Tes La Ferrari
Active Member
In my opinion, Chamath has the traits of a PHENOMENAL capital allocator.
Didn't know about Ark's trade, thanks for the heads up. I expect that position to rise as a proportion of ARKW. Seems to be a small data gap though, I see 2,117,599 shares (1.28% of the etf); https://ark-funds.com/wp-content/fu...EXT_GENERATION_INTERNET_ETF_ARKW_HOLDINGS.pdf
Eric Wu, seems to have what it takes as a founder CEO, and they have a pretty good C-suite team.
Real Estate really has ALOT of friction, so there is plenty of low hanging fruit. This is the first SPAC that I've invested in so there is some learning to do that front too.
perhaps it’s only yesterday's trade that they are referring to as making up their quoted % as of yesterday vs their total % of that holding.
definately agree that real estate is waaaay overdue for some serious disruption.