Paul Sherriff
@pauldsherriff.bsky.social
stonks and derivatives of stonks
Strange metric if you consider the implied conditions for rounds being done beyond the initial founder dilution
Series 1+ rounds getting diluted more aggressively - not a win
Sad flex
Series 1+ rounds getting diluted more aggressively - not a win
Sad flex
July 16, 2023 at 6:58 AM
Strange metric if you consider the implied conditions for rounds being done beyond the initial founder dilution
Series 1+ rounds getting diluted more aggressively - not a win
Sad flex
Series 1+ rounds getting diluted more aggressively - not a win
Sad flex
This earnings season going to need to do some heavy lifting
Not sure we are pricing the possible reverse operating leverage from sticky input inflation, slowing toplines
Not sure we are pricing the possible reverse operating leverage from sticky input inflation, slowing toplines
July 13, 2023 at 5:37 AM
This earnings season going to need to do some heavy lifting
Not sure we are pricing the possible reverse operating leverage from sticky input inflation, slowing toplines
Not sure we are pricing the possible reverse operating leverage from sticky input inflation, slowing toplines
He is the markets version of distilled cognitive dissonance
Truly hard to fathom
Truly hard to fathom
July 11, 2023 at 1:39 AM
He is the markets version of distilled cognitive dissonance
Truly hard to fathom
Truly hard to fathom
he looks like a boiled chicken sausage
July 3, 2023 at 1:34 AM
he looks like a boiled chicken sausage
I'll just end up reading sell side research again
July 1, 2023 at 11:44 PM
I'll just end up reading sell side research again