Buyside Guy

@PEoperator Obviously. Your post is kind of nonsensical and written in the same AI slop manner that ever post on linked uses.

@Buyside_Guy You must be in PE

I know a PE-backed CEO who walked away from his job. Nothing unusual about that. Except he had a $1 million bonus coming in less than 3 months. He left anyway. Here is why.

@stoolpresidente So salty about billionaires being taxed at a level that they’re…still billionaires. They make still make $40M / year off interest for ever single billion in the bank. They’ll be ok. Signed, a guy in PE who directly interfaces with a well known billionaire every day.

I’m not the biggest Ken Griffin fan from the GameStop saga days. But I’d love for him to give Zohran a big fuck you and pull his construction plans and pull the hundreds of millions he pays in taxes and charity. NYC officials are hilarious. All they do is say they hate rich peole and then beg them to stay and pay for all their useless shit. There was zero reason for Zohran to antagonize Griffin except to appease his yellow and purple haired communist base. He could have still initiated the tax without trying to be Mr Cool Guy Communist and rubbing people’s faces in it. Why would any rich person stay there? NYC wanted a communist mayor. They got a communist mayor.

@PlinytheElder00 @aatmawanderin @BoringBiz_ VP is a mid level position in PE. He’s probably 33/34 years old.

@aatmawanderin @BoringBiz_ No only one , all the others aren’t , but certainly started before Covid , and it’s in the Midwest too

Recently grabbed coffee with a senior VP at a very well-known private equity firm Well above $2M in net worth. Not enough to fully retire but can walk away for a better work life balance if he wants to Just had a kid few months ago and now struggling to decide between continuing this career path or shifting to something that would let him spend more time with family I asked him what is keeping him at the current firm, beyond just money His answer was simple: "Insecurity. I might look back in 10 years and feel bad knowing that my friends are buying their second vacation homes while I walked away to chase an easier life. Whatever job or title I have next would not earn me the same respect" That is when it really hit me A lot of people stay in high-performing careers, not even because they need the money, but rather because they are used to a certain level of status and respect from people around them This only gets worse as you move higher up the ladder and start spending time around people at the same level in terms of career or wealth I asked him if he was okay if I posted this on my X and sought advice on what my followers would do. He agreed. So I am genuinely curious: what would you do if you were in his situation?

@StocksDaily Any specific reason for the selloff today? Anthropic or SpaceX news?

$VCX trading at $98. Sounds cheap after falling from $575. It is not. The actual assets inside the fund are worth around $19 per share. You are still paying 5x real value. The only thing holding the premium is SpaceX IPO hope. When SpaceX goes public, that story gets priced in and the premium collapses. Not financial advice

@jakeonrails This is in the liquifaction zone. Have you ever seen the marina aftermath of 1989?

Holy shit this slaps San Francisco 2035:

@elonmusk Poor you. You’re still the richest man in the history of the species. How much more do you need? What a genuine lunatic.

I will probably end up paying over $500B in taxes, inclusive of death

@JuniorAnalys7 @HighyieldHarry @Buyside_Hub Easier to generate higher returns in the LMM. Hard to 3x a $10bn TEV company

@HighyieldHarry @Buyside_Hub Somewhat strange dynamics. If you think your carry isn’t worth as much as you thought, why would you trade for lower cash comp and higher carry at a different place? Seems like you’re doubling down on the same bet that missed last time, albeit at a different place.

Interesting WSJ piece on larger PE investors joining smaller funds because they think their carry won't materialize. We've seen on @Buyside_Hub you get a much larger piece of the carry pool at smaller PE funds (1/2)

@elonmusk You guys all need to interact with people not on Twitter occasionally. Bunch of undersexed losers saying stupid shit on here

Civil war in Britain is inevitable. Just a question of when.

@BillAckman @ZohranKMamdani I agree with you actually, but the president was a reality TV personality so fair is fair I guess. One of the parties definitely lowered the standards, and I worry it’ll be hard to get back to them as a country. All norms have been obliterated.

