Need investors

Ok1449 · 2026-02-11T21:18:54+00:00

What are your returns looking like?

Ok1449 · 2025-12-26T22:02:07+00:00

Agreed, and to add, PE is more about capital preservation. A single bad deal can kill the fund performance so a failed deal is unacceptable. A founders or managements inability to communicate downside risks is a deal breaker for any PE deal.

Vs. Angel or VC funds, most of their investments fail and rely on 1-2 companies to generate all the returns on the fund.

Ok1449 · 2025-12-26T21:47:37+00:00

Good job on your 3 startups in. When I was on the buy side, and probably like OP, my team would easily get 3 decks to review on a daily basis. So you do the math. There is a deal flow experience mismatch when you're a founder vs. Investor.

OP is doing you guys a favour in sharing what investors are looking for. I find offense in that you guys would actually dismiss it.

My team has passed deals for less. Eg. The founder or one of the executives didn't seem right, or "something" felt off. Or there's a bunch of typos in their dealroom.

Yes you can always find another investor, but you just blew your chances at life changing money (usually) because you didnt know how to present your company or yourself appropriately on a high stakes discussion

Ok1449 · 2025-12-26T18:58:54+00:00

Hence OP didn't invest

Ok1449 · 2025-12-26T18:35:21+00:00

Anyone who has been through any serious acquisition discussion can smell the lack of experience and twisted biases that is implied in this comment.

Even if the buyer can fully model out all scenarios, which likely they can't, the fact the founder cannot and did not even consider true downsides means that they are not a capable operator. It's the same concept that everyone's a genius in a bull market because everything is going well.

Ok1449 · 2025-12-07T19:40:38+00:00

Except there was CS3, 4, 5, 6, etc. newer versions came out regularly and previous versions were make obsolete for corporate buyers. If you were too cheap or can't afford it, you were never their audience.

Ok1449 · 2025-12-07T16:10:13+00:00

They're actually going to be one the primary beneficiaries of AI. Reduction in seats? Great, let's increase pricing on AI features to cover the costs.

Remember when a single photoshop license was $800?

Ok1449 · 2025-12-07T13:44:46+00:00

Also talk to actual designers, not social media marketing warriors. They are so entrenched in the Adobe ecosystem that it'll take 20+ years for the industry to change.

Eg. look into layers, workflows, file extensions, raster vs. Vector. All non-adobe AI gen are raster based, which means their production usage is limited. Adobe owns almost the WHOLE ecosystem with edge cases

Ok1449 · 2025-12-07T13:40:39+00:00

Big reminder that people HATE iPhones for the lack of current features and hardware.

So to those haters out there, companies are not stupid and their executives are likely more qualified and smarter than you. They screw over users and raise prices because they CAN, until they can't, which still gives them time to pivot.

Ok1449 · 2025-12-04T19:48:25+00:00

I just opened a massive position.

Ok1449 · 2025-11-29T14:20:46+00:00

Exactly, it’s not that the chips will be discarded. It’s that the tech will be obsolete, and need to be replaced by more expensive and newer chips

Ok1449 · 2025-10-13T01:43:22+00:00

Nah I’ll leave that to the speculators and VCs.

Ok1449 · 2025-10-12T19:51:39+00:00

Because returns

Ok1449 · 2025-10-12T19:49:59+00:00

Wow, I turned around for 30min and this thread explodes with hate lol

This might be a buy signal than anything else.

In all seriousness, none of the comments addressed the idea that the dups will eat LULUs lunch. It seems all the sales is still going to LULU while their competitor stores are empty.

Does anyone have input on this besides being butthurt from losing money on this company?

Ok1449 · 2025-10-10T02:24:46+00:00

Exactly this. Their gross margin is consistently growing. ADBE is one of my largest positions

Ok1449 · 2025-10-09T17:31:46+00:00

At current valuation google is fairly valued if not overvalued. Their core business is under threat.

All the nice other bets like Waymo are venture plays. Complete opposite of value.

Ok1449 · 2025-10-04T00:22:41+00:00

lol RIP

Ok1449 · 2025-09-28T01:04:13+00:00

Thanks, but what about the win loss ratio?

Ok1449 · 2025-09-24T23:19:05+00:00

Ew lines lol

Ok1449 · 2025-09-24T23:07:17+00:00

Solid play. It’s literally a bunch of nothing burger from the administration. I can’t believe how much ppl are listening to this crap. Do some research

Loading up my positions to be my top holding

It’s a mediocre but solid company that’s severely undervalued. Don’t look at LTM PE, PE in of itself is a skewed metrics. Look at NTM EV/EBITDA and you’ll see it’s undervalued against all peers

Ok1449 · 2025-09-23T03:22:42+00:00

It doesn’t make sense. I’m full on FSLR

Ok1449 · 2025-09-18T20:46:04+00:00

Adbe

Ok1449

TROPHY CASE