InfraAllocator

Investments in the infrastructure sector.

[InfraAllocator @InfraAllocator]

@TalebWisdom But he said this to criticize salaried people in companies, right?

Not to criticize salaried people as bad parents?

[InfraAllocator @InfraAllocator]

@TheIcahnist Which company/product is this?

Thanks!

[InfraAllocator @InfraAllocator]

Question for the community:

To what extent will AI make asset management/closed end funds more cost-efficient, and to what extent will this efficiency translate into lower fees to LPs over time?

[InfraAllocator @InfraAllocator]

@AyyouEm “Not to be unreasonably withheld”

They sometimes call the staples “synthetic secondaries”.

[InfraAllocator @InfraAllocator]

@holistic_pm Was this conference in Europe?

Any color on the nature of speakers?

[InfraAllocator @InfraAllocator]

Infra secondaries (and all secondaries) are long volatility.

Fall in public equities:

- Triggers denominator effect: driver of LP-leds

- Reduces M&A strategic alternative viability: driver of GP-leds

[InfraAllocator @InfraAllocator]

Wall of infra debt maturing over the next couple of years. Opportunity for mid market debt managers to step in?

[InfraAllocator @InfraAllocator]

What part of capital allocating is ripe for disruption?

[InfraAllocator @InfraAllocator]

@morganhousel Can’t wait!

[CMac @InvestmentTalkk]

One of the most legendary shareholder letters there ever was.

Lahde Capital, 2008.

If you read anything today, make it this.

[InfraAllocator @InfraAllocator]

@jasonzweigwsj Awesome story!

Must’ve felt so good to see this piece of news fly by.

[InfraAllocator @InfraAllocator]

@nntaleb It’s the third one that’s the difficult one…

[InfraAllocator @InfraAllocator]

@morganhousel I call it “I beg to differ” money.

It’s not FU money.

It’s just a respectful FU.

[Megan Kao @megankao_]

Compensation for Investment Banking Associates ranges from $200-400K.

I spent 3 years at $GS, working on some of the largest tech deals at $NVDA, $UBER, $TSLA.

Here are my Top 8 hard-earned pieces of advice on how you can succeed in the industry.

[Dickie Bush @dickiebush]

7 mental models you can use to actually make decisions (instead of just reading about mental models):

[Alex Brogan @_alexbrogan]

14 of the wisest things that have ever been said on living a fulfilling life:

[InfraAllocator @InfraAllocator]

@sovereignfund @AliciaMcElhaney Sorta open secret?

[InfraAllocator @InfraAllocator]

@63EBITDAStreet Poke your network. That random acquaintance that you don’t know very well but is in the city? Reach out for drink. Friends of friends. You’ll start surfing.

[InfraAllocator @InfraAllocator]

@mailboxmoney6 The repercussions of this are only just beginning…

Power prices
Oil and gas markets
LNG

[InfraAllocator @InfraAllocator]

@HighyieldHarry Do you think they tell me anything?

You’re a friendly so I go to you first.

Like fine wine!