tim makhauri

CEO of Midas AI | Agents for fundamental equity research, trained on your judgment

[tim makhauri @tim_makhauri]

So $NVDA have had 13 straight beats of its own guide, although the beat has shrunk from +22.8% to +4.6%.

Are they getting better at predicting results or at just being more honest?

Guess we'll see. Consensus sits 0.9% above the guide, so sandbagging is priced in :)

[tim makhauri @tim_makhauri]

Just published a new article for any founders currently raising debt and trying to make sense of which options they qualify for.

I go over bank debt, revenue-based financing, asset-backed loans, and more.

#fundraising

https://t.co/dqan45beM5

[Austin Lieberman @LiebermanAustin]

The price you pay for a stock matters.

If you bought the Nifty Fifty in 1969 and held until 1974, you were sitting on losses of more than 90% . . . from owning pieces of the best companies in America.

[Hum Capital @humcapital]

Why should companies raise debt just after raising equity?

In @Entrepreneur, Hum's @tim_makhauri outlines the 5 reasons to raise #venturedebt immediately after an equity round and why it can be beneficial for your company's current and future growth.
https://t.co/Ob7Fenr6vz

[Entrepreneur @Entrepreneur]

Put your best financial foot forward to bargain from a position of strength.
https://t.co/Ff0HQnJlcq

[tim makhauri @tim_makhauri]

Almost every week founders ask me when the best time is to raise a venture debt round.

I wrote "5 Reasons to Raise Venture Debt Immediately After Your Equity Round" https://t.co/F5ceiN3Htd

#venturedebt #fundraising #entrepreneur #startups

[Simo @Simonpuebla_]

@Cointelegraph When Ryan Gosling is allegedly a founder

[tim @itstim999]

Meanwhile the investor in question, @YieldGuild aka YGG, made a post basically saying:

““UH WTF. This was an investor agreement. We’re not required to give you anything except money. You can’t just change the rules and push us out.””

[tim @itstim999]

This proposal popped up in the governance forums:

“aims to cancel YGG’s SAFT, refund their initial investment, and remove their seed tokens”

They wanted to cut YGG out before the unlock date when they could theoretically start selling their tokens

[tim @itstim999]

Uhh… a massive DAO just voted to “refund” one of their investors who was owed a 30x return ($5M+)

This is an insane story that impacts all builders in web3 and as a founder I need to speak out

Merit Circle DAO vs YGG 🧵

[tim makhauri @tim_makhauri]

@tanishqxyz @zach__davidson @seyitaylor @js_horne Contributors will still be the 99%— the focus should be on them multi-tasking DAOs based on their skillsets, not the founders

[tim makhauri @tim_makhauri]

@zach__davidson It’s hard enough to build one company, multiple at once is practically impossible

[Andy Constan @dampedspring]

QT starts today a 101 thread.

QT is simply the Fed reducing its balance sheet. They accomplish this in two ways. 1. They let their existing maturities payoff and they don't reinvest the proceeds and burn the cash (called runoff)
2. They sell bonds and mortgages into the private

[tim makhauri @tim_makhauri]

@itsnivt good resource for how to calculate LTV/CAC for anyone interested in the details https://t.co/w0HHNuy77J

also i would note that target LTV/CAC should be measured relative to industry, would you consider 3x the target across the board?

[tim makhauri @tim_makhauri]

A Founder's Guide to Calculating CAC and LTV the Right Way - Hum Capital https://t.co/fH1JbaqldY #venturedebt #venturecapital #fundraising

[tim makhauri @tim_makhauri]

makes you wonder if the 2021-22 bull run -> downturn will be one we remember for the next year or so, or a lesson we'll remember 2-3 decades from now. Maybe this is the #stockmarketcrash of our decade

[Corry Wang @corry_wang]

I've been thinking more about this lesson over the past week. Bubbles don't have to burst spectacularly - sometimes they just fade away

Compared to a year ago, the average SaaS stock is now down -40%. Smid cap internet is -50%. SPACs, -60%. Have we been fading the whole time?

[Corry Wang @corry_wang]

When I wrote this thread last year, growth tech valuations had just hit a 20-year high

Just 16 months later, and the average P/S multiple of the most expensive tech stocks has fully regressed to the 20 year mean

No idea if this is the end, but wow - what a crazy 16 months

[tim makhauri @tim_makhauri]

Found this old 1997 show on the stock market quite illuminating on how the average person thought about the stock market. Similar to 2021 before this correction (altho today most retail investors think theyre the experts instead of trusting mutual funds) https://t.co/xGHtYRFMWb

[tim makhauri @tim_makhauri]

@corry_wang This 1997 show on the stock market is quite illuminating on how the average person thought about the stock market, similarities to today (altho today most retail investors think of themselves as experts instead of trusting mutual funds) https://t.co/xGHtYRFMWb

[David Sacks @DavidSacks]

Prediction: The next set of “experts” to be widely discredited will be Modern Monetary Theory (MMT). For the past decade, these economists—along with politicians & media eager to buy in—have been telling us that government debt doesn’t matter. How tragically wrong they will be.