@Will_Schryver Will Schryver
Will Schryver posts on X about private equity, hey grok, company, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
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Social Influence
Social category influence finance #1545 stocks #4144 currencies #1028 cryptocurrencies 3.81% financial services 2.86% countries 2.86% technology brands 2.86% exchanges 1.9% nfl 0.95% automotive brands 0.95%
Social topic influence private equity #6, hey grok #380, company #182, in the 10.48%, debt #121, $spy #20, $qqq #9, investment #494, business #4113, what is 4.76%
Top accounts mentioned or mentioned by @grok @11_alv @paulswaney3 @markbdelaney @simontanner13 @terrycarlsonii @jr_magnuson @cpddough @liamdetailing @mikebotkin @jeffdtauzin @smbdealguy @bigjohn043 @wsj @visualcap @moneyfetishist @moneymenpod @francis38971364 @chancy_luck @jmthunders
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Goldman Sachs (GS) Strategy (MSTR) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) General Motors Company (GM) QXO, Inc. Common Stock (QXO) GammaSwap (GS) JPMorgan Chase (JPM) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"This is quite the read from the WSJ for a Sunday morning. Id love to say you could cut junior investment bankers hours to [--] - [--] hours a week but in many cases its just not possible. Sure you can definitely cut out a lot of inefficiencies (e.g. shifting logos around) and ridiculous 100+ page marketing materials that most will only read 20% of. But what about the corporate client that wants to present a big transformative acquisition or merger and needs your insight in putting together the materials for the Board asap Or the demanding private equity client that wants to run a dual track sell"
X Link 2024-12-15T14:25Z 13.7K followers, 233.9K engagements
"Private Equity is going all in on rolling up Roofing companies - Large installed base (100+ million homes) - Highly fragmented (1000s of companies) - Non-discretionary spend ($20k+ ticket) - Highly scalable (asset light) - EBITDA multiple arbitrage (3x - 6x entry; 10x+ exit) Not the same characteristics as HVAC or pest control but still checks a lot of boxes for private equity The latest buzz in the PE ❤ Home Services story has been around roofing. This one puzzles me greatly as I cant see anything about a roofing company that couldn't be replicated overnight at very little cost. As far as I"
X Link 2026-02-08T15:46Z 13.7K followers, 17.2K engagements
"Apex Service Partners - Alpines residential HVAC plumbing & electrical platform - completed [--] add-on acquisitions And that was in just in [----] Apex now totals nearly [---] businesses across the U.S. Alpine is one of the most impressive private equity firms investing in services businesses Theyre going all in on residential & commercial services - Apex (Residential HVAC/Plumbing/Electric) - Canopy (Residential Tree Care) - Cobalt (Commercial Doors) - Guardian https://t.co/wJI1MHfHvI Alpine is one of the most impressive private equity firms investing in services businesses Theyre going all in on"
X Link 2026-02-13T13:40Z 13.7K followers, 30.5K engagements
"Bank CEOs making $40 million+ headline will garner negative attention Now consider the value theyve added and then ask if theyre worth $40 million+ Goldman Sachs $GS David Solomon $47 million compensation $84 billion increase in market cap (+47%) Morgan Stanley $MS Ted Pick $45 million compensation $80 billion increase in market cap (+40%) JPMorgan Chase $JPM Jamie Dimon $43 million compensation $202 billion increase in market cap (+30%) Citigroup $C Jane Fraser $42 million compensation $87 billion increase in market cap (+65%) Bank of America $BAC Brian Moynihan $41 million compensation $62"
X Link 2026-02-14T14:57Z 13.7K followers, 11.6K engagements
"To be successful in investment banking there are [--] very different skill sets required. Associates/Analysts: Grinders Doers Follow the direction and guidance from the VP. Your job is to complete whatever task is in front of you as quickly as possible without an errors (or very few). Vice President: Project Manager Quarterback Make your MD/Director look good/smart and ensure that everything is on track with live deals and upcoming pitches. Run point on 90% of the transaction once a live mandate is signed up. Managing Director/Director: Sales Rainmaker Fees to the firm. That is your mandate and"
X Link 2024-12-19T02:20Z 13.7K followers, 45.6K engagements
"Interviewed [--] experienced HVAC techs today. Both work for private equity-backed HVAC companies. Both are overworked and underpaid. If this is the private equity model in my market I view this as a huge opportunity"
X Link 2025-04-28T22:52Z 13.7K followers, 45.3K engagements
"My buddy is getting nervous about the LOI from a private equity group Signed [--] days ago and the buy-side QofE came in as expected with no surprises But no movement on the APA and zero communication on a closing date Should he be nervous about PE backing out Literally asking for a friend Buddy of mine got an offer from private equity for his home services company High single digits EBITDA multiple 90% cash at close / 10% earnout Would you take this offer Buddy of mine got an offer from private equity for his home services company High single digits EBITDA multiple 90% cash at close / 10%"
