Sublime
An inspiration engine for ideas
Sequoia Capital, Marc Andreessen and top institutions back New $30m Browder Capital Fund Four:
Today, I’m excited to announce that I’ve raised Browder Capital Fund Four, a $30,000,000 fund backed by Sequoia Capital, Marc Andreessen, Chris Dixon, Arthur Patterson (founder of Accel), Walter Kortschak (founder of... 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
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by... See more
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
This is Alameda & FTX’s portfolio.
The fallout from their collapse will be acute. https://t.co/GdXt25fxkN
Embracing 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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BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more
