@TheIcahnist The Icahnist

Carl Icahn is making headlines again with his new target: Blackrock, Vanguard, and State Street, which he calls a "cartel" that controls too much of corporate America's votes, stifling activism and real capitalism. Meanwhile, his dynasty continues with Brett Icahn set to succeed him as chairman and lead the investment unit. Icahn recently revealed a big stake in Monro, an auto repair chain, and plans to cut fat, fix margins, and consolidate the industry.

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Social Influence

Social category influence finance 40.19% financial services #60 stocks #3414 cryptocurrencies 1.87% countries 1.87% vc firms #375 travel destinations 0.93% technology brands 0.93%

Social topic influence private equity #99, in the 7.48%, ai 6.54%, thoma bravo #7, business 5.61%, the world 4.67%, playbook #122, gold 4.67%, books #1365, how to 4.67%

Top accounts mentioned or mentioned by @ganeumann @joincolossus @orlandobravotb @founderspodcast @jjperaltaa @capitanojacko @tiagogreis @illiquidinsight @aslthink @dragicabrsnova @value_purist @dreaminsha43286 @rgrimstreet @teefaircloth @grok @sakbanerjee22 @rafaa1984 @unaboobies @conspicuous_app @408_607

Top assets mentioned BlackRock Inc (BLK) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Private Equity Titan: Thoma Bravo Thoma Bravo is one of the worlds leading private equity firms with $138 billion under Management. The Secret Sauce of Thoma Bravo:"
X Link 2024-10-02T22:52Z 35.9K followers, 79K engagements

"Private Equity LBO Tutorial by Wharton Wondered How Billionaires Buy Companies with 80% Debt A Step-by-Step Guide to Mastering Leveraged Buyouts"
X Link 2024-12-09T19:20Z 35.9K followers, 148.8K engagements

"The Hellhound of Wall Street: Cerberus Stephen Feinberg built a $65 billion empire by hunting distressed companies and ripping them apart. He named his firm after the three-headed hellhound guarding the gates of Hades. Heres how he mastered distressed investing👇"
X Link 2025-02-09T01:28Z 35.9K followers, 89.3K engagements

"Private Credit is printing Billionaires. Wall Streets biggest players are going ALL IN on this $30 TRILLION opportunity. A simple primer on Private Credit🧵"
X Link 2025-02-21T16:39Z 35.9K followers, 232.1K engagements

"3G Capital used this book as a playbook for aggressive cost-cutting and efficiency. The book became a cornerstone of their management strategy across their portfolio companies. Warren Buffett called them the best operators in the world. Three friends turned a tiny Brazilian brewery into a $152B empire. They took over Budweiser Heinz & Burger King. The untold story of 3G Capital 👇 https://t.co/6wHn7WYJ7f Warren Buffett called them the best operators in the world. Three friends turned a tiny Brazilian brewery into a $152B empire. They took over Budweiser Heinz & Burger King. The untold story"
X Link 2025-03-01T15:31Z 35.9K followers, 84.6K engagements

"all men secretly believe there is non zero chance they will run a diversified HoldCo with highly profitable and cash flowing assets one day all men secretly believe there is non zero chance they will run a diversified HoldCo with highly profitable and cash flowing assets one day"
X Link 2025-04-29T00:17Z 35.9K followers, 494.1K engagements

"Private Equity Legend: Alpine Investors How do you get 5x returns in [--] funds in a row You let 28-year-olds run $20M plumbing companies. Heres how Alpine hit 5x returns. 🧵"
X Link 2025-06-01T16:03Z 35.9K followers, 140K engagements

"The Modern Rainmaker From a kid in Texas to $30 BILLION AUM. $20B+ in profits. He built one of the most successful family offices ever. The full arc of John Phelans story"
X Link 2025-08-01T23:20Z 35.9K followers, 101.4K engagements

"Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at 20% CAGR for [--] years. The Nordic Way"
X Link 2025-09-03T13:30Z 35.9K followers, 136.9K engagements

"Highly recommend checking out this new book Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at 20% CAGR for [--] years. The Nordic Way https://t.co/65RjJyNSra Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at 20% CAGR for [--] years. The Nordic Way https://t.co/65RjJyNSra"
X Link 2025-09-04T13:11Z 35.9K followers, 102.3K engagements

