Founder Notes with Nelson Chu and Prath Reddy

← Founder Notes with Nelson Chu and Prath Reddy21. Feb. · 27 Min.

Do The Work

Do The Work21. Feb.27 Min.
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<p>This week’s theme is simple: the people who didn’t do the work got caught. Nelson and Prath cover First Brands, double-pledging, and why relying on PDFs is not monitoring. They also get into the semi-liquid BDC squeeze, the software concentration shell game, and why secondaries are becoming unavoidable.</p>