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@TheIcahnist Avatar @TheIcahnist The Icahnist

Private equity investors are shifting their approach, with some achieving significant returns through strategies like equity-led buyouts, roll-up acquisitions, and a focus on employee and customer satisfaction. One approach involves letting experienced young professionals run portfolio companies, which has led to impressive results. The industry is seeing a trend of consolidation and scaling in specific sectors, such as water services and malls.

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Social category influence finance stocks luxury brands countries technology brands currencies cryptocurrencies

Social topic influence private equity #44, playbook #54, gulfstream #67, money, hotels, debt #1687, $26b #4, ted #247, investment, hertz #124

Top assets mentioned Hertz Global Holdings, Inc Common Stock (HTZ) Spotify Technology (SPOT) Dell Technologies, Inc. (DELL) Bitcoin (BTC) Hilton Hotels Corporation Common Stock (HLT)

Top Social Posts #

Top posts by engagements in the last XX hours

"The Public-Sector Opportunity They are clustering around Gov & Infra clients. Three core clusters now drive growth: X. Public Sector Tech X. Financial Technology X. Cybersecurity Cyber risk is a high-margin must-have upsell"
X Link @TheIcahnist 2025-10-14T13:02Z 26.6K followers, 1527 engagements

"Governance Flywheel Backed by some of the best operators in the world: Mitch Rales (Danaher) Daniel Ek (Spotify) Will Thorndike (The Outsiders) The Endgame: I want to build a NASDAQ-listed European tech champion"
X Link @TheIcahnist 2025-10-14T13:02Z 26.6K followers, 1901 engagements

"PRIVATE EQUITY IS COOKED @OrlandoBravoTB just dropped the hammer: Were in the middle of the shakeout The issue is underperformance & liquidity Notes from his latest interview"
X Link @TheIcahnist 2025-10-10T13:18Z 26.6K followers, 67.7K engagements

"The First Private Equity Playbook was written by a Hebrew teacher from Minneapolis He wrote the manual on how to buy companies without cash. Target undervalued sleeping beauties court aging founders with no heirs and convince them you are the right successor. Pay with paper and unlock hidden assets inside the business to finance the next deal"
X Link @TheIcahnist 2025-10-03T11:30Z 26.6K followers, 25.9K engagements

"A Jet for the Gods Chryslers bleeding. Theyre desperate to sell their luxury-jet maker Gulfstream Aerospace. Ted wanted it before it went to auction. Because once it went public he knew. the idiots would overpay"
X Link @TheIcahnist 2025-10-11T17:48Z 26.6K followers, 1869 engagements

"The Exit December 2013: Hilton IPOs at $XXXX Blackstone holds XX% sells slowly over X years. By 2018 theyre fully out. $XX B profit. Bloomberg calls it the best LBO ever. Hard to argue"
X Link @TheIcahnist 2025-10-12T23:11Z 26.6K followers, 2388 engagements

"How We Got Here For decades BASF acquired hundreds of divisions. Capital was cheap and diversification sounded smart on earnings calls The Rising rates supply-chain insecurity and regulatory overreach are crushing them. Simplify or be punished by markets"
X Link @TheIcahnist 2025-10-10T15:24Z 26.6K followers, XXX engagements

"Private Equity Journey After leaving government he launched Affinity Partners. The strategy: find global mispricings created by politics or perception and turn them into durable businesses. The firms philosophy: competitive with no one collaborative with everyone"
X Link @TheIcahnist 2025-09-30T14:06Z 26.6K followers, 8109 engagements

"When It Works Platinum Equity bought Emersons network power biz Renamed it Vertiv Took it public Made billions KKR carved out Ingersoll Rands Industrial segment Cleaned it up Rebuilt the org Massive IRR Thoma Bravo bought McAfees enterprise arm from Intel Turned it into a cybersecurity platform Multiple exits You dont need to invent a product. You just need to remove the bloat give it oxygen and tell a better story"
X Link @TheIcahnist 2025-08-08T22:33Z 26.6K followers, 2459 engagements

"Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at XX% CAGR for XX years. The Nordic Way"
X Link @TheIcahnist 2025-09-03T13:30Z 26.6K followers, 134.8K engagements

"The Private Equity Pioneer A broke Hebrew teacher learned to buy companies with their own money He acquired billion-dollar empires without putting up cash Every buyout king used his playbook Thread🧵"
X Link @TheIcahnist 2025-10-03T13:23Z 26.6K followers, 82.8K engagements

