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$TOST · Lead Edge sold Toast secondary at $40-50, stock now $30 but still cheap
now playing · $TOST
$TOST···bullish· high· posmitchell green
Lead Edge sold Toast secondary at $40-50, stock now $30 but still cheap
Bought at 10x revenue growing 150%; sold secondary at $40-50 (6 years ago) to lock in forward IRR; believes stock is cheap at $30 but disciplined exit strategy prioritizes IRR ove…
$BYTEDANCEbullish· medium· posmitchell green
Contrarian ByteDance buy during peak China fear doubled as Alibaba rebounded
Purchased ByteDance shares two years ago when China sentiment was extremely negative; cites Alibaba doubling off lows despite no growth at 15x earnings as evidence that fear-drive…
$ZM···bullish· medium· posmitchell green
Creative fund-derivative structure yielded 2-3x on Zoom secondary
Unable to buy primary or direct secondary due to Sequoia control; purchased LP interests in early Zoom backers via fund derivative, gaining economic exposure without control or in…
$CLICKHOUSEbullish· medium· posmitchell green
Early ClickHouse investor cites minimal burn and exceptional growth economics
Early investor in ClickHouse database company; highlights extremely low cumulative burn relative to revenue scale and growth rates never seen before with strong unit economics, be…
$GRAFANA-LABSbullish· medium· posmitchell green
Grafana Labs early bet on observability infrastructure competing with Datadog
Early investor in Grafana Labs, an infrastructure monitoring competitor to Datadog; notes consumption-based model growth rates of high-20s to 30% at scale with excellent economics…
$OPENAIbearish· highmitchell green
OpenAI at $100B valuation deemed insane due to model commoditization risk
Models will commoditize as hyperscalers (Google, Amazon, Microsoft) possess superior data and cost advantages; open-source alternatives like DeepSeek run locally at fraction of co…