allocatooooör
@capitallocator
not very active on here // i am just reading news and the gossip // formerly LO Analyst in London, now mid-market operator in the US
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i just love life i love working out, seed oil free food, making content, looking at data in excel, a cohort based sales process, zooms with a bunch of people around the world getting em fired up, time with the fam, arguing with kids about youtube thumbnails, staring at the…
HOLY SH*T!! This AI Agent just FIRED my entire sales team... while your sales reps burn 80% of their time on research making $60/hour, smart operators are using this to get 18% reply rates vs the 2% industry standard this agent builds context profiles with 50+ personalization…
BY FAR the biggest area I experience young investors having to "unlearn" is in the area of WACC & cost of equity. The orthodoxy that we teach finance students that CAPM will feed into WACC and provide an accurate assessment of cost of capital for publicly traded equities is just…
Anyone got good resources on PE value creation for PortCo’s ?
sam altman was buying lunch for his girlfriend on expenses and he was fired when he couldn’t convince the board that he had two bowls of soup and two prawn sandwiches in one sitting
Thanks @RishiSunak i saw you once jogging near JPM office close to Strand 😎
PE has turned tradesmen into salesmen The consumer is worse off because of it
FUNDAMENTAL ANALYSIS: SPIN-OFFS I was poking around today and I noticed that $DHR is spinning off its water business Veralto (VLTO). Caveat, I spent about 3 minutes digging in, but for a company that mgmt is guiding to MSD organic revenue growth and 30-40bps implied margin…
No better way to start the morning than a large iced coffee and 9 holes of Wii golf
HOW TO THINK ABOUT QUALITY IN CLOTHING 🧵 There have been a lot of discussions here recently about clothing quality. Many have involved oversimplifications, exaggerations, and sometimes misinformation. So here's a thread on how to think about quality in clothing.
I didn't know Edinburgh's Library of Mistakes, dedicated to financial crises and misunderstandings, existed until a few days ago. And now I must go.
Men are happiest when they’re making money, running a business, owning land, consistently hitting the gym, and building a family.
new life goal unlocked: to be so badass that I have a personal website that looks like I built it in my elementary school html class that casually states I can invest $1-100m into your startup lol
Here it is, the whole scoop on how I went from 1 quick lube as a side business to owning 20, creating a brand, and franchising - selling over 160 franchise locations in the past 2 years. A thread 🧵
“Most men die at 27, we just bury them at 72." Mark Twain
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