- Same day: @Google snags CEO + key talent for $2.4B “reverse acqui-hire” (people + license).
- Jul 14: @Cognition_labs picks up the rest - code, IP, brand, team.

Thank you for reading!

Would you be interested in reading where I'm putting my money and why?

Now, one final "tip" that, of course, isn't investment advice:
Fear & Greed Index: some people say that you better don't buy when the street is extremely greedy (like today) - I'm of course following that framework👇

on the watchlist.

I can completely understand if that sounds boring to you, but to me, it's a fun thing to do. It's a nice way of staying up-to-date and learning about innovative products and services. I also enjoy writing @whogotfunds for the same reason.

Question for you all:

One key aspect that I'm enjoying a lot from this journey is that since I'm making decisions by myself (I'm not investing through ETFs or similar but rather in individual stocks), I actually need to put in the time to inform myself about the developments of the companies I've invested in or the ones

It's been a wild and fun ride so far! With ups and downs, but I'd say that the results are good since I'm 50% up from the amount of money I decided to put in. I'm not rich by any means, so I started with a very humble amount.

In Glissandoo, I was not full-time; I was full-time, full-life. Most likely, as almost all startup founders do. I didn't have the time or the cash to start buying any stocks.

However, since last year everything changed, and I started putting more time into investing.

Last year, I started investing in individual companies trading on the public markets. Before that, I had been interested in the topic and had bought some shares occasionally, but all my resources (both time and money) were fully invested in my startup glissandoo.com.

Bonus video: my mountain views🚶🌳

- 15%-20% EBITDA margin

go, go, go!!

💸 Valencia-based Sklum (founded in 2017 by Isaac Catalá and Roberto Gómez Savall), the online design-furniture disruptor competing with IKEA in 11 countries, is in advanced talks with Trilantic Europe to sell a minority stake.

- Valuation of over €500M
- €300M in annual revenue

What will be left for us?

👉 Oraion's agents extract data to provide recommendations in areas like investment intelligence, customer sentiment, and workflow automation.

The platform can function as an enterprise data store or integrate with existing infrastructure, supporting over 300 data sources.

Cool! 🚀

1) Targeting enterprise = faster scaling. Ofc that's still true in the AI era.

2) Led by alumni of Apple, N26, Revolut, MongoDB, Printify, and Bolt. Chances of raising such a big pre-seed without experience are always low.