Marc

Investment banker turned strategy consultant . Writing about personal finance, consulting, AI, and the Caribbean (🇹🇹)

[Marc @advisormode]

Hi X, I'm Marc

I’ve spent the past six years in strategy consulting, after starting my career in investment banking.

I help companies figure out what the real problem is, what matters most, and what they should do next.

I’ll be sharing what I’ve learned about consulting, client work, and building a career in consulting and finance.

If you work in any of those areas, say hi.

[Marc @advisormode]

Officially caught the builders bug.

Took me 8 hours and an inappropriate amount of time on Chat gpt, but, I have so far:
- crash coursed to into python
-set up a raspberry pi
- programmed an inky screen
- competed my first project ( a weather display)
- coding up a pomodoro is my next challenge

[Marc @advisormode]

@ForgeWithJeremy Peanut butter and honey on rice cakes.. 🔥 🔥 🔥

[Marc @advisormode]

@STEFisDOPE Keep winning brother

[Marc @advisormode]

No one is as loyal as a Friday night gym bro

[Marc @advisormode]

@JustAFamilyMan_ Ipso facto 🤝

[Marc @advisormode]

@JustAFamilyMan_ Best operators and rainmakers have come from the M7. No shade though, we can all eat

[Marc @advisormode]

"Great Britain has lost an empire and not yet found a role".. meanwhile, the American wealth generation machine continues to roll on

[John Burn-Murdoch @jburnmurdoch]

New from me:

Young people in Britain are some of the most well-educated in the rich world, but economic stagnation means that breeds not growth but frustration.

In fact, US workers who are functionally illiterate now earn roughly the same per hour as the average British worker.

[Marc @advisormode]

4 am is starting to be the golden hour for productivity for me. Put together a facilitation guide and a client presentation and still had time hit the gym before heading to the office

[Marc @advisormode]

@i_mika_el Tell me about it!!! already had to pick up some breadboard cables. What are you building these days?

[Marc @advisormode]

Needed a new hobby and tech twitter successfully convinced that I need to get into hardware.

Picked up a Raspberry pi and and inky screen yesterday. Let’s see what i create

[Marc @advisormode]

@AlanaDLevin Gamma is worth a look

[Marc @advisormode]

If you change what you are thinking about, you can change your reality

[Marc @advisormode]

This is a good example of how capital structure determines who survives when a company gets into trouble. Lenders have the leverage.

Oaktree and HPS is banking on a huge turnaround

[Julian Klymochko @JulianKlymochko]

It appears that Blackstone's $1.2 billion private equity investment in Spanx has gone poof.

In an out-of-court restructuring, HPS took over the company. Oaktree's previously distressed first lien loan (marked at 70) got amended and extended into "New Spanx", maturing in 2032 and marked at 100 (although $ fair value remained the same).

[Marc @advisormode]

Good energy and positivity will take you so far in life

[Marc @advisormode]

Growing up, I had this teacher who would always tell us ‘Your first mind is your right mind.’

Anyone familiar with old school Caribbean people knows this means: your first instinct or initial judgment is usually correct.

As a kid, I thought it just meant “don’t change your answer on the test.” But, the older I have gotten the more I realize it was really about trusting your judgment before fear, overthinking, or other people’s opinions talk you out of it

[Jay Alto @theJayAlto]

>feel uncreative
>go on 2 hour walk without phone
>become creative genius

works every time

[Marc @advisormode]

Don’t sweat the small stuff… and it’s all small stuff. Never let the little things in life drive you crazy

[Marc @advisormode]

@neelsomani Great read. You made a very complex topic pretty understandable

[Marc @advisormode]

@engineering_bae @vanamerongen + The cherry on top: explain the key points back to yourself.