X Link 2026-01-20T00:36Z 13.7K followers, 86.7K engagements
"Hey @grok compare the total return of $MSTR starting on the date the company started buying bitcoin until today and compare the return to $SPY and $BTC BREAKING: MicroStrategy's $MSTR Bitcoin position officially turns red as Bitcoin falls below $76000. https://t.co/IRZjYzJS8H BREAKING: MicroStrategy's $MSTR Bitcoin position officially turns red as Bitcoin falls below $76000. https://t.co/IRZjYzJS8H"
X Link 2026-01-31T22:12Z 13.6K followers, 20.7K engagements
"Brokers need to stop this nonsense. This HVAC company is not worth $4 million. Its not even worth $2 million. Assuming the $1.8 million in revenue is somewhat sustainable the SDE is likely closer to $400k. Depending on residential vs commercial mix and construction vs service mix This companys value is closer to $1.2 million to $1.4 million. I feel bad for the owner. Theyre going to waste a lot of time and this asset will sit on the market with multiple price reductions. Someone find this broker and take away his license. [--] yr old HVAC company with 50% SDE. Lol. Not GM%. SDE % Maybe they"
X Link 2026-01-31T23:00Z 13.6K followers, 65.7K engagements
"GM quits. Tech wrecks the new van. Everyone demands a raise. Private Equity recruits your top sales guy. Dream of the EBITDA multiple arbitrage slipping away. Then you realize owning an HVAC company is not a passive investment"
X Link 2026-02-01T00:28Z 13.6K followers, 44.7K engagements
"Private equity just needs to buy low and sell high It will be interesting to see this data [--] years from now after an extended period of elevated asset prices Some incredible data from Apollo highlighting the correlation between private equity returns and entry multiples paid for deals The lowest multiple deals exited as much as 1.3x during the [----] to [----] period and that outperformance has gone up to 2.5x since [----] Turns out the https://t.co/4sy1NOzx3A Some incredible data from Apollo highlighting the correlation between private equity returns and entry multiples paid for deals The lowest"
X Link 2026-02-01T23:19Z 13.6K followers, [----] engagements
"Earlier this year I told some investors that I expect our HVAC company to generate $8 million in revenue and $3 million in EBITDA which excludes expenses tied to the equipment and labor"
X Link 2026-02-02T00:01Z 13.6K followers, [----] engagements
"Hey @grok what are the annualized returns (including dividends) for the $SPY and $QQQ from [----] to [----] compared to the PE firms listed Private Equity Zombie Firms Returns down holding periods extended and fundraising new capital challenging Internal Rate of Return (IRR) by PE fund & year: Vestar Capital (VII) 2018: 7.7% Siris Capital (Tech Fund) 2019: 8.3% Crestview 2019: 8.4% DPI or the distributed Private Equity Zombie Firms Returns down holding periods extended and fundraising new capital challenging Internal Rate of Return (IRR) by PE fund & year: Vestar Capital (VII) 2018: 7.7% Siris"
X Link 2026-02-02T22:34Z 13.6K followers, 10.8K engagements
"List of Zombie-like PE firms listed by Forbes These [--] zombie-like firms have questionable futures There are some big names on this list managing billions in AUM and if you think they have questionable futures Id be curious to hear what you think about the 100s of smaller firms not on this list Private Equity Zombie Firms Returns down holding periods extended and fundraising new capital challenging Internal Rate of Return (IRR) by PE fund & year: Vestar Capital (VII) 2018: 7.7% Siris Capital (Tech Fund) 2019: 8.3% Crestview 2019: 8.4% DPI or the distributed Private Equity Zombie Firms Returns"
X Link 2026-02-02T23:53Z 13.6K followers, 12.4K engagements
"Hey @grok what are the top [--] largest M&A deals in US history The largest M&A deal ever. And it was between [--] private companies. The largest M&A deal ever. And it was between [--] private companies"
X Link 2026-02-03T12:11Z 13.6K followers, [----] engagements
"So your private equity firm cant sell the PortCo that you overpaid for [--] years ago so you create a continuation fund and sell it to this fund that just happens to pay a market clearing price"
X Link 2026-02-04T02:17Z 13.6K followers, 26.8K engagements
"@paulswaney3 Interesting"
X Link 2026-02-04T13:24Z 13.6K followers, [---] engagements
"Private equity MOIC (Multiple On Invested Capital) is highest when the entry EV/EBITDA is less than 6x You make your money on the buy Cheap entry multiples do most of the heavy lifting on MOIC https://t.co/4nO1gQw2xb You make your money on the buy Cheap entry multiples do most of the heavy lifting on MOIC https://t.co/4nO1gQw2xb"
X Link 2026-02-04T18:19Z 13.6K followers, 47.5K engagements
"This is brutal - the dreaded PE retrade Update on the private equity groups offer to acquire my buddys home services company PE investment committee suddenly has a change of heart about the profile of the business and has decided to lower their purchase price And this is after the buy side QofE came back consistent with the sell side QofE Typically a retrade occurs because the buy side QofE identified issues with the adjustments etc and reached a different conclusion on adjusted EBITDA Not the case here [--] - [--] months of his time and thousands of dollars wasted on advisors just to get a retrade"
