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393 posts
What's something you'd never buy even if it was discounted by 99.99%?
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“Movements are what take five or ten percent of people and make them decisive—because in a world where apathy rules, five or ten percent is an enormous number.” — Bill McKibben
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What was the best thing you read, watched, or listened to this week?
Any topic is fair game.
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@IlliquidInsight Prepare as much as you can - then jump off the cliff.. only to find out, you forgot your parachute 😅
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@realEstateTrent Great discussion point. I have been thinking lately while in business meetings: shall I be polite? Or shall I say the truth?
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I’m terrible at staying patient when someone's taking forever to get to the point during a workday call.
Sitting there feeling the time being wasted needlessly is draining.
Knowing how to relay the bottom line quickly is an underrated business skill.
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@maxkarpis Max, thank you so much for your continuous updates. Extremely valuable, and much appreciated.
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The Revolut app is now available on Google Play and the App Store in Turkey🇹🇷.
Users can't sign up for Revolut services, but they can presumably join the waitlist for the service's launch.
This indicates to me that Revolut plans to use its main app to offer services in Turkey, rather than developing a new app as it did in India.
This is another clear signal that Revolut is preparing to enter the Turkish market. The company has hired a core executive team in the country, and there was a rumour that Revolut is looking to acquire a local bank.
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@QC_Capitals Businesses I knew would be successful but haven't started. Then they became. Regret is the highest form of self reflection. But - we live learn and move forward better
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@Restructuring__ DPI is the metric we need here especially for older vintages. Also, IRR can be manipulated via sublines , credit lines etc. also, would be good to see a good PME for a "vs public markets"
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THOMA BRAVO | PRIVATE EQUITY RETURNS
Need to be transparent and present both sides of the equation, Thoma Bravo is an absolute beast
Historical track record of 3.5x Gross MoM, 47% IRR
Responsible for around 445 Software acquisitions since 2003 representing ~$200bn of Enterprise Value
Huge outperformance of public markets
Restructuring__@Restructuring__
What do people think of this interview? - "We have been doing software investing for 25 years, and investing in detail, not investing in stocks" (lol) - "We have never marked our companies to public comps, we are fundamental investors investors that mark our companies on EBITDA" - "Public markets have gone from 22x to 17x, and we can earn excellent returns at those exit levels" - "I cannot comment on other people marks, we have here with us literally 100% of the large pension funds and all the sovereign wealth funds. They have seen our marks and everyone is comfortable"
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@MetabolicMikeM @SahilBloom But guys - when you are towards the end of the cut, and hence daily calories are low, you have to cut from either fat or carbs. If you're going for aesthetics, then you have to cut carbs to deplete.
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Cut carbs to lose weight.
Sahil Bloom@SahilBloom
What’s something people think is good advice that’s actually bad advice?
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A good CEO is a salesperson that knows how to use Excel
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