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As I share in this Forbes interview, I’ve found both inspiration and success investing in public companies as well. Microsoft, NVIDIA, and AMD are just three enduring examples of innovation, leadership, and execution at scale. Since first investing in Microsoft in 1996 following its major internet announcements, that position... show more

Jim Breyer

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127,800 görüntüleme • 9 ay önce •via X (Twitter)

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David on why venture capital has become more competitive: "When I started my career, there were one or two technology companies in the largest 10 market cap companies. Now it's 8 of 10, and 7 of 8 are West Coast technology venture-backed companies. There's $5T of private market cap up 10x in the last 10 years and it's some of the best companies in the world. That's a quarter of the S&P 500 and more than half of the Mag 7. Our portfolio on average dollar weight is growing 112%. The quality of small cap public companies is much lower than what's available in the private markets."

David on why venture capital has become more competitive: "When I started my career, there were one or two technology companies in the largest 10 market cap companies. Now it's 8 of 10, and 7 of 8 are West Coast technology venture-backed companies. There's $5T of private market cap up 10x in the last 10 years and it's some of the best companies in the world. That's a quarter of the S&P 500 and more than half of the Mag 7. Our portfolio on average dollar weight is growing 112%. The quality of small cap public companies is much lower than what's available in the private markets."

Patrick OShaughnessy

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Resident Evil, between 2019 and 2026 has delivered more fun, memorable experiences, amazing characters and stunning worlds than Sony, From Software, Rockstar and Microsoft did in decades🚀 And I say this as a fan of the others as well🎤

Resident Evil, between 2019 and 2026 has delivered more fun, memorable experiences, amazing characters and stunning worlds than Sony, From Software, Rockstar and Microsoft did in decades🚀 And I say this as a fan of the others as well🎤

Rino🚀

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The 22nd China🇨🇳 (Shenzhen) International Cultural Industry Expo (referred to as “Wenbohui”) will be held from May 21 to 25, 2026 (Thursday to Monday) at the Shenzhen International Convention and Exhibition Center. The exhibition scale of the Cultural Expo has expanded from 45,000 square meters in the first session to 160,000 square meters in the 22nd session. The number of participating companies has increased from more than 700 in the first session to 6,312 in the 22nd session; the number of participating countries and regions has grown from 10 in the first session to 110 in the 22nd session; in recent years, the event has attracted more than 120,000 types of cultural and creative products from both domestic and international sources for on-site display and trading; it has also extended its influence to more than 100 countries and regions worldwide.

The 22nd China🇨🇳 (Shenzhen) International Cultural Industry Expo (referred to as “Wenbohui”) will be held from May 21 to 25, 2026 (Thursday to Monday) at the Shenzhen International Convention and Exhibition Center. The exhibition scale of the Cultural Expo has expanded from 45,000 square meters in the first session to 160,000 square meters in the 22nd session. The number of participating companies has increased from more than 700 in the first session to 6,312 in the 22nd session; the number of participating countries and regions has grown from 10 in the first session to 110 in the 22nd session; in recent years, the event has attracted more than 120,000 types of cultural and creative products from both domestic and international sources for on-site display and trading; it has also extended its influence to more than 100 countries and regions worldwide.

Feiyan Xie

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🚨 $HIMS CEO ANDREW DUDUM ON WHY HE WANTED TO IPO AND GROW THE COMPANY IN THE PUBLIC MARKETS "You have to have a stomach of steel, but more importantly, the team has to get really good very quickly at both setting quarterly targets and meeting long-term vision." "You have to be able to tell The Street with confidence, 'We're gonna hit these numbers a year out,' and then you have to hit them, or else you lose all trust." "When you step back and look at some of the biggest companies in the world... Google and Microsoft, Meta, Amazon, these companies were public within a few years of being founded." "The founders put themselves in the public markets and then had to be forced with both having a long-term vision and building a great business." "And not saying you can't do this in the private markets, but the public markets make it required. And so as a competitive person, I've loved that environment. I've loved what it's done to our team. And I think it has prepared us to be able to go after a much bigger opportunity."

