Simeon Wallis

Best definition of EBITDA I’ve ever seen

@WellsJorda89710 Thank you for writing this and saying it publicly. It means a lot to many, especially those you’ve never met before.

🚨To every Black person tempted by the antisemitic wave sweeping right now:🚨 Back when white mobs lynched us in the streets... When we had no money, no power, and literally no movement... Who stood with us? Who risked everything? The Jews. They weren't just allies—they were family in the fight. - Jewish leaders co-founded the NAACP in 1909 and funded/led it for generations when no one else would. - When Dr. King and our people were arrested, beaten, jailed—Jewish lawyers defended us for free, and Jewish money paid bail bonds and court fees while others turned away. - In Freedom Summer '64, half the white volunteers risking death to register Black voters? Jewish. - Rabbi Heschel marched arm-in-arm with MLK in Selma—our struggles linked forever. Without their blood, treasure, solidarity, and courage—there is no Civil Rights Movement as we know it. No Voting Rights Act. No dream realized. That's why I stand with the Jews. They were our only true friends when this country hated us—when doors slammed shut and ropes hung high. They showed up, bled, and built with us. So to my people joining this demonic, divisive hate today: Pause. Remember. Honor the alliance that freed us. Our histories are bound. Our freedoms were won together. Betray that, and you betray the very martyrs who died for our rights. Black-Jewish unity forged the dream. Don't let hate destroy it. I stand with my Jewish brothers and sisters—always. ✊🏾🤝✡️🇮🇱 Repost if truth > trends. If gratitude > division. If history matters. #BlackJewishAlliance #RememberOurAllies #StandTogether #CivilRightsTruth #NoToAntisemitism

@TheIcahnist Another great rec from you. Keep them coming! And Our Crowd was excellent.

The Money Kings A few Jewish immigrants arrived in America with thick accents and a few dollars. They started as peddlers, then became lenders. Two generations later, America’s biggest deals moved with their money. One of the best finance history books I’ve read.

@epanitch Thank you Ester (@epanitch) for representing here in Georgia!

It’s that time of year when anti-Zionist electeds wish Jews a Happy Hanukkah. Save it. Hanukkah is a Zionist holiday. I will call out every Georgia elected/wannabe who thinks they can separate Judaism from Zionism. #gapol

@TheIcahnist Loved him in business school. Was a great teacher of finance.

Source: Growth Through Acquisitions | Wharton Scale School Professor David Wessels

If I could come back after death, I’d probably return as a roll-up specialist. Some of the wealthiest people in the world built their fortunes doing roll-ups.

@Econ_4_Everyone Have you looked at the correlation with tuition post 1985? Pay more and we give you good grades so it’s “worth it”

I found this floating around the internet. If it is true, then any theories on why this has happened in such a temporal fashion?

@LibertyRPF He took more pleasure for the wealth that the company created for its every day employees and the stock match in the 401k than anything else. Always expressed appreciation for employees to start calls. He was an American treasure and the best of what capitalism is about.

RIP to one of the best out there. “Laurans A. Mendelson, Heico's Executive Chairman of the Board, passed away on September 27, 2025 at age 87”

There are people you meet in your life where you feel lucky you did for just 1 minute. Every minute thereafter is exponentially better. Larry Mendelson of $HEI was that for me. A selfless giant who relished transforming employees’ lives. accessnewswire.com/newsroom/en/ae…

Inflation hits differently in Atlanta. I spoke with the @ajc about why the city’s #CPI diverges from national trends—and how falling #PPI might offer relief. #Aprio Check it out: ajc.com/business/2025/…

Thank you @NYSE TV for welcoming me back to talk about the markets, earnings season, and what to expect for the remainder of the year! youtu.be/_mLOKUbdrk0?si…

