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@JulianKlymochko Avatar @JulianKlymochko Julian Klymochko

Julian Klymochko posts on X about bdc, acquisition, private equity, bitcoin the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% vc firms XXXX% currencies XXXX% exchanges XXXX%

Social topic influence bdc #2, acquisition #259, private equity #55, bitcoin 0.41%, $meg 0.41%, $cve #15, ipo #392, $arbto #1, canada 0.27%, $scr XXXX%

Top accounts mentioned or mentioned by @grok @crockejo @ajacksonhole @valwithcatalyst @chamath @y_csma @gr8t4ver @vincentaugondor @kingtutcap @vikmittal @sparertime @kingdomcapadv @vikistoraro @dt432123 @arbstocktipster @tuttlecapital @specialsitsnews @mcspacface @callsputs1 @vik_mittal

Top assets mentioned Bitcoin (BTC) Cenovus Energy Inc. (CVE) Scroll (SCR) Golub Capital BDC, Inc. (GBDC) Ares Capital, Corp. (ARCC) Teck Resources Limited (TECK) Main Street Capital Corporation (MAIN) CEREAL (CEP) PotlatchDeltic Corporation Common Stock (PCH) Rayonier Inc. (RYN) JPMorgan Chase (JPM) lien (LIEN) Newton Protocol (NEWT) Electronic Arts Inc. (EA) Berry Data (BRY) California Resources Corporation (CRC) Semler Scientific, Inc. (SMLR) Strive, Inc. (ASST) Comerica, Inc. (CMA) Fifth Third Bancorp (FITB) Tongtongcoin (TTC) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Tourmaline Bio, Inc. Common Stock (TRML) Novartis AG (NVS) Blackstone Secured Lending Fund (BXSL) Blue Owl Capital Corporation (OBDC) American Airlines Group Inc (AAL) Hercules Capital, Inc. (HTGC) TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT) Telus Corporation (TU) ArchLoot (AL) CoreWeave, Inc. (CRWV) Core Scientific, Inc. Common Stock (CORZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"Today's M&A notes $PCH to be acquired by $RYN for 1.7339x shares XXX% premium $4.5bn $ATXS to be acquired by $BCRX for $XXXX cash + 0.59x shares XXXX% premium $700mm $CGC.v to be acquired by $MUX for 0.0225x shares XXXX% premium $121.4mm"
X Link @JulianKlymochko 2025-10-14T13:38Z 30.1K followers, 1586 engagements

"In 2021 Score Media was acquired by Penn National at a XXXX% premium. Score's VP of Finance insider traded on the deal having a friend buy $7000 of call options and selling them for $318800. The codeword they used for the cash was "toys". No jail time in Canada though"
X Link @JulianKlymochko 2025-09-30T18:58Z 30K followers, 2448 engagements

"Now that $NEUE's sale to New Enterprise Associates for $XXXX per share has closed does anybody know why the spread blew out earlier this year to a near X% probability of closing on seemingly no news We never had a position so didn't follow it closely. A weird situation though"
X Link @JulianKlymochko 2025-10-02T13:40Z 30.1K followers, 2616 engagements

""I haven't heard anything to suggest that the private deals are performing differently from the public deals." Jamie Dimon dismisses the market's concern regarding private credit fundamentals that has manifested in recent BDC price volatility. $JPM"
X Link @JulianKlymochko 2025-10-14T14:14Z 30.1K followers, 5895 engagements

"At least XXX CLOs have exposure to First Brands (and even some ETFs do as well)"
X Link @JulianKlymochko 2025-10-04T16:53Z 30.1K followers, 120.1K engagements

""SPAC Queen" Betsy Cohen filed an S-1 for a $XXX million SPAC called BTC Development Corp. It will focus on companies that provide opportunities for attractive risk-adjusted returns in the bitcoin ecosystem. $BDCIU $BDCI"
X Link @JulianKlymochko 2025-08-19T13:33Z 30.1K followers, 3431 engagements

"CENOVUS CEO: 'WE ARE CLOSING THE DOOR' ON HIGHER OFFER FOR MEG CENOVUS CEO: STRATHCONA BID FOR MEG LACKS CREDIBILITY $MEG $SCR $CVE"
X Link @JulianKlymochko 2025-09-10T15:25Z 30.1K followers, 2153 engagements

