toon

🎓Tel Aviv University MBA ‘25 | Private Equity | Trader since 2020 | Proud 🇺🇸🇮🇱

[toon @MatanPier]

A trickle 😂😂

[David Rogier @drogier]

1. We were pitching a big Sandhill firm. Final partner meeting. The big partner is at the head of the table. He’s ignoring us. He has a stack of printed papers and is reading them and occasionally signing some. He was either signing contracts or autographs during the whole pitch. They did not invest.

2. Pitched a small VC via Zoom pre-covid. 6 people join. The lead partner turns off his video but not the sound. We hear a trickle, then a stream, then a flush, then a faucet. I didn’t hear soap. No one said anything. They did not invest.

[Andrew Kang @Rewkang]

NVIDIA went public at a $625M Valuation

Now companies like OpenAI, Anthropic, SpaceX do not go public until they are $1 Trillion +

Public Markets need Venture Capital Access

[toon @MatanPier]

@ii_analyze lmfao

[toon @MatanPier]

@Nebraskangooner Insightful

[toon @MatanPier]

@johnfelix123 Hey John, please send me a DM when you have a minute.

[toon @MatanPier]

Opened a position in $UUUU

[toon @MatanPier]

$HIMS

Best r/r opportunity offered in a while

[toon @MatanPier]

@goosepaystaxes @Bluntz_Capital No we don’t

[zerohedge @zerohedge]

APOLLO HOLDS TALKS TO SELL $3 BILLION PRIVATE CREDIT FUND: WSJ

they are making so much money on private credit they want to generously spread the wealth with outside investors

[toon @MatanPier]

@CryptoUB $ERO and $EEM

👍🏼

[toon @MatanPier]

Confirmed break above 78 is my trigger

[toon @MatanPier]

$UBER beginning to look tempting

[Derek Quick @derekquick1]

$1000 Uranium is coming One of the biggest squeezes since the 1970s. 3 chart thesis. HODL
$LEU $UEC $UUUU

[Sahil Bloom @SahilBloom]

Career advice nobody told you: You have to demonstrate excellence in everything you do. Your income scales proportional to the amount of excellence that you're able to demonstrate. Strategic incompetence is a lie. You don't get to pick and choose when to show up, because the world will ignore your best and judge you for your worst. Everything matters. Every single thing. Top performers show up with energy and enthusiasm for the little things just as much as they do for the big things. If you're in the top-10% of performers, there's no ceiling for what you can do. But the self-awareness to identify where you currently stack up, and adapt to the honest feedback on it, is very rare. If you're in the top-10%, you know it. If you're not, figure out why and fix it.

[a16z @a16z]

Average bids on software loans have dropped to ~90 cents on the dollar

More charts: https://t.co/2IoX6EtHav

[toon @MatanPier]

@Pentosh1 $UEC $ERO $SETM

Thoughts on any of these?

[zerohedge @zerohedge]

*BLUE OWL: SOME SOFTWARE FIRMS LIKELY WILL BE HANDED TO LENDERS

translation: we will reprice our entire loan book

[toon @MatanPier]

@poke_maam @ankurnagpal @AngelList @usvc_ They call it a closed-end fund but its an evergreen structure (I didn’t see an end date to the capital raising)

They’re definitely compensating themselves well lol

About the premise, I guess but with their experience I am confident they know exactly what they’re doing

[toon @MatanPier]

@TheFlowHorse Due to what?

[toon @MatanPier]

@Trader_XO @trader1sz Dark energy will always remain the goat