Ace Cap

Just another PE bro

[Ace Cap @acecap_]

Cleaning out bookmarks -->

From a year ago: Unit Economics and The Pursuit of Scale Invariance https://t.co/NCTGTbJOg7

[Ace Cap @acecap_]

https://t.co/c58mYHqm9L

[Ace Cap @acecap_]

@tangentstyle Yes arsenal are terrible to watch for soccer enthusiasts let alone first timers

[Ace Cap @acecap_]

@Cassy_Horton You should really consider getting verified on twitter to get the word out

[Ace Cap @acecap_]

The Santa Rosa fire is so sad

[Ace Cap @acecap_]

@BoilerPlateCPA @Tom_Stubb Got it. I would typically model by DSO for each line of business and then just roll forward the revenue from wip and backlog using that DSO

[Ace Cap @acecap_]

@paulswaney3 Would love to flip through this. Thx for sharing!

[ɖʀʊӄքǟ ӄʊռʟɛʏ 🇧🇹🇹🇩 @kunley_drukpa]

Has Macron finally discovered the perfect policy to recover his popularity in France?

[Ace Cap @acecap_]

Dan Loeb has a sick watch on. Maybe he can send us all a closeup! @DanielSLoeb1

[Ace Cap @acecap_]

You hit it out of the park this morning. Some good hard hitting q’s! @SaraEisen !

[Ace Cap @acecap_]

Gray clouds at Milken this year

[Ace Cap @acecap_]

Don’t know what’s true and what’s not but I had an Albanian boss at work and let’s just say I have reasons to believe this could be true if nothing else then just on the basis of that

[Ace Cap @acecap_]

So who’s all going to Milken here?

[Ace Cap @acecap_]

Go west, young man

[Ace Cap @acecap_]

@lebfirecracker Joe Cole?

[Freddy Doubles @freddydoubles]

About a month from now, Rory is going to make fun of his wife, and she’s gonna hit him with “that’s really funny you should tell that to Amanda”

[Ace Cap @acecap_]

On the recent kerfuffle around lack of density in/around SLO. Call it CA nimby brain or whatever but turning the SLO coast into Rio is a terrible idea. Over time I've moved from YIMBY [always] -> maybe not everyone needs to live on the ocean in CA (homeless included!)

[Ace Cap @acecap_]

@LaInaMinute Doesnt the 405 also have lane closures starting today around the Getty? Expect a sh*tshow this weeknd

[Clark Square Capital @ClarkSquareCap]

Just shared the 8th edition of the weekly Special Situations Digest.

This one covers ~120 situations in 20+ countries. It keeps getting better and better every week -- higher signal, more data sources, etc. So be sure to check it out.

It's free and has a sortable Excel!

If you find it useful, please retweet!

[Ace Cap @acecap_]

@ClarkSquareCap My analysts love this. Thank you