Austin Graff

Interested in innovation & small-cap companies. @BYUMBAprogram @MicroCapClub

[Austin Graff @Austin_Graff]

2020 is in the books.

Investment highlights:

Total return: 110%
5-yr CAGR: 35% (vs S&P Total: 15%)
Years trailed market: 1 of last 5
Total positions: 15
Top 5 positions:

$BEWFF (25%)
$IPA (17%)
$BRK-B (9%)
$GLGI (5.5%)
CASH (19%)

#HappyNewYear2021

[Austin Graff @Austin_Graff]

@drewfallon12 FIN

[Drew Fallon @drewfallon12]

Introducing Fin: The world’s first AI Chief Financial Officer.

Fin outperforms humans 100% of the time.

RT + Comment “FIN” and I’ll send you an AI agent that saves 6-7 figures/year.

[Dov Kleiman @NFL_DovKleiman]

3RD AND 93 IS ABSOLUTELY CRAZY.

😭😭😭

[Phil Mickelson @PhilMickelson]

Not many people can run a $2.4 trillion company and he’s making less than countless pro athletes. Stop worrying about how much others make and look at what they produce and contribute to society. This narrow-minded thinking holds us back.

[The Persian Jewess @persianjewess]

Jared Kushner brokered both the Abraham Accords and the Gaza Peace Deal.

Absolute legend.

[Bill Ackman @BillAckman]

This afternoon @RealCandaceO slandered me by accusing me of 'staging an intervention' with Charlie Kirk in which 'threats were made' with respect to his supposed 'evolving stance' on Israel at an event I hosted in the Hamptons. Candace also intimated that I 'blackmail[ed]' Charlie.

On the show, Candace said that she 'would be very happy for me to dispute this narrative.' While it pains me to drive more traffic to her program, I am responding here to clear my name. It saddens me that we live in a society where social media influencers seek to monetize the tragic death of Charlie Kirk.

For the record, at no time have I ever threatened Charlie Kirk, Turning Point or anyone associated with him. I have never blackmailed anyone, let alone Charlie Kirk. I have never offered Charlie or Turning Point any money in an attempt to influence Charlie's opinion on anything. In fact, my interactions with Charlie Kirk have been extremely cordial, albeit limited, regretfully so, as I was very impressed by him and his work and I will sadly never see him again.

In an effort to clear the record, I share the following:

I have followed @charliekirk11 on @X for some time and greatly admired him. While I didn't agree with Charlie on every issue, I had enormous respect for his intelligence, vast knowledge about religion, and his willingness to take on all comers in open mic sessions on campus and otherwise. Periodically, I would repost some of his posts and video clips.

I connected with Charlie when he DM'd me in late May of this year and expressed interest in meeting me. In light of our respective schedules, we were unable to find a time to meet in person so we scheduled a zoom on June 11th.

On the zoom, he explained to me that conservatives, in particular, young conservatives were getting tired of defending Israel, and this was very concerning to him. I asked him how I could learn more, and he suggested that it might be useful to convene a group of young conservative influencers on a host of topics that could include Israel to get a better sense of how the conservative community was thinking about Israel and other relevant issues of concern to young people.

On the zoom, Charlie also said that his open mic conversations on campus were very effective in addressing issues on the minds of students, but he was only one person with limited bandwidth. He suggested that recruiting a group of junior Charlie Kirk's who could host open mic sessions on college campuses would be an effective way to encourage debate on a host of issues, an approach he believed to be worthy of consideration, and better enable students to get to the truth.

I expressed interest in learning more and we thereafter scheduled a series of conference calls and zooms with Charlie, Turning Point staff and members of my team in an effort to assemble a diverse group of influencers who we could convene for a day and a half session. In addition to getting a better sense of what and where young conservatives were on various issues, Charlie thought doing so might enable him to identify potential candidates who could launch their own campus tours and carry forth his approach to dialogue.

We chose the afternoon of August 4th to the afternoon of the 5th for the convening, and Charlie and members of my team worked to put together an invitation list. I offered to host the sessions in Bridgehampton (and cover the costs) so that I could attend some of the sessions as I was working from there at that time.

Charlie sent out the invitations and about 35 or so influencers accepted. Charlie estimated that the influencers who attended collectively had more than 100 million followers.