X Link 2026-02-04T23:31Z 13.6K followers, 20.6K engagements
"@grok Nice. Why"
X Link 2026-02-05T01:25Z 13.6K followers, [---] engagements
"3.0x MOIC is important for private equity But so is the holding period or time needed to achieve that 3.0x MOIC Return by holding period: [--] Years: 44.2% [--] Years: 31.6% [--] Years: 24.6% [--] Years: 20.1% [--] Years: 17.0% Private equity MOIC (Multiple On Invested Capital) is highest when the entry EV/EBITDA is less than 6x Private equity MOIC (Multiple On Invested Capital) is highest when the entry EV/EBITDA is less than 6x"
X Link 2026-02-05T02:34Z 13.7K followers, 44.8K engagements
"Hey @grok what is the [--] year total return for $MSTR compared to $SPY $QQQ $BTC and $TLT ranked in order HODL HODL"
X Link 2026-02-05T20:02Z 13.6K followers, 12.7K engagements
"Would you sell Email from a broker interested in selling our HVAC company to private equity Its not a bad teaser email except for one minor detail Were [----] miles away from New Jersey"
X Link 2026-02-07T02:10Z 13.7K followers, [----] engagements
"What is more surprising: Private Equity averaged 24% valuation uplift at exit over the last [--] years Or [----] was the first year private equity averaged a -5% discount at exit compared to marked valuation Interesting data on PE from Goldman Sachs noting an average negative valuation uplift at exit for deals in [----] (average of [--] [--] and [--] quarter valuation prior to exit). I had somewhat more positive stats from Stepstone but I cant say I am surprised. https://t.co/UP7LFC1gMP Interesting data on PE from Goldman Sachs noting an average negative valuation uplift at exit for deals in [----] (average"
X Link 2026-02-07T02:18Z 13.7K followers, [----] engagements
"What was it like to buy HVAC companies and flip them [--] months later for 12x in [----] when rates were 0% Private Equity: Private Equity is in trouble if it cant sell portfolio companies for attractive valuation multiples in this market: High Valuation Levels + Declining Rates Public equities are trading at very rich levels relative to the last [--] years which naturally lift private valuation https://t.co/NKPcTtpUjZ Private Equity is in trouble if it cant sell portfolio companies for attractive valuation multiples in this market: High Valuation Levels + Declining Rates Public equities are"
X Link 2026-02-07T02:36Z 13.6K followers, [----] engagements
"When I was in investment banking we once had a CIM that had [--] pages and took [---] versions before it was finalized (seriously) Executive Summary was [--] pages long And we literally broke every rule that John mentions below On Q&A calls PE buyers said they stopped reading the CIM by page [--] and figured they would just ask us bankers a bunch of questions (The answers to those questions were on pages [--] [--] [--] [--] [--] and footnote of 93) That was probably my least favorite CIM as a banker I read hundreds of confidential information memorandums ("CIMs") on companies for sale every year. Most are"
X Link 2026-02-07T02:55Z 13.6K followers, 121.1K engagements
"@MikeBotkin_ Interesting to hear on Vertex. Id be curious to understand whats driving the operational challenges"
X Link 2026-02-07T18:01Z 13.6K followers, [----] engagements
"Private equity realizing a 5x return exiting a portfolio company in [----] when rates drop to 0%"
X Link 2026-02-07T18:38Z 13.7K followers, [----] engagements
"Payment terms Suppliers - [--] Days Credit Card - [--] days Employees - [--] Days Subcontractors - [--] minutes"
X Link 2026-02-07T20:07Z 13.7K followers, 19.9K engagements
"During an IPO roadshow one of the portfolio managers we met with made an interesting comment: Debt is not the cheapest form of capital. The cost of debt can be 100%. This is true for public and private companies Investors use debt to finance acquisitions to juice returns But dont appreciate how it limits flexibility and handcuffs strategic initiatives Too much leverage can consume all of the excess free cash flow to service interest payments Too much leverage plus a meaningful slowdown in the business and you fall behind on servicing the debt Thats when the cost of debt hits 100%"
X Link 2026-02-07T22:15Z 13.6K followers, 12.1K engagements
"Hey @grok what are the top [--] verticals that will stand to benefit the most from this $670B AI infrastructure build out In a gold rush sell picks and shovels [--] companies are investing $670B in data centers and AI infrastructure this year The capital spending is 2nd only to the Louisiana Purchase which doubled the size of the U.S. Electrical and Mechanical companies will be in high demand to https://t.co/BGSACPsfVg In a gold rush sell picks and shovels [--] companies are investing $670B in data centers and AI infrastructure this year The capital spending is 2nd only to the Louisiana Purchase which"
X Link 2026-02-08T11:52Z 13.6K followers, 19.9K engagements
