Romeen Sheth (@romeensheth) 's Twitter Profile
Romeen Sheth

@romeensheth

Having fun investing in + building companies. Bootstrapped & exited my last business to PE. Always curious to learn from great people.

ID: 893823882

linkhttps://www.romeensheth.com/profile calendar_today20-10-2012 18:59:34

9,9K Tweet

171,171K Followers

2,2K Following

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Hearty congrats to my friend Arjun Sethi on being named as Co-CEO of Kraken Exchange today. Arjun is one of the few people I know that is a “frame breaker.” Every time I think he’s doing a lot
he somehow does more. Excited for the future of Kraken!

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Jacob and team have built such an awesome company. Pumped to be along for the ride + seeing access to top flight care become affordable.

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15 second order effects I’m most curious about over the next 10 years with AI: 1. If FSD (full self driving) actualizes, what happens to car insurance companies? 2. What impact do AI and AI agents have on white collar labor? Specifically which pockets get decimated and which

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25 predictions for 2025: 1.Bitcoin hits $200k 2. S&P 500 sees another +15% gain 3. AI deflates SaaS 4. Ozempic (GLP-1s) will cross $100B in annual sales 5. Venture capital reverts to a cottage industry 6. Valuation dispersion widens 7. US IPO market reopens; M&A accelerates 8. A

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Tired: Historical PE multiples are at the highest they’ve ever been. The market is overvalued. Wired: Companies are more performant than they’ve ever been. The market is the greatest wealth creator of all time.

Tired: Historical PE multiples are at the highest they’ve ever been. The market is overvalued.

Wired: Companies are more performant than they’ve ever been. The market is the greatest wealth creator of all time.
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My friend Brent always writes incredible annual letters. Aside from the business wisdom, what I’ve come to increasingly appreciate - and look forward to - every year is the personal wisdom and insights that are captured in his letters.

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My buddy Shaan Puri is world class at explaining complicated, deep topics *extremely simply.* This run down was really great / looking forward to the next ones to come!

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Dallas Mavericks roster: - Kyrie Irving - Klay Thompson - Cooper Flagg - Anthony Davis - Dereck Lively II Duke nation rise up 😈😈😈

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Happy customer and investor in @Wander. Congrats John Andrew Entwistle and team! Awesome product and a real shot at being a major player in luxury real estate.

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Hands down best finals since Federer-Nadal at Wimbledon 2008. Absolutely unreal. The next giants of tennis are here. How lucky are we!

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What an unbelievable week in Paris watching Roland Garros 2025. We got to see all the men’s + women’s quarterfinals + men’s semifinals from the 5th row on Philippe Chatrier. An epic four days of Alcaraz, Sinner, Djokovic, Zverev, Musetti, Tiafoe + Coco, Sabalenka and Iga. No

What an unbelievable week in Paris watching Roland Garros 2025. We got to see all the men’s + women’s quarterfinals + men’s semifinals from the 5th row on Philippe Chatrier. 

An epic four days of Alcaraz, Sinner, Djokovic, Zverev, Musetti, Tiafoe + Coco, Sabalenka and Iga.

No