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@LeylaKuni LeylaLeyla posts on X about money, liquidity, if you, unrealized gains the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #2231 social networks X% technology brands X%
Social topic influence money 10%, liquidity #1797, if you 4%, unrealized gains 4%, solve 4%, investment 4%, fund manager 4%, debt 4%, private equity #8, llm X%
Top accounts mentioned or mentioned by @stephen1426397 @travelingsales8 @rhunterh @mr_neutral_man @buysidecpa @debtserious @unicusresearch @boazweinstein @ft @investingcre @restructuring @danielmullen @ineedcashmere @flowmalicious @nobleinvesting @growinomaha @coqumragep279 @dustin_schimp @trishapatrickl @poloniuscrambe
Top posts by engagements in the last XX hours
"If you ever get this wild idea to move to Seattle. Resist"
X Link 2025-12-08T03:35Z 18.3K followers, 4191 engagements
"Private credit people any thoughts on this Is there an easy way to see whether borrowers in a given BDC are actually paying off their loans on time vs refis and extensions Related: has anyone seen a clean view of the maturity wall on BDC portfolios (i.e. how many loans come due in each year) Does this already exist somewhere Or do I need to fire up an LLM and burn through an oceans worth of water to figure this out"
X Link 2025-12-08T20:52Z 18.3K followers, 5487 engagements
"I can't freaking believe it's come to this but here's a visual representation of this ridiculous structure - bottom: actual portfolio companies purchased by PE Funds I and II (with respective LPs) - a secondaries fund comes along buys LP interest in Funds I and II from some LPs. This secondaries fund raises money from other LPs - but now we have a tertiaries fund () This fund will buy secondary interest in secondaries funds (by raising money from other LPs) Does anyone even remember how many layers back the actual value is created P.S. not to be confused with CV vehicles (although CV vehicles"
X Link 2025-10-22T00:13Z 18.3K followers, 2M engagements
"Drivers of performance in evergreen vehicles - that highlighted column is unrealized gains as % of total gains. For those new to our show unrealized = paper marks"
X Link 2025-11-29T16:36Z 18.3K followers, 15.4K engagements
"Anyone whos invested in an evergreen vehicle should take note. This fund is a fund-of-funds that bought secondary stakes in other funds (underlying assets are diversified real estate) The signs of a liquidity crunch were all there for a while - a growing redemption queue with assets that are not easily sold. I wrote about this fund here:"
X Link 2025-12-08T23:13Z 18.3K followers, 25.5K engagements
"@boazweinstein This fund is an excellent case study on what happens when semi-liquid vehicles invested in illiquid assets run into redemption queues. Heres the case study I published on it:"
X Link 2025-12-08T23:14Z 18.3K followers, 6671 engagements
"How to structure off-balance-sheet financing. A short tutorial: (This is from Howard Marks memo published today the whole thing is worth reading Ill link below)"
X Link 2025-12-09T20:12Z 18.3K followers, 26.9K engagements
"For those not familiar DIP = debtor-in-possession loan. Such loans typically hold the highest seniority in repayment and sit at the top of the capital stack. FB got $1.1B in DIP financing when the company filed BK in September. Lenders: - Marathon (according to @FT they have since sold their portion at XXX cents on the dollar) - Beach Point - Redwood So Marathon got out on time but whoevers still holding the paper is not sitting pretty. The screenshot below shows the bid/ask for each DIP tranche - and how much it dropped over one day😳"
X Link 2025-12-09T22:10Z 18.3K followers, 18.8K 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 2025-09-22T15:57Z 18.2K followers, 88.6K engagements
"Evergreen🌲 funds promise to solve it all at once: - offer periodic liquidity - abolish J-curve - accept lower investment minimums - and offer access to illiquid alts On the flip side the fund manager is incentivized to grow AUM not necessarily the quality of assets"
X Link 2025-11-28T23:15Z 18.2K followers, 15.6K engagements
"@travelingsales8 Better: you often get to crystallize promote on unrealized gains (and sometimes there is no clawback)"
X Link 2025-11-29T21:43Z 18.2K followers, XXX engagements
"Day in the life of an investor relations associate: - wake up at 7:30am to XX emails asking for the same quarterly report that was sent last week - prepare for an LP call by re-reading the deck and praying no one asks about fund-level tax treatment - join LP call. First question: walk us through assumptions on page XX (there is no page 37) - get off the call and immediately answer an email asking if distributions will be going up this quarter (its a VC fund the first distribution is expected in XX years) - request updated portco commentary for the quarterly letter; receive three bullet points"
X Link 2025-12-02T17:09Z 18.2K followers, 66.8K engagements
"Listenyes its a real product. MrBeast Financial. Banking crypto advisory. the whole enchilada. I can get you in at a $15B valuation but we need to move on it. The TikTok tranche is already oversubscribed.""
