Vol Duck

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Vol Duck

Vol Duck

@VolaDuck

Ex-OMM turned Pod PM. Not investment advice. Parody only.

NYC Katılım Nisan 2025
435 Takip Edilen432 Takipçiler
Vol Duck
Vol Duck@VolaDuck·
@HML_Compounder @Larryjamieson_ You’re right. You don’t **have** to work at $8mm liquid. If that supports the lifestyle he wants then he’s won. Easy peasy. I’m the one that sometimes loses touch with reality, but can’t blame it on anyone but myself. I have friends both working and retired above and below $8
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Buyback Capital
Buyback Capital@Larryjamieson_·
Even the guys making out like bandits aren't making out like bandits
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Vol Duck
Vol Duck@VolaDuck·
@HML_Compounder @Larryjamieson_ It’s interesting to see that the uncertainty of outcomes lower his ability to spend the average dollar. If he can hit the bid in a secondary and crystallize some of the value to improve his worst case scenarios then he can begin spending like the baller he on average is.
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Vol Duck
Vol Duck@VolaDuck·
@waltuuuhr @Larryjamieson_ Exactly. This gentleman on average has fuck you money. Valuation 10x’s and he’s a billionaire. But there are a ton of scenarios where the company is worth only hundreds of billions and the common zeros. Especially if the have to keep raising and choose worse terms over lower val
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Forward Unemployed Engineer
@VolaDuck @Larryjamieson_ I don't get why you're a stickler for these technicalities when I'm making an argument about the order of magnitude. I know for a fact that most employees at OpenAI/Anthropic have been able to cash out each year under very fair conditions.
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Vol Duck
Vol Duck@VolaDuck·
@waltuuuhr @Larryjamieson_ How much preferred is there ahead of common and with what liquidity preference and other favored terms?
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Forward Unemployed Engineer
@VolaDuck @Larryjamieson_ If you value OpenAI or Anthropic at a more conservative 10x current revenue, they are each worth 250b. It's just not going to zero. If its 250b, Zuck himself might just buy either lab, setting the price higher. He was willing to buy SSI for 30b for Gods sake!
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Ben Hunt
Ben Hunt@EpsilonTheory·
What a fucking joke our government has become.
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Vol Duck
Vol Duck@VolaDuck·
@BrentScher @volatilitynoob Or doing very little in their jobs over the last X years so had little job experience to offer a new employer
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Vol Duck
Vol Duck@VolaDuck·
@ContrarianCurse Where is he YTD? Good on him for not defending his massive carry and continuing to fight at the margin for PnL…
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SuspendedCap
SuspendedCap@ContrarianCurse·
*ANDURAND LOST 52% IN APRIL FIRST HALF AS CEASEFIRE HURT OIL BET I'm sorry but this guy fucking blows. Makes 30% waiting for 5 years for an oil spike and then blows up the next month
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Vol Duck
Vol Duck@VolaDuck·
@MostlyMonkey @ParisotValette Probably the most difficult cohort to get a first job, but an order of magnitude better than the 08 class that was shortly laid off and then scrambling off-cycle and outside of normal channels to get an entry level job with weeks to months of experience.
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Vol Duck
Vol Duck@VolaDuck·
@MostlyMonkey Smart enough to get two degrees. Not smart enough to tailor her resume to the cashier job.
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Vol Duck
Vol Duck@VolaDuck·
@JackMedici1618 @aanalystbro Miami is not for everyone, just like NYC is not for everyone. Worth noting that West Palm Beach is also an option for those who don’t love Miami. Point72 & Millenium have offices there for example. And btw, Im not suggesting any city is best—that’s an individual preference.
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Jack 🇺🇸
Jack 🇺🇸@JackMedici1618·
@VolaDuck @aanalystbro lol go spent time in Miami first. It a shit hole full of crypto scammers and of hoes. NYC packed with super models.
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Vol Duck
Vol Duck@VolaDuck·
@elletwocache @DeepDishEnjoyer I guess they’re close to maxing out the trading opportunity set. Even with TAM growing, it might be time to keep pushing into additional “strategic” or “related” businesses. They’ve had quite a bit of success with VC, less so with arms dealing.
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Vol Duck
Vol Duck@VolaDuck·
@NYCMayor Atleast he’s warned us of their plans
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