HOLDEN
699 posts

HOLDEN
@holdiini
20, Sales, Investing, Life
New York, USA Katılım Mart 2018
993 Takip Edilen1.5K Takipçiler
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fyi the dude from big short spent $1.1 billion buying puts of nvidia and palantir
thats 80% of his entire portfolio
now these are interesting times

Kalshi@Kalshi
JUST IN: Palantir CEO Alex Karp calls Michael Burry "batshit crazy" for betting against Palantir
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@SMB_Attorney How do I do this and how much capital do you need to be able to put up to passively invest in some sort of Main Street business?
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Right now, buying $1 of profit in the S&P 500 costs $30.18.
In Main Street business investing, you can buy $1 of profit for $0.75 to $2.50.
Both are completely passive investments.
Why is one so much more expensive than the other?
Whenever I talk about this, people accuse me of selling snake oil. But these are just the facts.
Let’s unpack this…
Small businesses typically sell for 2 to 4.5 times earnings.
That means if a business generates $1 in profit, sponsors (buyers) pay between $2 and $4.50 for each dollar.
For example, a business generating $1 million in earnings, will sell for $2 to $4.5 million on average.
There are exceptions but this is the vast majority of “market” outcomes.
But as a limited partner, you often receive what’s called a “step up” or a multiple on your invested capital, typically 1.5 to 2.5 times.
For example, if a sponsor buys a business for 2x earnings and you get a 2x step up, you’re effectively buying $1 of cash flow for $1. Wild!
Let clarify one point:
It’s completely passive for the investor… not the sponsor.
The sponsor is running the business in a very active way.
Of course, these investments are not perfect. And there are good reasons the valuations are so different.
Mainly, investing in small businesses is risky!
The investments are illiquid. Your money could be tied up for years. Investing in an S&P 500 ETF, however, is very liquid.
The business could completely fail. The S&P 500 is not going to zero.
And there’s often a multi-year waiting period before it generates cash flow after servicing debt.
But for those who understand this investment opportunity, I believe it’s one of the best generational wealth-building tools out there.
This month at @smblawgroup, we’re diving deep into investing and fundraising in Main Street M&A.
I hope you’ll follow along!
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sorry guys, no calls 😂
got kicked from @creatorscorner0


69kov@levikov
finally caved… 1 on 1 mentorship calls r LIVE no, still no paywall (yes, it’s free) have gotten 100s of “paid mentorship” requests so depending on the demand vs supply ratio, i may eventually begin charging to filter out uncommitted individuals but until then… let’s chat link in bio
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Nobody gives a f*ck about your “circumstances” or “struggles”
Nobody care if you grew up poor
Nobody cares if your wife left you
Nobody cares about your “mental health issues”
Results is all that matters
Nobody looks at a homeless man and thinks
“Well he had a hard life and his dad beat him so I guess we’ll cut him some slack”
Everybody just thinks
“Wow what a f*ckin bum”
Bad sh*t happens to everyone
Everyone has struggles
But winners aren’t gonna be caught crying in a f*ckin casino

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