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Ram Bhupatiraju
RamBhupatiraju
Excellent article on Behavioral Finance. h/t @CatanaCapital A very useful topic to be aware of, especially when there's a lot of exuberance in the Markets (like now, in few sectors
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Frank Peelen
FrankPeelen
1/12Tweet thread with my thoughts on $TSLA earnings.A bad ER for investors focused on the short-term (financials), but it contained some really great nuggets for long-term investors.Let's start with the
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ArtOfWar
ArtOfWarNews
Ummmm....yeeeeaaaahhh....let’s go ahead and deploy CROWDSTRIKE to secure Solarwind’s network systems after the massive hack. https://www.crn.com/news/security/solarwinds-deploys-crowdstrike-to-secure-systems-after-hackRemember these guy
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Lyz Lenz
lyzl
I got actual threats when I reported about the shadiness of this company and one of my former bosses told me there would be blood on my hands of I
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a h
alexharfouche1
#irrationalebullience If you want to understand the nature of this asset bubble and the epic capital mis-allocation at it’s heart, look no further than rates. CB’s only tool to push
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Terence Kawaja
tkawaja
SPAC IS THE NEW BLACK: SPACs (Special Purpose Acquisition Companies) are all the rage these days. In this thread, I want to say a few things about SPACs that I
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Mike Vestergaard
mhvestergaard
1/ $KahootLast week I analyzed this company (in danish, I will translate it soon). But key points: Info about the company: - Founded: 2012 - Employees: 71- Investors: Disney, Microsoft,
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Eli Bierman (they/he)
EliBDev
I worked at @joinpursuit briefly in 2015. They’re a vehicle for investors to own 12% pre-tax of Black and Brown NYers’ future earnings for 3yrs with a nonprofit coding bootcamp
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Romeen Sheth
RomeenSheth
0/ After evaluating 200+ startups this year, I've been in some awesome and not so awesome pitches. Here are the top 10 mistakes I see Founders make that routinely derail
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Tracy Chou
triketora
a founder friend reminded me that there’s nothing unreasonable in startup world about someone copying an idea. kinda yes BUT imo what is significant and abhorrent here is that i’m
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David Frankel
dafrankel
Working with a board of directors is one of the key challenges facing founders.While tech has an egalitarian mien, there are material power imbalances and they can cause tremendous stress
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Alex Krüger
krugermacro
A quick thread for those looking into DeFi as an asset class for the first time- Many DeFi projects are producing high caliber products- DeFi faces potential regulatory burdens other
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Elizabeth Yin
dunkhippo33
A thread on capital calls: -why VCs have basically no cash on hand?-what are they? -why should founders and emerging managers care? >> 1) When you hear that a VC
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Benjamin Glick
Glick_MMG
In observance of the #election, I'll be creating a thread featuring some of the policy content and other campaign-related stories and conversations @ACG_MMG has published so far this year. I
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9fin
9finHQ
*NERDY #HighYield COVENANT THREAD* 1/ Portability began as one-off deal-specific term. No 101 put option for investors because everyone knew the biz would be sold in near term. But like
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Timothy Huyer
tim4hire
There’s a lot going on in Mr Poilievre’s video, but let me unpack a little on his concerns regarding quantitative easing and his claims that wealthy investors are profiting on
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