hugo
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gpfo.com
hugo
@gpfo.com
fresh prince of bay-air(ea)
Big turn off apparently.
November 23, 2025 at 3:52 AM
"I don't think we've ever seen the concentration of economic risk and opportunity in a single investment theme"
November 21, 2025 at 1:39 AM
Imagine being an emerging manager going out to pitch LPs an 18yr expected fund life
November 20, 2025 at 11:14 PM
"Using large language models, the researchers read more than 364,000 earnings call transcripts between 2008 and 2025, as well as some 200,000 analyst reports from sell-side research houses and looked at how businesses and analysts discussed these geoeconomic pressures and how they reacted to them."
November 20, 2025 at 11:07 PM
Some plant shops feel magical 🪄
October 19, 2025 at 6:15 AM
September 19, 2025 at 8:44 PM
Caught some nice light
September 17, 2025 at 2:53 AM
Importing European style governance should be tariffed
September 10, 2025 at 2:01 AM
I think Marie likes the new treats
September 5, 2025 at 1:05 AM
An interesting study on biotech failure: open.substack.com/pub/age1/p/a...
September 3, 2025 at 11:04 PM
In context:
September 1, 2025 at 5:58 PM
September 1, 2025 at 5:58 PM
LP sentiment is a reasonably hard thing to change. It's also hard to get Europeans to admit they like Europe!
July 31, 2025 at 10:09 PM
July 31, 2025 at 1:08 PM
July 31, 2025 at 7:22 AM
Was not expecting Scotland to feature so prominently! 🏴󠁧󠁢󠁳󠁣󠁴󠁿
July 31, 2025 at 7:21 AM
🪟
July 31, 2025 at 7:04 AM
Seeing some FOs step up and lead some chunky rounds (in Deeptech too!)
July 31, 2025 at 6:59 AM
👏
July 31, 2025 at 6:57 AM
July 31, 2025 at 6:47 AM
25%+ of acquisitions being preseed/seed stage feels like it's going the wrong direction...
July 31, 2025 at 6:35 AM
"There are over 12,000 FOs worldwide, many of whom feel they are not well served by their banks"
July 22, 2025 at 6:05 PM
🧠
July 17, 2025 at 10:25 PM
zigging when others zag
July 17, 2025 at 4:25 AM
My lil newsletter is now ready around the globe, literally.
July 16, 2025 at 4:09 PM