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#Chamath
Baur Safi 🔎
baursafi
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
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Osaretin Victor Asemota
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
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Manal Mehta
manal_mehta
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
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John Street Capital
JohnStCapital
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.
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Turning Chaos
TurningChaos
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
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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
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Osaretin Victor Asemota
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.
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Sahil Bloom
SahilBloom
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
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Rudy Havenstein, Elysium ESG Diversity Officer
RudyHavenstein
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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jason@calacanis.com
Jason
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
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Fred Destin
fdestin
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
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Creators Of Products
CreatorsOfProd
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
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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
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Chris Hladczuk
chrishlad
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
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StockTrooth
Stock_Truth
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,
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Matt D'Souza
mjdsouza2
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
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