"Private Equity groups are turning to continuation funds for this reason Market multiples Current holding multiples EBITDA growth could certainly offset multiple compression If not PE can kick the can down the road with a continuation fund until market multiples rerate higher https://twitter.com/i/web/status/2020527485260005461 https://twitter.com/i/web/status/2020527485260005461"
X Link 2026-02-08T15:57Z 13.6K followers, [---] engagements
"The maker of kids snacks and pouches went public $OFRM with an enterprise valuation of nearly $900 million Company generates $200 million revenue and -$7 million Adjusted EBITDA For every $4 pouch I buy for my kid Im contributing $20 of EV to the company"
X Link 2026-02-08T18:20Z 13.7K followers, [----] engagements
"Hey @grok what is the inflation rate for Super Bowl ads from [----] to [----] 🏈 Average cost of a 30-sec Super Bowl ad: 1965: $37600 1970: $72500 1975: $110000 1980: $275000 1985: $550000 1990: $800000 1995: $1085000 2000: $2200000 2005: $2500000 2010: $3100000 2015: $2400000 2020: $5600000 2026: $8000000 Source: Superbowl-ads 🏈 Average cost of a 30-sec Super Bowl ad: 1965: $37600 1970: $72500 1975: $110000 1980: $275000 1985: $550000 1990: $800000 1995: $1085000 2000: $2200000 2005: $2500000 2010: $3100000 2015: $2400000 2020: $5600000 2026: $8000000 Source: Superbowl-ads"
X Link 2026-02-08T19:45Z 13.6K followers, [----] engagements
"@markbdelaney Not my company we focus on residential. A lot of investors I know are personally invested in the commercial space and everyone is chasing data centers"
X Link 2026-02-08T19:47Z 13.6K followers, [---] engagements
"Hey @grok $10000 on the line who wins the Super Bowl No mistakes"
X Link 2026-02-08T22:29Z 13.6K followers, 17.2K engagements
"Hey @grok which teams have never been to the Super Bowl Hey @grok $10000 on the line who wins the Super Bowl No mistakes. https://t.co/duiB0xDfwz Hey @grok $10000 on the line who wins the Super Bowl No mistakes. https://t.co/duiB0xDfwz"
X Link 2026-02-08T23:18Z 13.7K followers, [----] engagements
"Every Super Bowl winning team Super Bowl I Green Bay Packers Super Bowl II Green Bay Packers Super Bowl III New York Jets Super Bowl IV Kansas City Chiefs Super Bowl V Baltimore Colts Super Bowl VI Dallas Cowboys Super Bowl VII Miami Dolphins Super Bowl VIII Miami Dolphins Super Bowl IX Pittsburgh Steelers Super Bowl X Pittsburgh Steelers Super Bowl XI Oakland Raiders Super Bowl XII Dallas Cowboys Super Bowl XIII Pittsburgh Steelers Super Bowl XIV Pittsburgh Steelers Super Bowl XV Oakland Raiders Super Bowl XVI San Francisco 49ers Super Bowl XVII Washington Redskins Super Bowl XVIII Los"
X Link 2026-02-09T03:22Z 13.6K followers, [----] engagements
"Hey @grok what is the r2 of the S&P [---] forward P/E ratio and the annual return for the next [--] years Current forward PE for the S&P [---] suggests a +2 to -2% annual return for the next [--] years: https://t.co/iKJArorOqN Current forward PE for the S&P [---] suggests a +2 to -2% annual return for the next [--] years: https://t.co/iKJArorOqN"
X Link 2026-02-10T01:01Z 13.6K followers, 10.8K engagements
"@jeffdtauzin Hired [--] new technicians. Both just started today"
X Link 2026-02-10T01:52Z 13.6K followers, [---] engagements
"Sellers should expect an earn-out rolled equity or seller note when considering a sale Most private equity groups and independent sponsors will include some combination in the structure of the deal I was born at night but I wasnt fcking born last night. The math aint mathing for me. Sellers reaction to an LOI from private equity Suffice to say he has a few questions about the earn-out in the offer I was born at night but I wasnt fcking born last night. The math aint mathing for me. Sellers reaction to an LOI from private equity Suffice to say he has a few questions about the earn-out in the"
X Link 2026-02-12T01:52Z 13.6K followers, [----] engagements
"Well just refinance the debt Where have I heard that before"
X Link 2026-02-12T02:45Z 13.7K followers, [----] engagements
"@SMBDealGuy"
X Link 2025-06-19T02:21Z 13.7K followers, 524.3K engagements
"Billy this is called multiple arbitrage. We buy a bunch of sub-scale HVAC companies for 5x put them together as a platform and sell the whole thing for 16x"
X Link 2025-10-25T22:00Z 13.7K followers, 32.6K engagements
"Alphabet $GOOG plans to sell a 100-year bond (century bond) to finance its AI infrastructure build out Imagine betting on a company avoiding insolvency and paying you back in [----] The [--] largest companies [---] years ago were U.S. Steel Standard Oil and General Motors In a gold rush sell picks and shovels [--] companies are investing $670B in data centers and AI infrastructure this year The capital spending is 2nd only to the Louisiana Purchase which doubled the size of the U.S. Electrical and Mechanical companies will be in high demand to https://t.co/BGSACPsfVg In a gold rush sell picks and"
X Link 2026-02-10T01:51Z 13.7K followers, [----] engagements
"For those running out to snap up Alphabets $GOOG century bond you should understand duration Austria issued a [---] year bond with a 0.85% coupon in [----] and it now trades for just [--] cents on the euro Alphabet $GOOG plans to sell a 100-year bond (century bond) to finance its AI infrastructure build out Imagine betting on a company avoiding insolvency and paying you back in [----] The [--] largest companies [---] years ago were U.S. Steel Standard Oil and General Motors https://t.co/1iKMNphtyA Alphabet $GOOG plans to sell a 100-year bond (century bond) to finance its AI infrastructure build out"
