jayimola

trading things, investing, into figuring things out, looking for wins | @USC @USCIovineYoung ‘19

[jayimola @jayimola]

@Codie_Sanchez Smb

[The All-In Podcast @theallinpod]

LIQUIDITY: Inside the Private Stock Market Boom

Brad Gerstner (@altcap), Gavin Baker (@GavinSBaker), and Kelly Rodriques (@Forge_Global) join @Jason and @chamath to discuss the secondary market gold rush.

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!

(0:47) Secondary Markets are Booming & Competing with IPOs

(3:10) Why Companies are Staying Private So Long?

(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access

(13:28) Secondary Markets as Exit Liquidity

(27:00) The Private Market Bubble?

(32:03) Hottest Secondary Companies Right Now

Thanks to our partners for making this possible!

EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://t.co/c6sx2BeVNd

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa

[tobi lutke @tobi]

Shopify launched to the public 20 years ago today

[jayimola @jayimola]

@gaby_goldberg legend

[jayimola @jayimola]

@EricLDaugh Let’s go 👏👏👏👏

[jayimola @jayimola]

@DanielSLoeb1 @patrick_oshag Legend

[jayimola @jayimola]

@lulumeservey 😍

[jayimola @jayimola]

@TheSonOfWalkley @chamath for the call of the year!

[jayimola @jayimola]

@patrick_oshag Stanley Druckenmiller

[Geiger Capital @Geiger_Capital]

Jeff Bezos on America's spending and taxes:

"We don't have a revenue problem in this country. We already have the most progressive tax system in the world. The Top 1% of taxpayers pay 40% of all taxes. The bottom 50% pay just 3%. We have a spending problem."

[jayimola @jayimola]

Let’s go @spencerpratt

[jayimola @jayimola]

When I decide it’s time to come back….

[John LeFevre @JohnLeFevre]

In 2009, Daimler AG acquired a 9.1% equity stake in Tesla for $50 million.

They sold some, and got diluted down to ~4%, before exiting the position in 2014 for $780 million.

Today, that position would be worth $140 billion.

Daimler's current market cap is $55 billion.