MFN Tech Investor

Advisor & VC investor | Ex Entrepreneur | Board Member | Angel Investor | Passionate about the startup ecosystem & everything Tech related

[MFN Tech Investor @MfnTech]

@GeoffLewisOrg @grok, can you explain what’s happening here?

[MFN Tech Investor @MfnTech]

@benigeri @chamath @grok Suspect he is referring to MP Materials with the ticket $MP. A great company but still small.

[MFN Tech Investor @MfnTech]

@the_no_mind That was a phenomenal thread and a very good summary of dos and don’ts. Thank you!

[MFN Tech Investor @MfnTech]

@vhmth Hope you will be able to reinvent yourself soon! We often, as entrepreneurs, hate that journey but we miss it more than anything else the day it stops. Our purpose is to build and make the world a better place, not to sit in silence in a room.

[MFN Tech Investor @MfnTech]

@StevenPulteFam Clickbait aside, dress in your 20s based on whoever you want to be. A nice, elegant and discreet watch that conveys the right signals can be a smart investment.

[MFN Tech Investor @MfnTech]

@alexisohanian I wish you a speedy recovery, and a happy Thanksgiving!

[MFN Tech Investor @MfnTech]

@HarryStebbings With the exception of self serviced solutions. Unfortunately, the category you describe received a ton of VC money and is now slowly dying due to high attrition and CAC.

[MFN Tech Investor @MfnTech]

@Will_Schryver Lifestyle creep and golden handcuffs is what keeps most of them in IB until they are made redundant at the senior Director level. Then they need to reinvent themselves, but it’s usually too late. Risk aversion is too high and the mortgage too big to do something else.

[MFN Tech Investor @MfnTech]

@BillAckman A lot of us will never forget that without the US and the ultimate sacrifice of so many American soldiers during WW2, we would not be here today. It would be an honour and privilege to contribute to the success of the US economy and take part in the American Dream.

[MFN Tech Investor @MfnTech]

@FoundernFintech @HarryStebbings When looking at a retail portfolio in the UK, you realise that the profitability of a group is derived from a small subset of high street stores who outperform the rest of the portfolio while the long tail of stores is barely profitable but needed to drive footfall & awareness

[MFN Tech Investor @MfnTech]

@JonahLupton Don’t do it for the haters. I discovered $CELH thanks to your posts and followed your analysis for a few quarters before becoming comfortable with the thesis. If people can’t do their own DD, they should not invest in stocks. Very grateful for the free resources and analysis!

[MFN Tech Investor @MfnTech]

@JonahLupton Can only concur with all the comments mentioned above: don’t buy with a friend, best days of your life is when you buy and sell a boat… and don’t forget to always follow the 3F rule if you don’t want to lose money: Stay away from anything that flies, floats or f*ks!

[MFN Tech Investor @MfnTech]

@FromValue Good advice and always nice to put a face on a friendly and helpful FinTwit account!

[MFN Tech Investor @MfnTech]

@investing_law Plot twist you are also the GP! More seriously, is this in a niche space or a vanilla VC fund? Imagine it’s their first fund too.

[MFN Tech Investor @MfnTech]

@2lr Everybody knows who the good and legitimate actors are in the French ecosystem. At this stage, you don’t have to demonstrate much. Good luck and onwards!

[MFN Tech Investor @MfnTech]

@agazdecki @acquiredotcom You just launched a new trend: being acquired by oneself! Do it twice a day, and you are now technically a serial entrepreneur and a multi exited founder! That will make a great LinkedIn post!

[MFN Tech Investor @MfnTech]

@LucasDickey4 @HarryStebbings @cdixon Intentions are good, but there is a major bandwidth issue. Active management is time consuming & doesn’t scale. You can’t be chasing the best deals, running a marketing & PR engine, actively review docs & sit on boards. Hard to delegate to 3rd parties, hence hard to solve!

[MFN Tech Investor @MfnTech]

@realfrugalmogul Keep pushing! Been following your account for a long time now - very impressed with the consistent progress! Almost there!!

[MFN Tech Investor @MfnTech]

@YoannTurpin1 @HarryStebbings Remains one of the very best marketplace investors

[MFN Tech Investor @MfnTech]

@ClarkSquareCap From that perspective, ok but to be clear growth and higher margins are coming from Asia. GM expansion was largely driven by China and exponential growth on TMall & JD. Although in China since 2005, growth is really kicking in now.