@"Private Equity's Modern Day Playbook: The Shift Towards Operational Excellence and Roll-Up Strategies in Value Creation"https://t.co/K1KCUqYPNi on @LinkedIn
The WNBA needs to change the 4 year rule and allow one and done. Juju is by far the most ready and best player. WNBA feels like it’s in the ABA era, out of touch with the current economics of the game. #sports#privateequity#wnba
Part of a Meta investment memo outlook submitted by me during an interview process a couple of years ago.
I was told I was wrong. 😃
Feb 2nd, 2024: Meta: $479.45
The situation:
Inflation needs to come, and stay down.
People are employed, and consumers are still spending…..a lot.
Stabilized unemployment is usually 3.5%, we’re at 3.7%
What does the Fed do?
Private equity is cementing its place within the sports industry.
$1.725B acquisition of the Baltimore Orioles. The deal structure allows for the gradual payment for the team and also helps the Angelos avoid millions in capital gains tax. #privateequity
https://t.co/jrzG7QFCTI
Last year QC The Label sold for $300MM ($250MM purchase price and $50MM Stock).
It’s important to know the difference between cash flow and profitability!
#QCtheLabel#privateequity https://t.co/mz2z5jgif3
I remember an international student had me help him purchase a Porsche when I was at school. Def was mad confused cause he spoke no English, just kept forcing his laptop to me saying “poosh poosh”
Private equity’s value creation strategy has changed since the bootstrap acquisition days of the 80’s.
#privateequity#LBO#KKR#TheCarlyleGroup https://t.co/GDa1ty7sNF
The lower middle market is comprised of businesses that make up the fabric of our economy.
Three advantages of investing in the lower middle market: robust deal flow, lower valuations, and significant value creation opportunities.
https://t.co/XobTgA2iAo via @LinkedIn
"I think Jay Powell will go down in history for having done a good job if he gets the inflation rate down close to 2%," says @DM_Rubenstein. "I think most people would say the hard landing scenario is not something they're worried about."