Sublime
An inspiration engine for ideas
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
A MASTER operator and investor: @rabois
Yesterday: @chamath’s SPAC merger with @Opendoor
Today I inhaled Keith’s podcasts:
• @APompliano
• @eriktorenberg
• @Jason
• @david_perell
• @Patrick_oshag ___LI... See more
Chris Hladczukx.com
Sam Altman might have zero equity in OpenAI, but his $2.8B personal portfolio is absolutely insane:
- 7.6% of Reddit (currently worth $700M+)
- Invested $15,000 for 2% of Stripe in 2009 (even if he’s sold / had dilution of 90%, 0.2% of Stripe today is worth $130M+)
___LINEBREAK... See more
The net worth of Ray Dalio, founder of Bridgewater Associates:
$22,000,000,000
Bridgewater is one of the biggest hedge funds on Earth.
How did it get so big?
A portfolio strategy 100s of PhDs developed over 10+ years.
__... See more
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public appearanc... See more
PrivateEquityGuy (Mikk Markus)x.com
A long-winded and winding update on Fredi9999 -- the person or entity -- who is singlehandedly rocketing up the price of Trump on prediction markets around the world.
Spoiler alert: I managed to make contact with him, I think, and he blocked me after a few minutes. Sensitive guy! We'll get back to that.
_... See more