Sublime
An inspiration engine for ideas

The concentration is already underway.
The five largest US VC funds captured 44% of new funding in Q1. It’s difficult to frame that as returning to a healthy status quo.
It’s worth considering the influence of a multi-stage brand name firm like Lux writing an open letter about the... See more
All CEOs, CFOS, general counsels, and board members in Delaware incorporated companies must read this research from Stanford's Joe Grundfest. Joe could be the #1 voice on corporate governance. Something is awry in Delaware and you should know the risks. https://t.co/fUgQX6wMgd https://t.co/glcnZuEyiI
Bill Gurleyx.com
1981 memo on hiring from Bear Sterns
Sought ppl with a degree in PSD - poor, smart and a deep desire to get rich
Warns agst MBAs
Co died 37 years later
Prob started hiring MBAs https://t.co/uUhFgac9Yp
BLOOMBERG'S MOAT & AI FOR FINANCE CO-PILOTS
Look around for a moment and you see an incredible amount of effort to build an "AI for finance" co-pilot. We are working to compile a comprehensive list of these tools: our list is over 50 and growing (we will release this soon), almost all with impressive teams of either... See more
Brett Caughranx.comSpent 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... See more
PrivateEquityGuy (Mikk Markus)x.comJeff Horing has never done an interview like this because he’s too busy investing at Insight Partners.
Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.”
Insight does... 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.
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