Sandstone - Founder/CIO
Sydney
Joined December 2018
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Anthropic S-1 numbers exciting.
Much for profitable than expected, after normalising for costs.
All costs.
Harrison retweeted
AUTO1 Group SE $AG1.DE
Digital platform for buying and selling cars in Europe (“Carvana of Europe”). -10% ytd / +70% since April; EUR 5.58bb mkt cap / EUR 6.70bb EV; 22.6x NTM EV/EBITDA, 37% EBITDA growth (2026 est); car trades +22% YoY
Founder led, 3% of market, wholesale division (90% of volume) funding newer, higher-margin retail division.
Written up recently by
@HarrisonMoot
@MnkeDaniel
Rockfish
@LuxOpesResearch
