Investments
I primarily focus on the public market these days. I own long term investments, do sector rotation trades, and frequently swing trade familiar names. Holdings featured on the page are most likely outdated. NFA.
In the private market, I've only invested in a select few. If you are a seed stage founder, I can be helpful giving product feedback, connecting you to design resources, and introducing you to folks at Kleiner Perkins, Republic or some other investors who write larger checks.
Private
OpenEvidence
↗Most valuable healthcare startup
Mercury
↗Online business banking platform. Betting on the best-in-class, vertical focused neobank.
Replit
↗Thought it was figma for coding
Agora
↗DAO governance
Citizens Of
↗An Australian cafe group
Public
Meta
↗Lowest P/E hyperscaler. Please don’t be a value trap
Robinhood
↗Consumer finance super app. Best in class at monetizing existing users.
Pinduoduo
↗Value trap. Not currently holding but ready to get back in any moment.
Duolingo
↗It’s a marketing engine and a social game, not a language app. Entered at ~$109 and holding.
Salesforce
↗Biggest hater turned “software is not dead” warrior.
Shopify
↗Not an AI loser, betting with Thrive. Entered at ~$102 and fully exited @ ~$138.