When you go to the polls, if you are considering voting for @ZohranKMamdani, ask yourself whether a 34-year old Socialist with no management, business, construction, or operating experience should control a $117 billion budget and be responsible for managing 285,000 employees including 36,000 police officers whom he does not respect. And don’t forget that he stole the Knicks logo.

@jroy0 @friedberg @elonmusk @realDonaldTrump Lose, not loose.

If @elonmusk really was looking out for America he wouldn’t have had this feud right now. He would have waited till the tariff negotiations were done. Now there is no path for America to win. America will loose for sure unless they go for war. For sure @realDonaldTrump will loose. I supported the president and made many enemies. It was knowing his flip flop nature but believed he had some integrity and believed in his causes. It’s my belief that he spoke about balancing budget cos that won the moderates and the money, but his real commitment is to the coal worker and other less privileged traditional Americans

China just won.

@TrueSlazac A lot. Hope this helps.

I’m in SF right now with zero plans literally what is there to do

@GabeAintWoke @cwebbonline If you’re openly wishing for fellow Americans to die, you’ve become deeply radicalized.

@cwebbonline I'm looking forward to seeing the left reduced in size.

Looks like we’ve reached a boiling point when it comes to ICE. Today in Minneapolis, a militarized federal task force raided the beloved Lake Street taqueria, Las Cuatro Milpas—and the community was not having it. Agents from ICE, the DEA, FBI, ATF, IRS, and HHS rolled up looking like they were ready for war. And Minneapolis PD was helping them. Why are local cops backing ICE raids?

@BadTrueBusines1 @VCBrags Why do you like Jeff Epstein?

@Buyside_Guy @VCBrags Sorrry to break it to you pal, but nobody actually likes you IRL... (your portco founders just put on a smile because you're funding them - the money dries up, no one would bother talking to you)

48 meetings, 2 talks, time for rest

@saxena_puru @JattRetarded I usually like your stuff, but it’s a little concerning that your refutation of something commonly agreed upon in the AI world is just, “No it isn’t”. It’s ok to be misinformed if you’re willing to do the work to learn. Not smart as an investor to be misinformed + arrogant

@JattRetarded No it isn't

Grok, ChatGPT, DeepSeek will seriously hurt $GOOGL Who needs to "Google it" when LLMs search the internet for you and give you precise answers!

@BadTrueBusines1 @sethbannon @VCBrags Just seeing this but, uh, yeah, you’re the type of person who I wouldn’t want to know my whereabouts

@Buyside_Guy @sethbannon @VCBrags Pal, I'm playing an exaggerated persona, but the point stands💯 As do all my other tweets. All Facts.

@SFLocal777 @SaviRoman @MHurabiell Great, so you agree it’s the voters fault and not Dan Lurie’s which is the point I was making

@Buyside_Guy @SaviRoman @MHurabiell The misinformed voters on the east side that don’t have to commute using this highway

🤔 Guess where there's not a single person on a weekday?

@osarood @dee_bosa Kind of a dumb question because Waymo doesn’t manufacture cars, it has a partnership with an OEM and outfits those cars. And in SF you see a Waymo basically every block when driving around now and they work incredibly well. It’s a real threat to $TSLA

@dee_bosa $TSLA has manufactured 7million+ cars over the last few years. How many cars have Waymo manufactured or have in their fleet? $GOOG

@SaviRoman @MHurabiell This was literally the outcome of a direct vote by the population. So this is the people of San Francisco’s San Francisco.

@MHurabiell This is Dan Lurie’s San Francisco

@jk_rowling @christopherhale That’s actually not bad for a Democrat in Tennessee, oh and also I’ll bet his daughters voted for him.

@christopherhale It's a mystery to me why a great guy like you couldn't manage to win over voters, what with ageism, ad hominem attack and lying about other people's kids as a strategy.

Congratulations to every single person on the left who’s been campaigning to destroy women’s and girls’ rights. Without you, there’d be no images like this.