"The Private Equity Billionaire Henry Silverman made Billions without owning a single asset. He turned dying brands into royalty machines The Silverman Playbook"
X Link @TheIcahnist 2025-10-05T17:40Z 26.6K followers, 52.5K engagements

"Case Study 1: Brazil Affinity saw opportunity in distressed quick-service restaurants post-COVID. Malls were shuttered revenues collapsed and debt crushed operators. Affinity acquired Burger King Popeyes later Subway and Starbucks Brazil at 5x cash flow. Then added operating leverage: AI and computer vision cut food waste by XX% lifting margins. A distressed asset became a compounding platform"
X Link @TheIcahnist 2025-09-30T14:06Z 26.6K followers, 8371 engagements

"BREAKING: Carlyle buys BASFs 7.7B Coatings unit. The Great European Break-Up has begun. This is a massive opportunity. Industrial giants are being forced to sell world-class divisions. Thread"
X Link @TheIcahnist 2025-10-10T15:24Z 26.6K followers, 7472 engagements

"Amazing Blackstone Guide Investing in the Picks and Shovels of AI Thread"
X Link @TheIcahnist 2025-09-28T15:14Z 26.6K followers, 323.4K engagements

"From Zombie to Compounder From worst deal to fastest-growing hotel chain on Earth By 2010 travel started crawling back. Rates dropped tourists returned Hiltons new model started printing cash. EBITDA up XX% +1180 hotels added +170 in China Europe + Middle East expansion"
X Link @TheIcahnist 2025-10-12T23:11Z 26.6K followers, 1095 engagements

"Private Equity Legend: Alpine Investors How do you get 5x returns in X funds in a row You let 28-year-olds run $20M plumbing companies. Heres how Alpine hit 5x returns. 🧵"
X Link @TheIcahnist 2025-06-01T16:03Z 26.6K followers, 139.6K engagements

"Ted called everyone he knew: CEOs Hollywood stars friends who owned Gulfstreams. Soon word reached the ounder Allen Paulson. Paulson swore he could slash $40M in costs and sell XX more jets a year. $XXX million. Done. Gulfstream was his"
X Link @TheIcahnist 2025-10-11T17:48Z 26.6K followers, 1692 engagements

"$70 Billion: The Largest Profit in Private Equity Silver Lake & Michael Dell turned $7.8B into $70B. The largest private equity gain in history:"
X Link @TheIcahnist 2024-12-30T23:40Z 26.6K followers, 693.1K engagements

"Instead of retreating Kushner walked straight into Tom Barracks office a man known for seizing distressed assets. The building needs new capital. Work with me and we can salvage value. Fight me and everyone loses. Barrack had expected arrogance. What he saw was realism. That meeting turned a him into a partner"
X Link @TheIcahnist 2025-09-30T14:06Z 26.6K followers, 11.7K engagements

"$14 Billion: The Best Deal in History Blackstone bought Hilton for $26B. A year later the world collapsed. Blackstone still made $XX BILLION The Playbook"
X Link @TheIcahnist 2025-10-12T23:11Z 26.6K followers, 60.1K engagements

"Financial Alchemy He IPOd XX % of the car business raising $XXX M (used to expand fleet). His remaining XX % stake soon valued at $XXX M. The licensing arm was a $XXX M-per-year annuity with near-zero capex"
X Link @TheIcahnist 2025-10-05T17:40Z 26.6K followers, XXX engagements

"KKR Letter points to where the biggest opportunities are right now: 1.Carve-outs 2.Take-privates 3.Private Investment Grade 4.European securitization Heres why these matter"
X Link @TheIcahnist 2025-09-18T18:41Z 26.6K followers, 4685 engagements

"The richest men in history used this model Rockefeller Gillette Jobs. Same playbook different century"
X Link @TheIcahnist 2025-10-12T16:40Z 26.6K followers, 79.6K engagements

"The Miracle 1993: Gulfstreams almost bankrupt. 1996: IPO at $X billion. 1998: Worth $X billion. XX equity return"
X Link @TheIcahnist 2025-10-11T17:48Z 26.6K followers, 2570 engagements

