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founder @litquidityvc // newsletters @exec_sum & @cryptosum_ // @baincapvc scout // trade on polymarket: https://t.co/kXGzvIdxOS

Shorts

Overlevered Korean traders trying to avoid a margin call this week

Overlevered Korean traders trying to avoid a margin call this week

74,568 Aufrufe

Ken Griffin spotted spitting game while Tom Brady stands right in front of him at Palm Tree Club yesterday They’re fully in their Miami eras

Ken Griffin spotted spitting game while Tom Brady stands right in front of him at Palm Tree Club yesterday They’re fully in their Miami eras

2,515,261 Aufrufe

The Gemini team seeing Google invest in their largest competitor

The Gemini team seeing Google invest in their largest competitor

2,708,580 Aufrufe

Imagine not being from the US and watching this as part of our presidential election process

Imagine not being from the US and watching this as part of our presidential election process

20,316,552 Aufrufe

The end of an era

The end of an era

1,143,414 Aufrufe

Personal finance apps waking up to this news:

Personal finance apps waking up to this news:

967,951 Aufrufe

Trump: “I’m gonna blow up Iran Tuesday at 8pm” Investors and Iranian officials:

Trump: “I’m gonna blow up Iran Tuesday at 8pm” Investors and Iranian officials:

689,439 Aufrufe

Michael Grimes seeing Morgan Stanley lose lead left on SpaceX IPO to Goldman Sachs

Michael Grimes seeing Morgan Stanley lose lead left on SpaceX IPO to Goldman Sachs

177,914 Aufrufe

Goldman Sachs when institutional asset managers ask them to provide support for SpaceX’s $2 trillion valuation

Goldman Sachs when institutional asset managers ask them to provide support for SpaceX’s $2 trillion valuation

166,437 Aufrufe

Consumer startup founders telling their VCs they found a new way to optimize their marketing spend and extend runway

Consumer startup founders telling their VCs they found a new way to optimize their marketing spend and extend runway

67,774 Aufrufe

The US right now

The US right now

205,393 Aufrufe

The European mind can’t comprehend

The European mind can’t comprehend

164,076 Aufrufe

When the firm had record-setting profitability and management decides to throw a firm-wide pizza & chili party instead of giving everyone bonuses

When the firm had record-setting profitability and management decides to throw a firm-wide pizza & chili party instead of giving everyone bonuses

43,914 Aufrufe

First Republic Bank’s stock up 57% today

First Republic Bank’s stock up 57% today

220,617 Aufrufe

How it feels using the latest AI tools to summarize earnings transcripts and create excel models from scratch in minutes (your fund is down 26% YTD tho)

How it feels using the latest AI tools to summarize earnings transcripts and create excel models from scratch in minutes (your fund is down 26% YTD tho)

102,125 Aufrufe

Videos

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NYC real estate agents when landlords are banned from verifying income

NYC real estate agents when landlords are banned from verifying income

895,770 Aufrufe • vor 2 Tagen

Overlevered Korean traders trying to avoid a margin call this week

Overlevered Korean traders trying to avoid a margin call this week

74,568 Aufrufe • vor 1 Tag

That one handy man who had to fix a couple of loose screws at SpaceX HQ in 2014 and was compensated with 1,000 shares

That one handy man who had to fix a couple of loose screws at SpaceX HQ in 2014 and was compensated with 1,000 shares

1,061,859 Aufrufe • vor 1 Monat

Henry Kravis advises students not to launch a PE fund these days and suggests rolling up small businesses instead Kinda funny coming from someone whose firm manages $750 billion, but also good advice. Too many PE funds out there these days

Henry Kravis advises students not to launch a PE fund these days and suggests rolling up small businesses instead Kinda funny coming from someone whose firm manages $750 billion, but also good advice. Too many PE funds out there these days

211,782 Aufrufe • vor 10 Tagen

Feels like I’m living in an alternate reality from mainstream media Just saw headlines about Trump’s comments about Liz Cheney being shot and thought “damn that’s bad, wtf did he say now” So I went and found the actual clip to get the context (attached). Trump effectively said, (and I’m paraphrasing): “she’s a war hawk, let’s see how she likes war if you give her a rifle and she’s got 9 barrels shooting at her. They’re all war hawks when they’re sitting in Washington saying let’s send 10,000 troops to fight the enemy” I thought Democrats have always used this type of example towards Republicans calling for war. Is being anti-war now a bad thing? How are major outlets publishing these types of headlines? Arizona’s top prosecutor is apparently investigating this as a possible death threat (bruh) When there is clear evidence and people can see the actual footage for themselves, they can see the mainstream media is purposefully distorting news. This does nothing to instill confidence in the public and further fuels division