X Link 2026-02-12T22:31Z 13.7K followers, [----] engagements
"Real GDP growth by county Red 0% and Green 3% - 75% of all counties had positive growth - Largest 10% of counties averaged 3% - Smallest 10% of counties averaged -1.5% Whats most surprising to you"
X Link 2026-02-13T14:28Z 13.7K followers, [----] engagements
"LBO Model for an NFL Team Assume a private equity firm could buyout a NFL team as opposed to the 10% cap. Let's see what the returns would look like in a simple LBO model. The average NFL team is valued at $6.5 billion and generates on average $640 million in revenue and $127 EBITDA (19.8%). That's a staggering 10.2x multiple of revenue and 51.2x EBITDA(). And I thought HVAC was high. To finance the transaction we're going to get some senior debt and lever up to the league's max limit - $1.4 billion. That leaves the remaining all equity - $5.1 billion. Assumptions Total Debt: $1.4 billion"
X Link 2024-09-05T13:49Z 13.7K followers, 125.4K engagements
"Me after making payroll last week at my HVAC company with $68.13 left in the checking account and $176000 of aging AR that still needs to be collected"
X Link 2025-04-15T00:39Z 13.7K followers, 4M engagements
"Some of my HVAC customers"
X Link 2025-06-19T00:50Z 13.7K followers, 10.1M engagements
"If youre in sales do not use the words bud or buddy when speaking with a prospective client. Ever"
X Link 2025-10-07T01:10Z 13.7K followers, 78.5K engagements
"Love seeing our guys at Nolan Air on the road serving homeowners in the Tampa Bay Area making sure they can beat the Florida heat 💪🏼 http://www.nolanair.com http://www.nolanair.com"
X Link 2025-03-10T00:42Z 13.7K followers, 723.8K engagements
"Back in my investment banking days we took a company public weeks before Covid hit IPO roadshow went through all the major cities We eventually filled the book pricing at the bottom of the range and started trading early February [----] [--] week later the stock was up 40%+ [--] weeks later the stock was down -78% during the depths of the Covid shutdown After bottoming in mid March [----] like the rest of the market the stock went on an epic run and 16x in value in [--] months Now in February [----] [--] years after the IPO the stock is exactly where it initially priced Thats a 0% gain in [--] years if you held"
X Link 2026-02-12T21:18Z 13.7K followers, 11.4K engagements
"I bought a small residential HVAC company In less than a year I changed everything: - Fired and replaced 100% of employees - Fired 40% of the customers (commercial) - Sold 100% of the vehicles and bought all new - Opened a 2nd office - Expanded into a new geography - Scrapped the website and built a new one - Replaced Housecall Pro for ServiceTitan - Replaced the payroll company for Gusto - Added medical dental & vision insurance - Added 401k - Invested [--] figures in marketing - Restructured inventory management - Revamped payment and collection terms - Revamped 100% of the price book I dont"
X Link 2026-01-17T18:13Z 13.7K followers, 218.8K engagements
"Private Equity is in trouble if it cant sell portfolio companies for attractive valuation multiples in this market: High Valuation Levels + Declining Rates Public equities are trading at very rich levels relative to the last [--] years which naturally lift private valuation levels And rates having been coming down (slowly) which also support valuation levels Im sure a lot of PE funds are staring at high entry multiples when they acquired portcos in [----] - [----] But what happens if public equities (and in turn private companies) valuation levels rerate lower if/when the economy slows Hard to see"
X Link 2026-02-03T01:41Z 13.7K followers, 75.5K engagements
"What part of the cycle are we in when lumberyards trade for 10.7x $QXO is acquiring Kodiak Building Partners for $2.25B Kodiak generated $2.4B revenue / $211M EBITDA Few years ago I was on the sell side for a lumberyard and we were lucky to get 6x PE-backed consolidating platforms targeted 8x upon exit so Kodiak trading for 10x+ is extraordinary https://twitter.com/i/web/status/2021744971091464347 https://twitter.com/i/web/status/2021744971091464347"
X Link 2026-02-12T00:35Z 13.7K followers, 57.5K engagements
"Billionaires plan to increase exposure to private equity this year But increase their exposure directly not through fund of funds How Billionaires Plan to Invest in [----] 💰 https://t.co/B3me4gRVRy https://t.co/9bv02Hh4Q3 How Billionaires Plan to Invest in [----] 💰 https://t.co/B3me4gRVRy https://t.co/9bv02Hh4Q3"
X Link 2026-02-12T11:42Z 13.7K followers, [----] engagements
"Valuation for home services companies would be more valuable on the left versus the right side of this chart I would argue thats because the trades on the left are non-discretionary (HVAC plumbing electrical etc) and on the right discretionary or can be deferred (gutter cleaning landscaping etc) Said differently: the companies on the left side are generally more valuable than those on the right. Which home service trades are homeowners most likely to purchase during an economic recession. https://t.co/oelJkKXO09 Said differently: the companies on the left side are generally more valuable than"
