Tobias Francis @TobiasFrancis
Hedge Fund Trader turned FinTech Founder. CEO/CIO @investwithatlas—next gen wealth and asset management. 🎙️Host of the Atlas Pod. atlasfinancial.com Santa Monica, CA Joined June 2011-
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In Jan 2023, I wrote a blog post (attached) predicting that TikTok would get banned in the United States. Today, that ban has become law. The focus now is China's retaliation. $AAPL + $TSLA have been the popular synthetic shorts on TikTok in anticipation of China banning all…
Housing prices since 1942 "This time is different"
How do we get short @MalbonGolf ? This is the worst look I've seen in a long, long time.
We are entering the golden era for alternative assets. The next 10 years will likely be the best time in history to invest in alternative asset classes such as VC, PE, Private Credit, and Real Estate. Enhanced access and liquidity are the primary thesis drivers. At Atlas, we…
Where we’re going, we don’t need roads. linkedin.com/posts/tobias-f…
We are entering the golden era for alternative assets. The next 10 years will likely be the best time in history to invest in alternative asset classes such as VC, PE, Private Credit, and Real Estate. Enhanced access and liquidity are the primary thesis drivers. At…
This is the best thing @friedberg has ever said on @theallinpod youtube.com/clip/UgkxaFk6S…
This is EXACTLY what will happen as a result of the new RE commission rules. Also, commissions have ZERO impact on price. Price is determined by supply and demand. We are chronically undersupplied with housing in the U.S.—let’s fix that problem. instagram.com/reel/C42__uiK5…
Right, but in all seriousness—WTF is a “kudos”
Greatness is achieved by doing the common things uncommonly well.
Long LONGEVITY! Longevity startup Loyal raises $45 million in venture capital to commercialize its anti-aging drugs for dogs. wsj.com/articles/dog-l… via @WSJ
Acta non Verba.
We conduct deep-dive fundamental analysis and pair it with data to form unique insights. The result is the ability to see trends before the print. A prime example is skyrocketing Mobile DRAM demand, which led to a $MU beat. The stock is up 15% on earnings.…
We conduct deep-dive fundamental analysis and pair it with data to form unique insights. The result is the ability to see trends before the print. A prime example is skyrocketing Mobile DRAM demand, which led to a $MU beat. The stock is up 15% on earnings.…
Got it, so the people that spend the most time on #Reddit and literally make the product run are passing on the IPO, but the deal is 5x oversubscribed because of Hedge Fund demand. What could go wrong? cnbc.com/2024/03/20/red…
We are growing fast and looking to add more Advisors to our team @investwithatlas. If you're interested in building the future of Wealth + Asset Management, we would love to chat. linkedin.com/posts/tobias-f…
Everyone I know is obsessed with 3 things right now: 1) A Court of Thorns and Roses Book Series 2) Eliminating Microplastics in the house 3) EMFs are killing us all I don't know what the trade is here, but these are MEGAtrends.
MSTR is the best arb opportunity I have seen in a while. Short $MSTR vs. long $BTC $MSTR is trading at an >$10B premium to their BTC holdings + $2.5B value of their software biz. It’s a tough trade because the borrow is tight and the rate is high, but if you have staying…
With the TikTok ban bill passed in the house, $AAPL and $TSLA are now the synthetic shorts for TikTok. Why? Because there is speculation that China would ban $AAPL and $TSLA from operating in China if the US bans TikTok from operating here. Additionally, the narrative in…
As a reminder, valuation is not a reason to buy or sell a tech stock. Tech stocks are narrative-driven, largely by product cycle stories. When the narrative is positive, the stock establishes upward momentum and expensive stocks get more expensive---such is the nature of…
Took me a few years, but I have my sleep dialed in. My current sleep stack: Mattress: @eightsleep Pillow: @coopsleepgoods Sheets: @SHEEX Note: for perfect sleep, you need to cut all alcohol. Sleep scores decrease 10-15% per glass of wine or cocktail.
