Francisco Amador – Sleepwell 🌙 @SleepwellCap
Venezuelan. Public and Private markets investor focused on Music, Consumer, Tech and Leisure. Independent artist & engineer. sleepwellcap.com Miami (or likely traveling) Joined November 2020-
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another 3x since this tweet. That’s a 10 bagger.
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“If you ask me in retrospect what was our worst mistake in the tech field, I think we were smart enough to figure out Google. Those ads worked so much better in the early days than anything else. So I would say that we failed you there.” — Munger in 2017 $GOOG ~3.5x since then
@MarceloLima cheap unless credit cycle really turns in Brazil.
@JohnHuber72 up 3x since then 😂
9 years after this quote Greg is pouncing on $GOOG. What would Charlie’s reaction be?
“If you ask me in retrospect what was our worst mistake in the tech field, I think we were smart enough to figure out Google. Those ads worked so much better in the early days than anything else. So I would say that we failed you there.” — Munger in 2017 $GOOG ~3.5x since then
@SouthernValue95 😂😂 it’s even worse. Charlie said they could have pounced pre-2017 when they saw what the GEICO ads were doing back then and how much they were spending
“If you ask me in retrospect what was our worst mistake in the tech field, I think we were smart enough to figure out Google. Those ads worked so much better in the early days than anything else. So I would say that we failed you there.” — Munger in 2017 $GOOG ~3.5x since then
Another sector potentially being privatized in Venezuela. Expect many, many more to come. The best and only way to get Venezuela exposure is through private markets.
Venezuela's legislature gives initial approval to private investment in electricity sector reuters.com/business/energ…
Great thoughts on $NU selloff today after CFO transition
Been getting a bunch of DMs asking for my thoughts on Lago’s departure from $NU, so I figured I’d share them here. In a vacuum, Lago’s departure is a loss. He’s well-liked and respected internally and by investors alike. He helped take the company public and did an exceptional
@AngelListBets are you adjusting the equity portfolio mtm? on Q1 B/S numbers it's much higher
Any investors or allocators that I should meet in Mexico City?
@goodinvestingc right I see. I think we’re both saying the same thing, Greg did this under his own business but now it’s gonna happen across all of BRK!
Say goodbye to the hands off, acquire and don’t touch M&A approach under Greg: “Over time, we expect to unify our site-built homebuilding operations into a combined platform enabling us to deliver the dream of homeownership to more Americans."
Berkshire Hathaway to buy Taylor Morrison for $8.5 billion in housing push reut.rs/4vljVeU reut.rs/4vljVeU
@goodinvestingc how is that so if Buffett was well known to buy companies and leave them alone? This acquisition will be integrated to form a new platform, ie very hands on. Doesn’t seem like something Buffett would have done.
@TheTranscript_ Hello hands-on full integration M&A guy Greg
@JasonGreenwal12 what do they call that fee? With enough assets or activity I’m sure you don’t need to pay that fee
@ReustleMatt @colossusmag amazing run. can’t wait to hear what’s next!
@dayetweets and $SPOT stake partial monetization!
shocking
Universal Music Group officially rejects Bill Ackman's offer.
@pitdesi I remember something similar happened to $COKE at some point (people thinking it was $KO) though probably not at that magnitude.
What are we gonna start calling these rounds after we get past Z?
*ANTHROPIC RAISES $65B IN SERIES H AT $965B POST-MONEY VALUATION
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