Feels like I’m living in an alternate reality from mainstream media Just saw headlines about Trump’s comments about Liz Cheney being shot and thought “damn that’s bad, wtf did he say now” So I went and found the actual clip to get the context (attached). Trump effectively said, (and I’m paraphrasing): “she’s a war hawk, let’s see how she likes war if you give her a rifle and she’s got 9 barrels shooting at her. They’re all war hawks when they’re sitting in Washington saying let’s send 10,000 troops to fight the enemy” I thought Democrats have always used this type of example towards Republicans calling for war. Is being anti-war now a bad thing? How are major outlets publishing these types of headlines? Arizona’s top prosecutor is apparently investigating this as a possible death threat (bruh) When there is clear evidence and people can see the actual footage for themselves, they can see the mainstream media is purposefully distorting news. This does nothing to instill confidence in the public and further fuels division

10,755,752 Aufrufe • vor 1 Jahr

Private equity firms: “we pay our senior associates carry so that they’re aligned on the fund’s success” The carry:

Private equity firms: “we pay our senior associates carry so that they’re aligned on the fund’s success” The carry:

741,801 Aufrufe • vor 2 Monaten

Private equity associates leaving the office before 6pm to crush Aperol spritz’s after automating their tedious investment memos with AI

Private equity associates leaving the office before 6pm to crush Aperol spritz’s after automating their tedious investment memos with AI

254,724 Aufrufe • vor 1 Monat

Miami realtors after Mamdani unveils plans to confiscate private property in NYC

Miami realtors after Mamdani unveils plans to confiscate private property in NYC

285,182 Aufrufe • vor 1 Monat

Jeff Bezos tuning into Blue Origin’s New Glenn rocket launch last night

Jeff Bezos tuning into Blue Origin’s New Glenn rocket launch last night

262,293 Aufrufe • vor 1 Monat

SpaceX cafeteria workers seeing the shares indicating $171 at the open vs. the $135 IPO price

SpaceX cafeteria workers seeing the shares indicating $171 at the open vs. the $135 IPO price

132,492 Aufrufe • vor 1 Monat

Liberating Capital Markets - available soon on all streaming platforms that survive the tariff war

Liberating Capital Markets - available soon on all streaming platforms that survive the tariff war

1,437,829 Aufrufe • vor 1 Jahr

The US military plays this video on repeat to torture terrorists

The US military plays this video on repeat to torture terrorists

2,356,364 Aufrufe • vor 2 Jahren

Goldman analysts on their way to become forward-deployed bankers

Goldman analysts on their way to become forward-deployed bankers

213,276 Aufrufe • vor 3 Monaten

Bland AI is insane You can’t even tell it’s not a person. Wild times we’re living in

Bland AI is insane You can’t even tell it’s not a person. Wild times we’re living in

777,814 Aufrufe • vor 1 Jahr

Jerome Powell when he finally announces his first rate cut

Jerome Powell when he finally announces his first rate cut

1,367,587 Aufrufe • vor 2 Jahren

Warren Buffett living it up with a $300 billion cash pile while the markets are in free fall

Warren Buffett living it up with a $300 billion cash pile while the markets are in free fall

731,755 Aufrufe • vor 1 Jahr

First day of SpaceX trading

First day of SpaceX trading

65,248 Aufrufe • vor 1 Monat

John Kennedy asking Jerome Powell about his sex life and Powell’s reaction is priceless

John Kennedy asking Jerome Powell about his sex life and Powell’s reaction is priceless

1,095,809 Aufrufe • vor 2 Jahren

How many hours did Blackstone spend putting this holiday video together lmao

How many hours did Blackstone spend putting this holiday video together lmao

1,171,140 Aufrufe • vor 2 Jahren

This is how I’ll be talking to my AI executive assistant

This is how I’ll be talking to my AI executive assistant

113,540 Aufrufe • vor 4 Monaten