Mercedes Bent @mercebent
18K Followers 718 Following Consumer + SMB Fintech VC @Lightspeedvp💁🏾♀️ @Stori_MX @miFlink @MagicEden @theForage_ @Beek_io @Fidu_La Co-Lead LATAM. Investing in products building wealth
Siolloat @siolloat51989
0 Followers 55 Following
Hummeen @Hummeen156596
0 Followers 158 Following
Joana Meester @JoanMeeste
87 Followers 5K Following
AdelaMicah @80B57cmqx1VbS
0 Followers 111 Following
Lurrarez @Lurrarez4IPq
0 Followers 92 Following
Wolf @PatWolf
2K Followers 1K Following Business Strategy & Value Enthusiast |History | Tech | Outdoors | ☧ | PhD
Laysushu @laysushu25608
34 Followers 704 Following
Shart @Shart777216
1 Followers 51 Following
Teeknu @TeeknuYB9
0 Followers 18 Following
Connie @haleconnie58
159 Followers 3K Following
Emerald Laskoskie @LaskoskEmera
78 Followers 5K Following
BessRobbins @7F1T1H2Xg62PN3
0 Followers 106 Following
Nairnethoy @nairnethoy87858
0 Followers 171 Following
Bernard Moon @bernardmoon
19K Followers 15K Following Co-Founder @SparkLabsGroup investor @Andela @OpenAI @Vectara @Genies @MessariCrypto @MightyBuildings @NexMotionGames @88rising @GenG & 500 others since 2013
Slarsy @Slarsy293710
2 Followers 75 Following
maxxe @maxxe36906
28 Followers 20 Following
Jack Horton @Hortonwhites
463 Followers 1K Following Serial entrepreneur, Investor and advisor.. Founded and Built companies in #fintech, #regtech and #property sectors!
Maximus Returnus @Alexand40973876
475 Followers 3K Following Daily Macro-Economic Commentary: https://t.co/v6Vp2MB8ix 👇 Equity Analysis & Trade Idea's 👇
Jeff Schnitz @jefschnitz
274 Followers 357 Following @levelfieldsAI; @missionbit; Fintech Advisor; Go @SFGiants! Likely eating rolled tacos w guacamole
bottie @libertarianbot2
1K Followers 3K Following 45 will return & help our nation by eliminating Evil and returning to USA-the #90000factoriesBrutallyRippedOutOfUSA https://t.co/oJ2vqOeIdL #FreeSerpo.
BankMindful @BankMindful
2K Followers 6K Following Everyone uses banks. We want to help you Use Banks Better. https://t.co/TxVLTsArh4
Carmelia Griner @GrinCarmel
83 Followers 5K Following
Skyler Imfeld @SkylImfe
80 Followers 5K Following
Robyn-rose Fernades @ros_ferna
62 Followers 5K Following
Laverna Lorette @LaverLorett
56 Followers 5K Following
Eshaal Cerrano @CerranoEsha
56 Followers 5K Following
Sabrina Weglage @WeglSabr
37 Followers 5K Following
Camille Claburn @ClaburnCam67706
75 Followers 5K Following
Cody Campbell, CFP® @ccampbell_cfp
14 Followers 62 Following I engage with people about investing... Vice President, Wealth Advisory @ Atlas
Mike Frager @fragermk
24 Followers 201 Following 𝓜𝓚🐸 Bit flipper. I love coding and building SaaS. Founder and CEO @SavvyCo2
Himanshu Rajput @HimanshuR9953
2 Followers 111 Following Join the innovation journey with ScalaCode! We're revolutionizing the tech landscape with cutting-edge solutions in software development.
