Sujeet Indap

Imagine Oaktree, Elliott, and GSO in a 50th floor Kirkland & Ellis conference room fighting over... a penny Institutional Investor has kindly excerpted my favorite chapter of our book: institutionalinvestor.com/article/b1r083…

@jaycaspiankang look at which hedge fund got involved last year

wtf southwest changed its seating system?

@DontCutKids @jamierkennedy @DPWorldTour the degree of difficulty on that shot was way harder!

@sindap @jamierkennedy @DPWorldTour I know it was a longer shot but still, like an approach (a par-3 tee ball), but Calc's tee ball on 17 on Sunday singles at the 1991 Ryder Cup (oddly enough, against Monty) has to be worse. All he needed was to find dry land and he wins the match and USA wins the Cup.

True story. Despite making a double bogey on the final hole of the 2006 US Open, Colin Montgomerie's tee shot on the 72nd hole ACTUALLY won @DPWorldTour Shot of the Month for June that year.

ft.com/content/f2b79a… ft.com/content/5dd3a7…

Ali Rashid— once an Apollo wunderkind who was fired over Brother Jimmy’s, etc expense scandal but later got an SEC civil judgement overturned after arguing to appeals court nobody at Apollo understood LP expense policy— has hard launched new firm website: pacvp.com/founder/

@kieranwgoodwin CPC published 5 years ago today, glad it remains relevant!

VERY SOLID WRITETUP PE is incented to maximize their equity option which can significantly reduce recoveries for PC. My belief is that PE will be formidable in this pursuit and their leverage is increased in a bilateral loan as opposed to a club deal. "The Caesars Palace Coup" book would give me nightmares if I were a PC manager.

@AntoineGara If Yale padlock can’t make it, I’m really worried about Cornell padlock

It's amazing the recidivism rates among activist targets. Fortune Brands was one of the big activist breakups in the 2010s, everyone celebrated. Apparently, it needs another activist now. I guess what happened was like a bad home repair? ft.com/content/f628ca…

@jaycaspiankang actually this is just links golf

I've lost the ability to swing an iron bc my yips are so bad. Just played 9 without hitting a single iron shot and I think I'm reinventing golf. When you see tour pros hitting a quarter swing bump and run hybrid from 130 out, think of me.

@jay_21_ Rick Schnall is busy

Can cd&r’s reputation survive? Multi color, cornerstone etc It’s getting pretty ugly

@west4thstreet Ebitdawg is definitely a metric coming soon to your local BDC

@sindap “Where’s that freecashdawg?” has a different ring to it

wow Paul sounds amazing:

thinking about jerk hedge fund dad who just wants to drop chud lax bro son off at college but has to get through 90 minutes of Cornel West first: newyorker.com/magazine/2026/…

really interesting story on financial crisis at Met Opera: nytimes.com/2026/03/08/art…

cmon

why would you ever hire a law firm that didn’t have the self-respect to defend itself in the easiest case in the history of American jurisprudence: ft.com/content/5f711e… Donald Trump drops battle against law firms over punitive executive orders

it’s your promotion year at Blackstone and Jon Gray calls and asks if you wanna buy some SaaS loans at 98 cents: ft.com/content/7dadc5…

@GZuckerman @arievanhoe if you have a specific objection to The Guardian article cited, you should share that (rather than a vague asperation). On your first point, your colleagues wrote this 7 months ago: wsj.com/articles/hospi…

@sindap @arievanhoe You’re the PE expert, I’m not…But isn’t this an outdated understanding of how PE works? Pile on the debt, extract assets, yada yada. They’re hardly doing God’s work but this feels like a 1980s stereotype of PE, no? Doesn’t help that it leans on the reporting of the Guardian…

extraordinary essay from a corporate lawyer who wanted to write anonymously: businesslawreview.uchicago.edu/online-archive… (h/t @arievanhoe )

Always Be Closing

scoop with the great @mroliverbarnes

NEW: Another palace coup brewing at Caesars: ft.com/content/0b1db3…