Kumar Thangudu

Founder at UptickGrowth

Kumar Thangudu is an investor and founder associated with ReposiTrak, a company focused on asset management. He has a significant following, with over $500 billion worth of asset managers, family offices, and allocators subscribed to his newsletter, kumarletter.com. Thangudu actively engages with the business community on LinkedIn, sharing insights and seeking advice on various topics, including business phone systems for larger teams.1 2

Additionally, he is involved in discussions related to technology and security, indicating a broad interest in the intersection of these fields.3 4

Highlights

Mar 24 · twitter

Doubled my $ngvc holdings.

I think this is damn near a pure play long compounder and has MAHA tailwinds.

Mar 21 · twitter

Sam Altman, accused of raping his sister, arguing with Lucy Guo, whose company passes (I won’t link to it) is being sued by a former federal prosecutor of Committing child pornography.

Lucy Guo knows lots of porn stars because her platform sponsors them. So her take here is interesting.

Basically fully suspecting Sam of doing shady stuff. If the former federal prosecutor is right, then Lucy is an expert on shady stuff.