Notwithstanding the Foregoing

“Special Situations” tech PE investor; recovering activist investor in shitco value traps; former IB / MF PE

[COATUE @coatuemgmt]

Follow the bottleneck.

Chips → data centers → grid equipment → power → gas turbines

Grid equipment grew 1%/yr for decades. Then data centers showed up as an entirely new buyer.

Gas turbine makers shipped 5–7 GW/yr. Last year? Orders hit 100 GW.

@maxlbcook on how he follows the bottleneck across the AI power ecosystem ⬇️

[Notwithstanding the Foregoing @EVtoTAM]

@paulswaney3 INTEGRATION

[Notwithstanding the Foregoing @EVtoTAM]

@paulswaney3 Interested

[Notwithstanding the Foregoing @EVtoTAM]

@carrynointerest Can I DM you about this? I’m executing a similar strategy at my fund in TMT (so broader than just software), and am looking for like minded partners (either for partnering on deals or potentially even coming on board as an employee if you’re launching a fund).

[Notwithstanding the Foregoing @EVtoTAM]

@27XVII Is this intended to be a junior analyst role or more senior analyst (e.g VP / Principal equivalent in PE)?

[Notwithstanding the Foregoing @EVtoTAM]

@BabaGhanoushLLC I can help him / her if they need a VP or principal.

[Notwithstanding the Foregoing @EVtoTAM]

@hommamunehisa1 @stoiccapital72 Claude has a 10MB limit per file upload, so you may need to redact a few irrelevant pages. But yes this can easily be done by Claude (i've uploaded 10-15 earnings transcripts at a time to ask for narrative changes)

[buyhighsellhigher @ebitdaddy90]

working with some private equity guys on a couple deals lately and its SUPER frustrating how these guys work v public mkts. Get bogged down by all sorts of idiotic details that dont matter at certain valuations. must be TONNES of useless work in PE, IB+consulting v2.0

[junkbondinvestor @junkbondinvest]

Mgmt when I ask them if they moved assets to an unrestricted sub:

https://t.co/i5BYFKGTA1

[sophie @netcapgirl]

when the analyst leaves a hardcoded number black

[Notwithstanding the Foregoing @EVtoTAM]

@pvtcreditguy I used to get 2 BR apts in Manhattan for sub $6000 with in unit washer dryer just a few years ago and now there nearly $8k/month 🤷🏿‍♂️

[Notwithstanding the Foregoing @EVtoTAM]

@paulswaney3 Why Arena? I’m in their world (special sits / credit) but have heard mixed opinions on quality of talent / investments.

[Notwithstanding the Foregoing @EVtoTAM]

@BATMongoose Large and mid market PE finally doing lay offs, same with banking, what else?

[Notwithstanding the Foregoing @EVtoTAM]

@junkbondinvest The alpha is for GPs, less so for LPs

[Notwithstanding the Foregoing @EVtoTAM]

@maiab Haven’t met a single one who can put together a simple financial model or perform basic financial analysis, but perhaps that’s not what they’re hired for?

[Notwithstanding the Foregoing @EVtoTAM]

@davidu This sounds like most mid level investment professional roles in a post COVID hybrid work era?

[Notwithstanding the Foregoing @EVtoTAM]

@RobertMSterling Have been running this math for a Manhattan condo / coop purchase - can you please share? Thanks!

[Notwithstanding the Foregoing @EVtoTAM]

@_johnsonator One would think a primate can be trained in modeling but I interview candidates from large banks (and even former VC associates) who still struggle with the basics, like getting to FCF and linking cells correctly 🤷‍♂️

[sophie @netcapgirl]

equity analysts credit analysts