Ahmed Sharif

do the next right thing. co-founder @

[Ahmed Sharif @tweetsharif]

@pitdesi @prajitn Managing the pre-AI SaaS business plus quarterly SEC reporting would be a major distraction and resource suck away from where the go forward growth lies.

It’s a great move.

[Ahmed Sharif @tweetsharif]

@junkbondinvest A lot of PC loans to SaaS have LTVs set to a % of ARR— basically if the market continues to support > 1.0x ARR sales, they may largely get par back. TBD— we’re still in the early innings for the broader ARR loan market shakeout.

[Ahmed Sharif @tweetsharif]

@Jason Just like for the hyper scalers in the age of AI, FCF is *the metric* in understanding an enterprises financial wherewithal.

The global market for US treasuries an exorbitant privilege for us. We need to defend that by managing our budgets.

[Ahmed Sharif @tweetsharif]

@RampCapitalLLC @elonmusk

[Ahmed Sharif @tweetsharif]

@EricBalchunas New home jerseys not landing quite right. Hope the away looks better

[Ahmed Sharif @tweetsharif]

@VolatilityQ Very sorry to hear this— may he rest peacefully. Thoughts and prayers for him and your family

[Ahmed Sharif @tweetsharif]

@pitdesi Would not rawdog a bag of Brazil only tho

[Ahmed Sharif @tweetsharif]

@pitdesi Oh man yes. Pista is king— the uncles were right. But in a can of planters where it 50% peanuts (even if advertised otherwise) Brazils a breathe of fresh air. And a good selenium supplement

[Ahmed Sharif @tweetsharif]

@iamjakestream And a little monoxide in there to taste, cheers

[Ahmed Sharif @tweetsharif]

@CommodMkt @MonicaVarman How fossil fuel intensive is compute (and heating / cooling / transport ) over the next 2 / 5 / 10 years?

Agreed the world continues to be more energy intensive over time— but what happens energy productivity over this impending energy capex investment cycle?

[Ahmed Sharif @tweetsharif]

@AzizSunderji @GayBearRes How much does a differential in the cost of housing (or cost of housing relative to average income) matter?

If coastal housing costs have boomed while the Midwest has yet to catch up, perhaps that’s slowing migration out?

Compounded by remote work flexibility.

[Ahmed Sharif @tweetsharif]

@FreightAlley @Micro2Macr0 Excited to see the re-industrialization of the US.

That said, the war started at the end of February — presumably some of the rates are related to spot or future price for diesel going up?

[Ahmed Sharif @tweetsharif]

@drheinrich @firstadopter @InvestLikeBest https://t.co/Hkt6ydbeP8

I think this is it

[Ahmed Sharif @tweetsharif]

Is the bond market now more fragile than the equity market? Equity tail hedging via options in vogue @nntaleb

[Ahmed Sharif @tweetsharif]

@paulg @davieball Couldn’t agree more— unlike venture capital, debt was not built to companies that should grow and cash burn the way early stage venture does.

And >1x liquidity covenants actually reduce your runway at that.

[Ahmed Sharif @tweetsharif]

@davidasinclair @JoinLifespan Excited to dive back in! This was the podcast that kicked off my interest in this space.

[Ahmed Sharif @tweetsharif]

@sciencegirl @pmarca in violent disagreement 😂

[Ahmed Sharif @tweetsharif]

@tomkeene Great post— dollar as a percent of global reserves *with gold* is tantamount to chart crime.

[Ahmed Sharif @tweetsharif]

@tomkeene Well argued! All while bond volatility is still relatively subdued.

[Ahmed Sharif @tweetsharif]

@venukasturi Huge! Congrats @venukasturi !