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![endowment_eddie Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1860093000673824768.png) Endowment Eddie [@endowment_eddie](/creator/twitter/endowment_eddie) on x 4277 followers
Created: 2025-07-18 11:06:01 UTC

So, we sell all of our illiquid exposure at market trough at a discount, sell all of our public securities (ofc it takes a few years given redemption terms but let’s ignore that) and move into Mag7 (and ofc the trustees and IC are okay with this). 

XXXX% tr5 sounds nice. With that level of certainty, we should have levered it.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946164549477925352/c:line.svg)

**Related Topics**
[discount](/topic/discount)
[cash flow](/topic/cash-flow)

[Post Link](https://x.com/endowment_eddie/status/1946164549477925352)

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endowment_eddie Avatar Endowment Eddie @endowment_eddie on x 4277 followers Created: 2025-07-18 11:06:01 UTC

So, we sell all of our illiquid exposure at market trough at a discount, sell all of our public securities (ofc it takes a few years given redemption terms but let’s ignore that) and move into Mag7 (and ofc the trustees and IC are okay with this).

XXXX% tr5 sounds nice. With that level of certainty, we should have levered it.

XXX engagements

Engagements Line Chart

Related Topics discount cash flow

Post Link

post/tweet::1946164549477925352
/post/tweet::1946164549477925352