PIK Toggle

No crying in the casino, special situations

[PIK Toggle @piktoggle_]

Have been quiet on here for the past few months after some live deal sprints and a busy recruiting season. Am transitioning from my MM PE seat to a MF Special Situations role and would love to connect with folks over the next month before I start - DMs open.

[PIK Toggle @piktoggle_]

@dominicdeecoco Super cool but unfortunately they crack. The stones are definitely my favorite - Malachite or Coral

[PIK Toggle @piktoggle_]

@blueprintsmb22 How much of that do you think is self selection out based on wealth

[PIK Toggle @piktoggle_]

@WestsideLAGuy Veritas final round

[PIK Toggle @piktoggle_]

@Vinny_Daniel0 Now you can order COQODAQ from the comfort of your couch, treat yourself king

[PIK Toggle @piktoggle_]

@Will_Schryver Will do

[PIK Toggle @piktoggle_]

Would encourage anyone interested to reach out on this one.

[TK @sourcesandmuses]

Filling out the equity raise for our home services platform. DM if interested

[PIK Toggle @piktoggle_]

@FICMBondTrader No, it’s literally all selection bias

[PIK Toggle @piktoggle_]

@gregoryblotnick I’ve seen a few recent placements at Lone Pine from HBS, didn’t realize it was that rare

[PIK Toggle @piktoggle_]

@patrick_oshag @DanielSLoeb1 I can’t keep up!

[PIK Toggle @piktoggle_]

@Restructuring__ I have gone farther in my career through networking alone than most from far more prestiguous backgrounds, its the most asymetric lever you can pull

[PIK Toggle @piktoggle_]

@markvalorian Its status signaling in a room with young beautiful women, not that hard to understand. Framed differently, if it was an all male event, do you think Ken would attend?

[PIK Toggle @piktoggle_]

@imog @AckermannCap @carrynointerest @amendandpretend I don’t think it’s about rebuilding software, but rather implementation qnd making sure portcos are appropriately leveraging

[PIK Toggle @piktoggle_]

Friend at a top AI platform received this in the mail along with a PlayStation 5… will be very interesting to see how much value will be captured directly from the frontier model deploycos vs captive teams.

[PIK Toggle @piktoggle_]

@wmf It was hahahah

[PIK Toggle @piktoggle_]

@A__L___F 😭😭

[PIK Toggle @piktoggle_]

@BoringBiz_ There are no process materials / analyses that can be worked on a completely agentic basis

[PIK Toggle @piktoggle_]

@amendandpretend Ehh, I think a small skunkworks team that deploys frontier labs solutions into discrete workflows at portcos would be effective and a cheaper alternative to the deploycos with ROI

[PIK Toggle @piktoggle_]

@MacAlle29149600 Very helpful, thank you

[PIK Toggle @piktoggle_]

Thinking through NYC member club options and weighing NYAC, Union, and University. I know all are different vibes, but looking for some guidance / general sentiment on each.