"WOW @OrlandoBravoTB just dropped a masterclass on Software Private Equity AI. Valuations. Exits. Notes from his latest interview"
X Link @TheIcahnist 2025-10-07T23:16Z 26.6K followers, 258.1K 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 @TheIcahnist 2025-09-30T14:06Z 26.6K followers, 248.3K engagements

"The X 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 @TheIcahnist 2025-09-17T11:58Z 26.6K followers, 35.5K engagements

"The First-Movers Gamble Silverman raised rental prices first. For four months Avis bled. Then Hertz followed. Prices jumped 10%. Silverman changed an entire industrys economics"
X Link @TheIcahnist 2025-10-05T17:40Z 26.6K followers, XXX engagements

"The Thesis Buy hard assets below replacement cost. Then fix the business. Hilton had world-class brands but a broken model: X. Bloated HQ. X. Too many owned hotels. X. Weak franchise discipline X. Trading at discount to peers"
X Link @TheIcahnist 2025-10-12T23:11Z 26.6K followers, 1881 engagements

"The Operator X. Ted fired XXX people. X. Cut $XX million in costs. X. Converted $XXX million of debt into equity. X. Brought in GE operators who knew how to win ugly. He turned his board into a sales force. Every name could call a CEO who might buy a jet"
X Link @TheIcahnist 2025-10-11T17:48Z 26.6K followers, 1486 engagements

"Step by step Kushner carved out value. He sold XX% of the retail condo to Carlyle and the Chera family for $525m & unlocked more than $1bn Survive the downturn and youll own the upside. Trust often outperforms brinkmanship. Focus on the next deal not the last dollar"
X Link @TheIcahnist 2025-09-30T14:06Z 26.6K followers, 10.4K engagements

"The Contrarian Bet: Avis The car-rental business was a graveyard. Prices flat for XX years. Renting a tuxedo cost more than renting a car. Hertz and Avis barely profitable"
X Link @TheIcahnist 2025-10-05T17:40Z 26.6K followers, 1350 engagements

"Case Study 2: Israel During geopolitical turmoil in 2023 Israeli stocks sold off sharply. Affinity quietly acquired XX% of Phoenix Insurance at depressed multiples. The market priced in politics not fundamentals. Kushner bet on Israels long-term economic resilience. Today the stake is worth far more. They invest where political complexity deters others"
X Link @TheIcahnist 2025-09-30T14:07Z 26.6K followers, 7881 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 @TheIcahnist 2025-08-27T23:36Z 26.6K followers, 55.3K engagements

"Forget gold forget Bitcoin. The next trillion-dollar market will be compute futures. $XXX trillion in data center investment over X years. The Playbook"
X Link @TheIcahnist 2025-09-28T12:03Z 26.6K followers, 52.8K engagements

"Corporate Orphan: BASF COATING The biz makes the paints and surface technologies used in cars aircraft and industrial equipment. Healthy margins but buried inside a bureaucracy built for chemicals. Its a cash generator with sticky customers and global footprint"
X Link @TheIcahnist 2025-10-10T15:24Z 26.6K followers, XXX engagements

"The Gentleman of Private Equity Joe Rice made Billions by rebelling. Against everything Wall Street worshipped. The Playbook of the Gentleman who Beat the Barbarians Thread"
X Link @TheIcahnist 2025-10-07T18:55Z 26.6K followers, 9227 engagements

"The Playbook in Five Moves X. Buy undervalued brands. X. Detach the asset-heavy operations. X. Turn operators into franchisees. X. Cross-sell across verticals (hotels homes cars). X. Recycle capital via IPOs or sales & keep the royalty stream"
X Link @TheIcahnist 2025-10-05T17:40Z 26.6K followers, 1549 engagements

"The Payoff By 2020 HomeServe was a household name with billions in revenue. Brookfield wrote the cheque: 4.1B. One of the UKs biggest service exits"
X Link @TheIcahnist 2025-09-17T11:58Z 26.6K followers, 1459 engagements

"Europes Next Danaher Backed by Spotifys Daniel Ek and Danahers Mitch Rales. Jan Mohr acquired XX software firms and 10d his stock in five years. Goal: NASDAQ-listed European Tech Champion The Chapters Group story"
X Link @TheIcahnist 2025-10-14T13:02Z 26.6K followers, 34.1K engagements

"Buying at the Top 2007 felt like a fever dream. Money was free and Banks were begging you to borrow. Jonathan Gray saw Hilton Hotels as his future goldmine"
X Link @TheIcahnist 2025-10-12T23:11Z 26.5K followers, 2439 engagements

