Mark Robert

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Mark Robert

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
499 Takip Edilen1.4K Takipçiler
Mark Robert
Mark Robert@MarkRobert_·
I do a daily nap for longevity reasons
Massimo@Rainmaker1973

Skip your daily nap, shrink your brain. A study by researchers from University College London and the University of the Republic in Uruguay has found that people who habitually take daytime naps tend to have significantly larger total brain volume—a key indicator of brain health that typically declines with age and is associated with reduced dementia risk. The team used Mendelian randomization, a method that leverages genetic variants (present from birth) that make people more likely to nap regularly. By analyzing brain MRI scans and health records from more than 35,000 participants in the UK Biobank, they discovered that those genetically inclined to nap had brain volumes corresponding to 2.6 to 6.5 fewer years of aging. While this doesn’t definitively prove that napping itself enlarges the brain, the genetic approach helps rule out many lifestyle-related confounding factors, providing stronger evidence of a potential causal relationship than traditional observational studies. Notably, the researchers found no link between napping predisposition and performance on tests of reaction time, memory, or visual processing. However, previous studies have shown that short naps can deliver immediate cognitive benefits. The study lacked specific data on nap duration, but prior research suggests naps of 30 minutes or less provide the greatest advantages while minimizing disruption to nighttime sleep. This is the largest study to date linking regular napping with brain structure. Although further research is needed in more diverse populations, the findings bolster the idea that a brief daytime rest may help preserve brain volume and support long-term cognitive health.

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Wall Street Apes
Wall Street Apes@WallStreetApes·
American shows the Cheez-It bag she was given on her Delta Airlines flight The bag is unopened. She opens it on camera so you can see this is actually what came in the bag There seems to be no limit in America to how much corporations can cut back on giving us
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Mark Robert
Mark Robert@MarkRobert_·
@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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Mark Robert
Mark Robert@MarkRobert_·
@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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Morph
Morph@doctormorphh·
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-…
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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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Mark Robert
Mark Robert@MarkRobert_·
@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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Pythia Cap: Partially Conductive
My life is so much less stressful on the weekends when my assets aren’t marked to market. Is this what private investing is like? It’s so easy.
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Mark Robert
Mark Robert@MarkRobert_·
@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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ol’ stocky ⛳️
ol’ stocky ⛳️@oldstocky·
You need to be embracing warmth in your home, more frames, knick knacks, heirlooms, you need to be rejecting minimalism
ol’ stocky ⛳️ tweet media
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Mark Robert
Mark Robert@MarkRobert_·
@charliebilello When rates come down, these groups will be selling a lot, fast. Which are the best two?
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Charlie Bilello
Charlie Bilello@charliebilello·
% Below All-Time High S&P 500 $SPY: -2% Brookfield $BAM: -24% Carlyle $CG: -29% Apollo $APO: -40% TPG $TPG: -40% Ares $ARES: -42% Blackstone $BX: -42% StepStone $STEP: -42% KKR $KKR: -45% Hamilton Lane $HLNE: -50% Blue Owl $OWL: -59%
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Mark Robert
Mark Robert@MarkRobert_·
@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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Will Schryver
Will Schryver@Will_Schryver·
Private Equity (buyout) key metrics Interesting to see the step change in deal activity and returns (IRRs) when interest rates rise and fall 2019 - 2021 (0% - 2% rates): Increased deal activity and high IRRs 2022 - 2025 (4%+ rates): Decreased deal activity and low IRRs
Will Schryver tweet media
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Mark Robert
Mark Robert@MarkRobert_·
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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Jonathan Lehr
Jonathan Lehr@fendien·
Wild stat from StepStone about emerging managers: In 2021/2022 there were 938 managers who raised a Fund I Since then, only 190 subsequent funds have been raised by this group
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Mark Robert
Mark Robert@MarkRobert_·
@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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Kyle Tucker
Kyle Tucker@kylehtucker·
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!
Kyle Tucker tweet media
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Mark Robert
Mark Robert@MarkRobert_·
@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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João Pedro de Magalhães
João Pedro de Magalhães@jpsenescence·
Realising that, no matter how many anti-aging and longevity breakthroughs you see on the news, caloric restriction (discovered in 1935) remains the top life-extending intervention.
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Wagie Capital
Wagie Capital@WagieCapital·
“AI wiLL RePlAcE eVeRy WhItE cOllAr JoB”
Wagie Capital tweet media
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Mark Robert
Mark Robert@MarkRobert_·
@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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TBPN
TBPN@tbpn·
"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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Mark Robert
Mark Robert@MarkRobert_·
The more I use AI, the more I see problems and inaccuracies with Chat GPT. I find it only to be reliable for the most basic of tasks. Perplexity and Grok seem to be far superior.
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Mark Robert
Mark Robert@MarkRobert_·
@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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Restructuring__
Restructuring__@Restructuring__·
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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Mark Robert
Mark Robert@MarkRobert_·
@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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Short Squeez
Short Squeez@shortsqueeznews·
BREAKING: Private equity management fees hit new low in 2025.
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Mark Robert
Mark Robert@MarkRobert_·
Goal for the PE industry in 2026. How can we get voice recognition to start recognizing EBITDA.
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Boring_Business
Boring_Business@BoringBiz_·
Barclays just released their private market annual report for 2025 Some charts that caught my eye 1/ Private market AUM forecast by fund type
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Mark Robert
Mark Robert@MarkRobert_·
@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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Chubby♨️
Chubby♨️@kimmonismus·
It was only a matter of time, yet it came faster than expected: An entirely AI-generated country song titled “Walk My Walk” by the mysterious artist Breaking Rust has hit No.1 on the Billboard Country Digital Song Sales chart—despite no human singer behind it.
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