Sublime
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In itâs heyday, Goldmanâs special situations group was the navy SEALs of money making. Todayâs guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more
Patrick OShaughnessyx.comEmbracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.com
The concentration is already underway.
The five largest US VC funds captured 44% of new funding in Q1. Itâs difficult to frame that as returning to a healthy status quo.
Itâs worth considering the influence of a multi-stage brand name firm like Lux writing an open letter about the... See more
Excited to announce the launch of LightShed Partners with my partners @WaltLightShed @BrandoLightShed, along with @JoeLightShed and @MarkLightShed âĄď¸đđ
https://t.co/bA7ABTUSbG
Rich Greenfield, LightShed đŚx.com
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
Bill Ackman: "One thing I believe is that the private equity, venture capital and real estate portfolios are mismarked"
Ackman on Harvard and Yale endowment's exposure to private equity and VC. One of the best clips I have seen
From his recent interview at University of Austin... See more
Boring_Businessx.com