Investment Thread

I haven't looked at or done any research on these "retail-funded" VC funds that have now become available to so-called ordinary investors. BUT I believe both the PE (private equity) and VC (venture capital) markets are overfunded already and the retail VC funds will be scrounging around for the table scraps on the floor after the large, established and institutionally funded VC funds have gotten all the best deals. My guess is that an investment in an S&P 500 index fund will do better than one of these investments.
Yeah, from the outside it just looks like a bubble with one fund selling inflated assets to another fund after five/seven years and then that fund finding another sucker fund after five/seven years. Everyone is just chasing yield. I've got friend in closed PE and it just seems like musically chairs instead of business building.
 
Yeah, from the outside it just looks like a bubble with one fund selling inflated assets to another fund after five/seven years and then that fund finding another sucker fund after five/seven years. Everyone is just chasing yield. I've got friend in closed PE and it just seems like musically chairs instead of business building.
A disclaimer that this is not investment advice, blah blah blah

I think the two posts above this are spot on. VC has gotten very popular so there is too much money chasing too few deals. I would be very careful what I would to into and generally speaking the better shops don’t want to be bothered by more retail type investors (though there are exceptions)

But this is generally a case of “I don’t want to be a member of a club that would have me as a member.”

Though I also tend to be very conservative about these things. But I also tried something like this 15-20 years ago and it didn’t end well. Things are different now but in some ways for the better, in some got the worse.
 
So what y’all are telling me is that for a retail investor you can crap in one hand and chase money in the other and see which one gets filled faster…? 😂
 
A disclaimer that this is not investment advice, blah blah blah

I think the two posts above this are spot on. VC has gotten very popular so there is too much money chasing too few deals. I would be very careful what I would to into and generally speaking the better shops don’t want to be bothered by more retail type investors (though there are exceptions)

But this is generally a case of “I don’t want to be a member of a club that would have me as a member.”

Though I also tend to be very conservative about these things. But I also tried something like this 15-20 years ago and it didn’t end well. Things are different now but in some ways for the better, in some got the worse.
yeah, you check out the web site and it couldn't possible be more opaque...as Crazy has indicated, the BIg Dogs are scrounging and what's left is the figurative stems and seeds.
 
It’s pretty much why I warned people off SPACs a few years ago.

I’m not sure how that fund is structured, but it is an incredibly bad idea to invest in a fund that HAS to do deals as opposed to one that will do good deals.
 
why not put this under investment? NY Times reports about some odd student aid activity at Syracuse, seems like some bizarre miscalculations on their part leading to odd behavior.
They give the example of kids who didn't get offers of much student aid from Syracuse so they chose other schools....but Syracuse had seemingly misunderestimated their attractiveness, and suddenly they started throwing various scholarships at kids, first $10K then $20k then another $10k, up to $200k in total for four years, in an attempt to get kids to switch. The kids in the article did not switch. Syracuse isn't saying much (they had previously said they had a record number of applications) but it seems apparent they lowballed a whole lot of people and now finding themselves in a scramble to enroll kids.
Also unknown in this is what effect the current foreign student conundrum may have played in their deliberations.
In some cases kids were bewildered saying they neither wanted nor needed the new extra money Syracuse was throwing at them.
I guess someone miscalculated.
 
why not put this under investment? NY Times reports about some odd student aid activity at Syracuse, seems like some bizarre miscalculations on their part leading to odd behavior.
They give the example of kids who didn't get offers of much student aid from Syracuse so they chose other schools....but Syracuse had seemingly misunderestimated their attractiveness, and suddenly they started throwing various scholarships at kids, first $10K then $20k then another $10k, up to $200k in total for four years, in an attempt to get kids to switch. The kids in the article did not switch. Syracuse isn't saying much (they had previously said they had a record number of applications) but it seems apparent they lowballed a whole lot of people and now finding themselves in a scramble to enroll kids.
Also unknown in this is what effect the current foreign student conundrum may have played in their deliberations.
In some cases kids were bewildered saying they neither wanted nor needed the new extra money Syracuse was throwing at them.
I guess someone miscalculated.
That was an interesting article. It was a really bad look for Syracuse. I'm sure other schools did similar things but they got called out. Next year no one will accept their offer from Syracuse as they will be holding out for more money. These schools spend a fortune on yield management and trying to calculate the exact right amount of aid to offer, but all of the chaos over the past few months, particularly with foreign students, threw a wrench in all of that. Syracuse should have just sucked it up and had a lower enrollment this year. Given how much they were offering these kids, it's not like they would have been making too much anyway. They are in pretty solid shape financially and could have managed.
 
That was an interesting article. It was a really bad look for Syracuse. I'm sure other schools did similar things but they got called out. Next year no one will accept their offer from Syracuse as they will be holding out for more money. These schools spend a fortune on yield management and trying to calculate the exact right amount of aid to offer, but all of the chaos over the past few months, particularly with foreign students, threw a wrench in all of that. Syracuse should have just sucked it up and had a lower enrollment this year. Given how much they were offering these kids, it's not like they would have been making too much anyway. They are in pretty solid shape financially and could have managed.
Hard to fathom they could not find kids who wanted and needed the considerable aid they offered kids who did not need it. Bad look as you say
 
Forgone conclusion who will emerge victorious. Israel controls the airspace so can operate with little Iranian recourse.
unless something has changed (and it may well have) until now there has been NO way for Israel to wipe out the subterranean nuclear sites without U.S. "bunker busting" specialty bombs....and the U.S. has not (yet) provided them. Not sure how those sites go away without US involvement, which of course has many perils associated with it. So it looks like a lot more ugly back and forth coming.
 
And there is always the threat to shipping in the Gulf.

A long elevation in oil prices would have to ripple through the economy. No idea whether that scenario is likely or not but it seems like a reasonable possibility.
 
And there is always the threat to shipping in the Gulf.

A long elevation in oil prices would have to ripple through the economy. No idea whether that scenario is likely or not but it seems like a reasonable possibility.
yes, as the man who likes to assess who holds cards and who doesn't might say, the prime card Iran holds is they could easily snarfle traffic in the Gulf for months and months...
 
unless something has changed (and it may well have) until now there has been NO way for Israel to wipe out the subterranean nuclear sites without U.S. "bunker busting" specialty bombs....and the U.S. has not (yet) provided them. Not sure how those sites go away without US involvement, which of course has many perils associated with it. So it looks like a lot more ugly back and forth coming.
Simple, direct interdiction by Israeli soldiers on the ground. Airlifted in with cover from Israeli aircraft.
 
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