Chamath Palihapitiya, Discover and Read the Best of Twitter Threads by @chamath

Chamath Palihapitiya

chamath

The biggest risk/correlation to equity markets over the next decade has nothing to do with interest rates.It will be carbon tariffs and it will blow up every DCF model of

It’s been a super tough week for me and I’m sure a super tough week for some of you as well. Here is how I’m doing after Friday and what

In investing, so many people seem to have “the solution” but they are incapable of profiting from it themselves so they convince you to pay them fees and carried interest

SPAC Dynamics: An interesting turn in SPACs are those SPACs being raised by Venture Funds, Growth Funds or Crossover funds in the hopes of working with an existing portfolio company.There

Investing 101: Don’t confuse slugging percentage with batting average. The former is being the cool kid in high school - you’re a rare thing and everyone wants to know the

Investing 101: Risk management is poorly understood and even more poorly applied. Here’s a simple framework I use to manage risk.Imagine a barbell - weights at either end with a

Investing 101: Successful investing is all about behavior and psychology. You can have the best model or analysis in the world but if you panic, you lose. Said differently, everybody

Some people scratch their heads when they see valuations of stocks justified by 2024E or 2025E numbers. Their instinctive reaction is to be dismissive but that’s lazy thinking.Here’s a secret

Are you interested in decarbonization, sustainability and climate change and want to do something about it?I need help allocating a few $B into these areas over the next 2-3 years

How to spot a bubble:I believe there are roughly 6 stages of a market’s valuation. People use different methods to justify buying stocks in each phase:1. Multiple of FCF2. Multiple

I’ve interviewed hundreds of people for numerous companies over the past 20 years of building businesses.I’ve experimented with many interview questions and most are only semi useful, but one, above

This pandemic will hopefully mark the end of the perversion of higher education. Since the 1980s, kids and parents have been forced to play a series of stupid finite games