Jimbo Dowd

US Army Medic Retired OEF Veteran

[Jimbo Dowd @JimboMP]

@chamath @DavidSacks @jcal

[Cathlina King 🇺🇸 @AmeraucanaLover]

🚨BREAKING: Xbox CEO Asha Sharma has announced the firing of 3,200 American employees.

Sharma, who was appointed by Microsoft CEO Satya Nadella, has also filed for thousands of H-1B visa hires this year.

[Jimbo Dowd @JimboMP]

@MaineDems @MarkHalperin @MaineDems you supported a Nazi racist and RAPIST! How do you expect ANYONE to trust your organization?

[Jimbo Dowd @JimboMP]

@CBSNews

[Johnny Midnight ⚡️ @its_The_Dr]

Fake News as always.

[Jimbo Dowd @JimboMP]

@Bloom_Energy

[Hunterbrook @hntrbrkmedia]

NEW: The CEO of an AI giant said again and again: "There is no China supply chain for us."

Trade records, satellites, Chinese filings and even its own suppliers in China say otherwise.

The truth raises an existential threat to Bloom Energy’s story.

Our $BE investigation:

[Jimbo Dowd @JimboMP]

@MaineDems Just admit it the main Democratic Party screwed this whole thing up and pushing some Onlyfans model out to explain it isn’t working

[Jimbo Dowd @JimboMP]

@SecDuffy

[American Truckers United @atutruckers]

🚨Why aren’t we stopping "potential" illegal alien truckers at every weigh station?

American Truckers United was in Arkansas last week filming operations at a West Memphis Weigh Station — and exposed zero enforcement.

None targeted. None intercepted.

We must demand aggressive interior enforcement, especially against states issuing non-domicile CDLs to illegal aliens: California, New York, Illinois, Texas, Florida, and now Massachusetts after the death of Trooper Pahira.

Enough is Enough

*The purpose of this video is to assert that trucks from these states should be inspected. The legal status of all trucks and drivers in this video are unknown.

[Jimbo Dowd @JimboMP]

@elonmusk

[Jimbo Dowd @JimboMP]

@BernieSanders @edhenry Come on Bernie it’s only rape

[Jimbo Dowd @JimboMP]

@SquawkCNBC @GovChristie @AmericanGaming Get that poor guy a GLP-1

[Jimbo Dowd @JimboMP]

@DougKass Your old and bitter. Sad to see what you’ve become.

[Jimbo Dowd @JimboMP]

@JoeSquawk @JoeSquawk Does the fucking! 🇺🇸🇺🇸🇺🇸

[Jimbo Dowd @JimboMP]

@elonmusk @JDVance @megynkelly @mtaibbi @DonaldJTrumpJr @realDonaldTrump

[James Woods @RealJamesWoods]

This parasite, Bill Ayers, infected Obama from day one. Like syphilis he seemed to disappear, only to emerge more destructive than ever decades later. A true spirochete in America’s bloodstream.

[Jimbo Dowd @JimboMP]

@WallStreetApes That’s why people want to live in Florida

[Jimbo Dowd @JimboMP]

@RonDeSantis

[QUANTUM GUARD ™️ @QuantumGuard17]

🚨 BREAKING: In a disgusting move, Soros-backed State Attorney Monique Worrell says that while a man m*sturbating in front of kids at a park is WRONG, but "not illegal."

"All things that are wrong are not illegal!"

WTF?! This is FLORIDA. SUSPEND HER.

[Jimbo Dowd @JimboMP]

@RonDeSantis

[CommiesOnCampus @CommiesOnCampus]

🔥COURAGE: Florida BOG Member, Aubrey Edge, Was the Only Governor to Vote Against Stuart Bell for UF President at Today's BOG Meeting; Edge Was Also the Only One To Ask Bell Questions About Having Rebranded DEI at Alabama

Despite 5+ weeks of media calling attention to Stuart Bell's troublesome past of DEI programs when President of University of Alabama...

Despite multiple articles calling attention to this in major publications like the New York Post and the WSJ...

