Daniel Fleischmann

[Daniel Fleischmann @DanielFleischm8]

@almostcmb 4 Charles

[Daniel Fleischmann @DanielFleischm8]

@Jason Congrats on the fundraising success! Are you using carta as your fund admin? Lot of folks to manage.

[Daniel Fleischmann @DanielFleischm8]

@JonahLupton $SFTW is interesting. Further along than all the other pure play public space businesses. Bad job positioning by bankers - they have 8 satellites in space. Only name with flight heritage

[Daniel Fleischmann @DanielFleischm8]

@jonathanmaze How does that compare to chick fil a and Popeyes?

[Daniel Fleischmann @DanielFleischm8]

@JonahLupton Great picks and thanks for sharing. How do you think about continuing to add to positions like $FUTU

[Daniel Fleischmann @DanielFleischm8]

@chamath what do you think about playing the ev theme by buying charging station providers such as ev box ($tpgy)?

[Daniel Fleischmann @DanielFleischm8]

@DJohnson_CPA @sandiegosam Thanks Daniel. This is very helpful and some very rich rev multiples! Have you seen this data with EBITDA, EPS, and 2023+?

[Daniel Fleischmann @DanielFleischm8]

@chamath Congrats! What is the next $TSLA?

[Daniel Fleischmann @DanielFleischm8]

@JonahLupton Really interesting one. High growth + insane economic model with 38% NI margins + attractive secular growth tailwinds and reasonably priced at 28.5 forward pe. Thanks for sharing. Note stellar reviews in google App Store of 4.5. Surprised it hasn’t broken out more.

[Daniel Fleischmann @DanielFleischm8]

@skorusARK How about the leading ev charging station provider ev box? They are being acquired by a spac - tpgy

[Daniel Fleischmann @DanielFleischm8]

@JonahLupton @itsKostasWithK At what price would you enter $LMND?

[Daniel Fleischmann @DanielFleischm8]

@JonahLupton Wow, new customer paybacks of ~3.1 months! Why not buy the warrants?

[Daniel Fleischmann @DanielFleischm8]

@ARKInvest @ARKInvest do you have a view on china’s crackdown on baba?

[Daniel Fleischmann @DanielFleischm8]

@dominos @EPIXHD Great deal! You guys should do a stock split so we can afford to come along with dominos on its way to the moon!

[Kitchen Fund @KitchenFund]

The growth of ghost kitchens has been amazing. We wanted to find out if they make sense for operators
https://t.co/aav68yYHnE

[Daniel Fleischmann @DanielFleischm8]

I cast my Heisman ballot for #TuaTagovailoa! Click the player you think deserves the Heisman House vote. (📍@NissanUSA)

[Imbibe @TheDrinkTank]

.@hummusandpitaco expanded their #hummus #shake line w/ a #PSL option! Another example of how #chickpea can be used. Get more examples here: https://t.co/MlsNVQpaId @nativefoodscafe @VeganFoodsDaily @EvolveVegan @SouleyVegan @express_vegan @CafeGratitude

[Daniel Fleischmann @DanielFleischm8]

New leader in Mediterranean fast-casual

[CNBC @CNBC]

Here's why you need to pay attention to Cava's acquisition of Zoes Kitchen https://t.co/RVdTONVL66

[CNBC @CNBC]

This September, you can get the perfect burger in San Francisco — cooked for you by a robot. https://t.co/BXfQZpqAmS

[Steve Case @SteveCase]

Apple Is Worth $1 Trillion; 21 Years Ago It Was on the Brink of Bankruptcy https://t.co/VTyojcrT36 “One of the most miraculous corporate turnarounds in business history”