J. Manuel Nuñez

Searcher, Bitcoin enthusiast, Angel investor

[Nicholas Mugalli @RealNickMugalli]

If you’re a young investor trying to make sense of this market, you have to bookmark this and read it line by line. Josh Kushner (whose a legend imo) wrote his first ever formal letter to backers of his $65 billion firm, Thrive Capital. it offers a rare window into where the smartest capital is actually flowing.

Winning isn't about diversification anymore…

[J. Manuel Nuñez @manng2]

@MarioNunezG Y si Sí????

[Boring_Business @BoringBiz_]

How it feels handing over access of my LBO model to Claude Cowork

[WOLF Trading @WOLF_TradingX]

Financial Advisors putting your money in an index fund

[J. Manuel Nuñez @manng2]

Gen AI in M&A: From theory to practice to high performance https://t.co/A8P9a4aMdj via @McKinsey

[PrivateEquityGuy (Mikk Markus) @PrivatEquityGuy]

One of the most active roll-ups?

Since leaving McKinsey, Luis and his team have done over 30 acquisitions (seven last December) by consolidating fire safety businesses.
They do $8M+ in EBITDA, with the goal to double it over the next 12-18 months.

Snow notes:
0:00 From rural Mexico to more than 30 acquisitions
4:00 Buy-and-build thesis
6:45 Funding the first deals
11:55 The 100-day integration playbook
19:00 Using AI to scale operations and service quality
32:05 Deal sourcing at scale without spam
37:05 Managing risk, customer concentration, and diligence
44:35 Takeaways for other buyers
53:00 Hold vs sell and capital discipline

[J. Manuel Nuñez @manng2]

No more "extra" lives, all in or nothing...

[sysls @systematicls]

https://t.co/FQe5bCBqW1

[J. Manuel Nuñez @manng2]

@marcrandolph What are the trends to adapt or produce more anime content ?

[J. Manuel Nuñez @manng2]

@nonregemesse @grok cuéntame tu punto de vista pero como si estuvieras en la Santa Inquisicion española

[J. Manuel Nuñez @manng2]

Wall Street wants to sell more ‘alternative’ assets to small investors. The glory days for these assets may already be ending. https://t.co/tAqcD8uRfY via @WSJ

[J. Manuel Nuñez @manng2]

The delusion of private equity IRRs https://t.co/2oMBW5w4iH via @ft

[J. Manuel Nuñez @manng2]

@porqueTTarg Hay que conocer más de este bello deporte: https://t.co/8pYOxeQX5q

[McKinsey Global Institute @McKinsey_MGI]

We’ve identified the next big arenas of competition that will drive economic growth in the new era. These 18 arenas could reshape the global economy, generating $29 trillion to $48 trillion in revenues by 2040. https://t.co/BZmvXKAiVz

[Bruce Marks, MBA, CM&AA @sbabmarks]

WSS: Bruce, I would like to buy this $3,000,000 business, but I do not want to bring in any investors.

I have about $100,000 of my own. Can I acquire this business without any minority owners?

Will the SBA provide that much leverage?

Well let's see 👇

[Finding Compounders @F_Compounders]

The Dangers of DCF

[The Driven Man @Thedrivenman]

This advice will change your life

[Boring_Business @BoringBiz_]

EBITDA stands for earnings before interest, taxes, depreciation and amortization. Ever heard of it?

[J. Manuel Nuñez @manng2]

Let’s evaluate https://t.co/uGTODCbedM

[Finding Compounders @F_Compounders]

Came across this great Hedge Fund Reading List

[J. Manuel Nuñez @manng2]

@ggzariv @MarkElDude