X Link 2026-02-14T00:45Z 13.7K followers, [----] engagements
"Private equity net IRR by vintage year An investor who avoided the three worst vintages would have generated a gain of only [---] percentage points over one that steadily invested - 14.5% vs 13.7% Source: BCG"
X Link 2026-02-15T01:51Z 13.7K followers, 31.3K engagements
"Private Equity Zombie Firms Returns down holding periods extended and fundraising new capital challenging Internal Rate of Return (IRR) by PE fund & year: Vestar Capital (VII) 2018: 7.7% Siris Capital (Tech Fund) 2019: 8.3% Crestview 2019: 8.4% DPI or the distributed to paid-in capital is another measure of capital returned to investors (i.e. amount of cash investors returned divided by how much they paid into a fund). A decade ago seven-year-old funds typically reported DPIs of 0.8x Bains midyear report last year said the median buyout DPI for [----] vintage funds in the U.S. was 0.2x while"
X Link 2026-02-02T22:23Z 13.7K followers, 51.4K engagements
"Alpine is one of the most impressive private equity firms investing in services businesses Theyre going all in on residential & commercial services - Apex (Residential HVAC/Plumbing/Electric) - Canopy (Residential Tree Care) - Cobalt (Commercial Doors) - Guardian (Residential Restoration) - Leo (Commercial Maintenance) - Mosaic (Residential Windows & Doors) - Oakline (Property Management) - Orion (Commercial HVAC & Plumbing) - Sunworks (Commercial Landscaping) - Vertex (Residential Roofing) https://twitter.com/i/web/status/2020177316807074242"
X Link 2026-02-07T16:46Z 13.7K followers, 59.9K engagements
"In a gold rush sell picks and shovels [--] companies are investing $670B in data centers and AI infrastructure this year The capital spending is 2nd only to the Louisiana Purchase which doubled the size of the U.S. Electrical and Mechanical companies will be in high demand to construct these data centers Invest in the trades Sell picks and shovels https://twitter.com/i/web/status/2020311771580412081 https://twitter.com/i/web/status/2020311771580412081"
X Link 2026-02-08T01:40Z 13.7K followers, 35.6K engagements
"LOI signed. Ready to leave my $300k private equity career to run an HVAC business"
X Link 2026-02-09T23:03Z 13.7K followers, 10.8K engagements
"Imagine buying an HVAC company on peak earnings using mostly debt and watching the industry decline for [--] years straight Unfortunate reality for a lot of private equity and independent sponsors in home services today"
X Link 2026-02-10T02:47Z 13.7K followers, 23.1K engagements
"I was born at night but I wasnt f*cking born last night. The math aint mathing for me. Sellers reaction to an LOI from private equity Suffice to say he has a few questions about the earn-out in the offer"
X Link 2026-02-11T23:53Z 13.7K followers, 19K engagements
"Hey @grok list the revenue per employee for the top [--] largest tech companies and then compare that to @X"
X Link 2026-02-14T00:49Z 13.7K followers, 11K engagements
"Paying a premium multiple for an add-on acquisition can make sense Its the same playbook the private equity groups are using in home services PE-backed HVAC platform marked at 17x can afford to pay 8x for an add-on acquisition because its immediately accretive However the downside risk is successfully integrating each new add-on acquisition and sustaining pre-acquisition margin profile The math looks simple in a spreadsheet but businesses arent built in excel What part of the cycle are we in when lumberyards trade for 10.7x $QXO is acquiring Kodiak Building Partners for $2.25B Kodiak"
X Link 2026-02-14T01:23Z 13.7K followers, 11K engagements
"LA is suing a private equity firm for rolling up an industry and raising prices The county alleges that American Industrial Partners saw an opportunity in merging independent firetruck companies that competed against one another into an industry giant with the power to extract high prices. Wait until the county hears about what PE has done in home services https://twitter.com/i/web/status/2022531371433103421 https://twitter.com/i/web/status/2022531371433103421"
X Link 2026-02-14T04:40Z 13.7K followers, 18.7K engagements
"AI is accelerating the demand for data centers Invest in the trades required to construct and service these data centers Invest in the picks and shovels needed for this modern day gold rush 🚨 Datacenters are now 7% of total U.S. power demand https://t.co/fA7Sh3sNDr 🚨 Datacenters are now 7% of total U.S. power demand https://t.co/fA7Sh3sNDr"
X Link 2026-02-14T14:23Z 13.7K followers, [----] engagements
"I own an HVAC company in Florida and I can confirm the biggest financial crisis since the Great Depression is in fact not underway One of the largest HVAC company reps in my market just texted me this: The biggest financial crisis since the Great Depression is underway. Not a hedge fund manager. Not a pundit. An HVAC rep. Meanwhile others think were at the start of a new bull run. This feels like [----] One of the largest HVAC company reps in my market just texted me this: The biggest financial crisis since the Great Depression is underway. Not a hedge fund manager. Not a pundit. An HVAC rep."
