Sublime
An inspiration engine for ideas
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 Atomic
___LIN... See more
"We help companies build, survive, and scale, but one of the main components of my job is understanding how and when the world is going to change. Our portfolio is a collage of various futures that we believe in, and our capital and expertise are assets to hopefully pull these futures forward."
Kyle Harrison • Markets, Markets, and Markets
Every wealthy person ($2MM+ net worth) should have real estate exposure as a % of their portfolio.
The key to investing in real estate as a limited partner:
1. Understand the fundamentals of real estate.
2. Understand the assumptions that the sponsor is making._... See more
Nick Huberx.comWe want to invest $100k-$200k in someone ambitious.
Show us a demo of what you're building, if its cool:
You get an invite to a 4 week sprint at our SF lab:
> on demand access to our team + founders for help.
> stocked hardware lab w/ laser cutters, printers, etc.... See more
Founders Incx.com
Nice analysis of the evolution of the venture asset class from @SVB_Financial. It's a great time to be a founder! https://t.co/kvElUvZKN2
I am often asked for stock recommendations, but generally don’t share individual names unless I believe the risk versus the reward is extraordinarily compelling.
As we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I thought I would share it.
_... See more
Bill Ackmanx.com
$7 trillion of Baby Boomer businesses will be sold by 2030.
But where do I find one (like this one) to buy?
A thread: https://t.co/1EhSBlWmrT