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$FTAI -2Q revenues 676mm vs 545mm consensus -EPS $1.58 vs $1.34 Consensus -1H Modules 322.....2Q up 33% vs 1Q 25 -2H Module guide now 428...up another 33% from 1H25 -FY25 Free Cash Flow target now $750mm from 650 -Aero prod EBITDA 2Q $165mm... +26% Q/Q -Leasing EBITDA 2Q…
The worst thing imo of working in privates is working on a deal that lasts more than 5-6 months. I’ll take the endless comments over that any day
Every time we draft a contract for an exec, I wonder if someone will one day put in the same effort to structure a tax-efficient lucrative payout for me. Back to the grind
Investment committee
What's it called when you make an argument with multiple points, built on lots of different evidence, and someone pointlessly quibbles with one unimportant aspect of one piece of it?
Anyone here cover Ambulatory Service Centers and can point me to some primers / resources to get acquainted with the space?
Late to the party but damn ChatGPT is damn helpful when reviewing drafts / markups of legal docs
Interesting/unexpected deal. Would’ve thought they’d go after a larger platform. Maybe playing consolidator in the LMM/MM space?
Apollo agreed to buy Argo Infrastructure Partners in a cash and stock transaction that will add about $6 billion to the firm’s total assets. trib.al/YsxlzXd
bloomberg.com
Apollo to Buy Argo Infrastructure to Add $6 Billion of Assets
Apollo Global Management Inc. agreed to buy Argo Infrastructure Partners in a cash and stock transaction that will add about $6 billion to the firm’s total assets.
Whatever happened to a potential bid from Steve Mnuchin-led investor group
BREAKING: Bloomberg reports that Chinese officials are evaluating an option that 'involves Elon Musk acquiring the US operations of TikTok' if a ban cannot be reversed
Best case Suns make R2 of playoffs if they get Jimmy. Team chemistry & all roundedness > super teams
The Phoenix Suns reportedly want Jimmy Butler ‘bad,’ per @TheSteinLine “Phoenix wants Butler and Butler wants Phoenix — ‘I've heard they want him bad,’ one league source says of the Suns — but the obstacles preventing such a swap continue to be considerable. Before Bradley…
Wonder if $CEG sells off some assets from Calpine deal e.g. C&I biz which idk if fits well with utility scale gen assets in rest of portfolio
Imagine confirming receipt here
Bringing back American manufacturing is one of the most important challenges we face as a nation, and @garrytan is being delusional. That’s okay, btw; VCs have to be delusional—it’s part of their job. The source of his (and many VCs') delusion is that they think bringing back…
There is a path to reviving American manufacturing but it requires a renewed dedication to craft, combined with a special pathway to make supporting small runs and prototyping In hardware your contract manufacturers are make-or-break
When my boss is going through my model and says “this number looks off”
Need to stop tricking myself into believing hotel breakfast will be any good
For those in private markets, at what point did in your career did you lead your first deal / enough runway to lead most of it? Did you work with anyone senior besides the partner sponsoring the deal?
With all this capital, aren’t they basically transitioning from an active manager to a passive/beta manager? Seems like they’re already there
Brookfield Asset Management CEO: "In 2019, we had five strategies raising $5B. Today, we have 50 strategies raising $50B. Over the next five years, we anticipate $260B coming in with 80 strategies" $BAM
Deal I’d sourced and slaved for is likely gonna die despite seller confirming day1 they’re ok with structure and value. Time to delete some drinks
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