Would You?

Take tips from Alex Karp or Chamath

So two billionaires walk in a bar and you have choice to talk to one of them this fine moment before St Paddy’s Day

Who do you approach?

Chamath?

or Alex?

Chamath has been famous for his SPACs and his social media presence of late.

To date, most of the SPACs are down 90%

or

Alex Karp whose company has surged higher and recently published a book

For me, I pick the guy running a company who put down in ink his vision of the future.

If that theory holds water then when I see

Software companies valuation down

on fear of AI (what it just popped up ex-nihilo?)

and I read in the book he has penned

Pg 12 to be exact

“The twenty-first century is the software century”

I’m looking for fire sales of the top notch companies with brand identification

to accumulate shares in.

So what am I missing?

Love to hear your perspective

Don’t forget to watch my TV show where I try to give some pointers about life and markets.