"American Dynamism Acquisition Company domiciled in the Cayman Islands. The invisible hand has a sense of humor"
X Link @JulianKlymochko 2025-09-30T22:09Z 30K followers, 2284 engagements

"@kingdomcapadv You're right. I didn't include the smallest X BDCs including $LIEN $NEWT $GECC $PFX $ICMB $TURN $RAND $EQS"
X Link @JulianKlymochko 2025-10-05T01:58Z 30.1K followers, 1907 engagements

"Private equity portcos and SPACs are a match made in heaven. Look for an avalanche of these transactions to be announced this cycle"
X Link @JulianKlymochko 2025-10-10T02:09Z 30.1K followers, 6568 engagements

"Advice for would-be private equity titans when trying to land the largest LBO of all time: Choke out the CEO of the company you are trying to take private $EA"
X Link @JulianKlymochko 2025-10-05T15:25Z 30.1K followers, 4705 engagements

"Today's M&A notes $BRY to be acquired by $CRC for 0.0718x shares XXXX% premium $XXX million $MEG board rejects revised $SCR offer reaffirms support for $CVE transaction"
X Link @JulianKlymochko 2025-09-15T13:32Z 30K followers, 1867 engagements

"I guess there's no need for a market check or even much price negotiation for a bitcoin treasury merger but the Semler Scientific / Strive merger came together shockingly fast. $SMLR / $ASST signed the confidentiality agreement on Friday and announced the deal Monday am"
X Link @JulianKlymochko 2025-09-22T22:58Z 30.1K followers, 4335 engagements

"As private credit sinks further into a bear market the average listed BDC yield recently topped XX% a cycle high stemming from a combination of high base rates and double-digit NAV discounts. While we expect yields to decline for two reasons namely further cuts in the fed funds rate (private credit is a floating rate exposure) plus a recovery in NAV discounts in a normalized environment we expect the asset class to yield approximately SOFR +600 (post leverage net of expenses)"
X Link @JulianKlymochko 2025-10-07T16:35Z 30.1K followers, 14.3K engagements

"Private credit: Warning - Recession incoming along with a massive default cycle. Leveraged loans and High yield bonds: Nah we're good. No problems in the credit markets whatsoever. A shocking divergence in the sub-investment grade credit market"
X Link @JulianKlymochko 2025-10-10T15:30Z 30.1K followers, 57.7K engagements

"Interesting optionality in below-NAV SPAC Columbus Circle Capital I which has a business combination with bitcoin treasury company ProCap Financial. $BRR price = $XXXXX Estimated current NAV = $XXXXX Yield to redemption = XXX% Disclosure: Long $BRR in $ARB.to"
X Link @JulianKlymochko 2025-09-22T19:57Z 30.1K followers, 3213 engagements

"@blondesnmoney Yes some private credit funds do lend to the waste management industry ("garbage loans"): $GBDC - Triumvirate Environmental $ARCC - Priority Waste Holdings"
X Link @JulianKlymochko 2025-10-02T16:36Z 30K followers, XXX engagements

"Today's M&A notes $CMA to be acquired by $FITB for 1.8663x shares XXXX% premium $XXXX billion $HSII to be acquired by Advent / Corvex for $XXXXX XXXX% premium $XXX billion $TGH.to to be acquired by $TTC for $XXXX XXX% premium $XXX million"
X Link @JulianKlymochko 2025-10-06T13:42Z 30.1K followers, 2064 engagements

"Cantor has had a hot hand lately primarily off their $XXI deal. Today they IPO another SPAC Cantor Equity Partners III marking their fourth active SPAC in the market (now three searching for a target). Yes it was oversubscribed. Disclosure: Long $CAEP in $ARB.to"
X Link @JulianKlymochko 2025-06-26T13:25Z 30.1K followers, 5541 engagements

