Simeon Wallis

Chief Investment Officer at Aprio @aprio; alum @Wharton, @Duke

[Simeon Wallis @simwallis]

@TheIcahnist @PEoperator 100% agree. Aim to do it annually since he’s passed away.

[Simeon Wallis @simwallis]

@QCompounding Agree with most of these. Add to your reading list. The Money Men by Dan McCrum.

Great story behind the Wirecard fraud from the FT reporter who detailed it.

[Simeon Wallis @simwallis]

Best definition of EBITDA I’ve ever seen

[Hugo Navarro @HugoNavarroPer2]

EBITDA (2026 edition): Earnings Before Iran, Tariffs, and Donald Announcements.

[Simeon Wallis @simwallis]

@WellsJorda89710 Thank you for writing this and saying it publicly. It means a lot to many, especially those you’ve never met before.

[Simeon Wallis @simwallis]

@TheIcahnist Another great rec from you. Keep them coming!

And Our Crowd was excellent.

[Simeon Wallis @simwallis]

@epanitch Thank you Ester (@epanitch) for representing here in Georgia!

[Simeon Wallis @simwallis]

@TheIcahnist Loved him in business school. Was a great teacher of finance.

[Simeon Wallis @simwallis]

@Econ_4_Everyone Have you looked at the correlation with tuition post 1985? Pay more and we give you good grades so it’s “worth it”

[Simeon Wallis @simwallis]

@LibertyRPF He took more pleasure for the wealth that the company created for its every day employees and the stock match in the 401k than anything else. Always expressed appreciation for employees to start calls. He was an American treasure and the best of what capitalism is about.

[Simeon Wallis @simwallis]

There are people you meet in your life where you feel lucky you did for just 1 minute. Every minute thereafter is exponentially better. Larry Mendelson of $HEI was that for me. A selfless giant who relished transforming employees’ lives. https://t.co/PzGCOlciNh

[Simeon Wallis @simwallis]

Inflation hits differently in Atlanta. I spoke with the @ajc about why the city’s #CPI diverges from national trends—and how falling #PPI might offer relief. #Aprio
Check it out: https://t.co/aiPl1pyiM4

[Simeon Wallis @simwallis]

Thank you @NYSE TV for welcoming me back to talk about the markets, earnings season, and what to expect for the remainder of the year!

https://t.co/7EDS3eP0ac

[Earvin Magic Johnson @MagicJohnson]

I’m saddened to hear of the passing of my friend Junior Bridgeman. I had the privilege of playing against him, and I’ll never forget how he had one of the sweetest jump shots in the NBA. But it was his character, his kindness, and his gentle soul that truly left a lasting impression on me. He was one of the nicest guys you would ever want to meet.

What people don’t realize is Junior didn’t make a fortune as a player, but he turned what he earned into something extraordinary, becoming a billionaire African American businessman in this country. His business portfolio included owning 450 Wendy’s and Chili’s franchises in 20 states, Coca-Cola bottling operations in the US and Canada, Ebony and Jet magazines, Valhalla Golf Club in Louisville, and he was a minority owner of the Milwaukee Bucks. Junior also served on the boards of PGA of America, Churchill Downs Inc, Fifth Third Bank, Jackson Hewitt, Governors Scholar Program, Crusade for Children Foundation, University of Louisville’s Board of Trustees, Louisville Arena Authority, and more. He is the blueprint to so many current and former athletes across sports that success doesn’t end when you're done playing.

Beyond business, Junior and his wife Doris made a lasting impact by opening doors for African Americans at the Kentucky Derby. Through their annual pre-Derby party and fundraising efforts, they gave access to so many, including myself, to experience this iconic event - something that had historically been out of reach for many in our community.

Thank you, Junior, for being an inspiration on how to be a man, a husband, a father, and a businessman. You spent so much of your post-playing career mentoring and educating athletes and I always reference your journey when I speak to young athletes about transitioning from the court or field to the boardroom. Your legacy will transcend beyond your financial success to the doors you opened for so many and inspiring generations to come. Rest in peace, my friend. Cookie and I will be praying for his wife Doris, kids Eden, Justin, and Ryan, and the entire Bridgeman family 🙏🏾

[Simeon Wallis @simwallis]

Low credit spreads aren’t reflecting rising concerns about Trump policies or the economy.
The always great ⁦@JoyWiltermuth⁩ highlighting our thesis on the bifurcation of secure vs stretched consumers https://t.co/QyGtyRgoeY

[Simeon Wallis @simwallis]

@DanielSLoeb1 It was wonderful. Very consistent with the others he’s given.

[Simeon Wallis @simwallis]

Was great to be back with the guru of Manufacturing gurus, ⁦@JimVinoski⁩. Michael Lange, CPA from ⁦@Aprio and I discuss what we're seeing in the economy and what we're hearing from manufacturing clients. https://t.co/tTxmR72Zlm

[Simeon Wallis @simwallis]

@poorjacks_ @rainmakerspod @BryanBurrough Agreed. Great read.

[Simeon Wallis @simwallis]

2/ Universities need the clear communications and decisiveness of war time leaders with the current intensity on campus. This week showed Academics don’t have that urgency or clarity. They see the ultimate peace time leaders. New leadership is necessary.

[Simeon Wallis @simwallis]

1/ As a Wharton alum, I’m glad to see the Board say enough is enough. This week highlighted what Ben Horowitz wrote about war time leaders vs peace time leaders. https://t.co/55iCeE4YIM

[Simeon Wallis @simwallis]

@SievaKozinsky @wolfejosh Me too