Petrichor Capital

Drifters of this world are the collectors of forgotten knowledge, lost technologies and broken histories

[Petrichor Capital @SmellCap]

Finally, a glimpse of the Tekashi6ix9ine estate

[Petrichor Capital @SmellCap]

Nate radiates class in every interaction. Whether he was pitching a cannabis short in 2018 to an audience who barely cared who he was or nailing countless Page 1 scams since w/ his team, it's been a joy to watch someone with his humility, intelligence, & work ethic do so well

[Petrichor Capital @SmellCap]

The best to do it goes out on top https://t.co/W26jP2bH0k

[Hindenburg Research @HindenburgRes]

A Personal Note From Our Founder

https://t.co/OOMtimC0gV

[Petrichor Capital @SmellCap]

@InnocenceCapit1 Grads who majored in politics there generally weren't the top of the heap in terms of academic capability or ambition - those people got accepted to the (former) Woodrow Wilson School

[Petrichor Capital @SmellCap]

@Biohazard3737 Nailed it

[Petrichor Capital @SmellCap]

Lawyers in control of the messaging now. Tick tock

[DeSo @desoprotocol]

We understand there's been significant concern regarding recent events.

We want to let you know that @nadertheory is safe and at home. He's currently preparing a comprehensive public update to address the situation.

In the meantime, we can share that this experience has only reinforced Nader's commitment to DeSo. He views this as another challenge to overcome on our path to success. His enthusiasm for our mission remains unwavering, if not stronger than ever.

We appreciate your patience and support. A more detailed statement will follow soon. Thank you for standing with us during this time.

[Petrichor Capital @SmellCap]

@TheBenSchmark And to know when to Chernobyl a new leaf

[Petrichor Capital @SmellCap]

@TheBenSchmark “A pain in your anium can last longer than you can stay solvent.”
- Keynes

[Petrichor Capital @SmellCap]

@0valueadd @Rebrand_As_Y ASRV

[Petrichor Capital @SmellCap]

At Sohn, lmk if you want to meet up

[Petrichor Capital @SmellCap]

@pekwat Nice exit for the Twitter dude

[Petrichor Capital @SmellCap]

Nice

https://t.co/kdtJewhYhO

[Petrichor Capital @SmellCap]

Only regret about the $RCM buyout offer: New Mountain stands to make $$$ as RCM customer expansions get back on track. Hope final deal shakes out higher. Great call by @jonrice80 @AggieCapitalist

[Petrichor Capital @SmellCap]

@nosunkcosts You can’t kill an idea

[Petrichor Capital @SmellCap]

@10footinvestor Are you sure you’re qualified to post about imposter syndrome?

[Petrichor Capital @SmellCap]

The pivot to pushing private credit halfway through this interview was wild https://t.co/RmsWeAQPaX

[Tucker Carlson @TuckerCarlson]

Ep. 66 A spirit of sadness has descended on the country. You see it everywhere. That's not surprising, says Tony Robbins, and it's not forever.

[Petrichor Capital @SmellCap]

Woof. Amazing fundraisers, never understood the hype. Good vehicle for facilitating secondaries, though

https://t.co/F1SRmtCcGo

[Sheel Mohnot @pitdesi]

Brex

Burn: ~$200M/yr (⬇️ 23% YoY)
Net revenue: $279M/yr (⬆️ 32% YoY, ~flat for H2)

Has 2 yrs cash, said they were targeting an ipo in ‘25

Valued at $12.3B in Jan ‘22; what would it be worth today?

How does @theinformation get this info?
Why would someone internal share it?

[Petrichor Capital @SmellCap]

@nosunkcosts Why Rippling over Deel? Don’t think that’s correct

[Petrichor Capital @SmellCap]

Perplexing account of one of the more egregious ZIRP-era con jobs.

A US high-flyer stepped up to provide liquidity, too. In 2021, $APPS paid ~$600mn in cash + stock for Windhorst-owned adtech business Fyber. $APPS' market cap is $530mn today.
https://t.co/H5bE4ezYKj