Shari Teeters @TeeterShar
35 Followers 5K Following
Ashly Koguchi @as_koguc
25 Followers 5K Following
Alison Grace Williams @AlisonGWilliams
2K Followers 2K Following Senior IT Lead Generation Specialist of @CallboxInc. Helping tech companies increase their sales ( by getting qualified IT leads). Tech Savvy.
Millicent Heatherton @MillicentH66095
60 Followers 5K Following
Meg Doubrava @DoubravM
65 Followers 5K Following
Phoebe Mustian @MustianPho99936
96 Followers 5K Following
Adella Szitar @AdellaS91956
99 Followers 5K Following
Polly Kimbell @KimbellPol41027
91 Followers 5K Following
SMB Attorney SMB ✪ @SMB_Attorney7
11 Followers 1K Following Eric Pacifici | Helping folks buy, sell and operate enduringly profitable businesses at @SMBLawGroup & @theSMBCenter @Kirkland_Ellis & @GibsonDunn @dukelaw
McKeece @MKeece81598
218 Followers 3K Following
Vashti Camberos @VashCamber
82 Followers 5K Following
Alison Bown @AlisonBown54157
99 Followers 5K Following
Audria Peckham @AudriaPeck31080
48 Followers 5K Following
Marta Downs @MarDow
43 Followers 5K Following
Kate Holmes @KateHolmiuy
773 Followers 1K Following
Justin Welsh @thejustinwelsh
484K Followers 939 Following Building my one-person business to $10M in revenue and sharing everything I learn along the way at https://t.co/27OAdtwjh5
Sam Parr @thesamparr
281K Followers 499 Following Owned The Hustle https://t.co/cUOYQasCri. Acquired by @HubSpot. Tweet weekly about cool business ideas. My First Million podcast. @hamptonfounders
brett goldstein @thatguybg
21K Followers 3K Following founder of something new/old | x M&A guy at Google | investor in 50+ via @launchhouse | writing https://t.co/iX1dpZ3MZY | follow for startup advice & subpar memes
Faraz Fatemi @f_fatemi21
2K Followers 855 Following Partner @lightspeedvp Prev @Clubhouse, @BainCapVC, @BainAlerts Alum @BerkeleyHaas
Nik @NikMilanovic
24K Followers 298 Following Fintech enthusiast @twifintech General Partner at https://t.co/fWbpP6fmEj (@thefintechfund) The dogs bark but the caravan moves on
Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Harry Stebbings @HarryStebbings
218K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsapp
Mercedes Bent @mercebent
18K Followers 718 Following Consumer + SMB Fintech VC @Lightspeedvp💁🏾♀️ @Stori_MX @miFlink @MagicEden @theForage_ @Beek_io @Fidu_La Co-Lead LATAM. Investing in products building wealth
Shaan Puri @ShaanVP
400K Followers 13K Following founder, investor, & creator of the My First Million podcast (over 25M+ downloads a year)
Ankur Nagpal (hiring .. @ankurnagpal
86K Followers 997 Following Founder of @carryhq_. Founded @teachable (sold to @hotmart). Investor in 100+ companies @thevibecap. On a mission to help people be better with money.
Bill Gurley @bgurley
665K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Bernard Moon @bernardmoon
19K Followers 15K Following Co-Founder @SparkLabsGroup investor @Andela @OpenAI @Vectara @Genies @MessariCrypto @MightyBuildings @NexMotionGames @88rising @GenG & 500 others since 2013
Naveen Rao @NaveenGRao
28K Followers 789 Following VP GenAI @Databricks. Former CEO/cofounder MosaicML & Nervana/IntelAI. Neuro + CS. I like to build stuff that will eventually learn how to build other stuff.
Jason Mikula @mikulaja
18K Followers 3K Following Fintech Business Weekly publisher: subscribe👇| Doodles, fintech/banking & food pics | Ex- Goldman Sachs, Enova, LendUp, Peace Corp Vol.
