PIK Toggle

1.6K posts

PIK Toggle

@piktoggle_

No crying in the casino, special situations

New York, USA Beigetreten Mart 2020

511 Folgt6.8K Follower

Angehefteter Tweet

PIK Toggle@piktoggle_·19 Şub

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.

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PIK Toggle@piktoggle_·3d

@AutumnCapital Every Kirkland partner I’ve ever spoken to looks like Louis Litt

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Autumn Capital@AutumnCapital·3d

None are on a yacht, none wear ties, none have hair and they most definitely do not use a MacBook. 😂

Short Squeez@shortsqueeznews

BREAKING: Law firm Kirkland is defying the private equity slowdown with a record $11.1 million partner pay for 2025. Kirkland became the first law firm to break $10 billion in annual revenues last year, advising on more than $800 billion of M&A deals in 2025.

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PIK Toggle@piktoggle_·14 Mar

@HighyieldHarry Dog what

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High Yield Harry@HighyieldHarry·14 Mar

Life after you start making things up on the internet

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PIK Toggle@piktoggle_·5 Mar

@dominicdeecoco Ahh gotcha

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PIK Toggle@piktoggle_·5 Mar

@dominicdeecoco Wow I see steel like $50k to $60k secondary

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PIK Toggle@piktoggle_·5 Mar

@rfkenmore 😭

QME

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R.F. Kenmore@rfkenmore·5 Mar

@piktoggle_ Haha idk but these kids fits are killing me

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R.F. Kenmore@rfkenmore·5 Mar

NYAC still refusing me membership while I’m breaking off fits like this Lmk if anyone finna link at Soho House

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PIK Toggle@piktoggle_·5 Mar

@dominicdeecoco Only 35???

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PIK Toggle@piktoggle_·5 Mar

@zeroXmusashi @WestsideLAGuy They went to Epstein for extramarital affairs because they thought he would exercise discretion

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Westside L.A. Guy@WestsideLAGuy·4 Mar

If you were a multi-billionaire bachelor, how would you meet women? Would you mainly use Raya, curated private events, or something else?

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PIK Toggle@piktoggle_·4 Mar

@aphysicist Cope

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Aaron Slodov@aphysicist·4 Mar

@piktoggle_ money is just a means to execute on a vision, these guys have no vision whatsoever and really add nothing to humanity

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Aaron Slodov@aphysicist·4 Mar

this guy has been an op from day one, totally unremarkable

Just Another Pod Guy@TMTLongShort

So that’s how he does it 👑

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PIK Toggle@piktoggle_·4 Mar

@hamptonism It’s just weaponized autism

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ₕₐₘₚₜₒₙ@hamptonism·4 Mar

Is this the first confirmed case study of NZT…?

Tanning Salon Don@TheSalonDon

This guy is on NZT - Valedictorian of Columbia University at 19 years old - Joins OpenAI on 8 figure contract -Raises concern about data security -Fired -Writes 165 page essay about next 10 years -Raises $200m to invest in the strategy -Turns it into $5.5b in 18 months Leopold Aschenbrenner 24 years old Remember the name

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PIK Toggle@piktoggle_·4 Mar

@BacardiCapital Casa

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Mikael@BacardiCapital·4 Mar

What's the best gym in NYC?

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PIK Toggle@piktoggle_·4 Mar

Channeling this spirit.

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PIK Toggle@piktoggle_·2 Mar

@RobTerrin You could say the same thing about VC

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Rob Terrin@RobTerrin·1 Mar

@piktoggle_ adverse selection

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PIK Toggle@piktoggle_·1 Mar

Why hasn’t there been more financialization of human capital income streams — athletes, musicians, creators? Feels like a natural opportunity for a fund to acquire minority stakes (10-40%) at early career stages and enter into assignment of income agreements in exchange for upfront liquidity. Venture model with a diversified portfolio of positions and a power law orientation, further its high FCF which makes it well-suited for back leverage. What am I missing?

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PIK Toggle@piktoggle_·2 Mar

@JaredKubin @pmje73 You can always tell in someone’s eyes when they are pre or post a massive fall, something that can’t be taught

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Jared L Kubin@JaredKubin·2 Mar

@pmje73 Max pain in a portfolio mentally and physically cannot be read about in a book… only experienced. It’s honestly a gift for investors to go through the trial by fire…. With the caveat…. Just don’t f’n die

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Paul Enright@pmje73·2 Mar

Another thought. This is often why the point of maximum pain is also the point of maximum opportunity.

Paul Enright@pmje73

Your happiness as a public market investor is always a function of your trailing 3 month performance plus your optimism for the next 3 months. IYKYK.

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PIK Toggle@piktoggle_·2 Mar

@aspiringjunzi lol one could make the same statement about startups or founders

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Christian Ramos@aspiringjunzi·2 Mar

@piktoggle_ It would seem to be impossible to do this with any empirical methodology? There’s no reliable way to predict if any particular person is going to be a financially successful actor or musician long-term. And second, even if you did know, a lot of creators would balk at thisz.

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PIK Toggle@piktoggle_·2 Mar

@Jack_Raines @Polymarket Yes, all settled

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Jack Raines@Jack_Raines·1 Mar

How did the @Polymarket Feb 28 Iran leader market settle? Is everyone paid out on that one?

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PIK Toggle@piktoggle_·1 Mar

@yrechtman @mmlightcap That’s great, congrats guys

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yoni rechtman@yrechtman·1 Mar

@piktoggle_ @mmlightcap There’s high tnx costs (new asset class) so deals take longer to close than we’d like but getting better. I think Megan has done a deal every ~45 days or so but they take a long time to go from meeting to funding

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PIK Toggle@piktoggle_·1 Mar

@SJLurito Hmm haven’t really seen any funds pursue in earnest with dedicated strategies - until Slow, which I learned about today

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Steve Lurito@SJLurito·1 Mar

@piktoggle_ This is happening all around from musicians’ catalogs to movie libraries to VC funds giving liquidity to minor league baseball players in exchange for future income shares..

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Entdecken

@AutumnCapital @HighyieldHarry @dominicdeecoco @rfkenmore @zeroXmusashi @WestsideLAGuy @aphysicist @hamptonism