I didn't think you were, Dave. This isn't about dick-measuring. You've made unequivocal assertions about the rightness of your model.
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Replying to @infoarbitrage @davemcclure and
I've said "really? Prove it."
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Replying to @infoarbitrage @hunterwalk and
F1 had ~265 co's; ~25 are >$100M, ~5 are >$500M (Twilio >$2.5B). model is playing out much to expectations. but maybe we're just lucky.
1 reply 1 retweet 11 likes -
Replying to @davemcclure @infoarbitrage and
Neither of the two best went through Accelerator? Perhaps mixing apples/oranges? And are other 3 ones paper gains or likely to be real?
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Replying to @rabois @infoarbitrage and
can't predict if markups will be realized, but Credit Karma / Lyft / SendGrid all doing well. (note: Lyft in my FF portfolio, but not 500)
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Replying to @davemcclure @infoarbitrage and
Lyft should work. Credit Karma is likely toast. Don't know SendGrid well enough.
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Replying to @rabois @infoarbitrage and
i'll bet you a beer and a dollar CK does just fine.



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Replying to @davemcclure @infoarbitrage and
Deal. There are some major macro winds there they can't escape.
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Replying to @rabois @infoarbitrage and
hey keith: we didn’t specify exact terms or timeframe, but with CK @ $4B (not to mention 80M users) i think you might owe me a beer.


1 reply 1 retweet 15 likes -
I can verify @rabois owes DMC a beer and a buck….
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pretty sure you can’t really short CK since they aren’t public, but i’d say a good hedge is CK long private + Equifax short public ;)
0 replies 0 retweets 2 likes
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