Peter Hebert @peterjhebert
11K Followers 466 Following Entrepreneur + venture investor @ Lux Capital
next play @nextplayso
459 Followers 2 Following The best way to discover what’s next—curated opportunities, gatherings, and content.
Danielle Fong 💁�.. @DanielleFong
49K Followers 9K Following physics / AI / energy / art / realposting. 🏳️🌈/ally. cofounder, inventor, CEO, https://t.co/oSXgT0x7Mm "extraordinary alien" - US govt HIGH VOLUME ACCOUNT
Puzzle 🧩🚀 @puzzlefin
1K Followers 342 Following Modern accounting software, designed for startups. Upgrade from QuickBooks because now you can. Get real-time data even before you finish reading this bio.
derek guy @dieworkwear
834K Followers 963 Following Menswear writer. Editor at @putthison. Creator of @RLGoesHard. Bylines at The New York Times, The Washington Post, The Financial Times, Esquire, and Mr. Porter
Jonathan Lacoste @lacostejonathan
14K Followers 4K Following founder turned VC | @TheSpaceVC invests $500k-$1M in pre-seed frontier tech, defense & space startups
Martin Shkreli (e/acc.. @MartinShkreli
168K Followers 3K Following https://t.co/lzin5ByH0t [email protected] https://t.co/oMIiyJcIzk https://t.co/DuU6MMqcgQ
Dr. Steven Greer @DrStevenGreer
208K Followers 96 Following Foremost authority on UFOs & ET intelligence and technologies. Initiating peaceful contact with interstellar civilizations.
Andrew Reed @andrew__reed
46K Followers 422 Following Sequoia partner, internet enthusiast, PDF enjoyer. Will end calls a bit early to give you back your time.
Ian Carroll @Cancelcloco
380K Followers 376 Following Cancel This Clothing Company on all the apps. Follow the money. Seek the truth. OSINT journalism. Exposing globalism. Not an expert at anything but sarcasm.
Nate Tepper @NateTepper
3K Followers 2K Following CEO & Founder @ Humans Anonymous | Prev: Founder @ Set The Set (acquired by UnitedMasters) | Guitarist @ Pink Roses | Product @ UnitedMasters
sunny madra @sundeep
20K Followers 4K Following Head of Groq Cloud, prev co-f (@definitiveio acq. by @groqInc, autonomic acq. by @ford, and xtreme labs acq. by pivotal/@vmware), angel investor.
Sasha Orloff @sashaorloff
5K Followers 1K Following CEO @puzzlefin, host of @TurpentineMedia Finance podcast, and tech optimist. YC, ODF, VG alum. I tend to post about accounting, finance and fundraising.
Bedrock @bedrock
7K Followers 9 Following Bedrock is a technology investment firm in search of narrative violations. Launched in March 2018, the firm manages approximately $2 billion in assets.
kunle.app @ay_o
7K Followers 2K Following making things @carbonhealth // made things @cashapp // write things at https://t.co/Mli97Zp1T1
Miles Grimshaw @milesgrimshaw
10K Followers 4K Following Board Director @langchainai @benchling @latticehq @glideapps @supergreatapp previously @segment @monzo @airtable @check_hq
Bilal Zuberi @bznotes
43K Followers 2K Following GP at Lux Capital. @appliedint @ironclad_inc @openspaceai @NozomiNetworks @aurorasolarinc @Saildrone @DesktopMetal @commureOS + more. MIT. 🇺🇸🇵🇰
Natalie Sandman @NatSandman
14K Followers 3K Following GP @sparkcapital ✨ @durableteam @comulate @getunleash @zealapi @withshepherd @poggio_labs @spreadsheetcom @medallion @noyoHQ @latticehq Somewhat SaaS-y
Rex Woodbury @rex_woodbury
39K Followers 1K Following Building @DaybreakVCP. Prev @IndexVentures. Writing about how technology & people intersect at https://t.co/LMdIBPG4Y8. Investing at Pre-Seed, Seed.
