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not very active on here // i am just reading news and the gossip // formerly LO Analyst in London, now mid-market operator in the US

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@sagharborcap Never off and never buttoned

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@aeon_toad TBH i didn’t love it either… maybe 6/10?

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@CeliaBedelia @petitecyclist I’d suggest to go to one of the 4-5 top universities in Germany (TUM, LMU, Achen, and i am sure there are two more), and then do a MiM in the UK or an MBA in the US… saves money in undergrad

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@IterIntellectus Double espresso, hand full of ice cubes, and tap water

Or how i like to call it: my racing fuel from 6 am to 1pm

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@MurrayHillGuy1 Rent a Hobie catamaran and sail around South Beach for 2 hours

It’s a lot of fun and a good exercise in teamwork

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@blueprintsmb22 Buyside dinners in London are a 85% probability of pure awkwardness…. At least the food around berkley sq is good though

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@macjshiggins Sounds like we have the same supplier

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@maahirpanchal I thought SCS sits closer to $200M?

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@sunny_jayaram Serios question; why is Ramp considered cracked?

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@angelll_4 Probably. Only moat remaining is SaaS with super high switching cost (ERP, for example).

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@angelll_4 (2/2) Funny enough, i just cut out a $50k p.a. project managment incumbent software for a vibe coded alternative (via one-time-fee contractor sub $2k). I definitely can’t do the same for my $200k ERP, but my $10k CRM is next.

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@angelll_4 Love that.

I’d like to agree with you and generalize this cross-industry, but with 50% of my customers being in the automotive world, i have to say that they have no clue where things are heading towards. But outside of that, you are probably spot on. (1/2)

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@morganlinton @ParkerOrtolani Following along

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@youngmetroX A1 set last night IMO

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@Kreuzmann13 @SowingAlphaSeed Wow… please share your reasoning… found ALE to be a loosing player vs Amazon… and bunch of skeletons in the closet due to PE driven IPO…
DNP is a sound concept and valuation became more reasonable as of last year…

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@Kreuzmann13 @SowingAlphaSeed Can you not just be long Dino and this one bike retailer, and short the fake Amazon? Has always worked… lol

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@chrisfralic Still can’t believe Drake made a song about it

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@WJ_zappzarapp @arthurbetter Brutale Seite. damals mit gefühlt 8 Jahren Paninis mit irgendwelchen Wildfremden getauscht.

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@TheDealMakerGuy Leaving the office with the intention to be back later, but never really making it back