Sublime
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This is Alameda & FTX’s portfolio.
The fallout from their collapse will be acute. https://t.co/GdXt25fxkN
King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone
amazon.com
In 2000 a relatively unknown proprietary trading firm was founded - Jane Street Capital
Last year was the fourth straight year Jane Street generated net trading revenues of more than $10 Billion, comfortably beating Goldman Sachs and many others
🧵 Here's how they did it... See more
Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA
Computer scientist Geoffrey Hinton: ‘AI will make a few people much richer and most people poorer’
ft.com
Bruce Kovner borrowed his initial $20,000 trade stake.
And turned it into a $6B fortune.
He generated a 90% CAGR during his 10YR run at Commodities Corp.
Kovner is simply one of the best traders to ever live.
Here's how he thought... See more
1) We are short AppLovin $APP, an AdTech platform for mobile games. Having peaked at $173 billion in market cap, we believe AppLovin could go down as the single largest stock promotion unraveling since at least the GFC. Our full report is now available on our website, https://t.co/RE8Wi3tuti
Culperx.com
Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw
the gulf billionaires & pension funds are watching this
capital management will soon become an activity exclusively done by chronically online zoomers... See more
Here is the letter that Sequoia sent to its LPs this morning, vis-a-vis Stripe.
https://t.co/gts94EGBWt https://t.co/yGwLD79KbW