
Mark Robert
1.5K posts

Mark Robert
@MarkRobert_
Private Equity firm owner/operator, bought 89 businesses since 2000. Interests: investing, dogs, outdoors, health, longevity, anti-aging & fitness
Colorado, USA Katılım Ocak 2017
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The best quote I have ever come up with is: “How can you live an extraordinary life, if you think ordinarily.” Chew on that this week. #quotes #quote #NewYearResolution #MotivationalQuotes #motivation
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@WallStreetApes Delta went from first to worst. Or, maybe just fell from first.
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@profstonge It is true and it is a problem. Great way to see it is in woman’s golf events at country clubs. They are viscous towards one another. I believe because they don’t have a relief valve. Men making fun of each other is a relief valve.
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@doctormorphh My longevity doc has had me on one pill every other day for a few years now. I find no acute difference in the way I feel, but the data is solid.
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Cialis doesn't even lower blood pressure in healthy people, making it a compound that
- increases testosterone
- lowers estrogen
- helps with fatloss
- more androgen receptors in muscle cells
- inhibits aromatase
- lowers estrogen receptor-α
- improved heart health
- improved cognition
- lower all cause mortality by 44%
- increases the amount of mitochondria you have
- promotes bone cell survival
- lower inflammation
- lower stroke risk by 34%
- anti-cancer (PRMT5 inhibitor)
tadalafil US: modafinilxl.com/buy/generic-ci…
tadaladil EU + UK: modawhale.to/shop/erectile-…


Morph@doctormorphh
cialis is secretly extremely anabolic multiple studies show that it can decrease estrogen without an increase in androgens meaning its a pretty good aromatase inhibitor cialis: - increases testerone - increases AR count in muscle cells - increases AR transcription in bone cells - increases AR expression - decreases estrogen receptor-α expression - increases AR transcriptional activity cialis EU: modawhale.to/shop/erectile-… cialis US: modafinilxl.com/buy/generic-ci… cialis AU: modafinilxl.com/buy/cialis-tad…
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@PythiaR I was a public market investor early in my career. One of the reasons I switched to private was to avoid being graded at the end of each day.
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@oldstocky No, you don’t have to. Only if you want. To a lot of us, that chaos would cause anxiety.
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@charliebilello When rates come down, these groups will be selling a lot, fast. Which are the best two?
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@Will_Schryver Might mean the public PE firms are cheap now if rates are expected to go down soon then, agree?
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This happening at the same time that independence sponsors are increasing a number. I think that is for a reason. It is increasingly becoming clear that some groups are particularly good at fundraising and investor relations, while other groups are particularly good at the investing and operations part. I’m developing a thesis around that and how we might see these two types of firms work together more rather than always being one firm trying to do both.
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@kylehtucker Terrible ski seasons at a bunch of their resorts. I have my eye on the stock. I am hoping they miss big on earnings and it creates an entry point.
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never understood how Vail (10x bagger ski mountain rollup) had like $1 billion of EBITDA (probably half that in fcf), but always been a big out-side fan
so when annie said ski passes are like $250/kid, my reaction was something like ‘𝘤𝘰𝘰𝘭, 𝘧𝘦𝘦𝘭𝘴 𝘭𝘪𝘵𝘵𝘭𝘦 𝘳𝘪𝘤𝘩 𝘣𝘶𝘵 𝘨𝘶𝘦𝘴𝘴 𝘳𝘦𝘢𝘴𝘰𝘯𝘢𝘣𝘭𝘦 𝘧𝘰𝘳 𝘭𝘪𝘬𝘦 𝘢 𝘸𝘦𝘦𝘬 𝘰𝘧 𝘴𝘬𝘪𝘪𝘯𝘨’
I missed the ‘per day’ piece!! 🥴
(this sounds like we live under a rock (we actually live 𝘰𝘯 𝘢 𝘳𝘰𝘤𝘬) but I’m not used to buying ski passes)
anyway I pulled this chart together quickly on pricing vs acquisitions
gotta love supply constrained asset pools. We’ve looked at small potatoes things (e.g. marinas and billboards, other things w nimby / moratoriums etc.) but typically struggle w pricing / unlevered yields
But I always think of the Balmer interview when he was asked why he paid a then record breaking $2bn for the clippers and he said ‘𝘸𝘦𝘭𝘭 𝘪𝘵’𝘴 𝘬𝘪𝘯𝘥 𝘰𝘧 𝘭𝘪𝘬𝘦 𝘵𝘩𝘪𝘴. 𝘛𝘩𝘦𝘳𝘦’𝘴 𝘰𝘯𝘭𝘺 𝘴𝘰 𝘮𝘶𝘤𝘩 𝘣𝘦𝘢𝘤𝘩 𝘧𝘳𝘰𝘯𝘵 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺 𝘩𝘦𝘳𝘦. 𝘈𝘯𝘥 𝘐 𝘸𝘢𝘯𝘵𝘦𝘥 𝘮𝘦 𝘴𝘰𝘮𝘦’ (as usual wildly paraphrasing)
--
pls subscribe to my newsletter in comments / in my profile. and pls send us any $2m+ EBIT deals!

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@jpsenescence Yeah, but it sucks. Not fun. Having to turn your life into a protocol you don’t enjoy, defeats the purpose of seeking longevity.
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@tbpn @hubermanlab I’ve been doing this for a few years as a part of my longevity protocol. I take it every other day. I don’t notice any difference on either day. The data is very good though.
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"Every male 40 and older should probably be taking somewhere between 2.5 and 5 milligrams of tadalafil." - @hubermanlab
Jordi: What do you think the best athletes in the world are doing this Olympics?
Huberman: "People are taking vasodilators. You know, Viagra and tadalafil, which commonly goes by Cialis."
"Tadalafil is a vasodilator. It lowers blood pressure, and people know of it as Cialis for erectile dysfunction. It was originally developed as a drug to improve prostate health."
"The basic takeaway is that most every male 40 and older should probably be taking somewhere between 2.5 and 5 milligrams of tadalafil—not necessarily for erectile function, although it will augment that as well—but to lower blood pressure and to improve vasodilation for the brain and the prostate."
"And I'm not saying this as a biohacker or a podcaster. Our head of male sexual health from Stanford, Mike Eisenberg, MD, PhD. He is best in class in terms of male sexual health endocrinology. That's his recommendation."
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@Restructuring__ This is why we have committed to the independent sponsor model. (We may be the largest and most active). We can make more money, quicker.
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Why Private Equity Carry Is Hard To Realize:
1) Carry is calculated off of fund-level IRR (very different from deal level IRR)
2) Carry is calculated off of fund-level NET IRR (which includes all expenses)
3) Carry is subject to a preferred hurdle rate for the LP
4) Time & Claw-Backs (distributions are very back-weighted / at risk of clawbacks)
5) You need to be in the seat to realize carry (definition of golden handcuffs)

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@shortsqueeznews @OHWallStreet This may not be super relevant. My guess is that if you looked at fees earned per employee or total fees paid, the numbers would be way up.
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@kimmonismus Ive made 2 songs using AI. Didn’t take long. I love them both. I don’t plan on publishing them. But, I plan on making more.
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@NedBGQ @QTRResearch Same relative size argument versus $3.9 Trillion. No real liquidity,
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@MarkRobert_ @QTRResearch wtf you on about, over 20bn got liquidated across dex and cex venues in a flash-crash sending assets to near zero, majority >70% drawdown
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