The Logan Bartlett Show EP 31: Anonymous Fintwit Personality Compound248 Joins to Talk LP Allocation Strategy, the Yale Model, Spotify and Twitter
Unexpected Twitter Fame
- Compound248's Twitter fame started unexpectedly.
- A tweet thread about Robinhood's GameStop restrictions gained massive traction.
Benefits of Anonymity
- Anonymity on Twitter offers flexibility and avoids potential compliance conflicts for public market investors.
- It allows for unencumbered sharing of thoughts and ideas.
Asset Allocation Overview
- Endowments and large institutional investors allocate assets across various categories.
- These include stocks, bonds, venture capital, real estate, and hedge funds.
In the 31st episode Twitter poster Compound248 joins to discuss his own background, and why he chooses to stay anonymous on Twitter. Plus explanations on venture and endowments, thoughts on Spotify compared to TV streaming, the Twitter whistleblower and Elon deal, and his experiences starting his own private investment fund.
(0:00) Intro
(0:52) Compound248’s Background
(4:24) Why be anonymous
(9:15) Responsibilities of asset allocation
(14:53) Why endowments led the way
(18:15) Science of asset allocation
(23:11) More triaging and less manager
(25:32) Venture is building, not buying
(30:06) Hypothetical endowment
(34:51) How much of your fund is tech
(37:51) The generalist is the patsy
(42:04) Spotify
(45:07) Spotify vs TV streaming
(50:30 Rap caviar
(54:34) Cash flow margin
(1:01:04) Twitter
(1:06:18) Twitter monetization
(1:15:45) Whistleblower
(1:20:27) Wrap up
Mixed and edited: Justin Hrabovsky
Produced: Andrew Nadeau and Rashad Assir
Executive Producer: Josh Machiz
Music: Griff Lawson
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About the Show
A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
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About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode of The Logan Bartlett Show, we sit down with the people behind today’s most important startups and extract the tactics, lessons, and frameworks they’ve learned the hard way. Conversations span hiring to GTM, product, growth, fundraising and everything in between - collectively forming the ultimate playbook to make you a better CEO, investor or board member.
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