🚨 $HIMS CEO ANDREW DUDUM ON WHY HE WANTED TO IPO AND GROW THE COMPANY IN THE PUBLIC MARKETS "You have to have a stomach of steel, but more importantly, the team has to get really good very quickly at both setting quarterly targets and meeting long-term vision." "You have to be able to tell The Street with confidence, 'We're gonna hit these numbers a year out,' and then you have to hit them, or else you lose all trust." "When you step back and look at some of the biggest companies in the world... Google and Microsoft, Meta, Amazon, these companies were public within a few years of being founded." "The founders put themselves in the public markets and then had to be forced with both having a long-term vision and building a great business." "And not saying you can't do this in the private markets, but the public markets make it required. And so as a competitive person, I've loved that environment. I've loved what it's done to our team. And I think it has prepared us to be able to go after a much bigger opportunity."

Hims House

79,303 görüntüleme • 13 gün önce

#Ripple $XRP Wow, I cannot believe what I just heard . While listening to the all in podcast the host began to speak about finding compounding companies to invest from venture into late stage public companies. They begin to speak about how hard it is to find these companies due to the irrelevant nature of their beginnings . Taking NVIDIA for example started off creating chips for video games. Who could have seen in the long run? Well a few did. This is my exact thesis for investing in XRP and the hopes of acquiring ripple stock upon their public market entry . The host then go on to say after you build a business this big your job is to then create an asset collecting fee generating machine . If this doesn’t sound like the XRPL and the automated marketmaker feature, I don’t know what does . Everything they said right here in this two minute section screams ripple and XRP to me.

#Ripple $XRP Wow, I cannot believe what I just heard . While listening to the all in podcast the host began to speak about finding compounding companies to invest from venture into late stage public companies. They begin to speak about how hard it is to find these companies due to the irrelevant nature of their beginnings . Taking NVIDIA for example started off creating chips for video games. Who could have seen in the long run? Well a few did. This is my exact thesis for investing in XRP and the hopes of acquiring ripple stock upon their public market entry . The host then go on to say after you build a business this big your job is to then create an asset collecting fee generating machine . If this doesn’t sound like the XRPL and the automated marketmaker feature, I don’t know what does . Everything they said right here in this two minute section screams ripple and XRP to me.

Andrew De'Vilbiss

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Ireland’s stock exchange has shrunk dramatically from around 100 listed companies in the 1990s to just 24 today. Tax and regulatory policies, including deemed disposal, have made listing and investing in Ireland far less attractive. The result? A market that no longer serves as a strong scaling platform for Irish SMEs. If we want the next generation of Irish multinationals to grow and compete globally, we need meaningful reform to rebuild our public markets. And when Irish companies succeed, Irish investors should share in that success. 🎙 Full episode: #Reform #StockExchange #Ireland

Ireland’s stock exchange has shrunk dramatically from around 100 listed companies in the 1990s to just 24 today. Tax and regulatory policies, including deemed disposal, have made listing and investing in Ireland far less attractive. The result? A market that no longer serves as a strong scaling platform for Irish SMEs. If we want the next generation of Irish multinationals to grow and compete globally, we need meaningful reform to rebuild our public markets. And when Irish companies succeed, Irish investors should share in that success. 🎙 Full episode: #Reform #StockExchange #Ireland

Pierce Dargan

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What do people think of this interview? - "We have been doing software investing for 25 years, and investing in detail, not investing in stocks" (lol) - "We have never marked our companies to public comps, we are fundamental investors investors that mark our companies on EBITDA" - "Public markets have gone from 22x to 17x, and we can earn excellent returns at those exit levels" - "I cannot comment on other people marks, we have here with us literally 100% of the large pension funds and all the sovereign wealth funds. They have seen our marks and everyone is comfortable"

