Sublime

Gavin Baker is the CIO and Managing Partner of Atreides Management, a tech/consumer crossover fund that he founded in 2019. Prior to Atreides, Gavin spent nearly two decades at Fidelity, with the last eight years as PM of the $17bn Fidelity OTC Fund. During his tenure, the fund compounded at over 19% net of fees, outperforming 99% of its... See more

A 🤯🤯🤯 episode If you love investing, you will not find someone as passionate AND knowledgeable as @GavinSBaker I call him often with investing ?s because his thinking is so clear Today, you get to hear him absolutely cook on semis, data centers, leaders & a ton... See more

Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

Yesterday we published a piece on VC fund stacks on @signatureblock_. Here's ours... https://t.co/L5pojwXuMs

John Buttrick in 2010, following his corporate law career, and Andy Weissman in 2011 after having founded Betaworks in 2007.

* 2023 data by Oregon Public Employees Retirement Fund

more people need to discover the elad gil matrix. he was the first book @stripepress published. if you check the investor lists of current hot companies + hot companies 5/10/15 years ago, he's behind a supermajority of them. it's terrifying. his blog is also free btw.... See more