What do you think is happening in Abdiel right now?
Two positions that make up ~50% of their fund (APPN and FSLY) are down a third and half YTD. Thoughts?
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What is that fund?
Dude u can just google it
They’re going to be just fine...
I met the guy who founded Abdiel. He knows what he’s doing.
How much do these Abdiel analyts make? They kill it every year, must be at least low 7 figs.
You mean shorting inflation? In a way, that's what all these guys have been doing all along.
idk about that
https://twitter.com/nomad_capital/status/1364937926560284673
Whoa, nice find by Nomad! Is there a link to the full interview anywhere?
Abdiel sent a recruiting memo to my school that said they had over $5bn in AUM now, so I think they are doing just fine.
Keep in mind that they're long term oriented. One of the toughest parts about this investing style is resisting urge to let short term market gyrations influence one's judgment.
As Buffett famously said– in the short term, the market can behave like a lottery. But in the long term, asset prices will adjust to reflect their fundamental value. If you have high conviction in your valuation of the company, short-term dips shouldn't cause you to blink twice.