What do people think of this interview? - "We have been doing software investing for 25 years, and investing in detail, not investing in stocks" (lol) - "We have never marked our companies to public comps, we are fundamental investors investors that mark our companies on EBITDA" - "Public markets have gone from 22x to 17x, and we can earn excellent returns at those exit levels" - "I cannot comment on other people marks, we have here with us literally 100% of the large pension funds and all the sovereign wealth funds. They have seen our marks and everyone is comfortable"

Restructuring__

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In the years since I served with Gov. @KatieHobbs in the State House, the Republican-majority has grown more and more extreme. Now we are just one seat away from Democratic majorities in both chambers – and as Arizona Democratic Party Chair I am laser-focused on flipping it blue in 2024.

In the years since I served with Gov. @KatieHobbs in the State House, the Republican-majority has grown more and more extreme. Now we are just one seat away from Democratic majorities in both chambers – and as Arizona Democratic Party Chair I am laser-focused on flipping it blue in 2024.

Supervisor Steve Gallardo

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Apollo CEO Marc Rowan on how private and public markets have slowly converged over his 41 years of experience in finance Worth a listen "When people look at their portfolios and they own equity today, then own it through S&P 500 indices. Do they own the US economy? No. They own 10 stocks. Just ten stocks are 40% of the index, and most of their returns over the past few years has been one company: NVIDIA. NVIDIA is now larger than the stock market of every country in the world, other than Japan. NVIDIA is a perfectly fine company, but the notion of equity investing was about diversified portfolios. We don't have that"

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Boring_Business

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Chris Camillo says investing in 170 private companies was the biggest mistake he ever made "The $20,000 that I initially invested has generated roughly $80 million of returns over the past 18 years" "I take the bulk of my money out every year and invest it in early stage companies… almost 170 of them, which was the biggest investment mistake I ever made" "My public portfolio generates north of 70% annualized returns… why would I take money out of that and put it into private companies generating 10 to 15%"

Chris Camillo says investing in 170 private companies was the biggest mistake he ever made "The $20,000 that I initially invested has generated roughly $80 million of returns over the past 18 years" "I take the bulk of my money out every year and invest it in early stage companies… almost 170 of them, which was the biggest investment mistake I ever made" "My public portfolio generates north of 70% annualized returns… why would I take money out of that and put it into private companies generating 10 to 15%"

Yonan

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🚨 THE SPACEX IPO COULD CRASH THE STOCK MARKET!!! As explained in my last post: SpaceX goes public around June 12 at up to $2 trillion. Let those numbers sink in. That values it higher than Microsoft. Second only to Apple and Nvidia in the entire US market. For a company that lost $4.9 BILLION last quarter alone, and has burned through $41 BILLION since it was founded. At $2 trillion, you're paying roughly 94x its yearly revenue. That price doesn't assume success. It assumes perfection, forever.

🚨 THE SPACEX IPO COULD CRASH THE STOCK MARKET!!! As explained in my last post: SpaceX goes public around June 12 at up to $2 trillion. Let those numbers sink in. That values it higher than Microsoft. Second only to Apple and Nvidia in the entire US market. For a company that lost $4.9 BILLION last quarter alone, and has burned through $41 BILLION since it was founded. At $2 trillion, you're paying roughly 94x its yearly revenue. That price doesn't assume success. It assumes perfection, forever.

Crypto Rover

151,986 görüntüleme • 1 ay önce

“A big investing theme is the manufacturing of Solar Pumps. India has about 1 crore diesel pumps that are yet to be moved to solar pumps That is roughly a 2.5 lakh crore opportunity", says Pawan Bharaddia , the CIO of Equitree Capital Equitree invested in shakti pumps at 25rs in 2017 , and they have seen the stock go from 25 to 1200 and down to 500 also despite the drawdown of 40% in shakti pumps in the last one year, Equitree continues to hold the stock. in his journey of holding shakti pumps , they have seen a 30-40% drawdown 3-4 times but still hold on he explained the entire process of how to understand business cycles of companies , how long to hold, how to differentiate between external and internal red flags and lots more Pawan has over 25 years of equity investing experience in India and over the past 5 years , Equitree has delivered a 25% CAGR, consistently ranking among India's top-performing PMS strategies. We did a deep dive into micro cap investing, an area he has been focussing on for the past 10 years. Full episode is out now on The Money Mindset

