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David Sacks
Craft Ventures. SaaS operator brain applied to public tape.
@DavidSacks
Avg Return / call
+165.2%rank #2 of 5
- Calls
- 6
- Hit rate
- 83%
- Best call
- META +671.0%
- Worst call
- CRM -6.0%
Call log
| Ticker | Side | Entry | Mark | Return | Called | Ep. | Quote |
|---|---|---|---|---|---|---|---|
| stock | long | 256.00 | 240.73 | -6.0% | Aug 29, 2026 | ▶ E28718:14 | “This whole SaaS-is-dead narrative is getting shredded. I do not believe core systems of record like CRM are going to get ripped and replaced with something vibe coded.” |
| stock | long | 370.00 | 528.95 | +43.0% | Dec 8, 2023 | E156 | “Copilot attach rates are the real story.” |
| stock | long | 300.00 | 709.34 | +136.4% | Aug 25, 2023 | E143 | “Meta earned its multiple back.” |
| stock | long | 245.00 | 528.95 | +115.9% | Feb 3, 2023 | E114 | “OpenAI distribution inside Office.” |
| stock | long | 92.00 | 709.34 | +671.0% | Nov 11, 2022 | E105 | “Cost discipline will re-rate Meta.” |
| stock | short | 250.00 | 173.11 | +30.8% | Nov 12, 2021 | E55 | “Crypto exchange fee compression.” |