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@LeylaKuni Avatar @LeylaKuni Leyla

Leyla posts on X about debt, brands, private equity, ipo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Social category influence finance XXXX% technology brands XXXX% travel destinations XXXX% social networks XXXX% stocks XXXX%

Social topic influence debt #1206, brands #964, private equity #251, ipo #597, money 0.46%, over the 0.46%, retirement #113, $125t #1, im a 0.23%, number of XXXX%

Top accounts mentioned or mentioned by @tmac4real1 @bethanyjbabcock @aussieflya @lee_rahil @lpinvestor @rhunterh @roberthendricks @mikefellman @erniebrownii @ellliotttb @tradetexasbig @iomighty @mr_neutral_man @clarencewongcre @alpha_eos @caseymericle @pvtcreditguy @caryko @surfimporting @chicagomike666

Top assets mentioned Dave Inc. Class A Common Stock (DAVE)

Top Social Posts #

Top posts by engagements in the last XX hours

"Great screener thank you The XX years weeds out most of what's out there. I'm a little dubious about NAV mark ups from principal growth - I'm seeing a number of BDCs buy loans in the secondary market and mark them up using the practical expedient rule. Immediate boost to NAV but who knows what those loans will sell for. Maybe using a XX year horizon takes care of this issue - the funds that have been around that long have a history of either holding till payoff or refinance"
X Link @LeylaKuni 2025-10-12T16:33Z 14K followers, 1209 engagements

"Just saw a multifamily deal XXX units major Sunbelt market 1960s vintage (the whole enchilada - flat roof boiler chiller) - X% entry cap rate Stabilized trended YoC is X% (not a big value-add lift) Underwritten exit cap rate: X% 🫠"
X Link @LeylaKuni 2025-10-14T15:40Z 14.1K followers, 2998 engagements

"Actually maybe stay put. Im on a public bus with my XX year old. The other four passengers are all homeless one is totally wasted. At X pm on a Sunday 😭"
X Link @LeylaKuni 2025-10-12T22:16Z 14K followers, 19.3K engagements

"Does anyone know how Apollo did this FT mentions a bespoke credit default swap against First Brands debt - but Apollo was on the disqualified lender list @junkbondanalyst @junkbondinvest @pvtcreditguy"
X Link @LeylaKuni 2025-10-09T19:58Z 14.1K followers, 76.3K engagements

"This book is absolute gold"
X Link @LeylaKuni 2025-10-04T21:40Z 14.1K followers, 108.6K engagements

"Lord there is no end to bright ideas. So this guy owns some Rembrandts and doesnt want to sell from what it sounds like. The assets being what they are there is no income but a bunch of cash is tied up. So he came up with a brilliant plan: fractionalize and IPO a non-controlling stake. He gets to cash out but keeps the art on his wall and degens who cant tell a Vermeer from Degas can speculate from the comfort of their mothers basement 🤦♀"
X Link @LeylaKuni 2025-09-29T20:28Z 14.1K followers, 4104 engagements

"Here's the recap if you missed the earlier episodes: - $11B+ in liabilities - $2.3B in funds vanished - Exposure across CLOs (not the biggest worry tbh) direct loans and trade finance where that $2.3B hole sits Major exposure: - Jefferies Point Bonita Capital $715M tied to First Brands - UBS OConnor $500M exposure - Raistone XX% of its revenue came from First Brands Offbalance-sheet financing & shell entities: -the company used affiliates like Carnaby Capital and Eagle Casting Holdings to borrow - this obfuscated the true amount of leverage - XX% implied interest rates on short-term borrowing"
X Link @LeylaKuni 2025-10-09T18:47Z 14.1K followers, 67.5K engagements

"Ive waited 40+ years to say this but if I look familiar - its because youve seen me on TV"
X Link @LeylaKuni 2025-10-10T19:00Z 14.1K followers, 62.7K engagements

"Oh this one is great Let me explain the beauty of this in very simple terms: Company A issues a loan to Company B. Company A then places a bet that B will default on this loan - the bet is with a third party. A and B arrange a default amongst themselves. B misses a payment triggers a default A gets paid $$$ from the third party. P.S. In real life Blackstone ended up getting sued by the hedge fund on the other side of the transaction and the "manufactured default" was called off. What a story"
X Link @LeylaKuni 2025-10-11T21:36Z 14K followers, 31.8K engagements

