Sublime
An inspiration engine for ideas
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.comI had a chat last night with a billion-dollar SaaS founder/CEO. He's raised $200M at a $2B valuation in 2021.
Living the high life in SF with a crazy house and a Porsche 911. On the surface, it seems like he has it all and living the dream.
But he called me out of the blue at 11p last night ... See more
GREG ISENBERGx.com
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he trie... See more
Patrick OShaughnessyx.comAaargh. For the last time, finance people pay for Bloomberg primarily for the chat function, which is a social network for millionaires and billionaires. The $30k price tag is high enough to get rid of the riffraff, it’s a feature not a bug.
Prakash (Ate-a-Pi)x.com
Go back to my 20s and at any given point I held something like 25 individual stocks. I don’t know how I did as a stock picker. Did I beat the market? I’m not sure. Like most who try, I didn’t keep a good score. Either way, I’ve shifted my views and now every stock we own is a low-cost index fund.
Morgan Housel • The Psychology of Money: Timeless lessons on wealth, greed, and happiness
"We help companies build, survive, and scale, but one of the main components of my job is understanding how and when the world is going to change. Our portfolio is a collage of various futures that we believe in, and our capital and expertise are assets to hopefully pull these futures forward."