"Instant masterpiece by @ganeumann. One of the clearest frameworks on who actually captures AI value. Amazing essay published in @joincolossus Here are my notes"
X Link 2025-09-13T19:52Z 35.9K followers, 84.9K engagements

"The [--] Billion Plumber Richard Harpin started with 50k and sold to Brookfield for 4.1B His formula: buy & build in boring fragmented markets The Playbook"
X Link 2025-09-17T11:58Z 35.9K followers, 36.2K engagements

"Great Book Deep Dives on Legendary Dealmakers"
X Link 2025-09-21T13:12Z 35.9K followers, 105.5K engagements

"Forget gold forget Bitcoin. The next trillion-dollar market will be compute futures. $7.9 trillion in data center investment over [--] years. The Playbook"
X Link 2025-09-28T12:03Z 35.7K followers, 53.5K engagements

"Blackstones Jon Gray on where to invest now. Where Blackstone is actually betting billions"
X Link 2025-09-28T17:32Z 35.9K followers, 47.8K engagements

"The Most Underestimated Dealmaker Jared Kushner just pulled off Wall Streets biggest buyout. From Fifth Avenue to the Abraham Accords to $55B Buyout The Dealmaking Playbook of Jared Kushner Thread"
X Link 2025-09-30T14:06Z 35.9K followers, 271.6K engagements

"Great Book Tactics from the Corporate Raiders"
X Link 2025-10-05T12:39Z 35.9K followers, 259.2K engagements

"The Icahn & Ellison Method Great Book Tactics from the Corporate Raiders https://t.co/SYT8GM1Nnt Great Book Tactics from the Corporate Raiders https://t.co/SYT8GM1Nnt"
X Link 2025-10-05T14:51Z 35.9K followers, 188.2K engagements

"WOW @OrlandoBravoTB just dropped a masterclass on Software Private Equity AI. Valuations. Exits. Notes from his latest interview"
X Link 2025-10-07T23:16Z 35.9K followers, 268.5K engagements

"This book is a masterpiece of business philosophy Seymour Schulich turned $400K into $5 Billion. [--] ideas from the book Thread"
X Link 2025-10-13T23:48Z 35.9K followers, 56.1K engagements

"Happiness is Positive Cash Flow The Godfather of Venture Capital He turned $50K into $100M. Drank Chardonnay in meetings and fired slow thinkers Fred Adler wrote the original venture capital playbook. Thread https://t.co/iUEcSQm4sX The Godfather of Venture Capital He turned $50K into $100M. Drank Chardonnay in meetings and fired slow thinkers Fred Adler wrote the original venture capital playbook. Thread https://t.co/iUEcSQm4sX"
X Link 2025-10-18T01:28Z 35.9K followers, 149K engagements

"Men of genius are meteors destined to be consumed in lighting up their century"
X Link 2025-10-23T00:55Z 35.9K followers, 85.9K engagements

"Napoleons entire mindset in one line: Men of genius are meteors destined to be consumed in lighting up their century https://t.co/JfX8j3OuY8 Men of genius are meteors destined to be consumed in lighting up their century https://t.co/JfX8j3OuY8"
X Link 2025-10-23T01:02Z 35.6K followers, 58.5K engagements

"Terrifying Reality of [----] Financial sponsor built a prototype in [--] weeks during diligence on an AI-healthcare company. Prototype outperformed the targets core product in clinician testing. Deal killed"
X Link 2025-10-27T22:36Z 35.9K followers, 773.7K engagements

"The Billionaire Philosopher He dropped out of high school and built a $5B real-estate empire. Ran a literary agency The philosophy that kept Francis Greenburger unbreakable Thread"
X Link 2025-10-30T23:27Z 35.9K followers, 278.1K engagements

"Imagine knocking for candy and getting Zero to One and Barbarians at the Gate"
X Link 2025-10-31T16:27Z 35.9K followers, 27.2K engagements

"The Only Cure"
X Link 2025-11-03T14:48Z 35.9K followers, 31K engagements

"Great Book: One of the keys to Roger Federers success is his incredible ability to keep his cool and remain calm. When he found himself behind in the game he knew he might need to push himself a little more but he never worried too much"
X Link 2025-11-04T00:27Z 35.9K followers, 97.2K engagements

