13F 사이트에서 이상한거 사는 회사들 보면 장기 아웃퍼폼한 운용사들 쉽게 발견 가능

따라가면 중박

특히 소신 강해보이는 픽 고르시는 분들일수록 가능성 Up

퀄리티 투자는 ETF로 하면 의미가 별로 없는 것 같음

퀄리티 이야기 하시니

HOUTHI HYPERSONIC MISSILE RENDERS IRON DOME USELESS, SLAMS INTO TEL AVIV AREA ...

코딩따위 공부하지말고 하체 등 근육 키워서 곰방 번쩍번쩍 드는게 경쟁력일수도

(지난뉴스)
[글로벌]온프레미스 AI로 회귀? 미 기업들 클라우드 비용 효율성에 의문

- (중략) 지난 2년간의 테스트에서 얻은 결론은 생성형 AI가 비즈니스 운영을 크게 개선시킨다는 점, 클라우드 비용이 크게 증가한다는 점이라고 테크타깃은 설명했다.
- 2025년 신규 애플리케이션에 대해 온프레미스와 퍼블릭 클라우드를 동일하게 고려하는 비율이 45%로 증가했다. 2024년의 경우 37%였다.
- 게다가 치솟는 클라우드 비용은 최고재무책임자(CFO)를 설득해야 하는 난관을 가져다준다. HPE, 델 등의 하드웨어, 스타트업의 비교적 저렴한 소프트웨어로 구성된 패키지가 생성형 AI를 프라이빗 데이터센터에 구현하도록 만들고 있다고 테크타깃은 전했다.
- 연구 및 자문 회사인 인포테크 리서치 그룹(Info-Tech Research Group)의 존 애넌드(John Annand) 애널리스트는 테크타깃과의 인터뷰를 통해 자사 회원들의 청구서를 검토해보면 클라우드 비용으로 월 75만~100만달러 이상을 지출하고 있다며 “포춘 2000 기업들은 비용 관리 문제로 클라우드보다 온프레미스 AI를 추구할 것”이라고 말했다

퀄리티 좋은 종목 매수하겠다: BHP
가장 바닥인 종목의 강한 반등을 기대한다: 중국 철강주(HBIS, Ansteel)

여기선 개인별 취향 문제

VC Deals
Flink, a Berlin-based grocery delivery startup, raised $150 million from investors including BOND, Mubadala and Northzone.

Hotel Engine, which operates an online hotel booking platform, raised a $140 million round led by PE firm Permira. The company is now valued at $2.1 billion.

Neurological disease treatment developer Nura Bio extended its Series A with $68 million for a total of more than $140 million led by The Column Group.

Nomic Bio, a biotech company profiling biological proteins, raised a $42 million Series B led by an unnamed life science investor.

Intezer, a specialist in AI technology for the cybersecurity industry, raised a $33 million Series C led by Norwest Venture Partners.

Wealth.com, a company developing an estate management and planning platform, raised a $30 million Series A led by GV.

Software monetization specialist Orb raised a $25 million Series B led by Mayfield.

Zevero, a London-based carbon accounting company, received a $7 million seed round led by Spiral Capital.

Timefold, a Belgian provider of planning optimization software, secured a €6 million seed investment led by Lakestar.

PE Deals
Smartsheet, an NYSE-listed provider of collaborative workplace software, is in talks to be acquired by Blackstone and Vista Equity Partners in a deal that would value the company at around $8 billion, Reuters reported.

Princeton Digital Group, a Singapore-based data center operator backed by Warburg Pincus, is considering a private fundraising of $1 billion, Bloomberg reported.

The Carlyle Group bought $300 million of equity-sharing home loans and made a strategic investment in Unison, an investment management company specializing in equity sharing.

Colorado-based work absence-management platform developer AbsenceSoft has been acquired by Luminate Capital Partners.

Serán Bioscience, an Oregon-based company providing services to biotech companies, raised over $200 million in growth financing from Bain Capital Life Sciences.

General Atlantic may partner with Saudi's SURJ Sports Investment to buy a minority stake in Europe's top basketball league EuroLeague at a €1 billion valuation, the Financial Times reported. BC Partners is also in the bidding process.

DC Capital has invested in Florida-based supply chain consulting firm C5MI.

Exits & IPOs
Wavenet, a UK-based IT service provider, is in talks to be sold by Australian PE firm Macquarie Group for around £1.2 billion, Bloomberg reported.

Evisort, a startup using AI for contract and document intelligence, has been acquired by Nasdaq-listed Workday.

London-based buyout firm Cinven agreed to sell a 15% stake in Synlab, a Germany-based medical laboratory operator, to Labcorp for €140 million.

Fundraising
German buyout firm Aurelius Group is aiming to raise €750 million for European Opportunities V, which will be launched toward the end of the year, Private Equity News reported.

Chicago-based VC firm Moderne Ventures raised over $230 million for its latest fund focused on seed to Series B-stage investments in proptech and fintech startups, Axios reported.

Investors
BlackRock, Global Infrastructure Partners, Microsoft and MGX partnered to invest in data center infrastructure to support AI companies. The Global AI Infrastructure Investment Partnership launched with $100 billion in investment potential.

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