X Link 2025-12-04T22:03Z 18.2K followers, 12K engagements
"Let me fill in the big picture: - a lot of money is being raised by evergreen PC vehicles - increasingly the money is coming from retail investors - meanwhile margins on loans are going lower. - and many PC funds will need to refinance fund-level debt at higher rates. Guess what this means"
X Link 2025-12-05T15:15Z 18.2K followers, 13.5K engagements
"@investingcre My friend cant afford celebrating Christmas due to taxes and insurance 😂"
X Link 2025-12-07T22:12Z 18.2K followers, 22.9K engagements
"Youre bearish A fintech startup you havent heard of is raising Series B at a $650M pre-money valuation and you are bearish"
X Link 2025-12-08T22:08Z 18.2K followers, 1907 engagements
"Day in the life of a private equity associate: - wake up at 6:15am to an email from a VP asking to change the shade of orange in the bar chart on page XX of the deck you worked on till X am (there is no bar chart in the deck) - open the model; spend XX minutes trying to remember why column CX is linked to a tab called temp_calc - spend X hours figuring out why the temp_calc tab is REF'd. Rebuild the model - get asked to pull some comps -- the only usable comp is a micro-cap based in Lithuania. Use it anyway. - receive QofE draft. EBITDA is now XX different numbers and none match your model -"
X Link 2025-12-10T15:49Z 18.3K followers, 197.7K engagements
"Investors hate it when funds gate redemptions. Fund managers know this and will only use this option as the last resort. Before redemptions are gated managers will do a number of other things (and it's on you LPs if you miss them in financial reports):"
X Link 2025-11-22T21:37Z 18.3K followers, 27.6K engagements
"@rhunterh Were we ever supposed to compound ourselves into wealth over XX years though"
X Link 2025-11-28T23:50Z 18.3K followers, 2606 engagements
"I have an operating theory that the best deals are so obvious you dont need an Excel model this applies across the spectrum from SFRs all the way to very large CRE properties"
X Link 2025-12-03T22:45Z 18.3K followers, 51.7K engagements
"Never ask a man his salary Never ask a woman her age Never ask a private equity GP how proprietary their deal really was"
X Link 2025-12-03T00:36Z 18.3K followers, 48.3K engagements
"Let's doom for a second: What happens if banks pull their credit lines to PC funds How likely is this to happen and what would the effect be"
X Link 2025-12-05T17:14Z 18.3K followers, 20K engagements
"YieldStreet: wipes out $208m of investor money rebrands as Willow Wealth removes a decade of historical performance from public view But yeah sure you need to invest with them because you need alts in your portfolio"
X Link 2025-12-06T16:21Z 18.3K followers, 28K engagements
"This chart should give you nightmares: XX% -- % of companies in the Russell 2000 index with no earnings. This index is often used as a proxy for private markets universe - where private companies are bought by PE shops and financed with private credit. 🌊 Portfolio companies are the bottom of the ocean. That's where value is created. --VC/PE/PC and all related players are the water - it's the medium for capital transfers and the fish ecosystem. -- If there is no value created at the bottom eventually the fishies won't have anything to eat (yeah even sharks) 🚨It's an obvious problem then when"
X Link 2025-12-08T15:46Z 18.3K followers, 4430 engagements
"Unsolicited advice for the young and smart: take every opportunity to offer free work to impress people. With the full expectation that you won't make any money for your efforts in the short term. It's the best ROI you will ever get"
X Link 2025-12-08T18:31Z 18.3K followers, 2874 engagements
"Banks get over-regulated private credit mushrooms up it grows huge private credit = banks"
X Link 2025-12-10T03:36Z 18.3K followers, 19.4K engagements
"@Restructuring__ Nor do I plan to - too old 😂"
X Link 2025-12-11T00:43Z 18.3K followers, 2320 engagements
"Asset managers picking benchmarks to include in the pitch deck"
X Link 2025-12-11T04:20Z 18.3K followers, 13K engagements