"We are so back King Icahn is Back Icahns new war is against BlackRock Vanguard & State Street. He calls them a cartel that controls 30% of corporate Americas votes killing activism and real capitalism. https://t.co/ts4iYLk8Pj King Icahn is Back Icahns new war is against BlackRock Vanguard & State Street. He calls them a cartel that controls 30% of corporate Americas votes killing activism and real capitalism. https://t.co/ts4iYLk8Pj"
X Link 2025-11-05T15:57Z 35.9K followers, 62.8K engagements

"310K $37M in [--] years. The Golden Age of Private Equity. One of the greatest LBOs ever done:"
X Link 2025-11-07T02:57Z 35.9K followers, 266K engagements

"Private Equity in the 80s was insane. They put up $1M to buy a $169.8M glassmaker. [-----] % gain in [--] years. 310K $37M in [--] years. The Golden Age of Private Equity. One of the greatest LBOs ever done: https://t.co/9wCklcF8ep 310K $37M in [--] years. The Golden Age of Private Equity. One of the greatest LBOs ever done: https://t.co/9wCklcF8ep"
X Link 2025-11-07T03:07Z 35.9K followers, 255.1K engagements

"This formula created Blackstone Bill Simon made $65M from $330K. Schwarzman studied the deal and built an empire. 310K $37M in [--] years. The Golden Age of Private Equity. One of the greatest LBOs ever done: https://t.co/9wCklcF8ep 310K $37M in [--] years. The Golden Age of Private Equity. One of the greatest LBOs ever done: https://t.co/9wCklcF8ep"
X Link 2025-11-07T03:32Z 35.9K followers, 130.7K engagements

"Top Books on Private Equity Dealmakers Part. I"
X Link 2025-11-08T17:08Z 35.9K followers, 139.4K engagements

"How to turn $10M into billions: TransDigm bought tiny aerospace monopolies and turned them into the most cash machines Highest profit margins in the industrial world are in the aerospace aftermarket. Result is a 5200% run: The Hidden Goldmine: Tier 2-4 Defence Suppliers [--]. Fragmented market perfect for roll-ups [--]. OEMs & Primes depend on them strong demand security [--]. Government-backed demand long-term revenue stability [--]. Struggling post-COVID liquidity issues = lower https://t.co/SZK5wmnyZN The Hidden Goldmine: Tier 2-4 Defence Suppliers [--]. Fragmented market perfect for roll-ups [--]. OEMs &"
X Link 2025-12-03T01:57Z 35.9K followers, 14.9K engagements

"Family Office Books Blood makes a family. Structure makes a dynasty. The Rothschilds & Wallenbergs understood that early"
X Link 2026-01-27T16:33Z 35.6K followers, 56.2K engagements

"Average US founder in Switzerland after selling his SaaS startup for $107M You can identify all the greatest countries in the world by asking a simple question: "Is it cool to be rich there" Countries that celebrate success and still have strong safety nets: Singapore Denmark and Switzerland. Every country that has gotten the answer to this You can identify all the greatest countries in the world by asking a simple question: "Is it cool to be rich there" Countries that celebrate success and still have strong safety nets: Singapore Denmark and Switzerland. Every country that has gotten the"
X Link 2026-01-27T23:12Z 35.9K followers, 215.7K engagements

"Private Equity MDs in Gstaad"
X Link 2026-01-29T00:24Z 35.6K followers, 136.9K engagements

"Bring back the era of stylish capitalists. The lost art of CEO aura. Private Equity MDs in Gstaad https://t.co/fuSi9t7QkZ Private Equity MDs in Gstaad https://t.co/fuSi9t7QkZ"
X Link 2026-01-29T13:40Z 35.9K followers, 302.5K engagements

"The Essence of Value Investing: Routines and Orgies Peter Cundill turned $7M into $20B. The best biography you'll never read in public"
X Link 2026-02-01T02:55Z 35.9K followers, 133.6K engagements

"The Routine and the Orgy Be a monk in the office and a warrior in the wild. If your life is boring your returns will be too. 99% of investors fail because they cant handle the boredom of the routine. Cundill knew that to survive the Routine you must schedule the Orgy. The Essence of Value Investing: Routines and Orgies Peter Cundill turned $7M into $20B. The best biography you'll never read in public. https://t.co/aLmEwsZpff The Essence of Value Investing: Routines and Orgies Peter Cundill turned $7M into $20B. The best biography you'll never read in public. https://t.co/aLmEwsZpff"
X Link 2026-02-01T03:59Z 35.6K followers, 39K engagements

