Tim Lep

CEO @ Lep Elevate Partners | M&A and fundraising advisory | Sharing my thoughts on M&A, private equity, growth equity, venture capital & fundraising ✉️ DMs open

[M @Matej195976140]

Kje je meeting point slovenskih navijacev v Munichu? #slovenia #serbia #football #euro #munich #fans ⚽️🏟️🇸🇮

[Tim Lep @TimLep]

@Matt_Wolach Video

[Tim Lep @TimLep]

@Luke04284765 @PrivatEquityGuy Not necessarily true. Depends on a specific fund.

[Tim Lep @TimLep]

@michaeljburry @RihardJarc

[Tim Lep @TimLep]

@ConanOBrien Despite living quite close, have never been there. It took Conan O’Brien to get me there! Will report on the experience

[Tim Lep @TimLep]

@RihardJarc Close but no cigars. There is also a directly associated cash flow involved. Namely, 75% of profits go to $MSFT until the investment is paid back, which drops to 49% for capital paydown. Meanwhile, Azure is being invoiced day in and day out.

Credits: Linas Beliunas.

[Tim Lep @TimLep]

@michaeljburry @RihardJarc

[Tim Lep @TimLep]

@AntonKreil Keep up with the good work Anton! If you do good fundamentally, your work leaves also good externalities such as these.

[Market Sentiment @mkt_sentiment]

The best argument for global diversification.

[Tim Lep @TimLep]

@Successhark Waking up early and awarding oneself with 15 min strictly alone time for self-reflection.

[Tim Lep @TimLep]

@gannonbreslin Slovenia for sure if you want to unplug a bit! Also, it was awarded as best for travel in 2022 by @lonelyplanet https://t.co/bNk413UpG2
Let me know in DM if you need any further recommendations ...

[Tim Lep @TimLep]

@mkt_sentiment Yes, but 8% p.a. is not really a return you would hope for from the hedge fund (unless the risk is below market).

[Tim Lep @TimLep]

@skorusARK @ProfAljosa ali se že predvideva, kdaj bo IFRS zahteval poročanje o št. robotov v podjetjih? 😧🤔

[Tim Lep @TimLep]

@PrivatEquityGuy Point 3 can be done with the effective management, pivoting, restructurings, new products/market entries etc. whatever increase the profit. Here one is less dependent on external factors, however this is an area most finance professionals need the industry expertise.

/6

[Tim Lep @TimLep]

@PrivatEquityGuy Point 2 can be done but takes a bit of speculation. It is also applied easiest if the purchasing price is low, which may happen following a recession (if one occurs)

/5