Ho Nam ✓

@honam · Burlingame, CA · joined 24 Apr 2008

Co-founder and Managing Director of Altos Ventures

61 530Followers

1 002Following

13 508Posts total

228.9KViews on collected posts

Posts recentes

Ho Nam ✓@honam6 Sep

The facts are clear and yet the incentives are to pile into the “best” companies which merely means the hottest companies (according to popular sentiment). This is not new due to modern VC industry becoming large. It’s always been the case most great founders don’t need VCs or 12.3K views · 79 likes · 11 reposts · 7 replies Open on X →

Ho Nam ✓@honam6 Sep

Previously (see quoted post), we looked at how pre-IPO scale effects the future success of venture-backed companies. Quick recap: Raising more private capital, and generating more revenue, are both correlated with WORSE outcomes for companies after going public. This is http

27K views · 28 likes · 6 reposts · 4 replies Open on X →

Ho Nam ✓@honam2 Sep

Great episode. I liked this quote. Singleton: "We are not particularly persuaded by quick, temporary gains. We'd rather get something permanent, and that takes time." LPs or VCs impressed by quick markups should take note. 14.3K views · 68 likes · 6 reposts · 0 replies Open on X →

Ho Nam ✓@honam28 Aug

@honam What’s also amazing is that holding onto NVDA was not an easy ride (huge amounts of confidence-testing volatility) and Jensen Huang sold relatively little over the years. https://t.co/cDNx87GOss

4.8K views · 21 likes · 1 reposts · 1 replies Open on X →

Ho Nam ✓@honam28 Aug

@honam Slowly at first and then all of sudden! 1.4K views · 5 likes · 0 reposts · 0 replies Open on X →

Ho Nam ✓@honam28 Aug

@honam Gradually then suddenly. 2.5K views · 7 likes · 1 reposts · 0 replies Open on X →

Ho Nam ✓@honam28 Aug

Jensen Huang just passed Larry Ellison and Mark Zuckerberg in net worth with only a 3% stake in NVDA. Compounding feels vertical toward the end. For perspective, it took 24 years for NVDA to reach $100B market cap. 1993 to 2017. Then six years to hit $1T in May 2023 (shortly 161.6K views · 679 likes · 46 reposts · 19 replies Open on X →

Ho Nam ✓@honam27 Aug

Ranked at #3, only behind Stanford and MIT, @harveymudd college (with 900 students) is punching way above its weight class. Congrats! https://t.co/MlLP6qewol 4.9K views · 27 likes · 3 reposts · 2 replies Open on X →

Ho Nam ✓@honam27 Mar 2021

Deep value investing, to me, is not about big discounts. It’s about finally seeing something profound and deep underneath the surface, when others are still only seeing the tip of the iceberg, and still making judgements. 0 views · 1.8K likes · 218 reposts · 78 replies Open on X →

Em comparação com contas do mesmo porte

8 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.

Mediana de visualizações8 642esta conta924mediana para 10K–100K

Alcance, %14.04%esta conta3.62%mediana para 10K–100K

Engajamento, %0.47%esta conta1.52%mediana para 10K–100K

Métrica	Esta conta	Mediana para 10K–100K	Proporção
Mediana de visualizações por post	8 642	924	9.35×
Alcance (visualizações ÷ seguidores)	14.04%	3.62%	3.88×
Taxa de engajamento	0.47%	1.52%	0.31×

Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

4.9K27 Aug

161.6K28 Aug

2.5K

1.4K

4.8K

14.3K2 Sep

27K6 Sep

12.3K

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.65%27 Aug

0.47%28 Aug

0.31%

0.35%

0.48%

0.52%2 Sep

0.16%6 Sep

0.79%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes72.1%914 in total

Reposts5.8%74 in total

Replies2.6%33 in total

Quotes1.3%16 in total

Bookmarks18.2%230 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Posts recentes

Em comparação com contas do mesmo porte

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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