"Power of Private Equity & ESOPs KKR paid $175K to factory workers. Made 10x on garage doors"
X Link 2026-02-02T00:45Z 35.9K followers, 198.1K engagements

"Inventor of Financial Engineering Andr Meyer started as a [--] year old messenger boy on the Paris stock exchange. He died with Picassos on his walls and a $300 million fortune. His playbook for building companies: merger merger merger. Great Book https://t.co/UB77BYhRJ5 https://t.co/UB77BYhRJ5"
X Link 2026-02-05T01:26Z 35.6K followers, 32.9K engagements

"The Performance Illusion Evergreen funds report returns that look almost too good to be true: low volatility minimal drawdowns and Sharpe ratios exceeding [--] across all funds. But over 70% of gains across SEC registered evergreen funds since [----] remain unrealized. For newer funds that figure can exceed 90%. How These funds are buying secondary positions at discounts and immediately marking them up to NAV. One fund paid $213 million for secondary interests and carried them at $266 million weeks later. This creates instant paper gains that trigger incentive fees for the manager. But the gains"
X Link 2026-02-06T00:08Z 35.6K followers, 19.5K engagements

"A must for any aspiring empire builder. Munk is a testimony to what a man can build with undivided focus. Mix J.P Morgan with Rockefeller and a little bit of Marc Rich and you get a Peter Munk"
X Link 2026-02-06T16:44Z 35.9K followers, 26.1K engagements

"The PE Playbook: Buy-and-Build PE has been active here for years. The playbook is textbook buy-and-build: acquire a specialist electronics platform then bolt on component makers and adjacent capabilities to move up and down the value chain. Advent bought Cobham then added Ultra Electronics for C4ISR and EW"
X Link 2026-02-08T21:25Z 35.7K followers, [---] engagements

"Sovereignty as a Moat European nations increasingly demand that electronics in their defence platforms come from European suppliers. Foreign acquisitions require electronics workshare commitments. This creates a structural moat for domestic specialists: if you're the sovereign-approved sensor supplier for a military programme switching costs are enormous and contract durations run [----] years https://twitter.com/i/web/status/2020610057239441501 https://twitter.com/i/web/status/2020610057239441501"
X Link 2026-02-08T21:25Z 35.7K followers, [----] engagements

"What's interesting: order backlog has almost no correlation with valuation (R = 14%). Everyone has a fat backlog right now. What separates the expensive stocks from the cheap ones is cash conversion that relationship has an R of 74%. The market doesn't care how many orders you sit on. It cares whether you can turn EBITDA into cash. Mercury trades at 32x NTM EBITDA on 160% cash conversion. Indra sits at 10x with negative conversion. That spread tells you everything"
X Link 2026-02-08T21:25Z 35.7K followers, [----] engagements

"1. Buying Airbus Orphan In [----] KKR bought Airbus Defence Electronics unit for about 1.1bn and rebranded it as Hensoldt after a 19thcentury German optics pioneer. The business made sensors radar electronic warfare systems and avionics"
X Link 2026-02-09T00:37Z 35.7K followers, [---] engagements

"This Asset Was Special Hensoldt controlled German and European sovereign capabilities in radar optronics and electronic warfare It also sat on longcycle programmes (Eurofighter Puma submarines) with [----] year visibility yet was run as a subscale division inside a much larger group. https://twitter.com/i/web/status/2020658288132526434 https://twitter.com/i/web/status/2020658288132526434"
X Link 2026-02-09T00:37Z 35.7K followers, [---] engagements

"The Golden Ticket PostIPO Berlin moved to secure a blocking minority in Hensoldt for nationalsecurity reasons. The German government bought a 25.1% stake from KKR for about 464m Effectively putting a strategic asset stamp on the company and derisking KKRs position"
X Link 2026-02-09T00:37Z 35.9K followers, [---] engagements

"The Exit Pop: When Germany announced its 100bn Sondervermgen defence fund after Russias invasion of Ukraine Hensoldts shares rallied hard. KKR used the spike to place a further 9.5% block in March [----] at around [----] per share monetising another chunk well ahead of the original lockup expiry. https://twitter.com/i/web/status/2020658300917104846 https://twitter.com/i/web/status/2020658300917104846"
X Link 2026-02-09T00:37Z 35.9K followers, [---] engagements

