owneroperator
@avidfinlearner
Account purely for finance, economics and business
Tal vez te guste
I like the biography of Ed Thorp because it highlights a less popular path to success than what is in fashion today. Ed leads a life of wonder in many different fields, stumbling into several monumental achievements along the way. He meets Buffett at 35 and invests in Berkshire,…
Can I get access to this? Thank you!
Ultimate Market and Commercial Diligence Template How the big shop's frame an asset and vet the CEO’s plan Quote post, follow (so we can auto DM), like and comment to get a copy DMing first will break the automation
Links for many playbooks / slide decks below - over 1,000 slides & templates Repost and comment please
WILL AI DESTROY YOUR SOFTWARE COMPANY? OR: WHICH SOFTWARE COMPANY SHOULD I BUILD? I'm a software private equity investor. I look at 10-20 software businesses each week to acquire. I see good, bad, and everything in between. ***I am reposting this since apparently all the pods…
SophonInvest.substack.com Re-post this tweet, message us your email, and we’ll send through our model on Floor & Decor ($FND). If you’ve done this before and didn’t receive a model that’s our fault - DM us again and we’ll be sure to send it.
🙏 appreciate if you could share it!
assorted thoughts on fintwit, on L/S equity, fund management, analyst vs pm, knowledge of self, mental capital…some lesser known, underdiscussed parts of the game…long, loooong thread.
I'm normally not a big fan, but this is an absolutely brilliant answer by Larry Summers to the oft-repeated argument that China is somehow "cheating" in trade. In fact it's probably the best answer I've ever heard on this. It goes back to the point I was making…
A collection of a few finance primers and slides I have posted on this platform for the past few months 🧵 1/ Career Advice 101: 7 Things to Consider for Private Equity & Buyside Roles
There are increasing signs the new admin is committed to cutting 25-35% of the federal workforce, totaling as much as 800k job losses ahead. These cuts would add 50bps to the unemployment rate even before considering knock-on consequences + contractor/consultant cuts. Thread.
This interviewer matched Tyler's energy so well 😭
One of the conundrums facing many larger PE-backed rollups today is that they don't have a lot of viable exit opportunities. It used to be that public markets offered an opportunity to sell out at a higher valuation than was available in private markets – whether that is via an…
Primer on Key Negotiated Terms in a Private Equity LBO
Our model on Games Workshop ($GAW) is live…repost/like this post for us to send it to you!
Warren Buffett called them the best operators in the world. Three friends turned a tiny Brazilian brewery into a $152B empire. They took over Budweiser, Heinz & Burger King. The untold story of 3G Capital 👇
This went in a completely different direction than I was expecting
This quote from Lee Kuan Yew seems more relevant than ever.
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