"This morning Cenovus Energy bumped its friendly MEG Energy bid by +4.6% to $XXXXX cash + 0.62x shares currently worth $XXXXX in a "best and final" gambit to win the prize it is competing with hostile bidder Strathcona Resources for. In M&A parlance Cenovus' latest effort represents a "knockout bid" for MEG likely causing the out-gunned Strathcona to retreat. It will be a bittersweet result for Strathcona given it will cash out of its XXXX% MEG toehold at a healthy $XXX million+ profit. However Cenovus shareholders can rest easy as the corporation did not break the bank paying a disciplined"
X Link @JulianKlymochko 2025-10-08T14:31Z 30.1K followers, 7404 engagements

"In the BSL market when there's an insolvency such as First Brands the bankruptcy affects hundreds (if not thousands) of creditors and is typically covered extensively in the media. In contrast when there's an insolvency in the private credit market the PE sponsor quietly (and with a tear down the partner's cheek presumably) gives the keys back to the private credit fund(s) that hold the first lien loan. Recently former TJC portfolio company Production Resource Group (PRG) ran into business challenges. In the second quarter its lenders FSK KKR and Ares placed the debt on non-accrual and market"
X Link @JulianKlymochko 2025-10-08T20:52Z 30K followers, 3219 engagements

"If you love $PAPA like I do (the pizza not the stock) hopefully we don't see quality decline and price go up on this LBO"
X Link @JulianKlymochko 2025-10-14T21:01Z 30.1K followers, 1061 engagements

"Today's M&A notes $TECK to be acquired by $NGLOY for 1.3301x shares less $XXXX special dividend XXX% premium $XXXX billion $TRML to be acquired by $NVS for $XXXXX cash per share XXXX% premium $XXX billion"
X Link @JulianKlymochko 2025-09-09T13:49Z 30K followers, 1814 engagements

"While I can advocate for a small portfolio allocation to digital assets (I'm a BTC/ETH/NFT fan myself) owning crypto on margin is just stupid To get liquidated on a slight drawdown (10-15%) is unbelievable. It's an asset class with several 90%+ drawdowns Crypto on margin = guaranteed wipeout"
X Link @JulianKlymochko 2025-10-12T21:19Z 30.1K followers, 5788 engagements

"@brentmuio $ARCC $BXSL $OBDC $GBDC $MSDL Disclosure: Long all of these"
X Link @JulianKlymochko 2025-10-08T16:25Z 30.1K followers, XXX engagements

"Between 2010 and 2020 buying the highest quality stocks and short selling the lowest yielded an approximate XXX% return. Since the pandemic script has flipped and investors would have been better off shorting a basket of stocks of the highest quality businesses while going long the lowest quality junk stocks - particularly since April of this year. Such is investing in a degen market"
X Link @JulianKlymochko 2025-09-21T13:57Z 30K followers, 28.2K engagements

"$MAIN was the first BDC to provide an early look into Q3 results this am. While $MAIN is somewhat differentiated from the sector with its higher private equity exposure (25%) and enormous NAV premium its prelim Q3 performance provides some interesting data points: - NII in line with street expectations - NAV beat consensus up XXX% to XXX% QoQ (although no indication on split between NAV accretion from share issuance and underlying portfolio performance) - Non-accruals DECLINED by 90bps (fair value) / 140bps (cost) Strong NII NAVPS growth and declining non-accruals disclosed in $MAIN's prelim"
X Link @JulianKlymochko 2025-10-14T19:29Z 30.1K followers, 4072 engagements

"@lastchanceroman @MonsieurBobo Credit risk"
X Link @JulianKlymochko 2025-10-11T16:35Z 30K followers, XX engagements

"Merger arbitrage yields have come down markedly since their "obliteration day" highs. The current merger arbitrage yield of XXX% is only 100bps wider than junk bonds the tightest spread since early 2023. Note that pre-Covid yields on these two asset classes traded in line"
X Link @JulianKlymochko 2025-09-17T15:47Z 30K followers, 2426 engagements

"Prime Minister Carney gave tacit approval for Anglo American's acquisition of Teck Resources (the deal is subject to a nod from Investment Canada). The cost was Anglo moving its headquarters to Canada. $TECK $NGLOY $AAL"
X Link @JulianKlymochko 2025-09-15T21:31Z 30.1K followers, 2192 engagements

