Kodai and Throughline
Anyone have any insights on Kodai and Throughline? I know they're both Millennium backed but how has Kodai's recent performance been? Did Throughline start trading yet?
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I don’t know much about Kodai. Throughline started and is scaling up. Have heard this will be biggest MLP launch in history.
Doesn’t come as surprise. The founder is probably the best TMT investor I’ve ever interacted with. It wouldn’t shock me if he had 10 figure cumul. PnL at Citadel.
Biggest MLP launch in history and no media/press on the launch?
Yes. A guy like this doesn’t need publicity to launch a massive fund. His guarantee speaks for itself.
Again I’ve been doing this for almost 10 years now, and haven’t come across anyone as good as him in TMT.
No press/media but this is like the third time I've seen it mentioned on this forum. I need more networking skills lol. Is Throughline launch well known across the street at this point?
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re: kodai...nothing but good things to say about NS...but...i don't know anyone other than him at kodai...
re: throughline...yes...VM is exceptional...have known him since tiger legatus days. crushed it at citadel and has been around block. he's getting one of the biggest guarantees i've ever heard - this is someone who just knows how to make $, can run a big team, and has crushed it yr after yr. though...he is a very, very demanding spm / cio...all nighters when book not working...
How big is guarantee
it's a nine-figure number + very nice terms / economics...
Why..do...you...type...like...this... has..nobody...told..you...how..obnoxious..it....is
You don’t get it - that’s how all elite senior PMs write. It’s a sign of respect man
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Is thoroughline going to act as a calssic pod shop or do more traditional L/S?
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