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Investing that makes sense

$1b = unicorn. $10B = decacorn. $100B = centicorn. $1T = kilocorn. It's very clear to me that the large multi-stage firms are now purely centicorn and kilocorn shops. a16z raising $20B, Sequoia and others changing their reg status to hold companies beyond IPO, it's a new game and a new capital stack in venture. Sequoia and Sutter Hill put $2m in to... See more

Paul Venuto • feed updates

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附上一张我去年给自己长桥账户建仓 $TSLA 的图，现在的时间点和去年有的巧合😂，但是铁子们要等到去年的价格我觉得比较难了，川马组合已不是去年的环境啦🤔，所以今年用相同的策略给领导账户进行建仓，分批管住手很重要‼️ https://t.co/mSLmiYFt7h

价值&投资

x.com

Munger has 3 primary investments: 1. Costco 2. Himalaya Fund 3. Berkshire Hathaway Out of these, Li Lu's Himalaya Capital is the shortest owned at "only" 20 years or so.

Kyle Grieve x.com

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Joined the gang and yolo'd some china shitco ponzis today as well $BABA $JD https://t.co/0ECrlAaCoS

Eliant Capital

x.com

@Bluntz_Capital Welcome bluntz. I added at $550M and intend to hold it until cycle top. I see no reason this shouldn't be a top 5 meme, maybe even top 3.

Gammichan x.com

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Still one of the greatest investment pitches ever. Norbert Lou recommended $NVR in September 2001. NVR is a 388-bagger since he first bought 🤯 https://t.co/uLUsyv03CN

Fiscal.ai (formerly FinChat)

x.com

Great interview with an investing legend. I genuinely worry that Fairholm’s allocation to $JOE is only 82%. Feels like Bruce is dangerously underweight on a sure thing…🤣🤣

Kuppy x.com

Investments

Joel Martinez • 1 card