ($CDAY)
9. Appfolio... See more
Product with Attitude • 1 card
We just updated our Payment for Order Flow data on @bloomberg to include 4 new brokers - FUTU, @Tradeup, @AlpacaFinance & @SoFi , Between those 4 & the other 10 (post Schwab consolidating AMTD), we capture 99+% of all PFOF. Can cut by Eq or Opt, $, Shares/Contracts, bkr, & MM https://t.co/icoQiw9te3