Despite all those on social media that brought the receipts showing evidence of Bell's record on DEI and having tried to rebrand it as a "name change only"...

Board of Governors Member Aubrey Edge was the only person to ask Bell questions on these topics. Edge was also the only person to vote against Bell in a 15-1 vote that secured him the job as the 14th President of the University of Florida.

[Jimbo Dowd @JimboMP]

@FAN590 @brianlawton9 @Mattymar89 @FutaMichael

[Jimbo Dowd @JimboMP]

@JoeSquawk does the Fucking! 🇺🇸

[Martin Pelletier @MPelletierCIO]

Why isn’t @JoeSquawk taking the same approach with Tom or even Kathy Wood as he did with Jeremy?

[Jimbo Dowd @JimboMP]

@JoeSquawk @CharlesDowd4

[Thomas Braziel @Bkclaims]

Jeremy Grantham: The Drapes Don't Match the Curtains.

I watched Jeremy Grantham on Diary of a CEO and CNBC. Joe Kernen pushed back on a lot of it, but one thing Jeremy said caught my attention.

He mentioned that he's given 90-95% of his wealth to the Grantham Foundation.

So I thought, "Alright... let's see how Jeremy Grantham actually invests Jeremy Grantham's money."

I pulled the Foundation's 990.

This is where the story gets interesting.

The Foundation has about $782 million in assets.

Roughly:

$536M in venture funds and private companies
$115M in public equities
$78M cash
$32M other investments
$20M receivables

This isn't some sleepy index portfolio.

It's a complicated institutional portfolio built around active manager selection, private markets and frontier technology.

The venture managers alone are basically a who's who of elite VC:

Thrive, Lux (five different funds), Founders Fund, Flagship, Foundation Capital, FirstMark, Lakestar, Formation8, Arch, Atlas, Threshold (DFJ), Greycroft, Lowercarbon, Technology Impact, Eclipse, The Engine, Owl, Susa, Accomplice, Rincon... and a lot more.

These aren't vanilla managers. They're some of the best investors in AI, software, robotics, biotech, climate tech, semiconductors, defense tech and frontier technology anywhere in the world. Most people couldn't get an allocation if they tried.

Several of them also have meaningful exposure to SpaceX or the broader space economy, which is pretty funny considering how dismissive Jeremy was of SpaceX in the interview.

Then there are the direct investments:

Fervo Energy.
Zap Energy.
QuantumScape.
Oxide Computer.
Via Separations.
Lilac Solutions.
Radiant.
GreenLight Biosciences.
InventWood.
Carbon Ridge.

Again... this doesn't exactly scream "hide under the bed."

Even the public equity portfolio isn't exactly boring:
Recursion Pharmaceuticals (AI drug discovery)
Oscar Health
Instacart
Evolv Technologies
ACV Auctions
Sana Biotechnology
Riskified

Now compare that to the message he's selling:
"Sell US tech."
"Don't own US stocks."
"AI is the biggest bubble in history."
"SpaceX is a BS story."
"Just buy index funds."

Here's my issue.

There is absolutely nothing wrong with the way he's investing. Honestly, I think it's a very thoughtful institutional portfolio and I'd happily own a lot of these managers myself.

But the portfolio doesn't match the sales pitch.

His own money isn't sitting in index funds or hiding in cash waiting for the apocalypse.

It's invested with some of the best venture capital firms in the world whose entire job is finding the next generation of technology winners.

That's a very different message than the one he's selling on TV.

Top-down he's a permabear.

Bottom-up he's paying elite venture investors to own frontier technology.

Those two stories don't really line up.

[Jimbo Dowd @JimboMP]

@megynkelly

[Laura Powell @LauraPowellEsq]

Scott Wiener pushes every aspect of the far-left agenda—except the Palestinian cause, because he’s Jewish.

Now trans activists menace him in the streets.

Chickens coming home to roost.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

[Jimbo Dowd @JimboMP]

@chamath That reporter was in gotcha mode. He wasn’t asking insightful questions. In other words he was a douce bag.