David Yepez, CFA, CAIA
David Yepez is a seasoned finance professional and entrepreneur, currently serving as Co-Founder and Partner at DNA Capital Partners, a venture capital and private equity firm. He also holds the position of Principal at Pioneer Acquisition Group
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 67 | Founded | a year ago | Last Issue | 2 months ago |
| Active | |||||
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investmentsfuture.substack.comLatest Issues
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When a former Big Tech engineer picks up a wrench, you should probably pay attention.
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The Night Maduro Fell
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A Few Thoughts From Last Week:
It’s Christmas time…
Lululemon brought on activist investor Elliott, which has quietly built a ~$1B stake in the company. Always good to see a top-tier investor involved from the outside .
Oracle’s Latest Earnings Tell a Complicated Story
Strong cloud momentum, heavy investment, and why strategic moves like TikTok matter
Oracle’s latest earnings report landed with a mix of optimism and caution. For the quarter, the company reported revenue of approximately $16.1 billion, re...
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David Yepez is a former Portfolio Manager and Investment Analyst for investment firm—where he grew AUM from $100M to $500M. Founder of DNA Capital Partners and Investor
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