“A big investing theme is the manufacturing of Solar Pumps. India has about 1 crore diesel pumps that are yet to be moved to solar pumps That is roughly a 2.5 lakh crore opportunity", says Pawan Bharaddia , the CIO of Equitree Capital Equitree invested in shakti pumps at 25rs in 2017 , and they have seen the stock go from 25 to 1200 and down to 500 also despite the drawdown of 40% in shakti pumps in the last one year, Equitree continues to hold the stock. in his journey of holding shakti pumps , they have seen a 30-40% drawdown 3-4 times but still hold on he explained the entire process of how to understand business cycles of companies , how long to hold, how to differentiate between external and internal red flags and lots more Pawan has over 25 years of equity investing experience in India and over the past 5 years , Equitree has delivered a 25% CAGR, consistently ranking among India's top-performing PMS strategies. We did a deep dive into micro cap investing, an area he has been focussing on for the past 10 years. Full episode is out now on The Money Mindset

Sonia Shenoy

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PULTE: "Fannie and Freddie have WAY more liquidity than we know what to do with. They've mortgage markets are very sound. The mortgages we're underwriting are not like they were in 2008... the companies are making more money than ever." PULTE: "We are looking at everything and anything that can bring down the cost of homes. That includes portable mortgages... Davos is going to be very exciting for housing." Reporter: "How does this bond plan impact the conversation on privatization?" PULTE: "I think that the IPO can still very much happen and in some cases, people say it will actually be better because the earnings of the companies will go up... we've been investing in cash and we've been investing in US Treasuries and those have a lower yield than the mortgage bonds do, so I think you're going to see at least several hundred million dollars of incremental earnings at Fannie and Freddie from these MBS purchases. So it has a double effect. It's great for the American people and it's also potentially good for a prospective IPO if the President decides that he wants to take it [public] with an IPO." Pulte #davos2026 $FNMA $FMCC

PULTE: "Fannie and Freddie have WAY more liquidity than we know what to do with. They've mortgage markets are very sound. The mortgages we're underwriting are not like they were in 2008... the companies are making more money than ever." PULTE: "We are looking at everything and anything that can bring down the cost of homes. That includes portable mortgages... Davos is going to be very exciting for housing." Reporter: "How does this bond plan impact the conversation on privatization?" PULTE: "I think that the IPO can still very much happen and in some cases, people say it will actually be better because the earnings of the companies will go up... we've been investing in cash and we've been investing in US Treasuries and those have a lower yield than the mortgage bonds do, so I think you're going to see at least several hundred million dollars of incremental earnings at Fannie and Freddie from these MBS purchases. So it has a double effect. It's great for the American people and it's also potentially good for a prospective IPO if the President decides that he wants to take it [public] with an IPO." Pulte #davos2026 $FNMA $FMCC

Hand of God

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On Channel 4 News at #LPC24, I emphasised that stability alone doesn't generate growth or competitiveness. We need an increase in both public and private investment in the UK to tackle climate change, health inequities and the digital divide. Explore more in our UCL Institute for Innovation and Public Purpose’s report:

On Channel 4 News at #LPC24, I emphasised that stability alone doesn't generate growth or competitiveness. We need an increase in both public and private investment in the UK to tackle climate change, health inequities and the digital divide. Explore more in our UCL Institute for Innovation and Public Purpose’s report:

Mariana Mazzucato

20,307 görüntüleme • 1 yıl önce

📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg

📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg

bg2clips

11,303 görüntüleme • 9 ay önce

Sam Altman: “One of the few arbitrage opportunities left in the market is time” “I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.” Sam continues: “And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.” Video source: Y Combinator (2016)