"private credit in 2021 Vs private credit in 2025"
X Link @LeylaKuni 2025-10-15T18:50Z 14.1K followers, 3869 engagements

"@rhunterh not according to Goldman lol"
X Link @LeylaKuni 2025-10-16T20:47Z 14.1K followers, XXX engagements

"PE fund manager when you ask why they are rolling out a third continuation fund"
X Link @LeylaKuni 2025-09-25T22:02Z 14.1K followers, 3448 engagements

"@IsaacFigz8387 If Vancouver BC was in the US I wouldve talked my husband to moving there long ago. Love that city"
X Link @LeylaKuni 2025-10-12T22:05Z 14K followers, 14.1K engagements

"How insurance companies look at upper tranches of CLOs with a X% yield"
X Link @LeylaKuni 2025-10-16T16:27Z 14.1K followers, 1389 engagements

"🚨 Apollo is getting creative again. Theyre using an SPV (special purpose vehicle) to sell highly rated debt backed by stakes in their credit funds. Did you catch it These are stakes in the FUNDS themselves not the underlying loan portfolios. Tomato / tom-AH-toh Leyla. Who cares There is a difference however: - Private credit loans are the equivalent of junk bonds (they don't get high credit ratings) - But debt issued out of SPVs tied to fund stakes can be structured to achieve investment-grade ratings (per Bloomberg) - That means insurers get exposure to private credit without the heavy"
X Link @LeylaKuni 2025-09-22T15:57Z 14.1K followers, 88.1K engagements

"@TradeTexasBig no way to do so tbh I don't think First Brands is an isolated case but it's anyone's guess how widespread it is"
X Link @LeylaKuni 2025-10-14T18:50Z 14.1K followers, XX engagements

"So in 2021 you lent money at SOFR + XXX with zero covenants Yes Dave. And now theyre paying interest in kind Thats correct Dave"
X Link @LeylaKuni 2025-10-13T15:38Z 14.1K followers, 57.1K engagements

"Umm what King County (where Seattle is located) has spend $118k PER PERSON to fix the homeless crisis The result: a XX% increase in the homeless population"
X Link @LeylaKuni 2025-10-13T00:26Z 14.1K followers, 14.6K engagements

"@Chicagomike666 Thats the one downside of Denver: skiing is too far (2+ hour drive). I heard amazing things about SLC - and skiing is more accessible"
X Link @LeylaKuni 2025-10-12T20:32Z 14.1K followers, 2014 engagements

"@gkamstra I wonder what Bogle would have said"
X Link @LeylaKuni 2025-10-16T21:56Z 14.1K followers, XXX engagements

"check this out: this private equity fund (anyone want to guess the name) bought more pieces of a portfolio company they already own from an affiliate fund for $293M and immediately marked it up by $12.8M on their books. they also bought $318M of other companies from an affiliate (another fund run by the same firm) and marked those up XX% immediately. Both parties are the same asset manager lol"
X Link @LeylaKuni 2025-09-20T15:50Z 14K followers, 18.8K engagements

"Drop everything and move here immediately. Go into debt if you have to"
X Link @LeylaKuni 2025-10-12T19:34Z 14.1K followers, 186.2K engagements

"From the 2021 SEC Chair Gensler's testimony : "There are more than 18000 private equity funds a XX percent increase over the last five years.""
X Link @LeylaKuni 2025-10-03T15:54Z 14.1K followers, 3197 engagements

"@DiMartinoBooth @Bloomberg @apolloglobal for anyone wondering how Apollo shorted the debt there are some good comments here:"
X Link @LeylaKuni 2025-10-11T16:27Z 14.1K followers, 16.6K engagements

"There are 19000 private equity funds in the US. There are 14000 McDonalds in the US. How are there more private equity funds than McDonalds Thats actually crazy right"
X Link @LeylaKuni 2025-10-02T16:16Z 14.1K followers, 9586 engagements

"The First Brands story is getting wilder by the minute:"
X Link @LeylaKuni 2025-10-09T18:11Z 14.1K followers, 73.9K engagements

"Liquidity bottleneck exhibit X This chart shows net asset value in old funds (old = XX years for buyout XX for VC and XX for real estate and private credit)"
X Link @LeylaKuni 2025-09-15T21:35Z 14K followers, 1466 engagements

