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reilly
17.2K posts
@JDKnicks2024 @bwags Jd knicks - you owned him. Many thanks. Would you agree to make out with me?
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keep going Bill. you’re nailing it. everyone agrees you shouldn’t have to pay taxes for your second multi-million dollar home. we’re all on your side. hold the line
Bill Ackman@BillAckman
Non-residents who spend millions of dollars on NYC apartments help drive NYC’s economy. Most of the profit in condominium development is in the penthouses. The Ken Griffins of the world make NYC high end development viable, driving high-paying construction, brokerage, legal, marketing, and other jobs in NYC. We should be applauding Ken for spending $238 million in NYC, not attacking him for doing so. Importantly, non-resident owners of NYC apartments who leave their apartments vacant for much of the year are not a burden to NYC schools, services, or other resources while they drive growth in retail sales, restaurants, theater, and other important drivers of our economy. They also often support NYC non-profits with donations. Ken’s company is a major employer in NYC of very high paying jobs which drive a considerable amount of our tax base. We wouldn’t want him to move even more employees to Miami. These non-resident owners also already pay a lot of taxes including mansion taxes, real estate taxes, sales taxes and more. While @NYCMayor Mamdani likes the tag line ‘Tax the rich.’ Unfortunately, his policies will harm the constituencies he is supposedly trying to help. I can’t imagine the NYC construction unions are excited about his plan.
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@RoolieSmooth Sounds like you weren’t stuffed in a locker enough as a kid
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Last night, as the sun started calling it quits on an unbelievable Saturday at the Masters, one very recognizable swinging silhouette remained on the range.
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@rayfriese17 @KylePorterNS “As the sun escaped below the ever evasive horizon - knees quivering - I ejaculated.”
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@RoolieSmooth @KylePorterNS He tries to be so profound all the time
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@BenKizemchuk @ShortSeller Is $1m min “high net worth” in Canada ?
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Thank you for asking.
I manage money on a discretionary basis for high net worth families. My minimum investment amount is one million dollars.
To be crystal clear, I have not been calling for a 30% crash. If you follow me here, you’d know my short term target is far more conservative.
You can read about my performance here:
advisor.wellington-altus.ca/stonehavenweal…
You’re barking up the wrong tree
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$SPY This guys bio says he's a 'Senior Investment Advisor' and Been calling for a 30% crash since November who let's people like this manage money WTF???
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@RoolieSmooth Well, at a minimum, I’d like to know if portcos can cover debt service 🤷♀️
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I attended a breakfast roundtable with $APO's Marc Rowan.
Some quotes (starting with my favorite):
> "It's not private equity. It's equity that is private" -- this is how he described an actual PE deal done with $3B in debt and $8B in equity (underwritten to 13% IRR, btw)
> they have $15B in this private equity that's not private equity, expect this sleeve to grow to $40B by EOY.
> private equity that *is* private equity is at $100B and is NOT a growth business for them.
> "There is virtually no difference between PC and BSL. BSL loans are just held by multiple lenders" -- don't shoot the messenger, guys
> APO's exposure to retail investors in semi-liquid vehicles is only $16B (against $1T in assets)
> The firm made a deliberate decision to not offer PE in a semi-liquid form, and he strongly dislikes use of NAV as practical expedient
> They see great opportunity in the 401(K) market (no surprises here)
> If you expect more transparency on the portco level, it ain't coming (I asked)
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@NickNemo17 Do you have the same view on LMM funds/managers? Idk how true it is but I think mega shops are ~60% of total AUM.
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If they don’t want to show their underwriting assumptions, gtfo away from the public and that includes pensions and certainly insurance.
Leyla@LeylaKuni
I attended a breakfast roundtable with $APO's Marc Rowan. Some quotes (starting with my favorite): > "It's not private equity. It's equity that is private" -- this is how he described an actual PE deal done with $3B in debt and $8B in equity (underwritten to 13% IRR, btw) > they have $15B in this private equity that's not private equity, expect this sleeve to grow to $40B by EOY. > private equity that *is* private equity is at $100B and is NOT a growth business for them. > "There is virtually no difference between PC and BSL. BSL loans are just held by multiple lenders" -- don't shoot the messenger, guys > APO's exposure to retail investors in semi-liquid vehicles is only $16B (against $1T in assets) > The firm made a deliberate decision to not offer PE in a semi-liquid form, and he strongly dislikes use of NAV as practical expedient > They see great opportunity in the 401(K) market (no surprises here) > If you expect more transparency on the portco level, it ain't coming (I asked)
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@thomaschattwill i have tweeted several times about immigrant assimilation over the past 48 hours but just kinda scrolling past the war talk.
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this saga with end in a very very dark and disturbing manner
SportsCenter@SportsCenter
Jason Kelce is rocking a full caddie outfit for the Par 3 Contest 😅
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@Bayous01parody low effort cringey posts were exactly what 2020 was all about Kinky John
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@RoolieSmooth @Geo_papic oh grow up... we're not in 2020 anymore
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Does anybody else feel like US-Iran is increasingly looking like a beef between two rappers? Hopefully this goes the way of Lamar v. Drake and not 2Pac v. Biggie.
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Kanye west makes music for niggas who are winners
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A Gulf resident plays the buzzing sound of a Shahed-type drone from a boombox outside a neighbor's home at night, prompting panicked reactions from residents inside, March 2026.
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