Sublime
An inspiration engine for ideas
Bonds 2025
Ashleigh Parker • 1 card
LLMs
sari and • 51 cards
maturity / shift
sophie • 7 cards
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Permanent Capital
Anthony Fiedler • 12 cards
Stocks
$BBIO at $31 levels is a gift imo. No change to the fundamental story, think they're going to crush launch expectations. I particularly like R/R on the Jan '26 and Jan '27 $40/$55 call spreads, very convex upside. BridgeBio remains my highest conviction long, and a core holding.
Third Floor Capitalx.comon generous assumptions
Anna Birchall • 1 card
Evergreen fund
David Bloom • 126 cards