"While most risk assets continue to levitate to new highs BDCs have been beaten like a redheaded stepchild. If you're looking to pick through the wreckage we track the top XX BDCs and their portfolio characteristics below. If you own a non-traded BDC could be time to switch"
X Link @JulianKlymochko 2025-10-08T02:36Z 30.1K followers, 38.7K engagements

"PE-owned Alliance Laundry just priced its IPO. The deal was UPSIZED and priced at the TOP OF ITS RANGE. If you are invested in a private equity fund that isn't taking all of their portfolio companies public right now then you should start asking some questions. The IPO window can't get more open"
X Link @JulianKlymochko 2025-10-08T21:56Z 30.1K followers, 14.6K engagements

"Hostile bidder Strathcona Resources "will be voting its XXX% ownership stake in MEG against the Cenovus offer". A higher bid does not appear forthcoming and $CVE's friendly deal for $MEG continues to be worth about XXX% more than $SCR's hostile bid"
X Link @JulianKlymochko 2025-08-28T20:59Z 30K followers, 6407 engagements

"SPAC arbitrage yields are now higher than the global aggregate bond index. New issues are treading water at $XXXXX. Haven't seen upside optionality since $CEP. What happened to the bull market"
X Link @JulianKlymochko 2025-09-15T15:20Z 30.1K followers, 2706 engagements

"@Stormshieldval The internally managed BDCs ( $MAIN $HTGC $CSWC $TRIN) have had higher than average ROEs and also trade at the highest valuations"
X Link @JulianKlymochko 2025-10-08T17:06Z 30K followers, XXX engagements

"Today's M&A notes $AL to be acquired by Sumitomo Corporation SMBC Aviation Capital Apollo and Brookfield for $XXXXX cash per share XXX% premium $XXX billion $TIXT / $TU bumped consideration by XXXX% to $XXXX from $XXXX entered definitive agreement"
X Link @JulianKlymochko 2025-09-02T13:33Z 30.1K followers, 1845 engagements

"@ArbProfit @Arbtrader69 @chamath $CEP $CEPO $CEPT $CAEP all have a $XXXX per share sponsor note payable at redemption effectively equivalent to an overfunded trust"
X Link @JulianKlymochko 2025-09-26T00:22Z 30.1K followers, XXX engagements

"There are XX listed BDCs that trade on the NYSE and NASDAQ. Of these the vast majority focus on sponsor-backed direct lending (traditional private credit). A few focus on venture lending while there are a few with a hybrid private credit + private equity model. And one BDC falls outside of these categories and is particularly unique (will get to that shortly). The entire BDC market has sold off aggressively over the past few months such that BDCs went from trading at NAV on average earlier this year to a nearly -XX% discount. This signifies either a great buying opportunity in liquid private"
X Link @JulianKlymochko 2025-10-02T22:04Z 30.1K followers, 34.7K engagements

"Believe it or not XX years ago emerging markets stocks traded at a premium to the S&P XXX. That dynamic is long gone now EM equities (13.8x) trade at a XX% discount to U.S. stocks (22.8x)"
X Link @JulianKlymochko 2025-10-06T15:13Z 30K followers, 2598 engagements

"@VincentAuGondor only down about X% likely due to leverage + high dividend payout. Also had some money-losing investments (First Brands for example)"
X Link @JulianKlymochko 2025-10-03T13:35Z 30.1K followers, XXX engagements

"CoreWeave and Core Scientific filed the definitive proxy statement for their proposed merger. The $CORZ shareholder vote set for Oct 30th should be fairly electric given its shares are trading at an XXXX% premium to the $CRWV consideration. A bump incoming"
X Link @JulianKlymochko 2025-09-27T02:45Z 30K followers, 17.9K engagements

"We're so back @chamath filed to launch a $XXX million SPAC called American Exceptionalism Acquisition Corp. A $AEXA"
X Link @JulianKlymochko 2025-08-18T21:18Z 30.1K followers, 382.2K engagements

"I went through the loan books of all XX listed BDCs. Given the focus on traditional private credit (sponsor-backed direct lending) one would not expect major exposure to First Brands' BSL in the private credit-focused listed BDC world. However there are X listed BDCs that have exposure to First Brands debt (as of June 30th): Prospect and Palmer Square. As a total of the $75bn listed BDC market this exposure represents approximately 4bps: Prospect $PSEC $1.3bn market cap -XXXX% NAV discount: $21.8mm 1L marked at XX (0.6% of net assets); $37.0mm 2L marked at XX (1.2% of net assets) Palmer"
X Link @JulianKlymochko 2025-10-05T00:56Z 30.1K followers, 24.5K engagements

