Ram Ahluwalia CFA, Lumida ✓

@ramahluwalia

Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Markets and philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.

51 133Followers

11 549Following

32 370Posts total

288.3KViews on collected posts

Son gönderiler

Ram Ahluwalia CFA, Lumida ✓@ramahluwalia2 Aug

Nothing wrong with Founders taking some chips off the table. But taking hundreds of millions off while your investors are still substantially in the boat and payments stocks have crashed is questionable. 5.7K views · 5 likes · 0 reposts · 1 replies Open on X →

Ram Ahluwalia CFA, Lumida ✓@ramahluwalia2 Aug

@ramahluwalia private exits are the new ipos, just quieter and harder to track 5.6K views · 14 likes · 0 reposts · 1 replies Open on X →

Ram Ahluwalia CFA, Lumida ✓@ramahluwalia2 Aug

The easiest deals to offer are often the very worst deals. I can't tell you how many ppl have asked us to get them into OpenAI and we've refused on valuation grounds. 12.9K views · 23 likes · 0 reposts · 1 replies Open on X →

Ram Ahluwalia CFA, Lumida ✓@ramahluwalia2 Aug

I shared a story back in Q1 around how a banker had quite and made a small fortune in spinning up non-stop SPVs for OpenAI stock. Who do you think the sellers were? 16.2K views · 22 likes · 0 reposts · 1 replies Open on X →

Ram Ahluwalia CFA, Lumida ✓@ramahluwalia2 Aug

LEOPOLD Another revelation... The Collison brothers seeded Situational Awareness with about $200 MM+. But, Stripe never went public. One must wonder how many early investors in Stripe have cashed out, and how many early investors in Anthropic and OpenAI have already done so. 247.8K views · 368 likes · 7 reposts · 21 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 5 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme12 906bu hesap92410K–100K için medyan

Erişim, %25.24%bu hesap3.62%10K–100K için medyan

Etkileşim, %0.16%bu hesap1.52%10K–100K için medyan

Ölçüt	Bu hesap	10K–100K için medyan	Oran
Gönderi başına medyan görüntülenme	12 906	924	14.0×
Erişim (görüntülenme ÷ takipçi)	25.24%	3.62%	6.97×
Etkileşim oranı	0.16%	1.52%	0.11×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

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

247.8K2 Aug

16.2K

12.9K

5.6K

5.7K

Last 5 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.16%2 Aug

0.14%

0.19%

0.27%

0.11%

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

What the audience does

Likes71.5%432 in total

Reposts1.2%7 in total

Replies4.1%25 in total

Quotes0.8%5 in total

Bookmarks22.4%135 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.

Son gönderiler

Aynı büyüklükteki hesaplara karşı

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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