Levered Jockey

Decade plus in PE. Carry is mana from heaven.

[Levered Jockey @LeveredBoy]

@KrissBergTweets Looks like you have 10mg per ml, so to get
1.2mg did you take a tiny amount per needle?

[Levered Jockey @LeveredBoy]

@sindap Great story - wonder what Ming has been up to

[Levered Jockey @LeveredBoy]

@sindap 😂

[Levered Jockey @LeveredBoy]

@ElonMuskAOC LFG

[Levered Jockey @LeveredBoy]

@DearS_o_n No one is coming to save you.

[Levered Jockey @LeveredBoy]

@Nithya_Shrii Yo where do you come up with these bangers

[Levered Jockey @LeveredBoy]

@SMB_Attorney @smblawgroup Me please!!

[Levered Jockey @LeveredBoy]

@OmarMora1es So good 🙏🏽

[Levered Jockey @LeveredBoy]

@Eli_Albrecht Love it. Land the deal.

[Levered Jockey @LeveredBoy]

@lawyer4SMBs Pour one out for SMB buyers at peak earnings in 2021 who now sit on lower earnings and 11% debt. Ouch.

[Levered Jockey @LeveredBoy]

@SteveWiesnerSMB @bonapartay How do you think about long hold single asset vs cobble many together and offload to PE with multiple arb?

[Levered Jockey @LeveredBoy]

@RobertMSterling Get them back. 🫡

[Levered Jockey @LeveredBoy]

@bedouincap Don’t know the vesting period on their funds, but c ya later once current funds are realized. Which is probably a long time. Seems like a decent bargain

[Levered Jockey @LeveredBoy]

@BillAckman @MIT 🫡

[Levered Jockey @LeveredBoy]

@BillAckman @MIT Keep crushing

[Levered Jockey @LeveredBoy]

@SMB_Attorney And I love it that way. Not gonna lie, I love working on deals. Don’t know what to do with myself when I’m not on a deal. Is it a sickness? Maybe. But I love it.

[Levered Jockey @LeveredBoy]

@SteveWiesnerSMB Something I’m dreading. Can’t imagine life without both of my parents.

[Levered Jockey @LeveredBoy]

@ankurnagpal @dunkhippo33 Great content

[Levered Jockey @LeveredBoy]

@investing_law Even better: GPs often have debt lines they draw on to fund part of GP commits (60-80%). One thing when that’s at 2%…now it’s at 7-8%. Waiving mgmt fees is a HUGE upside to true cash in - avoids 8% debt and cap gains

[Levered Jockey @LeveredBoy]

@bhallcpa @ando_arashi Wait - so if someone makes $500k in W2, they get accelerated dep on their STR of say 50k and they materially participate, they can only deduct $25k of depreciation against AGI?