#Chamath

It is better than porn. Who is this guy? I'll need to spend an hour today (after work) learning more about him. @chamath https://twitter.com/ndrew_lawrence/status/1248398068464025606 Also, in this thread, I believe

Osaretin Victor Asemota

My best man is practical.A friend was about to put all his money into buying a house for cash and he asked him - ”If you lose your source of

I really want to agree with @chamath-understand that Chapter 11 is what makes the bankruptcy code so unique in that it allows restructuring rather than liquidations. However, what is

John Street Capital

0/ $IPOC announced the acquisition of Clover Health for $3.7B inclusive of a $400M PIPE (w/ $100M from @chamath). This values the company at 4.2x EV/Rev & 2.1x '23 revenue.

The Knowledge Project @farnamstreet interview with @chamath was one of the best interviews I've ever heard. (Thanks @ShaneAParrish)Here are a few of my notes and a mind map of

First Principle Investor ᴺᵒᵗ ᶜᶠᵃ

1stPrincipleInv

LONG-TERM TRACK RECORD OF $TSLA BULLS@baronfunds - Baron Partners Fund:+13.8% per year (since inception in 1992)vs.+9.6% per year of S&P 500 Index@ARKInvest - ARK Innovation ETF:+26.7% per year (since inception

Osaretin Victor Asemota

The VC industry is an aggregation of aggregators. When we talk about their biases against people who look like us, let's not focus on the symptoms but the root cause.

Risk-Free Rate 101@Chamath recently posted a great thread laying out the impact of the "risk-free rate" on public market valuations and investor behavior. It was, unsurprisingly, on point.But what is

Rudy Havenstein, Elysium ESG Diversity Officer

Somebody needs to explain this to Scott Wapner. I'm sorry I missed Chamath earlier.https://twitter.com/RudyHavenstein/status/1237565628434636805 If you ever suggest to Scott that anyone on Wall Street should lose one dollar, he

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Podcasting tips form someone who has recorded 1,200 episodes and who hosts 2 of the top 10 tech podcasts:1. Audio quality is critical. You need the best hardware, software, and

1/ Fascinating conversation between @HarryStebbings and @chamath - my key outtakes written in the first person. 2/ Note I’ve written before about Social Capital’s initial mission and the "platforming of

Creators Of Products

Here's your weekly Sunday reading dose - Some of the best threads we have discovered this week. of Have you been looking for a framework for successful investing? @chamath

Emma Caterine 🌹#CancelRent

EmmaCaterineDSA

What's so incredible to me about this is it is only when people suggest leaving literal billionaires out in the cold that the corrupt and shameless media whines about being

A MASTER operator and investor: @rabois Yesterday: @chamath’s SPAC merger with @Opendoor Today I inhaled Keith’s podcasts:• @APompliano • @eriktorenberg • @Jason • @david_perell • @Patrick_oshag • @AdamDraper Here are

1/ The only time I disagreed with @chamath.Yes, big companies are largely owned by investment firms. But those investment firms represent assets of regular people (pension funds for companies, states,

1) Busting the Myth: “Bitcoin has zero value & is backed by nothing.” #Bitcoin is backed by the resilience of a decentralized network of miners that maintain block validation