X Link 2026-02-14T20:06Z 13.7K followers, 200.8K engagements
"Leverage and market multiple expansion drove 61% of private equity returns (2010-2022) Elevated entry multiples and increased cost of debt mean private equity will need to lean on different levers Revenue growth and EBITDA margin expansion will need to do the heavy lifting Private Equity is in trouble if it cant sell portfolio companies for attractive valuation multiples in this market: High Valuation Levels + Declining Rates Public equities are trading at very rich levels relative to the last [--] years which naturally lift private valuation https://t.co/NKPcTtpUjZ Private Equity is in trouble"
X Link 2026-02-15T02:24Z 13.7K followers, 28K engagements
"Hey @grok what was the cumulative change in U.S. price levels from [----] to [----] and which of these states saw incomes rise faster than inflation Which US States Are Seeing Incomes Rise The Fastest (And Slowest) https://t.co/8iDjTU6FuS Which US States Are Seeing Incomes Rise The Fastest (And Slowest) https://t.co/8iDjTU6FuS"
X Link 2026-02-15T04:31Z 13.7K followers, [----] engagements
"Hey @grok list the countries that have implemented a tax on unrealized capital gains and later repealed BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-15T04:54Z 13.7K followers, 25K engagements
"The golden age for private equity may be over Private equity returns now struggle to match broader stock market benchmarks S&P [---] $SPY and Nasdaq $QQQ Since [----] PE annualized returns of 7.4% significantly trailed the broader S&P [---] index returns of 19.7% a year The market is facing a future without the key ingredient that fueled its famed gains - [--] years of declining interest rates And now the market for private company investments is as crowded as its ever been All of these factors are squeezing returns and making it hard for managers to get the prices they once could get for PortCos"
X Link 2026-02-15T13:59Z 13.7K followers, 17.5K engagements
"Teslas $TSLA milestones for Elon Musks $1 trillion compensation package"
X Link 2026-02-15T14:56Z 13.7K followers, [----] engagements
"Hey @grok compare the annualized returns of the $SPY and $QQQ to the returns in private equity had one invested starting in each year 2003-2022 Private equity net IRR by vintage year An investor who avoided the three worst vintages would have generated a gain of only [---] percentage points over one that steadily invested - 14.5% vs 13.7% Source: BCG https://t.co/FZigVtdr7l Private equity net IRR by vintage year An investor who avoided the three worst vintages would have generated a gain of only [---] percentage points over one that steadily invested - 14.5% vs 13.7% Source: BCG"
X Link 2026-02-15T16:18Z 13.7K followers, 17.3K engagements
"@grok @grok what are the annualized returns for each year for both the $SPY and $QQQ"
X Link 2026-02-15T16:24Z 13.7K followers, [---] engagements
"15 of the top [--] richest Americans of all time are alive today You can view this one of two ways Were living in the golden age of technology and innovation Or we have unprecedented levels of wealth inequality today Personally Im a firm believer in the former Credit to @VisualCap for the chart https://twitter.com/i/web/status/2023211623872352658 https://twitter.com/i/web/status/2023211623872352658"
X Link 2026-02-16T01:43Z 13.7K followers, [----] engagements
"Private equity is interesting but have you seen the day in the life as an HVAC business owner video This is actually a pretty realistic portrayal of an average day in private equity The [--] AM days are by far outliers if you are being efficient But also working late past 10-11 pm consistently and eating both meals at your desk is very real https://t.co/L3eoE9syJV This is actually a pretty realistic portrayal of an average day in private equity The [--] AM days are by far outliers if you are being efficient But also working late past 10-11 pm consistently and eating both meals at your desk is very"
X Link 2026-02-16T04:34Z 13.7K followers, [----] engagements
"I bought a small HVAC company and Im [--] year into the building part of buy & build Originally I planned to spend the year building and then make another acquisition later this year Sometimes M&A opportunities present themselves at inopportune times Just received a perfect tuck in HVAC deal that is right down the fairway for us The [----] playbook is quickly changing https://twitter.com/i/web/status/2014133066965438902 https://twitter.com/i/web/status/2014133066965438902"
X Link 2026-01-22T00:28Z 13.4K followers, 11.7K engagements
"From bankruptcy (2020) to issuing a $400M junk bond at 10% yield to fund a dividend. No wonder private equity gets a bad rap"
X Link 2026-01-22T01:03Z 13.4K followers, [----] engagements
"Worst part about owning a small business: Health insurance. The entire healthcare industry is broken in this country. Its nearly impossible for a small business to find a reasonable group plan for your team and their families. Then once you find a plan (usually only [--] option available) the cost is so astronomically high that the employer and employee cant afford it. Ive had employees tell me they cant afford the $1000+ premiums every month for the family and then have to pay thousands more once they do have a claim. So they waive the health insurance plan save the money from the premiums and"
X Link 2026-01-24T02:23Z 13.4K followers, 43.3K engagements
"You left private equity making $400k a year to buy HVAC companies for 3x using 90% debt and plan to flip it for 10x With zero HVAC experience"
X Link 2026-01-24T22:59Z 13.4K followers, 31.3K engagements
"Capital continues to flow to private equity Investors are planning to increase their exposure to private equity according to Goldman Sachs Good news for HVAC Plumbing & Electrical business owners interested in selling as there will be plenty of buyers Bad news for buyers of HVAC Plumbing & Electrical companies as there are more bidders chasing few quality assets https://twitter.com/i/web/status/2015249192361361865 https://twitter.com/i/web/status/2015249192361361865"
X Link 2026-01-25T02:23Z 13.4K followers, [----] engagements
