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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I’m sure they’re fine. They’ve crushed it the last several years and I don’t think they use much if any leverage. Idk why you’d be so concentrated in FSLY though, company was never worth close to what it was trading at the last 6 - 9 months.
What do you think they see/saw in FSLY that the rest of us are missing? Apparently they added more in 1Q...
I would guess they’re bulled up on this whole “Compute @ Edge” strategy, but that’s not going to be relevant until at least next year and I would argue NET has a much better product and strategy. In the meantime, it’s just another CDN company and that’s just a really shitty business to be in.
What is that fund?
Dude u can just google it
I remember at one point, Abdiel was the constant dip buyer on FSLY. It was remarkable. They might as well just take FSLY private.
They use zero leverage
They’re going to be just fine...
I met the guy who founded Abdiel. He knows what he’s doing.
Any sense what kind of DD they do / differentiated research methodologies?
How much do these Abdiel analyts make? They kill it every year, must be at least low 7 figs.
Kinda curious as well... any knowledgeable person here wanna venture a guess?
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.
Depends what you want to do ultimately...
in a hearbeat
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.
Ya I know. That's why I'm trying to see what work they did / why they believe in this so much. Trying to figure out if this is a good opportunity to pick some up. I don't cover the space and like someone higher up said, can't see how it was worth as much as it was trading at.
Bumping this in light of FSLY earnings today
Deleted. I shouldn't speculate. But as of end of June, they were -0.4%. So you can do your own math.
Should I yolo my portfolio on FSLY tomorrow?
They own 20+% of it, they must know more than we do
Interesting that they did not sell once it hit more than 100 (could have made a nice 5x since they bought at 18ish) and then started buying again after it dropped at 60 and 40
Anyone in the sector might be able to make more sense to an intern?
Abdiel Capital fawkkksss
Yikes on the Fastly news.
Did anyone apply for their SA? If so, has anyone heard back?
Hear back, didn't get extended first round.
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