
Long term investor - https://nitter.cf/t.co/9CsbGgAktB Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups
Joined March 2007
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My threads, data, tools I use, investment philosophy and frequently asked questions. Please review these links.
1. Overview
docs.google.com/document/d/e…
2. Investing Process
docs.google.com/document/d/e…
3. Tools I use and like
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Ro hits a $3B+ annualized run rate on its GLP-1 rebuild.
Ro founder Zachariah Reitano said the telehealth company is now at a $3B+ run rate, nearly 10x its size since it rebuilt around GLP-1 weight care
Hims & Hers and others are now chasing with branded-drug partnerships. $HIMS
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Is complicated. $NVDA
A heartbreaking day.
I came to @nvidia as an intern. It was my first job, and I never left. For my whole career, @JensenHuang has been the leader I looked up to.
He taught us to reason from first principles, that the mission is the boss, and that greatness comes from suffering. And he lived it every single day, working harder than any of us.
I've never known a more inspiring leader. Thank you, Jensen. We'll keep building on what you started.
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Regular guy. Complicated bro.
Many Asian traits. Many American values.
$NVDA
My one Jensen Huang story about the time he took a selfie on my phone.
November 26th, 2023, the Sunday after Thanksgiving, my wife and I spent the day out in Woodside, CA (a quiet town where a few tech billionaires happen to live in the mountains). 1/
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It’s complicated. He did good.
He did some bad.
Jensen Huang allowed me to get an O-1 and later a Green Card.
He handled my family's complicated health insurance.
You could email him directly with a non-work problem.
He did this to thousands of other people in some of the riskiest fields of science and engineering.
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I already have $GOOGL Gemini that does this.
All our meetings are Google Meet.
Introducing Claude Meetings: add Claude to your team’s video call and it builds docs, whiteboards, and other artifacts with you while you’re still talking.
Starting to roll out in beta on Team and Enterprise plans.
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M Mohan retweeted
$BRZE has gained 55% following a Sep 7, 2026 call by @mukund at $30.10, adding a further 0.4% today.
@mukund is worth a follow.
Their full record: fintwit.ai/analyst?id=893431












