Starting our first episode of this fireside chat series after a rather "thrilling" 1st 100 days of the year.

In this episode we're coming live from NYC to talk Q1 2025 performance, along with the start of Q2, tariffs, and more.

This was recorded 4/9/25.

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Rob Levin is impossible to put in a box. He is the founder of CIS Ventures, which is a strong attempt at bringing all of his skills together into one.

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Shaun Sharabi is the co-founder and managing partner of J&S Capital. We are a public markets-focused investment partnership with a core objective of maximizing long-term capital appreciation. We are investors who love to deliberately learn, build relationships, and build wealth.

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Arjun Mahadevan is the CEO & Founder of doola, a Business-in-a-Box™ for E-Commerce—built for Shopify and Amazon sellers to launch their U.S. business with an LLC and all required paperwork, then scale with bookkeeping, tax filings, and analytics—all in one platform.

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Shaun Sharabi is the co-founder and managing partner of J&S Capital. We are a public markets-focused investment partnership with a core objective of maximizing long-term capital appreciation. We are investors who love to deliberately learn, build relationships, and build wealth.

Kyle Sorel is the Co-Founder & Managing Partner of Titn Development, a real estate development & construction company.

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Shaun Sharabi is the co-founder and managing partner of J&S Capital. We are a public markets-focused investment partnership with a core objective of maximizing long-term capital appreciation. We are investors who love to deliberately learn, build relationships, and build wealth.

Connect with me on…

Kevin Henrikson is a seasoned entrepreneur, engineer, and investor with a track record of building and scaling high-impact technology businesses. He has led hundreds of engineers at Microsoft and Instacart, co-founded ventures at the intersection of AI and blockchain, and invested in 50+ startups over the past two decades.

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Shaun Sharabi is the co-founder and managing partner of J&S Capital. We are a public markets-focused investment partnership with a core objective of maximizing long-term capital appreciation. We are investors who love to deliberately learn, build relationships, and build wealth.

Sunny Ilyas is the Founder & CEO of Vale, a healthy fast casual restaurant taking over Florida. In this conversation, Sunny discusses bootstrapping his business from solving a simple local problem, to 10 stores, 3 in the past year, multiple 8 figures, developing their own line of protein powder products, planning for his first raise in an effort to get to 100 stores, and the important role healthy fast casual restaurants play in our society today.

Shaun Sharabi is the co-founder and managing partner of J&S Capital. We are a public markets-focused investment partnership with a core objective of maximizing long-term capital appreciation. We are investors who love to deliberately learn, build relationships, and build wealth.

For launch week Shaun brings on his Co-Founder and Managing Partner, John Davenport. John shares some about his background leading up to launching J&S Capital and how that has shaped the value based investment philosophy we take. He also shares a bit of his take on the current state of the market, traditional money management options, and why J&S Capital is different.

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