"Europe's Tech Breakup Europe spends $264 billion a year on American cloud services. The next five years will determine who controls European infrastructure. The European software market is growing over 11% annually with 13000+ companies generating eight-figure revenue. EU mandated that 75% of businesses must adopt cloud and AI [-----] computing nodes built all public services digitized 90% of SMEs online. Where the Money's Going: [--]. Infrastructure Data centers are becoming sovereign assets. Governments will pay premiums to keep data within their borders. Compliance requirements create natural"
X Link 2026-02-09T19:59Z 35.9K followers, 30.7K engagements

"Trojan Horse Tactic How add-ons sell themselves: Products are equipped with add-ons that customers have not even ordered. The add-ons are then provided free of charge for a certain trial period. Customers get used to the add-ons and finally pay for their use"
X Link 2026-02-09T22:47Z 35.9K followers, [----] engagements

"The Genius Private Credit Guy"
X Link 2026-02-11T18:48Z 35.9K followers, 16.3K engagements

"https://amzn.to/3ZD3fSk https://amzn.to/3ZD3fSk"
X Link 2026-02-15T01:00Z 36K followers, [----] engagements

"Success Correlates to Exposure Many successful people arrived at their niche in life through exposure and experimentation in areas that interested them. A gold billionaires career rule: chase high margins. https://t.co/bv0Tl3hmZM A gold billionaires career rule: chase high margins. https://t.co/bv0Tl3hmZM"
X Link 2026-02-12T17:39Z 36K followers, [----] engagements

"Great read @TheIcahnist Ha only joking. Bet it is a fun read. My favorite advice on marriage is to marry early. That seems like crazy advice bc people feel like its harder than ever to meet someone. I get that. But to the extent you can orient yourself to that I think people will be happier. Its @TheIcahnist Ha only joking. Bet it is a fun read. My favorite advice on marriage is to marry early. That seems like crazy advice bc people feel like its harder than ever to meet someone. I get that. But to the extent you can orient yourself to that I think people will be happier. Its"
X Link 2026-02-15T23:51Z 36K followers, [----] engagements

"A physicist built an $8B company by giving 98% of it away. SAIC ran nuclear simulations cancer research and military health IT while almost nobody knew its name. Great Book https://t.co/bw2anBrXBv https://t.co/bw2anBrXBv"
X Link 2026-02-07T01:10Z 36K followers, 38.5K engagements

"How a billionaire screens deals in [--] seconds A gold billionaires career rule: chase high margins. https://t.co/bv0Tl3hmZM A gold billionaires career rule: chase high margins. https://t.co/bv0Tl3hmZM"
X Link 2026-02-12T06:30Z 36K followers, [----] engagements

"This book that teaches you how to: -sabre a champagne bottle - start a billion dollar company - land a plane with engine failure - dance without looking like your dad - write a best-selling novel Funny read"
X Link 2026-02-15T00:59Z 36K followers, 11.3K engagements

"https://amzn.to/4ak2iVg https://amzn.to/4ak2iVg"
X Link 2026-02-15T01:13Z 36K followers, [----] engagements

"Napoleon proved that one obsessed slightly delusional mind can bend history. He won by refusing fair fights. He pinned enemies from the front then appeared out of nowhere on their flank or in their rear. This book is the ultimate red pill on power and strategy"
X Link 2026-02-10T19:26Z 36K followers, 167.7K engagements

"A gold billionaires career rule: chase high margins"
X Link 2026-02-12T02:08Z 36K followers, 48.2K engagements

"Private Equity Playbook: European Defence Electronics The highest-leverage defence bet in Europe is the tech layer underneath it. Defence electronics is becoming the new industrial infrastructure. Thread"
X Link 2026-02-08T21:25Z 36K followers, 23.8K engagements

"Solid PE [---] book if youre starting from zero. The value is convenience: the basics are organized in one place That said you can find most of the same theories for free on YT and PE fund insight pages. Government privatization programs create some of the best opportunities Value creation [--]. Strategy reset [--]. Remove structural public-sector inefficiencies [--]. Growth capex + align management with profitability [--]. Governance overhaul to speed decisions + enforce accountability https://t.co/DlRK2wkTNu Government privatization programs create some of the best opportunities Value creation 1."
X Link 2026-02-09T20:36Z 36K followers, 51.2K engagements