Dan Shipper 📧 @danshipper
46K Followers 2K Following co-founder / ceo @every | | how to think, create, and relate with @ChatGPTapp
Jack Altman @jaltma
76K Followers 415 Following Investing at Alt Capital. Founder and chairman of Lattice.
Ram Ahluwalia CFA, Lu.. @ramahluwalia
35K Followers 9K Following CEO of @lumidawealth. prev: Founded PeerIQ (exited). ex-Wall St. Non-Consensus Investing, Alts, Digital Assets. Disproving the EMH one day at a time.
AngelList @AngelList
416K Followers 28 Following AngelList creates tools for startups, investors, and fund managers to accelerate innovation.
Snappy Kraken @SnappyKraken
5K Followers 3K Following A complete digital marketing system for financial advisors who care about meaningful connections.
Ali Hamed @AliBHamed
17K Followers 1K Following @Keelinbannon sidekick | Invests @CoVentureVC & @crossbeamvc; trying to keep my IRR above my BMI | Opinions mine, not CoVenture's
Meghan Reynolds @MeghanKReynolds
14K Followers 492 Following Partner & Head of Capital Formation at Altimeter, fmr Partner @TPG; Insanely proud Mom of 2. No Investment Advice, Views My Own
David Weisburd 🚀 @DWeisburd
23K Followers 646 Following Co-Founder of 10X Capital and Co-Host of The 10X Capital Podcast
Varda Space Industrie.. @VardaSpace
27K Followers 41 Following Building the world's first industrial space manufacturing platform and earth re-entry logistics
Anduril Industries @anduriltech
49K Followers 264 Following Anduril is shaping the future of defense, transforming U.S. & allied military capabilities with advanced technology.
runway.com @runwayco
6K Followers 27 Following Business financials got stuck in the 15th century so we're showing them today’s computers 💻
Raaid Hossain (¤, ¤.. @Raaid27
718 Followers 3K Following building technology & supporting entrepreneurs
chrislyons @ChrisLyons
28K Followers 2K Following GP @a16z @a16zCLF | KΑΨ | @lyons.wine | Board Member @yugalabs @beardfoundation | Advisor @blkeconalliance @newstorycharity @zegna @kauffmanfellows
Kyle Harrison @kwharrison13
17K Followers 829 Following Investor. // Building @contrary, @Contrary_Res // Former Index, Coatue, TCV // Husband, Father, Christian @ch_jesuschrist
Brittany @brittwalker_
2K Followers 1K Following GP @CRV. Learned some things @Uber @DormRoomFund. "a real one" - @pdrmnvd
Culture Critic @Culture_Crit
1.3M Followers 998 Following Tradition is not the worship of ashes, but the preservation of fire.
Christian Keil @pronounced_kyle
21K Followers 1K Following VP @Astranis, building internet satellites ◦ host of @1stPrinciplesFM ◦ investor and believer in deep tech startups
Astranis Space Techno.. @Astranis
12K Followers 63 Following Affordable internet, anywhere. We build small satellites for geostationary orbit.
Dez Fleming @DezFleming
2K Followers 390 Following Investor @firstmarkcap. Helping founders and sharing stories. Subscribe to my weekly(ish) newsletter for insight on who and what's next in venture capital.
Alexandr Wang @alexandr_wang
143K Followers 696 Following ceo at @scale_ai. rational in the fullness of time
Jason Shuman @JasonrShuman
11K Followers 3K Following General Partner @PrimaryVC focused on NYC, Vertical AI, Consumer, PropTech & Software for the broader Built World | Fmr @Uber Driver | BOD @info4pi
Hume @hume_ai
16K Followers 17 Following Empathic AI research lab. Building AI with emotional intelligence: https://t.co/BuyjmutoBhSoFi had its first quarter of starting to reverse out all these positive fair value adjustments Doubtful that is the last When a trend change on loan valuations takes place on your loan portfolio the trend stays intact for several quarters until trough The lack of meaningful…
How is it that $SOFI, whose balance sheet consists of $10 Bn+ in loans, did not report a single delinquency metric on its PR? Other lenders report a rise in DQ rates headed back 2008 levels SoFi is distracting by talking about 'tech revenue' which is immaterial and has no banks
you make not like it, but highlighting your advisors will not move the needle with investors - it’s about the core team that’s all-in.
