Insider Trading Specialist

wall street yapper / hoosier

[Insider Trading Specialist @wsyapper]

mfs be out here and think “wonder what multiple i can buy this hvac company for”

[High Yield Harry @HighyieldHarry]

Since everyone is arguing about whether Private Equity is good or evil, I want to say we shouldn’t have rosy glasses here.

A decent amount of what PE does is very destructive long-term.

That’s far from every deal or team though. Some of these companies grow a ton organically and create great jobs & payouts for investors and employees.

But many destroy businesses LT.

There’s an inherent mismatch where medium term profit maximization results in things that are actually bad for the consumer experience and ultimately the business long term. That 3-7 year exit timeline vs operating on a 20 year timeline eventually strips many businesses of what made them great for the sake of short term margin expansion.

Let’s get real guys - there’s so many silly costs that get cut & expenditures that get deferred as a result of medium-term profit maximization to pump up EV.

And that doesn’t even mention consolidation of critical services like healthcare.

I’ve been digging into how PE consolidation impacts pet care, funeral homes, urgent care centers, & more and it’s not something many of you should be proud of.

My next piece on that is next week on @HYHNewsletter

The wrong type of private equity investing is absolutely hollowing out dozens of sub-industries - particularly industries with life or death outcomes.

And those guys are likely going to hell for that.

[Insider Trading Specialist @wsyapper]

@NBABalboni NAAAAAAA IK ONE OF THE NAMES ON THAT LIST 😭😭😭😭😭😭😭

[Insider Trading Specialist @wsyapper]

intern sent over a claude-generated slide deck for a case study 💔

time to use claude to grill his slide deck

[Insider Trading Specialist @wsyapper]

@phoggotallen dawg who the fuck runs a sensitivity table on a mac 😭😭😭

[Gene Parmesan @dsonoiki]

call this bitch Elizabeth Warren the way she killin my spirit

[Insider Trading Specialist @wsyapper]

On-cycle is starting soon I hope this guy can take my networking request rn

[Insider Trading Specialist @wsyapper]

it’s crazy how the news about Lorna but no one knows the tea about John Simmons smh

[Insider Trading Specialist @wsyapper]

i should’ve interned in LevFin instead of whatever i did at JPM fml

[Insider Trading Specialist @wsyapper]

seeing a cheap ass car you see on marketplace pop back up after a few years js like your ex-situationship who ended things text you out of the blue

[Insider Trading Specialist @wsyapper]

@HighyieldHarry can you bring back wallstreet confession posts. my life hasn’t been the same since those posts stopped

[Insider Trading Specialist @wsyapper]

@madteryx debate in the big 2026 💔

[Insider Trading Specialist @wsyapper]

Shrink the IBN

[Insider Trading Specialist @wsyapper]

can we cancel whatever agencies/companies that hop on this stupid ass kitkat trend. it’s not funny

[Insider Trading Specialist @wsyapper]

@Passhole69 i don’t see it - austin’s tech scene is extremely subpar and unless apollo is going to double down on growing its growth equity arm then i see a slight possibility of them establishing ground in austin. More likely in Dallas tbh

[Insider Trading Specialist @wsyapper]

@BuySellSMB even if apollo chooses austin as its second HQ highly doubt it’ll make the city competitive to those cities for finance talent. the scene in austin is just not there

[Insider Trading Specialist @wsyapper]

@OnyxAurelius @HighyieldHarry overheard on wallstreet with their wallstreet 360

[Insider Trading Specialist @wsyapper]

we got mega fund video-maxing before gta 6 😭😭😭😭

[Restructuring__ @Restructuring__]

Say what you wish about Apollo, but it’s actually baffling how much better their video content is compared to Blackstone and KKR

While BX / KKR treats retail investors like dumbasses that want to see confetti, Apollo actually explains their differentiation, their edge, and what makes them unique in the current market environment

That’s how you do it!

[Professional Asshole @Passhole69]

People always saying average SEC couple when the fuck are we going to start talking about average Australian couple

[Insider Trading Specialist @wsyapper]

just realized my accounting prof might think i’m gay fuck