shaan

investor @ddxcapital

[shaan @shaanfye]

It’s a glp-1 world, and we are just living in it.

[shaan @shaanfye]

seems like we are well on the way to this 5 years later

[Secret Capital @SecretCapital_]

Substack and Tegus have become APIs for getting up to speed on companies

[shaan @shaanfye]

@neilagarwal98 @noelregrets @AugmentMarkets Congratulations to all parties involved! Huge win for the ecosystem and solves a big friction point for secondaries.

Would be interesting to see if Augment can expand into data aggregation to help provide a data point to private market investors.

[shaan @shaanfye]

@Jukanlosreve FOCI is another one sellside keeps bringing up

[shaan @shaanfye]

@neilagarwal98 Market makers always win.

[shaan @shaanfye]

@neilagarwal98 Sweet!

[shaan @shaanfye]

@neilagarwal98 Congrats dude.

[shaan @shaanfye]

@neilagarwal98 @VCBrags

[shaan @shaanfye]

@samuel_spitz 40% gross margins on the API still gets you to a juicy multiple sir.

[shaan @shaanfye]

@narendramodi BIG DATA
ARTIFICIAL INTELLIGENCE
MACHINE LEARNING

PART 2

[shaan @shaanfye]

@rev_cap Stagggggg

[shaan @shaanfye]

@rev_cap People r reading your tweets

[shaan @shaanfye]

@rev_cap Bonds bid throughout day though. Could be getting oversold.

[shaan @shaanfye]

@Srasgon Outperformance of soxl is impossible.

[shaan @shaanfye]

@fabknowledge Why do you think it’s dead?

[shaan @shaanfye]

@wagieeacc Fixed vs variable costs.

[shaan @shaanfye]

@Biohazard3737 Disagree on the radiopharma assets

[shaan @shaanfye]

@Marlin_Capital Where is LLY?

[shaan @shaanfye]

@dylan522p Imagine not reading Dylan’s blog to learn about it

[shaan @shaanfye]

@marceloclaure Looks like the belmond pão de queijo