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Francisco Amador – Sleepwell πŸŒ™
@SleepwellCap
PE & VC lead at Arqos Capital, a Venezuela-focused fund. Having fun and learning at Sleepwell Capital. Infinitely curious. Take your pleasures seriously.
Miami (or likely traveling)
Joined November 2020
Posts
  • Pinned
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    Mask is off. Introducing Sleepwell CapitalπŸŒ™ sleepwellcap.com My name is Francisco Amador, and for the past five years, I've been building this project anonymously and now it's finally time to make it public. Sleepwell is a private investment vehicle and content
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    A big part of becoming a better investor is not very intuitive: Studying non-investing related fields like psychology, history, physics, complex adaptive systems, non-linearity, probability and statistics. Here are my 10 favorite non-investing investing booksπŸ“š Thread πŸ§΅πŸ‘‡
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    Replying to @SahilBloom
    Starbucks writing the names of millions of people in wrong and funny ways to get them to post their cups in all of Social Media. For Free.
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    Ed Thorpe is 91 years, yet he looks like he’s in his 60s. To paraphrase @FoundersPodcast, this guy has mastered life across all aspects.
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    Investor type based on the watch you wear: Seiko: Value Grand Seiko: GARP Tudor: Quality Rolex: Compounder Bro Casio: Deep value Apple Watch: just buys tech Audemars Piguet: 13F copycat Patek Philippe: never sell Hublot: Meme stonk Richard Mille: YOLO
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    Two years ago from today, I left JPMorgan and emailed Jamie on my last day. Haters will say it was his secretary responding, but my gut says it’s legitπŸ˜…
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    β€’ Death β€’ Taxes β€’ Chamath disappearing from Twitter when his portfolio is down
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    $GOOG Services segment operating margin: 36% $LVMH Fashion & Leather Goods segment operating margin: 41%
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    Crocs has a higher operating margin than LVMH.
    GIF
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    Buffett originally offered $850 for $Y but said he wouldn't pay a dime to Investment Bankers; so the final price subtracts Goldman's $27mm fee (who advised Alleghany) to result in a $848.02 price per share for shareholders.
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    Replying to @pitdesi
    Independent artist and long time investor here. A few thoughts: - You were wrong in hindsight clearly but it would have been incredibly tough to see how this was going to play out early on while it was private. Music industry is a cemetery of startups trying to disrupt the
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    Robinhood, $HOOD, CEO Vlad Tenev has said investing for a living could replace labor in a post-AI world
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    Sell-Side Equity Research gets its fair share of criticism from investors, but it’s also a good training ground where you can learn about the investment process and become a better investor. Here are 10 things I learned during my time on the sell-side πŸ‘‡πŸ§΅