Quad erat demonstrandum
To all the Flat Earthers & those who say that #Apollo Moon Landing were fake. These are some of the clearest images from a non-NASA space agency. Detailed images of the #Apollo11 and #Apollo12 landing sites on the Moon, via India's #Chandrayaan2 orbiter. contactlight.de
We are just getting started brother🤫
Fairly certain it was policy like this, focused on eliminating the path to self-agency for the everyday human, kicked off the great startup that is America. Americans fight back when greedy politicos that spend without knowledge, concern and # of productive neurons, come for…
The Biden "Make America Poor Again" capital gains tax idea is possibly the single worst idea for American growth (and therefore gains in wages, productivity, and general living standards) that I've heard in a decade. I can't think of any idea that would disincentivize investing…
fastest public SaaS company growing 32% YoY. lots of private cos are growing faster...
Here are the 15 IPOs w/ <$500M in revenue. They did more than fine. 9x+ since IPO. smaller cos can 100% go public w/ good growth + efficiency (rule of 40).
Rest assured if you refuse to quit that most things are a matter of when not if
A good analyst does not automatically convert to a good PM, and being a good PM does not mean you will be a good leader of a business. Managing people is v different from managing a portfolio of stocks. Introspection and recognizing your strengths and weakness is key.
Here are the 15 IPOs w/ <$500M in revenue. They did more than fine. 9x+ since IPO. smaller cos can 100% go public w/ good growth + efficiency (rule of 40).
A few traits of the top founders I’ve encountered lately: - Champion self learning - Frequently relocated - Blue collar upbringing - Non-target school - Obscure work experience - Networks built from zero - Overcame personal adversity
i've fallen in love, been given awards, and met my heroes but nothing compares to the feeling you get on the first 80 degree day of spring in new york city
13 y/o Lauryn Hill gets booed at the Apollo and keeps going
As the Pre-IPO markets mature, we're going to see companies stay private for longer. Why? Early liquidity is available via: 1. Maturing secondary markets for VCs to take chips of the table earlier. 2. Tender offers for employees to get some liquidity earlier. With these two…
E113: Stripe $694m tender, Klarna $40m savings using AI, No diversification without pre-IPO stocks? STRIPE - online payments (acquiring) company - raised $694m in Feb 2024 tender offer; Sequoia and Goldman rumored to have led - $65b valuation; +30% vs last round was $50b in Mar…
A glorious 6 minute video of @anduriltech founder @PalmerLuckey publicly calling out @Jason, at the 2022 All-In Summit I’ll be posting more clips in this thread 🧵 “What I’m about to do is in very very bad taste, but I’m gonna do it anyway.”
Crypto might, ironically, further cement USD as global currency as USD backed stable coins take off.
In my experience, founders that raise capital fast, close customers, and make big hires are ones that run a tight process including relentless follow up, a sense or urgency and crisp communication throughout the entire process.
just about 1 year ago, I shut down launch house in LA, packed up my life and moved back in with my mom. I had no idea what I was doing or where things were headed. launch house had been this crazy, wild ride. and suddenly, it was over. I went from having so much purpose and…
To an exciting & inspiring future!
Check out this chart. What do you notice?
Housing prices since 1942 "This time is different"
In the 1960’s people simply weren’t fat. They managed to do this without: -fancy watches to track their health -juice cleanses -expensive workout plans -deliberately avoiding carbs -keto, vegan, and other cultish diets -tracking macros Instead, they had one simple secret…👇
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