"2. Know Your Edge Schulich calls this the single most important business principle: Know exactly where you cant lose. Coca-Cola tried shrimp farming. Gillette drilled for oil. They failed because they had no edge"
X Link @TheIcahnist 2025-10-13T23:48Z 26.6K followers, 2550 engagements

"1. Read like your life depends on it At eight years old Schulich discovered the public library allowed him three books every three weeks. He never stopped. It compounded more than his three degrees. Reading is the highest-leverage habit"
X Link @TheIcahnist 2025-10-13T23:48Z 26.6K followers, 2663 engagements

"What They Buy Chapters buys boring but essential niche software: Police & fire dispatch systems Gun-license & civic-registry platforms Fintech rails for payments & compliance Cybersecurity infrastructure for municipalities Retention XX %"
X Link @TheIcahnist 2025-10-14T13:02Z 26.6K followers, 1687 engagements

"Strategic Edge Affinity operates in spaces where politics perception or complexity create hesitation for other investors. Traditional PE often avoids geopolitically sensitive markets. Affinity seeks them out. This blend makes Affinity less like a buyout shop and more like a merchant bank for global transitions"
X Link @TheIcahnist 2025-09-30T14:07Z 26.6K followers, 7217 engagements

"The Disaster Weeks later: recession. Orders collapsed. Within two years Gulfstream was hemorrhaging cash. His LPs formed a cabal to pressure him out"
X Link @TheIcahnist 2025-10-11T17:48Z 26.6K followers, 1565 engagements

"This napkin sketch made $XX billion. The greatest private equity deal in history"
X Link @TheIcahnist 2025-10-13T01:38Z 26.6K followers, 100.8K engagements

"Permanent Capital Backed by Daniel Ek Mitch Rales and Will Thorndike Chapters runs on patient equity. If you own quality businesses whats the case for selling No fund-life clock and forced exits"
X Link @TheIcahnist 2025-10-14T13:02Z 26.6K followers, 1053 engagements

"Lessons X. Trust is an asset class. X. Politics creates price. X. Collaboration beats competition. X. The biggest deals require bridges"
X Link @TheIcahnist 2025-09-30T14:07Z 26.6K followers, 7703 engagements

"Acquisition Battle Gray first offered $42/share. Rejected. $45/share. Rejected. He finally closed at $47.50/share a XX% premium (valuing Hilton at $26B) Debt structure: $20.5B across XX banks. XXXX LEVERED A week later the music stops"
X Link @TheIcahnist 2025-10-12T23:11Z 26.5K followers, 1605 engagements

"The Philosophy His game to find the right business overpay if you must and then actually run it. You buy the wrong business cheap you go broke slowly. Buy the right one expensive you still make X your money"
X Link @TheIcahnist 2025-10-11T17:48Z 26.6K followers, 2128 engagements

"Ugliest Industry in America Rusty forklifts & Muddy yards Bras Jacobs turned it into a $XX BILLION compounding machine. The United Rentals Playbook"
X Link @TheIcahnist 2025-07-30T20:14Z 26.6K followers, 15K engagements

"KKRs $8B European Playbook Philipp Freise runs the largest standalone PE fund in Europe My fav pod episode from @HarryStebbings How KKR thinks about Europe"
X Link @TheIcahnist 2025-09-17T16:53Z 26.6K followers, 3411 engagements

"The blueprint for buying firms with no cash hidden in a 1966 MBA paper. Link to the free document below"
X Link @TheIcahnist 2025-10-03T18:46Z 26.5K followers, 40.6K engagements

"Peak Private Equity"
X Link @TheIcahnist 2025-10-12T23:48Z 26.6K followers, 47.7K engagements

"Master of the LBO: Private Jet King Ted Forstmann turned a dying Gulfstream into billions. His funds earned XX% annual returns for XX years. The Playbook of the Private Equity Titan"
X Link @TheIcahnist 2025-10-11T17:48Z 26.6K followers, 87.2K engagements

"The Avis Coup In 1996 he bought Avis for $805M when no one wanted car rentals. He split it in two: X. The fleet and locations (capital-heavy) X. The franchise rights (capital-light) Within two years he had recovered every dollar. The royalty stream was pure profit"
X Link @TheIcahnist 2025-10-05T17:40Z 26.6K followers, 1005 engagements