"How To Think Like Napoleon [--] Books Napoleon proved that one obsessed slightly delusional mind can bend history. He won by refusing fair fights. He pinned enemies from the front then appeared out of nowhere on their flank or in their rear. This book is the ultimate red pill on power and strategy https://t.co/1G30oBn7OR Napoleon proved that one obsessed slightly delusional mind can bend history. He won by refusing fair fights. He pinned enemies from the front then appeared out of nowhere on their flank or in their rear. This book is the ultimate red pill on power and strategy"
X Link 2026-02-11T14:01Z 36K followers, 34.7K engagements

"If I must go to a deserted place today and am allowed to carry only one book this would be it. It will provide me with enough thoughts on life death destiny existence hope and vision to fill a lifetime. How To Think Like Napoleon [--] Books https://t.co/F2yuZWaBZK How To Think Like Napoleon [--] Books https://t.co/F2yuZWaBZK"
X Link 2026-02-11T14:03Z 36K followers, 21.1K engagements

"Private markets are consolidating. Big alternative managers are buying smaller specialist firms. They want everything in one place: insurance credit real assets and secondaries. Funds are turning into giant capital platforms"
X Link 2026-02-11T15:58Z 36K followers, 65.2K engagements

""Young man make your name worth something""
X Link 2026-02-11T20:31Z 36K followers, 14.4K engagements

"The Man Who Made Wall Street The more you are talked about the less powerful you are. Anthony Drexel understood this better than anyone: He created what became Wall Streets most dominant bank. Made J.P. Morgan a titan Then he erased every trace of himself. Great book"
X Link 2026-02-16T00:21Z 36K followers, 30.9K engagements

""The more you are talked about the less powerful you are." "There is no limit to what a man can accomplish if he doesnt mind who gets the credit." The great banking house that came to be known as J.P. Morgan & Co. was in fact founded not by Morgan but by Anthony Drexel. The Man Who Made Wall Street The more you are talked about the less powerful you are. Anthony Drexel understood this better than anyone: He created what became Wall Streets most dominant bank. Made J.P. Morgan a titan Then he erased every trace of himself. Great book https://t.co/J7I6TJtXnx The Man Who Made Wall Street The"
X Link 2026-02-16T00:29Z 36K followers, 21.3K engagements

"Private Equity Legend: William Simon His deals inspired Stephen Schwarzman to build Blackstone: 200x return on greeting cards in [--] months. 10689% return on glass bottles. The Private Equity Pioneers Playbook"
X Link 2025-01-01T22:56Z 35.9K followers, 147.2K engagements

"Warren Buffett called them the best operators in the world. Three friends turned a tiny Brazilian brewery into a $152B empire. They took over Budweiser Heinz & Burger King. The untold story of 3G Capital 👇"
X Link 2025-03-01T14:38Z 36K followers, 275.8K engagements

"Two best friends built a $3.5 BILLION private equity firm They acquired car washes funeral homes & Burger Kings. They just raised $1.2 BILLION in just [--] months. Heres how they did it 🧵"
X Link 2025-03-12T15:48Z 35.9K followers, 10.6M engagements

"Venture Capital is dead. Long live Private Equity. Lightspeed. Thrive. a16z. Sequoia. Theyre buying and rolling up companies like Private Equity giants. Silicon Valley is turning into Private Equity Valley🧵👇"
X Link 2025-05-01T20:57Z 36K followers, 269.8K engagements

"Buy boring. Cut deep. Sell sexy. Laurence Tisch turned broken hotels failing insurers and cheap oil rigs into billions. This is the Tisch Playbook & how to apply it today: Cheap unloved assets can be gold mines. In [----] Laurence Tisch was just [--]. While Florida hotels sold for $10K12K a room he found a 300-room resort in Lakewood NJ for only $1250 per room. The owner feared a postwar slump and let it rot. Tisch hidden value waiting to be unlocked. He leased the hotel and modernized it with flairice rinks swimming pools even reindeer from Finland. Razzle-dazzle turned a failing hotel into a"
X Link 2025-09-20T22:11Z 35.9K followers, 49.5K engagements

"Amazing Blackstone Guide Investing in the Picks and Shovels of AI Thread"
X Link 2025-09-28T15:14Z 36K followers, 328.1K engagements

"Amazing Book Guy Hands made billions buying what nobody wanted Pubs. Railways. Toilets Lessons from the Dealmaker"
X Link 2025-10-01T22:30Z 36K followers, 127K engagements