"I love it when non-finance guys mix up hedge funds and private equity Those hedge funds keep buying up HVAC & Plumbing companies and jacking up prices. I just embrace it now. Yep I saw a Citadel wrapped van cruising around trying to rip off granny on a new AC system"
X Link 2026-01-25T17:30Z 13.4K followers, [----] engagements
"Private Equity doesnt always get it right. HVAC Plumbing & Electrical platform is on its 3rd CEO in [--] years struggling and saddled with debt. Heres how it started PE Platform #1: - Executed a rapid buy & build strategy rolling up nearly [--] companies - Bought companies with all cash no debt (Good) - Zero integration given the speed of M&A transactions (not good) PE Platform #2: - Acquired a few large companies but completely spread out across the country (not great) - Bought companies with mostly debt as little equity as possible (not good) - Zero integration (also not good) Platforms #1 and"
X Link 2026-01-25T22:43Z 13.4K followers, [----] engagements
"Old man winter ❄ 💨 is heading south"
X Link 2026-01-27T00:17Z 13.4K followers, [----] engagements
"There are some interesting HVAC deals in the extreme lower end of the market. Looking at one from a broker - $1.5M Revenue - 33% EBITDA Margin - [--] techs (1 is part time) - No office / warehouse - No marketing - No website Asking 4x on [----] peak earnings We dont need to spend on marketing. The phone just rings. https://twitter.com/i/web/status/2015950042733912531 https://twitter.com/i/web/status/2015950042733912531"
X Link 2026-01-27T00:48Z 13.4K followers, 16.2K engagements
"There wont be a second management meeting but at least theyll know how to pronounce EBITDA"
X Link 2026-01-28T04:30Z 13.4K followers, [----] engagements
"In M&A any advisor getting out of their swim lane with bad advice will end a deal. Just adding on with my two cents. In M&A bad accountants kill more deals than lawyers. This is a fact. In M&A bad accountants kill more deals than lawyers. This is a fact"
X Link 2026-01-29T02:01Z 13.4K followers, [----] engagements
"Tap the post"
X Link 2026-01-29T02:18Z 13.4K followers, [----] engagements
"EBITDA - CapEx is not a proxy for free cash flow"
X Link 2026-01-31T02:27Z 13.4K followers, 11.1K engagements
"Passed on this HVAC deal. Private equity wont touch it either. Independents shouldnt get SBA debt on this. The only way this deal moves is if a larger strategic tucks in the assets but the seller must lower valuation expectations. There are some interesting HVAC deals in the extreme lower end of the market. Looking at one from a broker - $1.5M Revenue - 33% EBITDA Margin - [--] techs (1 is part time) - No office / warehouse - No marketing - No website Asking 4x on [----] peak earnings We dont There are some interesting HVAC deals in the extreme lower end of the market. Looking at one from a broker"
X Link 2026-01-31T02:54Z 13.4K followers, [----] engagements
"Men only want one thing. To build a holding company made up of boring HVAC & Plumbing companies with their best friend"
X Link 2026-01-31T03:03Z 13.4K followers, [----] engagements
"When the HVAC techs background check comes back"
X Link 2026-01-31T15:40Z 13.4K followers, [----] engagements
"2020 - 2021: Interest rates went to 0% and pushed asset prices up particularly small privately held companies [----] - 2024: Wave of searchers levering up 90% debt to acquire these small companies kept asset prices elevated despite higher interest rates [----] - 2026: Brokers continue to market these small businesses at silly multiples on unsustainable earnings What happens next Weve already see some notable bankruptcies from PE-backed home services platforms It will be interesting to see what happens with the highly levered independents if the economy slows Brokers need to stop this nonsense."
X Link 2026-02-01T01:17Z 13.4K followers, 27.3K engagements
"Let me get this straight. You expect me to buy $STRC with no maturity date banking on dividends from a company with negative free cash flow so you can continue buying bitcoin at any price Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/IwVI2Xg1qO Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/IwVI2Xg1qO"
X Link 2026-02-01T01:45Z 13.4K followers, [----] engagements
"@moneyfetishist Im not sure I understand what all of that means but it sounds amazing"
X Link 2026-02-01T03:01Z 13.4K followers, [---] engagements
"Do you want to buy when everyone is extremely bullish or extremely bearish Bank of America's Bull & Bear Indicator registers one of the most bullish readings in history 🚨🚨🚨 https://t.co/d1kLqgBS9f Bank of America's Bull & Bear Indicator registers one of the most bullish readings in history 🚨🚨🚨 https://t.co/d1kLqgBS9f"
X Link 2026-02-01T15:57Z 13.4K followers, [----] engagements
"Hey @grok whats the one black swan event for markets that no one is talking about"
X Link 2026-02-02T02:48Z 13.4K followers, 11K engagements
"@moneymenpod Thats right. I imagine the largest PE groups will weather this storm but Im willing to bet a lot of small shops will shut down altogether. Already hearing of some shops closing down"
X Link 2026-02-02T22:44Z 13.4K followers, [---] engagements
"Hey @grok remove the greatest investor and explain why"
X Link 2026-02-05T01:22Z 13.5K followers, [----] engagements
"Advisers on the SpaceX IPO are already teeing up early inclusion in the S&P [---] $SPY and Nasdaq $QQQ the minute it goes public Love to see the hustle to get the passive retail flows SpaceX and xAI merge to form a $1.25 Trillion company https://t.co/Sx2oSOXsUS SpaceX and xAI merge to form a $1.25 Trillion company https://t.co/Sx2oSOXsUS"
X Link 2026-02-05T02:11Z 13.5K followers, [----] engagements
"@grok Oh boy 👀"
X Link 2026-02-05T20:05Z 13.5K followers, [---] engagements
"Hey @grok what is the current market cap of $MSTR compared to the value of its $BTC holdings Hey @grok what is the [--] year total return for $MSTR compared to $SPY $QQQ $BTC and $TLT ranked in order Hey @grok what is the [--] year total return for $MSTR compared to $SPY $QQQ $BTC and $TLT ranked in order"
X Link 2026-02-06T01:43Z 13.5K followers, [----] engagements
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