Looks like Dragoneer is getting smoked. Flutter, Coupang, SQ, Duolingo, etc, all garbage names. Can someone remind me why people invest in these funds with no edge? It's actually incredible how bad a tech fund like this can perform with every high beta name up massive. Anyone with knowledge on the situation please chip in.
| +20 | Future of L/S | 5 | 2d |
| +17 | Latest blow up / wind down | 25 | 1d |
| +12 | Looking for Fund to Partner With - LMM Activist | 3 | 3d |
| +11 | Nuvei is paying $7.40 a share in cash for Payoneer, US$2.75B equity. How do you read a premium that is still below the debut valuation? | 4 | 5h |
| +10 | SM L/S Compensation? | 2 | 9h |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 16h |
| +9 | Moving from credit to equity? | 3 | 3d |
| +6 | How to prep for credit HF? | 4 | 13h |
| +5 | James Fishback | 4 | 2h |
| +3 | Chefs at Pod Shops | 2 | 2d |
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