Sublime
An inspiration engine for ideas
Realtime Stock Market Quotes, Unusual Options Alerts/Earnings/Price/Analyst Notifications, DCF, RV, Scenario Analysis and Deep Learning Momentum Models all in one app!
Check us out at https://t.co/rbggpf04WP
FundSpec.IOx.com
IDEA GENERATION (15/N): INITIAL PUBLIC OFFERINGS
According to Jay R. Ritter (aka "Mr. IPO"), the mean first-day return of IPOs since 1980 is 18.9% on an equal-weighted basis and 20.5% on a proceeds-weighted basis, with the median first-day return at 7.0%. Additionally, firms w/ > $100mm pre-issue sales yield an avg 3y b... See more
#Bitcoin – What’s Next?
The Big Macro Report: Everything You Need to Know
🚩 TA / LCA / Psychological Breakdown: In last week’s Sunday report, I predicted a pump from the $117,000 area towards the $123,000 area, which hit with perfection and then dumped right afterward back toward the $118,0... See more
Welcome to Bear Town (?) 🐻
My primary focus for @tangent_xyz is two things:
1) Investing and working with founders long term on the venture side, and
2) Spotting inflection points on the liquid side to help founders weather them better
___LINEBRE... See more
markets and/or creating systems. I have two views of the market, long term and short term. Fundamentals
Art Collins • Market Beaters
There are some important changes underfoot in private markets:
1. Returns are compressing - few funds are able to consistently achieve the necessary spread over the risk-free rate to justify fees and illiquidity.
2. LPs are segregating bi-modally: 1) a growing group of smaller family office... See more
Chamath Palihapitiyax.com
1/ 🧬 How to Price a Platform in Biotech
Q2 M&A is ripping, Capstan just cleared $2.1B at Phase 1, and something important has changed.
A new market dynamic may be emerging, where optionality matters again.
Let’s break it down with math, comps, and a framewor... See more