"Nobody asked but heres my opinion: X. All this is going to get stuffed into target date funds. Few people will notice (do you 🫵 know whats in your 401k) X. This is a huge boon for asset managers: they will now have a HUGE pool of long term capital that doesnt ask questions. X. Fees are going to be a thing of beauty (and I dont mean for you retail investor) X. On the positive side a XX% allocation wont move the needle one way or another for the retiree. Will this sleeve outperform a public index net of fees 🤷♀ youll find out when you retire. Will it generate great fee income for asset"
X Link @LeylaKuni 2025-10-16T21:37Z 14.1K followers, 10.4K engagements

"Half of the internet doesnt think there is a difference. The other half thinks REITs are appropriately priced and private market transactions dont reflect true value. You be the judge 🙃"
X Link @LeylaKuni 2025-08-12T00:57Z 14.1K followers, 10.2K engagements

"When you get a call from a friend who sold his AI startup and wants to take advantage of the mispricing in commercial real estate"
X Link @LeylaKuni 2025-10-03T03:33Z 14K followers, 16.9K engagements

"I'm on the receiving end of the sales pitches from major asset managers - and here's my side of the story lol: We (retail) are BOMBARDED with private credit offerings We are sold on the safety the low default rates the high diversification. "Oh and did we mention double-digit yield" The sales machine is well-funded and is clearly working: after all a CALPERS might ask some questions but a surgeon from Chattanooga TN will simply write a check"
X Link @LeylaKuni 2025-10-12T16:11Z 14.1K followers, 32.5K engagements

"This is a good thread and some interesting points about public/private credit. Here's the POV from the seat of a retail investor (let's assume one that has access to both): X. We don't know who the good managers are. Most of our wealth managers/RIAs don't know either. The sales brochures all look the same. X. None of the financials filed with the SEC provide any detail into the granular level of the financial health of underlying borrowers. X. There is absolutely no way to tell whether the diligence done by any given lender is better than that of another lender. So let me ask you guys a"
X Link @LeylaKuni 2025-10-12T15:36Z 14.1K followers, 42.8K engagements

"Ouch. James Chanos on private credit:"
X Link @LeylaKuni 2025-10-05T01:14Z 14K followers, 3117 engagements

"There is a guy on LinkedIn who claims to have lost $500K on a CRE deal. His solution: he built a custom GPT that does institutional-level DD If you comment DD he can give you access to his chatbot so you can start losing money too 😂"
X Link @LeylaKuni 2025-10-10T03:28Z 14K followers, 10.7K engagements

"Didnt he call the stock market valuations worrisome in his August memo (S&P up X% since it was published)"
X Link @LeylaKuni 2025-10-13T21:50Z 14.1K followers, 6333 engagements

"To add another layer to this comedy: a XX% discount to NAV is probably a double-digit premium to the value of the underlying assets"
X Link @LeylaKuni 2025-10-14T20:20Z 14.1K followers, 2664 engagements

"Hold on hold on hold on. Youre using proceeds from Fund II to buy out Fund Is stake in the same asset We call that a continuation vehicle. That is fucking crazy. No it is not. Its awesome"
X Link @LeylaKuni 2025-10-14T20:58Z 14.1K followers, 263K engagements

"Like it or not private markets are coming to a retirement plan near you. This interview is the clearest explanation Ive yet seen on how this will happen: DC plans represent $12.5T of the market Allocations to alts could reach 1015% within a decade Are you doing the math XX% of $XXXX trillion is $1.3T - XX% of the entire US private credit market today. Grab the link here:"
X Link @LeylaKuni 2025-10-16T20:35Z 14.1K followers, 12.1K engagements

"@field4453 Thats pretty much the case with every city worth living in 😉"
X Link @LeylaKuni 2025-10-12T20:34Z 14K followers, 4277 engagements

"OpenAI / Broadcom deal explained 🤌 (From @matt_levine)"
X Link @LeylaKuni 2025-10-15T20:40Z 14.1K followers, 1928 engagements

"Private credit loans for the uninitiated: "The Company invests primarily in loans to middle market companies whose debt has been rated below investment grade. These securities which are often referred to as junk have predominately speculative characteristics with respect to the issuers capacity to pay interest and repay principal.""
X Link @LeylaKuni 2025-10-04T15:51Z 14K followers, 3460 engagements