Thread by @saxena_puru

THREAD - Info on new positions -

1) $CURI - Factual content streaming service

H/T @OphirGottlieb for the idea

$CURI - Iconic founder + seasoned management team -

$CURI - Diversified revenue streams -

$CURI - Co. expects revenue to 10X by 2025 -

2) $ACTC (Proterra) - EV and energy storage company -

$ACTC - Diversified business segments -

$ACTC - Massive TAM -

$ACTC - Strong management team -

$ACTC - Co. expecting revenue to grow > 10X by 2025 -

$ACTC - Long-term financial model and margin profile -

$ACTC - Relative valuation (this is much higher now) -

3) $OPEN - Disrupting the real-estate industry -

$OPEN - Strong management team -

$OPEN - Model resonating with home sellers -

$OPEN - Impressive NPS -

$OPEN - Company expecting strong revenue growth -

4) $IPOE (SoFi) - disrupting the fintech industry -

$IPOE (SoFi) - Diversified business (SoFi + Galileo) -

$IPOE (SoFi) - Strong management team -

$IPOE (SoFi) - Monster TAM -

$IPOE (SoFi) - Company expecting revenue to ~6X by '25 -

$IPOE (SoFi) - Bank charter should be positive -

$IPOE (SoFi) - Three distinct business segments -

$IPOE (SoFi) - Long-term model and margin profile -

H/T to @chamath for arranging these deals

Disclosure - I own shares of all these businesses, am biased and this is not investment advice/recommendation. Do your own DD, its your money (profits/losses are also yours).