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Puru Saxena
saxena_puru
THREAD - Info on new positions -1) $CURI - Factual content streaming service H/T @OphirGottlieb for the idea $CURI - Iconic founder + seasoned management team - $CURI - Diversified
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Sheel Mohnot
pitdesi
Doing an EOY audit and trying to learn from the data. Some takeaways from LIMITED DATA in my 1st yr as a VC (2016)at 500Fintech, we did 14 $125k 1st
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Sportico
Sportico
.@teamworks conducted a survey of over 300 college athletics administrators on a variety of #COVID19 related topics including the most pressing question: will football happen? Confidence is high that games
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Tyler Mahan Coe
TylerMahanCoe
One of the things the Hipgnosis guy believes is that artist managers should be paid their percentage in perpetuity for songs/albums released during the term of their contract, so if
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Blue Duck Capital Partners
BlueDuckCap
1. We've taken a position in $BNED which was spun out from Barnes and Noble a couple years back. Their business has pivoted from college bookstore operator to an e-com
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Mostly Borrowed Ideas
borrowed_ideas
1/ Thread: Thoughts on $FBEarlier today, I asked on twitter which of the big tech is most likely to have lower market cap in 10 years than it is today.
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Croesus 🔴
Croesus_BTC
Bitcoin blocks are like container ships. You may have heard this metaphor before, but the details are fun to consider. It also helps explain Bitcoin's path to scaling up to
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Kaushik
skaushi
$SKLZ Developer adoption of Skillz platform to accelerate, supporting network effects & substantial LT growth Mobile games revenue has grown at a ~25% CAGR since 2012, compared to just ~4%
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Nithin Kamath
Nithin0dha
Almost unreal that we could represent Zerodha on the cover of Forbes. Some personal lessons from the many highs & many lows in this 20-year journey working, trading, trying to
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The Wolf of Hawaii
WolfOfHawaii
Going big on semiconductors this week. Looking to make initial entry into $UMC, $MOSY, $EMKR, $PXLW, $ASX, $NPTN, $LPTH, annddd my favorite set up is $HIMX... $HIMX ready to go
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Emin Gün Sirer
el33th4xor
This is extremely bullish: private blockchains a la IBM are a technological dead end.https://www.coindesk.com/ibm-blockchain-revenue-misses-job-cuts-sources via @coindesk This isn't good for Hyperledger.And it doesn't mean that the
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M
pseudo_sapiens
My problem when it comes to corporate hospital workplaces in cardiology in India is the toxicity that is prevelant in them because the corporate model is to fester competition &
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Yami Y⁷
nocturneop9no1
So many thoughts running through my finance mindhttps://twitter.com/tmikpop/status/1328518082319572992 FINE, YOU BULLIES 1. looking at SM, it seems they pushed really hard to make more revenue this quarter - perhaps to
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Entrepreneur for Life
Entrepreneurfo3
How I lost $236k in monthly revenueFollowing is a real life account of my last few months in business. Sorry for the anonymity, real life me doesn’t trust Twitter me
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John Barbieri, MD, MBA
DrJohnBarbieri
Interesting study in @JAADjournals with @AMostaghimi finding an inpatient #dermatogy consult service generated only ~$80k/yr in revenue. To be financially viable, will be crucial to capture the significant indirect value
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SBF
SBF_Alameda
1) BAKKT is about to go public.There are a number of "interesting" things in their deck.https://www.sec.gov/Archives/edgar/data/1820302/000119312521005832/d913171dex992.htm 2) They're aiming for a $2b valuation. Where is that
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