Bryan Wilson

@DantesInferno66 That’s the rule at every college stadium

Beautiful stadium but you can't buy booze here? Wtf @BarstoolBigCat

@ViejeP Let’s bring it back!

Going back to the office in San Francisco is pretty damn depressing nowadays. Just no one around and no energy. I miss the days of lunch lines out the door and packed Thursday happy hours.

@willtylko Congrats!

🚨 Affirm files S-1 for IPO ‼️ Listing on Nasdaq under the ticker symbol AFRM - #fintech co's revenue roughly doubled year YOY - Losses narrowed (dropped in half from a year ago) - GMV grew 77% from a year ago cnbc.com/2020/11/18/aff…

Introducing history’s first independently developed supersonic jet, the @boomsupersonic XB-1

The inimitable @valleyhack has a delightful piece in @business about Boom’s journey from a dream to an aircraft bloomberg.com/news/articles/…

@TheRust What took you so long?

IM GONNA CLOSE A DEAL DURING COVID19 NOTHING CAN STOP ME 🤑📈💸

@bryantchou Mattresses... also universities

What’s the highest margin business out there? My guess: Paperless Post / e-cards What’s your best guess?

The Wealthfront Risk Parity Fund (the one they forced their taxable clients into unless they opted out) has underperformed a basic 60/40 or the AQR Risk Parity alternative by 16% and 18% respectively... this month.

Has Robinhood crashed yet?

In the era of hot silicon valley companies delaying their IPOs for as long as possible, Shopify, a Canada HQ-ed company, going from $1.3B to $62B mkt cap in 5 years post IPO and probably way beyond in the years to come is going to be a case study in contrast for the history books

One twisted perception: candidates are attracted to high valuations. - Candidates think: “Great, these shares are so valuable!” - Reality is you get fewer shares, a higher 409A, but underlying value is unchanged. You want to join businesses that are undervalued, not overvalued.

Great to see CPW’s CIO getting some ink! acorns.com/money-basics/i…

@clfeibleman Looks tight

☺️

@clfeibleman Donde?

Breakthrough insight from SoftBank.

⁦@DailyMail⁩ can we cool it w/ these?

If you think you are having a bad week, consider that SoftBank Vision Fund’s two largest investments (Uber and WeWork) are both underwater. At cost they were $18.4B ($7.7B and $10.7B). And they are ~50% levered. They are going to need an incredible deal to dig out of that hole.

Yikes

there it is wsj.com/articles/wewor…