Being late 30s is weird bc there’s a mixture of people who took risks and made it, people who took risks and didn’t, and people who followed a prescribed path
Locked-Up Capital
3,182 posts
Locked-Up Capital
@lockedupcap
Private Markets Investor, Public Markets Tourist. Growth Investor.
West Palm Beach, FL
Joined August 2010
- Replying to @lockedupcapAnd of course people who are in the midst of taking risks.
- “Thoma Bravo, a private equity firm, just took out a software company at 12x forward sales. Today, you can buy a lot of software companies at roughly half that multiple, and they are growing faster with better fundamentals than the asset acquired by Thoma Bravo.” - @GavinSBaker
- Replying to @Hot_Fire_LLCThink so but I guess my point is at this stage of life I think the differences become most apparent for the first time
- That feeling when you thought value was making a comeback but it was just a 6x levered family office blowing up
GIF - Here's my public portfolio heading into the new year: AMT 17.0% AMZN 12.7% GLIBA 10.3% GOOGL 8.6% JD 8.3% MA 5.4% SBAC 4.6% MCO 4.3% BABA 4.3% TDG 4.1% SHOP 3.8% HEI/A 3.4% TCEHY 3.3% NIHD 3.2% ROP 2.9% NFLX 1.3% BOMN 0.9% ZS 0.7% SPOT 0.6% SMAR 0.4%
- Here's my portfolio heading into Q3: SHOP 19.6% COUP 13.7% AYX 13.6% AMT 12.3% SBAC 6.4% MA 6.3% TDG 4.4% CDLX 3.7% TTD 3.2% AMZN 2.9% SMAR 2.7% CELH 2.7% HEI/A 2.6% ZS 2.0% CRWD 1.7% Cash 2.1% Crazy year/quarter
- Here's my public portfolio heading into Q3: AMZN 12.6% GLIBA 10.9% AMT 10.4% MA 7.3% COUP 6.8% SBAC 6.2% TDG 5.6% HEI/A 5.4% SHOP 4.7% BABA 4.6% NOW 4.1% ROP 3.9% TCEHY 3.7% CRWD 3.2% TTD 2.3% SMAR 2.1% JD 1.8% NFLX 1.7% AYX 1.6% ZS 1.2%
- Bought a car on $CVNA today. Was my first time ever buying a car. Took 20 minutes to do from bed. Super easy. Gets delivered in 6 days.