"The Screw Billionaire He built a 40B empire from a box of screws and a Bible. He prayed in the morning and sold in the afternoon. Reinhold Wrths Playbook for Building an Empire Thread"
X Link 2025-11-01T19:07Z 35.9K followers, 203K engagements

"The Icahn dynasty continues Brett Icahn will succeed Carl as chairman and lead the investment unit. His last big trade made $250 million in one week. King Icahn is Back Icahns new war is against BlackRock Vanguard & State Street. He calls them a cartel that controls 30% of corporate Americas votes killing activism and real capitalism. https://t.co/ts4iYLk8Pj King Icahn is Back Icahns new war is against BlackRock Vanguard & State Street. He calls them a cartel that controls 30% of corporate Americas votes killing activism and real capitalism. https://t.co/ts4iYLk8Pj"
X Link 2025-11-05T12:34Z 36K followers, 177.4K engagements

"Top Books on Dealmakers (Part II) Top Books on Private Equity Dealmakers Part. I https://t.co/ZLVSXbY0tt Top Books on Private Equity Dealmakers Part. I https://t.co/ZLVSXbY0tt"
X Link 2025-11-16T21:09Z 35.9K followers, 74.3K engagements

"Thoma Bravo: Europe is the next buyout frontier Europes software market is the largest mispriced asset in global tech. 13000+ software companies are waiting EU software spending grew close to ten times the continents GDP growth rate. Europe has reached peak pessimism. That is usually when the best assets trade at the lowest prices. The continent has [--] million SMEs and millions of aging owners. This is the kind of buying window that shows up only a few times in a generation. https://t.co/8kzBSwFI2W Europe has reached peak pessimism. That is usually when the best assets trade at the lowest"
X Link 2025-12-07T21:36Z 35.9K followers, 61.6K engagements

"The math is against AI startups. The winners will be established software companies that embed AI into real business systems. Holden Spaht Managing Partner at Thoma Bravo Source: FT"
X Link 2026-01-14T12:46Z 36K followers, 163.5K engagements

"Babe wake up - new Thoma Bravo thesis just dropped. TL;DR: Most AI startups are thin wrappers on rented models with brutal compute costs and weak moats. The winners will be integrated software platforms that embed AI into the system of record. The math is against AI startups. The winners will be established software companies that embed AI into real business systems. Holden Spaht Managing Partner at Thoma Bravo Source: FT https://t.co/l9xYP4sD7f The math is against AI startups. The winners will be established software companies that embed AI into real business systems. Holden Spaht Managing"
X Link 2026-01-14T12:53Z 36K followers, 175.9K engagements

"$10.5 Billion Exit in Under [--] Years Thoma Bravos genius is workflow knowledge. They buy the right systems and stitch them together. One stack for the customer. THREAD Banks will spend nine figures on software for one reason: theyre terrified of bad data moving through a system nobody fully understands. In late [----] they took control of AxiomSL a regulatory reporting and compliance platform. In March [----] they bought Calypso a core trading risk collateral and treasury system used by major institutions. Put together the two assets covered the full life of a trade from the moment its booked to"
X Link 2026-01-15T02:16Z 36K followers, 21.5K engagements

"Most valuable outofprint book in tech. Two fired bank guys in rural Missouri start coding in the back of an engine shop. They build a $14 billion banking software giant The Playbook"
X Link 2026-01-20T02:22Z 35.9K followers, 18.1K engagements

"The year is [----]. A small community bank gets sold and Jack Henry is suddenly out as dataprocessing manager. His friend Jerry Hall is stuck doing long drives through the Ozarks He realizes: every small bank that buys an IBM machine has no software worth using"
X Link 2026-01-20T02:22Z 35.9K followers, [----] engagements

"It's late [----] and Kraft's CEO John Richman has a problem. Wall Street analysts won't shut up about Duracell being a "non-core asset" in Kraft's portfolio. The battery company doesn't fit and http://x.com/i/article/2014481770448646144 http://x.com/i/article/2014481770448646144"
X Link 2026-01-22T23:56Z 35.9K followers, 107.5K engagements

"The most dominant software PE investors Source: Gain Pro"
X Link 2026-01-27T00:21Z 36K followers, [----] engagements

"TMT PRIVATE EQUITY REPORT Amazing stuff by Gain Pro Thread with highlights"
X Link 2026-01-27T00:42Z 36K followers, 41.5K engagements

