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@LordxSplashy

Katılım Kasım 2021
473 Takip Edilen470 Takipçiler
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Ben Black | Dynasty Foundry
I must plant trees I will never know the shade of
Ben Black | Dynasty Foundry tweet media
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Michael (Hedge Fund Manager)
Michael (Hedge Fund Manager)@HedgeFundFomo·
I stayed up all night studying the Strait of Hormuz Trying to figure out what the situation means for investors Here's what I found after 12+ hours of intense research: The blue stuff is called "water" and ships can travel through it much better than the yellow stuff (called "land") Ships can take oil through water, but not through land. Wow.
Michael (Hedge Fund Manager) tweet media
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splashy.eth
splashy.eth@LordxSplashy·
@HighyieldHarry If lower level roles are eliminated entirely, what’s the plan for long term sustainment at the higher level roles? Inevitably employees will age and retire- what happens to the progression system? (Unless they shift to recruiting only VP’s etc)
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Ethan Brooks
Ethan Brooks@alt_w_v_g·
Walked into the bullpen at 7:30am Someone was drinking a green smoothie Asked if we were running a wellness retreat or delivering shareholder value Poured it down the sink Sugar crashes cause modeling errors Drink black coffee or find a new career Thx Sent from my iPhone
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The Transcript
The Transcript@TheTranscript_·
Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over 2025 through model optimizations, efficiency and utilization improvements." $GOOG $GOOGL
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Restructuring__
Restructuring__@Restructuring__·
Given the interest, following up with list of largest PE funds: - CVC Capital Partners IX $29.2bn July 2023 - Blackstone Capital Partners VIII $26bn 2019 - Advent International X $25bn May 2022 - Apollo Investment X $20bn August 2023 - CVC Capital Partners VIII €22.3bn 2020 - KKR NA Fund XIII $19bn April 2022 - Bain Capital Fund XIV $14bn October 2025 Any surprises?
Restructuring__@Restructuring__

Apologies, CD&R I was not familiar with your game

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DRUSKI
DRUSKI@druski·
Mega Church Pastors LOVE Money 😂😭
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Restructuring__
Restructuring__@Restructuring__·
Apologies, CD&R I was not familiar with your game
Restructuring__ tweet media
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High Yield Harry
High Yield Harry@HighyieldHarry·
Ladies & Gentlemen, The Weekend
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Paul W. Swaney III
Paul W. Swaney III@paulswaney3·
ASSOCIATE’S TOOLKIT Well the integration playbook ran Here is the actual end of the rope Comment, like, follow (so I can DM you) to get
Paul W. Swaney III tweet media
Paul W. Swaney III tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Global M&A recorded a historic year: There were 68 global M&A deals valued above $10 billion in 2025. This nearly doubled from the prior year and exceeded the combined total for 2023 and 2024. By comparison, the previous all-time high was set in 2015 at 62 deals. These large transactions drove broader M&A activity higher, pushing the average annual deal size up +62% YoY, to a record $227 million, surpassing the high seen in 1999 of $225 million. This also marks the 2nd annual increase in average M&A deal size. Corporate dealmaking is hotter than ever.
The Kobeissi Letter tweet media
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splashy.eth
splashy.eth@LordxSplashy·
What are your top books for M&A, distressed company investing, and valuations?
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splashy.eth@LordxSplashy·
@JimmoothyS Probably take all the money you would’ve been spending on her and invest it in fart coin
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splashy.eth@LordxSplashy·
Execs at FanDuel and draft kings when Trump announces $2,000 stimulus checks
GIF
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splashy.eth@LordxSplashy·
How the Williamsburg girl looks at you when you tell her you full ported a fake meat company
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splashy.eth@LordxSplashy·
I had this same dream last night before waking up to see I was liquidated again
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Geiger Capital
Geiger Capital@Geiger_Capital·
My God… the stock market is collapsing.
Geiger Capital tweet media
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