Pepper Jack Capital

L/S. 3x beta

[Pepper Jack Capital @kjthoughts1]

@MartinGTobias @paulg is that not a poor use of capital? you’re investing into a high potential/high growth startup. they should be reinvesting into their own capabilities or investing in growth

[Pepper Jack Capital @kjthoughts1]

@peer_rich better question is why you have a company with 30 employees doing only a few mil of revenue

[Pepper Jack Capital @kjthoughts1]

soy boys for zohran

[Collin Slattery @CJSlattery]

I voted for Zohran last week. I grew up in NYC. I went to one of the specialized high schools as he did. He wasn’t my first choice in the primary, but a few things can be true.

1. He seems like a good person who is willing to listen and change his positions. We’ve seen this on some YIMBY stuff.

2. He’s young. We need new blood in politics. We can’t keep electing people who don’t know how the internet works.

3. He genuinely loves New York and wants to solve problems. I think he’s wrong on things. He will be wrong on things and make mistakes. But he approaches politics from a position of loving the city.

4. So much of governance at the city level is caring about “small” things. Like improving the permitting for food carts so halal carts don’t have to rent them on the black market. That matters!

Go vote tomorrow if you haven’t already and make sure you vote yes on props 2-4 to support more housing development.

[Pepper Jack Capital @kjthoughts1]

@arian_ghashghai ok but how about controlling your launch strategy? the early momentum can be important. if u have the luxury of building in stealth as u find PMF, sounds rational

[Pepper Jack Capital @kjthoughts1]

@micsolana bill is the most openly narcissistic person in the country

[Pepper Jack Capital @kjthoughts1]

@DevPolice @mitchellh @WilliamDenniss not to glaze, but him buying business class is like normal people buying a cup of coffee. it doesn’t matter

[Pepper Jack Capital @kjthoughts1]

@origoinvest @sigmazerocap meh, i think the conclusion from starting an ecomm biz on SHOP is that it’s incredibly difficult and most brands do fail. theres frankly not that many successful dtc ecomm brands

[Pepper Jack Capital @kjthoughts1]

@georgejcip @rev_cap @BillAckman he grew up privileged but he wasn’t born a billionaire dude. to discredit his business building skills is intellectually dishonest

[Pepper Jack Capital @kjthoughts1]

@theisaacmed ok sure but nobody knows what Icon does + nothing on it works

[Pepper Jack Capital @kjthoughts1]

@JerryCap how’s this compare to other mag 7? it’s middle of pack and hardly worth bragging about

[Pepper Jack Capital @kjthoughts1]

@ruslanjabari AI friend that is very sycophantic and emotionally supportive.

[Pepper Jack Capital @kjthoughts1]

@immad AI toys for adults. Funko Pop / labubu that you can talk to. Internet connected

[Pepper Jack Capital @kjthoughts1]

@logicsblade @rsg lol you’re exposing yourself boomer

[Pepper Jack Capital @kjthoughts1]

@liensofnewyork a lot less than 100bps pre-leverage, no?

[Pepper Jack Capital @kjthoughts1]

@corndogdoo @antoniogm oh yeah like heroin?

[Pepper Jack Capital @kjthoughts1]

@zebulgar benchmark is hiring a whole media team after today

[Pepper Jack Capital @kjthoughts1]

@obsidiancap1 @kaizen_cap @MetacriticCap lol what a pod answer

[Pepper Jack Capital @kjthoughts1]

@Credib1eGuy this is true for everyone who retires early

[Pepper Jack Capital @kjthoughts1]

@S_curvecap turnaround or shitco factors?

[Pepper Jack Capital @kjthoughts1]

@S_curvecap hes living every investors wet dream