Mihran

Active in structured credit (US CLO), public/private equity, enjoy exploring nextgen finance and technology topics.

[Mihran @mihran_k]

@TheHolyKau @pitdesi Probably because most search fund outcomes are OK, not spectacular in terms investor returns. GSB recently ran a refresh of their study, take a look. At least for our class or ~, exits would happen now-ish if you factor 2y search

[Mihran @mihran_k]

@patrick_oshag @verdadcap @NoubarAfeyan

[Mihran @mihran_k]

@TheHolyKau Very cool Kaushik. Well done on the first year.

[Mihran @mihran_k]

@iv_technicals Top man. 💪

[Eric Basmajian @EPBResearch]

It's still too early, and almost irresponsible, to confidently declare that "this time is different."

[Mihran @mihran_k]

@LFallaha @Garmin @GarminFitness Possibly although I haven't been able to find a paper or a more detailed discussion to support it unfortunately. This is purely from the observation of my own data.

[Javier Blas @JavierBlas]

Interesting to hear IMF deputy managing director Gita Gopinath talking about the risk of a "disorderly [energy] transition" and showcase a chart with the tittle: "The climate transition [is] likely to be mildly inflationary, even with budget-neutral policies" | #ECBForum

[Mihran @mihran_k]

@joelmcohen @steviemctweets This is an outstanding thread. Thank you.

[Mihran @mihran_k]

@pvtcreditguy What about valuations? NAVs doing ok?

[Mihran @mihran_k]

@dotcomanto Wow!

[Markets & Mayhem @Mayhem4Markets]

Often is the case that a recessionary bear market low comes well after the first rate cuts.

The pivot may not be what people are hoping for. If you think about it, it makes sense. The Fed is pivoting because something big enough broke that it warrants a monetary policy response.

[Mihran @mihran_k]

@iv_technicals I think this picture literally is the trade… 😆

[Mihran @mihran_k]

@Internetisbrok3 Hah especially Twitter 😆 love/hate

[Mihran @mihran_k]

@dailydirtnap https://t.co/NZJAvSXcYr

[IV @iv_technicals]

gold > 2000

[Mihran @mihran_k]

@iv_technicals Wow, how divergent bond and equity forward views are..

[Mihran @mihran_k]

@Cmdr_Hadfield @csa_asc Go Jenni! Congrats on all your achievements.

[Mihran @mihran_k]

@patrick_oshag An idea: integrate ChatGPT with joincolossus platform to create customized curricula for specific durations and format (Invest like the best or business breakdowns or founders), this would be a game changer

[Mihran @mihran_k]

@TheHolyKau @eqtventures 👏 big congrats Kaushik

[Mihran @mihran_k]

@patrick_oshag Tatev monastery in Armenia