CAGR Party 📈

Under-qualified PE associate | Readin' CIPs and buyin' dips I I eat synergies for breakfast

[CAGR Party 📈 @CAGRParty]

Will never forget the day I had to explain to my MBA associate why EBITDA can’t be higher than revenue

[CAGR Party 📈 @CAGRParty]

@saylor @mattkratter .

[BuccoCapital Bloke @buccocapital]

Happy anniversary to the greatest letter ever written

Donald Rumsfeld’s letter to the IRS

[CAGR Party 📈 @CAGRParty]

“Make the menu more distinguished, more… pizzazz.”

Say no more:

[CAGR Party 📈 @CAGRParty]

Isn’t it obvious…?

[CAGR Party 📈 @CAGRParty]

Just showed my VP Alt+W+N

His face:

[CAGR Party 📈 @CAGRParty]

VP: sends full novel with multiple paragraphs of detailed requests

*swings by 30 seconds later*

“Hey, did you get my email?”

[CAGR Party 📈 @CAGRParty]

Realizing after the fact that you addressed someone over email by their last name

[DiversityCopOut @DiversityCopOut]

Fintwit’s Q1 Comps

[CAGR Party 📈 @CAGRParty]

My VP “swinging by” to chat through the numbers when I have my headphones on

[CAGR Party 📈 @CAGRParty]

My latest public investing strategy is trying to guess which shitty tech companies Thoma + Vista are likely to take private for an exorbitant premium

[CAGR Party 📈 @CAGRParty]

Am I wrong to be skeptical of them using this to mask their losses…? Especially since they carry the entity on their balance sheet at “fair value” instead of consolidating…?

[CAGR Party 📈 @CAGRParty]

$HTGC (Hercules Capital) feels like an exciting short rn (I have small position) - as a venture lender, their portfolio of unprofitable life sciences / tech can’t count on the same cap markets access they’ve historically relied on to get repaid. What really caught me eye was…

[CAGR Party 📈 @CAGRParty]

An entity called “Hercules Adviser LLC” which they fully own but DONT consolidate… it’s an RIA that manages “external party” $, and recently they’ve been using that external $ to transfer (I.e., pay themselves) for a growing portion of their portfolio…

[CAGR Party 📈 @CAGRParty]

PE funds during interview process: “We have a zero facetime culture.”

Associates after starting:

[Hunter SPX Thompson ❎ @CoorsLightCEO]

When I moved to the buyside and found out compliance would approve my PA trades in ~15 minutes

[CAGR Party 📈 @CAGRParty]

Lol WSJ really stirring the pot by making sure to call out that Bill Hwang is “in a vest” I.e., guilty beyond a reasonable doubt

[CAGR Party 📈 @CAGRParty]

March Madness, but for banks trying to avoid implosion