Sublime
An inspiration engine for ideas
Coulter
@coulter
Fintech
Aadik • 2 cards
The Ethical Long: Cycles and Capital Formation
Since August 11th/12th, I began writing thoughts to capture my mental model around identifying inefficient capital allocation in crypto assets, and the market forces that drive positioning on the margin – which I believe is under-recognized today due to what has been a prog... See more
Emerging Manager
Abie Cohen • 1 card
Bruce Kovner borrowed his initial $20,000 trade stake.
And turned it into a $6B fortune.
He generated a 90% CAGR during his 10YR run at Commodities Corp.
Kovner is simply one of the best traders to ever live.
Here's how he thought... See more
Growth Centric
Ivan Florentino • 1 card
Narrative violation: The future of venture capital is not solo capitalists or rolling funds but ever-growing numbers of Bain and McKinsey Associates feeding market maps and diligence call transcripts to whomever can pay the highest monthly retainer.
Eric Strombergx.com$HTGC (Hercules Capital) feels like an exciting short rn (I have small position) - as a venture lender, their portfolio of unprofitable life sciences / tech can’t count on the same cap markets access they’ve historically relied on to get repaid. What really caught me eye was…
CAGR Party 📈x.com