Yeet Capital

burnt out PE guy slinging memes at high velocity

[Yeet Capital @Yeet_Capital]

It is objectively funny that every PSTH, SPAR, SPARC iteration has only ever revolved around one company…. $UMG

Real AI risk w/ content becoming infinite and cheap… The real value is controlling distribution.

Wish he would chase after an exciting AI name to take public

[Bill Ackman @BillAckman]

This is the slide deck for our 10am EDT/4pm CET @UMG presentation.

https://t.co/2tGwag3NKd

[Yeet Capital @Yeet_Capital]

@HighyieldHarry I posted about this below. The other factor is lenders don’t want to own these businesses and the ones that would don’t have restructuring teams to handle the volume of deals they could take the keys on.

[Yeet Capital @Yeet_Capital]

@HighyieldHarry I posted about this below. The other factor is lenders don’t want to own these businesses and the ones that would don’t have restructuring teams to handle the volume of deals they could take the keys on.

[Yeet Capital @Yeet_Capital]

@bankingslut Equity is screwed but there’s no defined payout period. debt's the canary: fixed coupons create cash crunches, PIK toggles, & 3-5% defaults signal multiple compression ahead. repo leverage hides the rot. LP redemptions at Cliffwater incoming

[Yeet Capital @Yeet_Capital]

@VCBrags Depends on how much he wants to exit vs roll. Is it bootstrapped? Profitable? If yes I’d call the growth equity folks vs VCs. Know a few in govtech if you want to PM me

[Yeet Capital @Yeet_Capital]

@MrFamilyOffice All of them stink unless you’re focused on something that’s <2M EBITDA or SDE… even then the quality of the counter party is terrible. If you have a decent deal there’s no reason you’d be on a deal platform. .0001% good deal hit rate

[Yeet Capital @Yeet_Capital]

@ElizabethHolmes @rabois @Noahpinion Is this realistic given the capex requirements? Designing something on a laptop is cheap but producing, stabilizing and testing this would require infrastructure (specialized labs, controlled environments, equipment, reagents etc etc)

[Yeet Capital @Yeet_Capital]

@bankingslut Interesting, thanks. Recently recovered my pword… that or I don’t pay for premium. Oh well

[Yeet Capital @Yeet_Capital]

@mcelarier Michelle- any thoughts on the equity side?

[Yeet Capital @Yeet_Capital]

New addition to my muted words:

“Tap, hold and load in 4K”

[Yeet Capital @Yeet_Capital]

Skiing is a privilege, not a necessity.

Someone will always do it for less because it’s fun.

You’re not fighting for the working class; you’re mad your dream job doesn’t pay like a ‘traditional’ one

[Yeet Capital @Yeet_Capital]

Unpopular opinion:

Most ski patrollers come from privilege and the “we are the working class” mantra is laughable.

You guys aren’t hvac techs or longshoremen.

You’re a Greenwich-raised white dude who moved to CO/UT after college b/c you didn’t want to work in an office.

[Peter Nystrom @PeterANystrom]

@VailResorts Longest lines ever. No excuse. Operational and managerial fail during the busiest week of the year. $20,000 vacay with 2-3 hour lines for lifts. At least discount those who bought lift tickets while strike was occurring! #vuckfail #vail #ParkCity

[Yeet Capital @Yeet_Capital]

3. Occasionally send them this gif

[Yeet Capital @Yeet_Capital]

Two things happen when someone sends me a Google Meet link:

1. I immediately don’t take you seriously

2. I decline the meeting invite and ask them to call me directly

[Gergely Orosz @GergelyOrosz]

Anecdotal, but so many of the online meeting invites that used to have Zoom links... so many of them quietly switched to Google Meet links.

[Yeet Capital @Yeet_Capital]

Horseshoe theory.

[Billy Binion @billybinion]

It's sad to see people who (understandably) protested cancel culture become exactly what they hate.

Is it awful to cheer for Trump's death? Yes. Is it also bad to use your millions of followers to turn a random guy into a national pariah because of his FB posts? Also yes.

[Yeet Capital @Yeet_Capital]

Fun fact:

This is the equivalent of someone worth $100,000 paying $18 / month

So basically, a Netflix subscription

[unusual_whales @unusual_whales]

BREAKING: Elon Musk has said he plans to commit around $45 million a month to a new pro-Trump super PAC, the Wall Street Journal reported

[Yeet Capital @Yeet_Capital]

@unusual_whales This is the equivalent of someone worth $100,000 paying $18 / month

So basically, a Netflix subscription 😂

[Yeet Capital @Yeet_Capital]

@LangmanVince https://t.co/RE10Wn7f2i

[Yeet Capital @Yeet_Capital]

Apolitical take:

The right is ruining / wasting a historic moment in time to talk about DEI and female secret service members.

The focus should be on:

-taking the perceived moral high ground

-unity

Such misguided messaging.

[Yeet Capital @Yeet_Capital]

@DC_Draino https://t.co/RE10Wn7f2i

[Yeet Capital @Yeet_Capital]

Apolitical take:

The right is ruining / wasting a historic moment in time to talk about DEI and female secret service members.

The focus should be on:

-taking the perceived moral high ground

-unity

Such misguided messaging.

[Yeet Capital @Yeet_Capital]

#trump

[Yeet Capital @Yeet_Capital]

Apolitical take:

The right is ruining / wasting a historic moment in time to talk about DEI and female secret service members.

The focus should be on:

-taking the perceived moral high ground

-unity

Such misguided messaging.