Charlie and Turning Point put together the agenda for the meeting and the topics were:

The Economic Future of America
The Cultural Landscape of Dating and Marriage
The Convergence of East and West
Mamdani, the New Threat to America

Charlie asked me to moderate the Economic Future discussion which I did, and I thereafter hosted a Q&A session with the participants.

The Convergence of East and West included a discussion of immigration, value systems, the U.S. approach to foreign policy and Israel. While I had wanted to attend the Convergence panel, I had a board meeting that conflicted with this session.

Those that attended this session said that the Israel discussion was similar to the other sessions with the attendees expressing varying points of view as well as explaining the views of their followers. Some participants were critical of Israel and U.S. support for Israel, and others were supportive.

The sessions were punctuated by meals. I attended one group lunch and a group dinner where I sat with Charlie and others.

I found the sessions I attended interesting and I really enjoyed meeting the influencers. It gave me considerable perspective on what is on the mind of young Americans on a wide range of issues.

At the end of the event, I sat with Charlie and members of my team and we discussed the events of the convening. Charlie believed that he had identified a number of potential Turning Point ambassadors who could launch open mic events on campus and that he would follow up with them. We agreed to keep in touch thereafter.

We corresponded by text thereafter over the next few weeks on a range of topics that did not include Israel, and the next thing I knew, he was gone.

In short, this was not an 'intervention' to 'blackmail' Charlie Kirk into adopting certain views on Israel. It was nothing of the sort.

[Dr. Eli David @DrEliDavid]

Thank you Germany 🇩🇪 and UK 🇬🇧 for heroically sacrificing your economy to save the planet 💪
_

[Thinkwert @Thinkwert]

What other tech has reached its final form?

[Hunter📈🌈📊 @StatisticUrban]

My aunt worked for the government for 35 years and now gets 75% of her max salary for the rest of her life in retirement lol. She's 59.

About $150k/year.

[Seva @SevaFTW]

So, @HBODocs thinks Len Sassaman is Satoshi Nakamoto

But...

- His wife denied it
- He didn’t know C++
- He never used Windows OS
- He frequently criticized Bitcoin in his posts
- Satoshi’s last post was in 2014, but Len passed away in 2011

Interesting.

[Austin Graff @Austin_Graff]

Watch LDS general conference to hear from a living prophet and apostles :)

https://t.co/VjMuGplysW

[MicroCapClub @MicroCapClub]

Everyone wants to be a microcap investor when they find out what it means - Finding great companies early and finding great leaders early. You will kiss a lot of frogs and lose money as you learn, but that is your tuition.

[Austin Graff @Austin_Graff]

@Gfilche https://t.co/HjXDxZQYXf

[Elon Musk @elonmusk]

Make America Greater Again

[Austin Graff @Austin_Graff]

@Gfilche What Elon’s doing is more important than his businesses. His courage is admirable. Thank goodness he bought X for free speech. History will look back on his as a true hero.

[Pat's Grey #Run the other way #look fat @PatsGrey1]

@CriddleBenjamin I did not watch whole game as I was golfing, but what bothered me at the end of the game, BYU has the ball. We get a couple of penalties backing us up to 3rd and 17. We need to keep possession of the ball and score, and we ran the ball and punted.

[BYU Museum of Art @BYUMOA]

We might need to expand the Museum if our receivers keep making catches like this

[Matt Walsh @MattWalshBlog]

This is incredible. I heard about the Ryan Carson GoFundMe and assumed it was for funeral costs. Nope. His friends are raising money for themselves.

[Deep Sail Capital @DeepSailCapital]

Pro tip for management: Don’t take a high margin business and pursue an M&A strategy in a lower margin business. I have never seen this work out, ever.

M&A should only be done into a higher margin or even margin businesses, never down.

[Naval @naval]

Make money by making concentrated bets on yourself.

Lose money by making diffuse bets on others.

Invest money by betting on people you would work with, running businesses that you could run.

[MindWalk Holdings Corp. @mindwalkcorp]

Continued strong momentum in Q1 2024 — IPA has second back-to-back quarter of record revenues, and establishes a new record for quarterly revenue. Stay tuned as we share insights into our financial and operational overview as well as a Board of Directors update.
Today at 10:30am EST: https://t.co/VdctnTJSMr

#DrugDiscovery #ArtificialIntelligence #Antibodies #Biotech #TechBio #Innovation