Sam Altman: “One of the few arbitrage opportunities left in the market is time” “I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.” Sam continues: “And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.” Video source: Y Combinator (2016)

Startup Archive

49,283 görüntüleme • 1 yıl önce

WATCH: When I first ran for public office in 1982, I learned a lesson that shaped the rest of my career. Someone I thought was a supporter double-crossed me. The next morning, my dad looked at me and said: “If you don’t want to serve that person, go down to the courthouse and pay his taxes.” That advice has stayed with me ever since. Public service means serving everyone, whether they voted for you or against you. As a U.S. Senator, I worked to deliver the same care and attention to all West Virginians, regardless of politics. Now, more than ever, we need leaders who understand that public office is a position of trust, not a perk - a privilege to serve people, not yourself. I share more about this conversation with my dad, and how it shaped my approach to leadership, in my new book Dead Center: In Defense of Common Sense. Get your copy at #DeadCenter #CommonSense Major Garrett The Takeout w/ Major Garrett

WATCH: When I first ran for public office in 1982, I learned a lesson that shaped the rest of my career. Someone I thought was a supporter double-crossed me. The next morning, my dad looked at me and said: “If you don’t want to serve that person, go down to the courthouse and pay his taxes.” That advice has stayed with me ever since. Public service means serving everyone, whether they voted for you or against you. As a U.S. Senator, I worked to deliver the same care and attention to all West Virginians, regardless of politics. Now, more than ever, we need leaders who understand that public office is a position of trust, not a perk - a privilege to serve people, not yourself. I share more about this conversation with my dad, and how it shaped my approach to leadership, in my new book Dead Center: In Defense of Common Sense. Get your copy at #DeadCenter #CommonSense Major Garrett The Takeout w/ Major Garrett

Senator Joe Manchin

35,983 görüntüleme • 9 ay önce

In the City of Chicago, employees of a private company, Favorite Staffing, are making $135 plus an hour or more to run the city immigrant shelters. In one instance a facilities manager made $14,000 a WEEK in December and a nurse made more than $20,000 a week including overtime. Since October, the city has spent almost $83 million on companies and organizations handling the 13,000 migrants.

In the City of Chicago, employees of a private company, Favorite Staffing, are making $135 plus an hour or more to run the city immigrant shelters. In one instance a facilities manager made $14,000 a WEEK in December and a nurse made more than $20,000 a week including overtime. Since October, the city has spent almost $83 million on companies and organizations handling the 13,000 migrants.

SweetPeaBelle

12,959 görüntüleme • 2 yıl önce

$NVDA This is what you are buying when you buy a share of Nvidia... I heard this today and could not stop thinking about it. Jensen describes the sophistication that is required in designing chips, creating them, delivering them to customers, installing them in datacenters, and more. He argues that there has not been a company since $IBM that was faced with this much technology and investment in order to push the entire world forward with demand that is spanning throughout the globe in EVERY single industry. The stock trades at 27 times forward earnings. Costco and Walmart, amazing companies, are both more expensive than the name that is fueling the AI revolution and brings home 55 cents on every dollar of revenue as net income. This has been my main Mag 7 pick for the year in terms of establishing exposure to big tech and it's just getting harder to imagine a world in which AI matters but $NVDA is not more valuable than it is today.

$NVDA This is what you are buying when you buy a share of Nvidia... I heard this today and could not stop thinking about it. Jensen describes the sophistication that is required in designing chips, creating them, delivering them to customers, installing them in datacenters, and more. He argues that there has not been a company since $IBM that was faced with this much technology and investment in order to push the entire world forward with demand that is spanning throughout the globe in EVERY single industry. The stock trades at 27 times forward earnings. Costco and Walmart, amazing companies, are both more expensive than the name that is fueling the AI revolution and brings home 55 cents on every dollar of revenue as net income. This has been my main Mag 7 pick for the year in terms of establishing exposure to big tech and it's just getting harder to imagine a world in which AI matters but $NVDA is not more valuable than it is today.

amit

277,105 görüntüleme • 1 yıl önce