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Locked-Up Capital
3,185 posts
user avatar
Locked-Up Capital
@lockedupcap
Private Markets Investor, Public Markets Tourist. Growth Investor.
West Palm Beach, FL
Joined August 2010
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  • user avatar
    Locked-Up Capital
    @lockedupcap
    Sep 7, 2024
    Being late 30s is weird bc there’s a mixture of people who took risks and made it, people who took risks and didn’t, and people who followed a prescribed path
    1.3M
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Sep 7, 2024
    Replying to @lockedupcap
    And of course people who are in the midst of taking risks.
    57K
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Dec 22, 2019
    Me for the next two weeks:
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Apr 16, 2021
    The secrets of millionaires revealed:
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Apr 15, 2022
    “Thoma Bravo, a private equity firm, just took out a software company at 12x forward sales. Today, you can buy a lot of software companies at roughly half that multiple, and they are growing faster with better fundamentals than the asset acquired by Thoma Bravo.” - @GavinSBaker
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Apr 18, 2022
    What is a young but capital intensive public company building a massive moat today (e.g. what $TSLA, $AMZN, and $NFLX were 10-20 years ago)?
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Jun 16, 2021
    PE associates be like
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Sep 7, 2024
    Replying to @Hot_Fire_LLC
    Think so but I guess my point is at this stage of life I think the differences become most apparent for the first time
    29K
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Mar 29, 2021
    That feeling when you thought value was making a comeback but it was just a 6x levered family office blowing up
    GIF
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Jan 2, 2019
    Here's my public portfolio heading into the new year: AMT 17.0% AMZN 12.7% GLIBA 10.3% GOOGL 8.6% JD 8.3% MA 5.4% SBAC 4.6% MCO 4.3% BABA 4.3% TDG 4.1% SHOP 3.8% HEI/A 3.4% TCEHY 3.3% NIHD 3.2% ROP 2.9% NFLX 1.3% BOMN 0.9% ZS 0.7% SPOT 0.6% SMAR 0.4%
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Jun 30, 2020
    Here's my portfolio heading into Q3: SHOP 19.6% COUP 13.7% AYX 13.6% AMT 12.3% SBAC 6.4% MA 6.3% TDG 4.4% CDLX 3.7% TTD 3.2% AMZN 2.9% SMAR 2.7% CELH 2.7% HEI/A 2.6% ZS 2.0% CRWD 1.7% Cash 2.1% Crazy year/quarter
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Jul 1, 2019
    Here's my public portfolio heading into Q3: AMZN 12.6% GLIBA 10.9% AMT 10.4% MA 7.3% COUP 6.8% SBAC 6.2% TDG 5.6% HEI/A 5.4% SHOP 4.7% BABA 4.6% NOW 4.1% ROP 3.9% TCEHY 3.7% CRWD 3.2% TTD 2.3% SMAR 2.1% JD 1.8% NFLX 1.7% AYX 1.6% ZS 1.2%
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Sep 7, 2024
    Replying to @valuedrift
    Definitely
    41K
  • user avatar
    Locked-Up Capital
    @lockedupcap
    Jun 7, 2020
    Bought a car on $CVNA today. Was my first time ever buying a car. Took 20 minutes to do from bed. Super easy. Gets delivered in 6 days.