I’m saddened to hear of the passing of my friend Junior Bridgeman. I had the privilege of playing against him, and I’ll never forget how he had one of the sweetest jump shots in the NBA. But it was his character, his kindness, and his gentle soul that truly left a lasting impression on me. He was one of the nicest guys you would ever want to meet.   What people don’t realize is Junior didn’t make a fortune as a player, but he turned what he earned into something extraordinary, becoming a billionaire African American businessman in this country. His business portfolio included owning 450 Wendy’s and Chili’s franchises in 20 states, Coca-Cola bottling operations in the US and Canada, Ebony and Jet magazines, Valhalla Golf Club in Louisville, and he was a minority owner of the Milwaukee Bucks. Junior also served on the boards of PGA of America, Churchill Downs Inc, Fifth Third Bank, Jackson Hewitt, Governors Scholar Program, Crusade for Children Foundation, University of Louisville’s Board of Trustees, Louisville Arena Authority, and more. He is the blueprint to so many current and former athletes across sports that success doesn’t end when you're done playing.   Beyond business, Junior and his wife Doris made a lasting impact by opening doors for African Americans at the Kentucky Derby. Through their annual pre-Derby party and fundraising efforts, they gave access to so many, including myself, to experience this iconic event - something that had historically been out of reach for many in our community.   Thank you, Junior, for being an inspiration on how to be a man, a husband, a father, and a businessman. You spent so much of your post-playing career mentoring and educating athletes and I always reference your journey when I speak to young athletes about transitioning from the court or field to the boardroom. Your legacy will transcend beyond your financial success to the doors you opened for so many and inspiring generations to come. Rest in peace, my friend. Cookie and I will be praying for his wife Doris, kids Eden, Justin, and Ryan, and the entire Bridgeman family 🙏🏾

Low credit spreads aren’t reflecting rising concerns about Trump policies or the economy. The always great ⁦@JoyWiltermuth⁩ highlighting our thesis on the bifurcation of secure vs stretched consumers search.app/1fKEcREUK1Xc1J…

@DanielSLoeb1 It was wonderful. Very consistent with the others he’s given.

I met Josh Waitzkin 15 years ago. His book The Art of Learning was a game changer for me. In his book he shared his own approach to excellence based on incorporating ideas around process over outcome, mindset and deliberate practice. He’s gone from Chess prodigy to Competitve tai chi to BJJ. I’m looking forward to this podcast!

Was great to be back with the guru of Manufacturing gurus, ⁦@JimVinoski⁩. Michael Lange, CPA from ⁦@Aprio and I discuss what we're seeing in the economy and what we're hearing from manufacturing clients. manufacturingtalks.com

@poorjacks_ @rainmakerspod @BryanBurrough Agreed. Great read.

@rainmakerspod Really enjoyed The Big Rich by @BryanBurrough that told the stories of four of the great oil families of Texas including Sid Richardson from whom Bass inherited his money.

Sid Bass hired Richard Rainwater to make concentrated investments. After losing all the money the family gave him to manage ($5M), he would go on to develop a style that would transform their $50M into $5B in 16 years.

2/ Universities need the clear communications and decisiveness of war time leaders with the current intensity on campus. This week showed Academics don’t have that urgency or clarity. They see the ultimate peace time leaders. New leadership is necessary.

1/ As a Wharton alum, I’m glad to see the Board say enough is enough. This week highlighted what Ben Horowitz wrote about war time leaders vs peace time leaders. thedp.com/article/2023/1…

@SievaKozinsky @wolfejosh Me too

The reason Penn as an INSTITUTION must make an example of her as an INDIVIDUAL is not because she is a bad person but because she failed to rise to be an examplar model of moral leadership, of excellence, of civic value, of virtue. She gave an INVERTED commencement speech yesterday and the perverse upside down wisdom she imparted on students was this: Do not stand up for what is right. Do not speak freely to defend virtue. Instead do this: surround yourself with lawyers, choose to listen to lawyers, evade saying or doing what you know in your heart is correct, what you would want your children to say because they heard you say it, instead do this: cloak yourself in cowardice. Hide in your hypocrisy and smirk with a shifty smug cleverness that send chills of shock and shame for all whom burnish the brand you are supposed to protect, with pride.

On this week's Manufacturing Talks YouTube show and podcast with @JimVinoski, hear what Manufacturing & Distribution clients are saying and what economic and financial markets are telling Adam Beckerman and me. YouTube: lnkd.in/gdZzr5As Podcast: lnkd.in/dufksA8W

I’ve had a number of non-Jewish friends and work colleagues reach out the last few days to see how I am after last week’s barbarism by the terrorists Hamas. Your little act of support truly goes a long way and I will forever be grateful.