"Vertical software businesses have the highest margins TMT PRIVATE EQUITY REPORT Amazing stuff by Gain Pro Thread with highlights https://t.co/wZsft3vk2U TMT PRIVATE EQUITY REPORT Amazing stuff by Gain Pro Thread with highlights https://t.co/wZsft3vk2U"
X Link 2026-01-27T00:46Z 36K followers, 34.2K engagements

"The traditional VC model is broken at scale. VC Firms Are Becoming RIAs Venture Capital is dead. Long live Private Equity. Lightspeed. Thrive. a16z. Sequoia. Theyre buying and rolling up companies like Private Equity giants. Silicon Valley is turning into Private Equity Valley🧵👇 https://t.co/PxGH8N0MMM Venture Capital is dead. Long live Private Equity. Lightspeed. Thrive. a16z. Sequoia. Theyre buying and rolling up companies like Private Equity giants. Silicon Valley is turning into Private Equity Valley🧵👇 https://t.co/PxGH8N0MMM"
X Link 2026-02-03T16:36Z 35.9K followers, [----] engagements

"The Blueprint for Defence Deals KKR turned Airbus spare part into Germanys radar champion. Thread Private Equity Playbook: European Defence Electronics The highest-leverage defence bet in Europe is the tech layer underneath it. Defence electronics is becoming the new industrial infrastructure. Thread https://t.co/YTCF3d7O0Z Private Equity Playbook: European Defence Electronics The highest-leverage defence bet in Europe is the tech layer underneath it. Defence electronics is becoming the new industrial infrastructure. Thread https://t.co/YTCF3d7O0Z"
X Link 2026-02-09T00:37Z 35.9K followers, [----] engagements

"RT @TheIcahnist: If I must go to a deserted place today and am allowed to carry only one book this would be it. It will provide me with"
X Link 2026-02-12T01:14Z 36K followers, [--] engagements

"RT @TheIcahnist: How a billionaire screens deals in [--] seconds"
X Link 2026-02-12T11:37Z 36K followers, [--] engagements

"The LBO is dead. The biggest Private Equity Investors are now self-funding their buyouts. Welcome to the era of Equity-Led Buyouts. THREAD"
X Link 2025-05-23T20:43Z 36K followers, 134.6K engagements

"Best Software Investors in the World Silver Lake Thoma Bravo Vista Equity Partners Francisco Partners HgCapital Constellation Software Trilogy / ESW Capital Who else would you add"
X Link 2025-08-27T23:36Z 36K followers, 55.6K engagements

"King Icahn is Back Icahns new war is against BlackRock Vanguard & State Street. He calls them a cartel that controls 30% of corporate Americas votes killing activism and real capitalism"
X Link 2025-11-05T11:56Z 36K followers, 245K engagements

"Ill share detailed breakdowns of live deals sector opportunities and strategic playbooks all free. Link in bio"
X Link 2025-11-07T17:27Z 36K followers, 43K engagements

"What book sparks the relentless desire to conquer the world"
X Link 2025-11-09T01:20Z 36K followers, 276.1K engagements

"Napoleon on Mastering Fortune:"
X Link 2026-02-07T17:39Z 36K followers, 31.8K engagements

"From Garages to Gulfstreams A handful of rulebreakers turned sleepy European races into a billiondollar circus The playbook for building new industries Great Book"
X Link 2026-02-14T22:49Z 36K followers, 16.6K engagements

"The Kitten Poster Billionaire Larry Gagosian started as a parking lot attendant selling framed kitten posters. He ended up building a billion-dollar art empire. Great episode by @FoundersPodcast My notes from Larry Gagosian (Billionaire Art Dealer) turned into maxims: [--]. The best way to raise the price of something is to say that you would never sell it. [--]. The competitive drive of self-made billionaires does not go into remission once they've made a fortune. [--]. https://t.co/appHREDfQn My notes from Larry Gagosian (Billionaire Art Dealer) turned into maxims: [--]. The best way to raise the price"
X Link 2026-02-15T18:19Z 36K followers, [----] engagements

"https://amzn.to/4amXe2s https://amzn.to/4amXe2s"
X Link 2026-02-16T00:21Z 36K followers, [----] engagements

"RT @TheIcahnist: "The more you are talked about the less powerful you are." "There is no limit to what a man can accomplish if he doesnt"
X Link 2026-02-16T07:42Z 36K followers, [--] engagements

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