Remedy
@RemedyCap
Poultry dicer, city planner, chemical distributor & baseball cap wearee
You might like
"pivot to doing acid hanging out with friends exercising" More and more people are telling me to go to business school
arb cursor being better than people realize, work anywhere it doesn’t even matter what language bc cursor can basically do all the work for you then after arb is done maybe a year or two pivot to doing acid hanging out with friends exercising meditate low-cost etc wait for asi
Me as all my friends retire off their NVDA holdings
There’s a plausible future in which runaway AI progress is really bad for Nvidia. AI is already better at designing GPU chips than humans (Nvidia is vocal about this, see also Google’s AlphaChip, open source). The day AI is also better at designing GPU drivers, Nvidia is done for
KKR under Pete Stavros & Ownership Works
A top manager spent about an hour and a half -- out of a two-hour meeting -- talking about his reflections after studying Xi's works. The manager spoke of putting the president's books on his desk so that he could go to them for answers whenever he has trouble at work.”
Banking analysts are safe
Wait until VCs hear that PE firms take discounts and charge their portcos fees for the pleasure of being managed
How lame is a VC if they have tens of millions in management fees a year and ask a portfolio company for a discount on their product? I'm giving some advice to a founder and I wanna make sure I'm not totally off in my very strong opinion 😏
Looks to be long term good for Western countries - Russia the wake up call to get military spending up to prepare for war with China
14) Meanwhile, Chancellor Olaf Scholz announced plans for a massive boost in defense spending in the latest historic policy shift in Germany triggered by Russia’s invasion of Ukraine. bloomberg.com/news/articles/…
bloomberg.com
Germany to Boost Military Spending in Latest Historic Shift
Germany to Boost Military Spending in Latest Historic Shift
Always helps to have MMs leaking for you. Wonder how many of Thoma's deals come from leaks - generally common among MFs, probably the key driver of how they close faster. nypost.com/2021/09/27/hou…
Now that everyone thinks this way new associates can look forward to limitless pre work on deals, no longer a differentiator
“Today, if you start looking at an asset when the formal process starts, you are going to lose.” - Marco De Benedetti, Carlyle Group $CG
Interesting ramifications if true - have heard the first to break ranks was MS, wonder how / if the other banks would punish them
RE: Bill Hwang situation I’m told he was spread across handful of PBs who had agreement to work together but they then broke ranks and someone started front-running to stem losses 1/
United States Trends
- 1. #UFC324 N/A
- 2. Derrick Lewis N/A
- 3. #SNME N/A
- 4. Alex Pretti N/A
- 5. #Skyscrapperlive N/A
- 6. Silva N/A
- 7. Rose N/A
- 8. Mavs N/A
- 9. #UFCParamount N/A
- 10. Minnesota N/A
- 11. Minneapolis N/A
- 12. Kyle Rittenhouse N/A
- 13. Ayton N/A
- 14. Nate Ament N/A
- 15. Taipei 101 N/A
- 16. Moro N/A
- 17. Brandon Williams N/A
- 18. Sami N/A
- 19. Walz N/A
- 20. #LakeShow N/A
You might like
-
JUNK BOND ANALYST
@junkbondanalyst -
EBITMA
@ebitmom -
Levered ShitCo
@FatBearCapital -
Junior Corporate Raider
@JuniorBarbarian -
GearingCap
@GearingCap -
Bookrunner
@LeadArranger -
Negative Rebate
@NegativeRebate -
Pari Passu Peter
@PassuPeter -
lever up
@_LeverUp -
Kaladin
@Kaladin_LLP -
LBO Monkey
@LMMinsights -
Board Observer Barry
@BoardObserver -
scrape 2026
@nerdcircus_ -
Dutton Capital
@DuttonCapital -
I’m Sourcing
@imsourcingg
Something went wrong.
Something went wrong.