Company | Vehicle | Platform | Date | Invested? | Why? Why not? | Amount Invested |
|---|---|---|---|---|---|---|
Andres Pineda (Personal) | Yes | |||||
Andres Pineda (Personal) | Schwab | Yes | AI-driven Neobanks productivity increases, reducing the need for a large workforce while significantly boosting return on equity (ROE). • Current state: $300 billion in assets, 100,000 full-time employees, mid-teens ROE. • Future state: $300 billion in assets, 5,000 full-time employees, 50% ROE. | |||
Andres Pineda (Personal) | Schwab | Yes | Chips will be everywhere. Humanoides será lo que más se construirá en el futuro. Significant growth potential. EPS & earnings power. Implied P/E for the future to decrease from 35x to 2.4x. (Coatue) | |||
Andres Pineda (Personal) | Schwab | Yes | ||||
Andres Pineda (Personal) | Schwab | Yes | -Great Team. Anthony Hatoum is great. -Huge Market -Anti-cyclical: in down times, TBBB will thrive due to market needs. |