"Today in M&A codenames. Teck Resources and Anglo American filed the arrangement agreement for their merger. In it they left their M&A codenames in the merger agreement: Teck = Thor Anglo = Adam Utilized to presumably reduce the risk of pre-deal leaks / insider trading"
X Link @JulianKlymochko 2025-09-23T12:59Z 30.1K followers, 1826 engagements

"Contingent value rights (CVRs) have become more popular aspects of merger considerations and therefore their evaluation has become an important part of an analyst's toolkit. Currently there a X live public M&A deals featuring a CVR. Typically as a rule of thumb the market prices them around XX cents on the dollar on average. However is this market efficient In order to more efficiently price CVRs in M&A transactions we have a model tracking CVRs along with their payouts since 2013. Feel free to reach out if you have been paid on any of the CVRs listed in the database below and I'll keep it"
X Link @JulianKlymochko 2025-10-08T19:11Z 30.1K followers, 9040 engagements

"We really should replace golf with BJJ for business networking"
X Link @JulianKlymochko 2025-10-05T15:27Z 30.1K followers, 2050 engagements

"As we surmised Strathcona is bowing out of the bidding war for MEG Energy by terminating its hostile takeover bid after realizing it was outgunned by the much-bigger Cenovus"
X Link @JulianKlymochko 2025-10-10T22:21Z 30.1K followers, 4910 engagements

"Wild things happen to merger arbitrage spreads when the acquiror turns into a meme stock With $RKT becoming a retail pump the $COOP deal spread blew out to nearly XX% gross. With the deal set to close tomorrow $RKT pumpers could have earned 1000% annualized with the switch"
X Link @JulianKlymochko 2025-09-30T23:20Z 30.1K followers, 3662 engagements

"Some boneheads tried to bluff Blackstone buying $TASK shares above its $XXXXX buyout price and then voting down the deal hoping for a bump in consideration. After the vote failed the deal terminated now they're selling below $15.00"
X Link @JulianKlymochko 2025-10-08T21:15Z 30.1K followers, 4539 engagements

"For the historical records: This week a zero-revenue AI / Power REIT founded XX months ago went public at a $XXXX billion valuation then soared XX% amid insatiable demand for its shares. It was co-founded by a politician and its project is named after the President. $FRMI"
X Link @JulianKlymochko 2025-10-05T19:14Z 30.1K followers, 5131 engagements

"As secondary market prices reach distressed levels and NAV discounts blow past XX% BDC yields have surged to 14%. They have only been higher twice over the past twenty years - during the GFC of 2008-2009 and the COVID crash of 2020"
X Link @JulianKlymochko 2025-10-11T21:56Z 30.1K followers, 33.5K engagements

"GOWell Technology / Maywood Acquisition deal overview A one-stop-shop for innovative well logging solutions in the energy sector $XXXXX million EV $XX million PIPE Symbol $GOW PR: IR deck: Disclosure: Long $MAYA in $ARB.to"
X Link @JulianKlymochko 2025-10-14T13:43Z 30.1K followers, 1725 engagements

"Nature is healing - we've had the second leveraged buyout announced since Obliteration Day $AVDX to be acquired by TPG / Corpay for $XXXXX cash per share XXXX% premium $XXX billion It ain't much but it's honest work"
X Link @JulianKlymochko 2025-05-07T13:37Z 30.1K followers, 2103 engagements

"The media: BDCs are falling on fed rate cuts which will pressure investment income and dividends Reality: Fed fund futures have been pricing in 4-5 more rate cuts for many months already (even when BDCs were trading at an average +5% premium this February)"
X Link @JulianKlymochko 2025-10-10T18:00Z 30K followers, 2903 engagements

"@Roshan_Gudapati Particularly odd since Apollo was short First Brands loans"
X Link @JulianKlymochko 2025-10-04T17:25Z 30.1K followers, 3619 engagements