#  @AcaciaCap Acacia Capital Acacia Capital posts on X about ai, in the, investment, data the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::2967158481/interactions)  - [--] Week [------] +970% - [--] Month [------] +4,191% - [--] Months [------] +349% - [--] Year [-------] +28% ### Mentions: [--] [#](/creator/twitter::2967158481/posts_active)  - [--] Week [--] -9.10% - [--] Month [--] +750% - [--] Months [--] +167% - [--] Year [--] +71% ### Followers: [-----] [#](/creator/twitter::2967158481/followers)  - [--] Week [-----] +1.50% - [--] Month [-----] +1.90% - [--] Months [-----] +7% - [--] Year [-----] +9.40% ### CreatorRank: [-------] [#](/creator/twitter::2967158481/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) #4281 [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [social networks](/list/social-networks) [currencies](/list/currencies) [musicians](/list/musicians) [countries](/list/countries) [us election](/list/us-election) **Social topic influence** [ai](/topic/ai) #3899, [in the](/topic/in-the), [investment](/topic/investment), [data](/topic/data), [insurance](/topic/insurance) #1437, [debt](/topic/debt), [if you](/topic/if-you), [software](/topic/software), [$spgi](/topic/$spgi) #2, [ipo](/topic/ipo) **Top accounts mentioned or mentioned by** [@taobanker](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@modestproposal1](/creator/undefined) [@junkbondinvest](/creator/undefined) [@pekwat](/creator/undefined) [@restructuring](/creator/undefined) [@akramsrazor](/creator/undefined) [@chrisrinvesting](/creator/undefined) [@lucasshaw](/creator/undefined) [@pkafka](/creator/undefined) [@fiercebeast](/creator/undefined) [@goosecaps](/creator/undefined) [@frankieff](/creator/undefined) [@levfincynic](/creator/undefined) [@annmlipton](/creator/undefined) [@ayyouem](/creator/undefined) [@piktoggle](/creator/undefined) [@dalibali2](/creator/undefined) [@highyieldharry](/creator/undefined) [@milkencookies](/creator/undefined) **Top assets mentioned** [S&P Global Inc (SPGI)](/topic/$spgi) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [PJT Partners Inc. (PJT)](/topic/$pjt) [Netflix Inc (NFLX)](/topic/$nflx) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Neurobro (BRO)](/topic/$bro) [Marsh (MRSH)](/topic/$mrsh) [The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN)](/topic/$bwin) [Aon PLC (AON)](/topic/$aon) [Moody's Corporation (MCO)](/topic/$mco) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Humana Inc (HUM)](/topic/$hum) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Morningstar, Inc. (MORN)](/topic/$morn) [EverRise (EVER)](/topic/$ever) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Match Group Inc (MTCH)](/topic/$mtch) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Blackstone, Inc. (BX)](/topic/$bx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CVS Health Corp (CVS)](/topic/cvs) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Mastercard, Inc. (MA)](/topic/$ma) [Decentral Games ICE (ICE)](/topic/$ice) [Morgan Stanley (MS)](/topic/morgan-stanley) [Cigna Corp (CI)](/topic/$ci) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Ares Management, Corp. (ARES)](/topic/$ares) [Carlyle Group, Inc. (CG)](/topic/$cg) [Oracle Corporation (ORCL)](/topic/$orcl) ### Top Social Posts Top posts by engagements in the last [--] hours "Note to self: I you write a tweet like this you should sell which I did not do. Maybe this becomes a story of how they turn it around in [----]. Best case is that $CI acquires them and puts me out of my misery. Sincerely $HUM Bagholder $HUM management does not seem to have a solid grip on their business. They have self-inflicted wounds every two years and seem to be have been very slow to respond (or clueless) to cost inflation / increased utilization. Need to reassess owning this. $HUM management does not seem to have a solid grip on their business. They have self-inflicted wounds every two" [X Link](https://x.com/AcaciaCap/status/1841497346799976951) 2024-10-02T15:15Z [----] followers, [----] engagements "$PJT an investment bank that gets 50% of its revenue from restructuring trades at the same PE multiple as $NVDA Growth has peaked for GPUs but restructuring services will grow forever. Makes sense" [X Link](https://x.com/AcaciaCap/status/1863684336479772690) 2024-12-02T20:39Z [----] followers, [---] engagements "@OnodaCapital What are you using to evaluate this" [X Link](https://x.com/AcaciaCap/status/1894127993947132087) 2025-02-24T20:51Z [----] followers, [---] engagements "@BigJohn043 PE firms have proven time and time again they do not care about their reputation in a restructuring especially with syndicated market investors. $PJT stock price is all the evidence you need for this" [X Link](https://x.com/AcaciaCap/status/1973828228285362662) 2025-10-02T19:11Z [----] followers, [---] engagements "Was it over when FTX or Celsius kill went bankrupt Was it over when the Germans bombed Pearl Harbor Leveraged finance will keep going. Underwriting standards are clearly low. ABF seems to be the center of bad deals in the short term. There is nothing systemic about this The First Brands bankruptcy is top tier drama https://t.co/Cwgd2vRiUd The First Brands bankruptcy is top tier drama https://t.co/Cwgd2vRiUd" [X Link](https://x.com/AcaciaCap/status/1976303395829961060) 2025-10-09T15:07Z [----] followers, [----] engagements "If you think that pool of 1st lien loans is a time bomb then you implicitly believe that private equity is a ZERO. A ZERO not a poor equity investment. If that decision is too hard then you should not be investing in BDCs PC or PE" [X Link](https://x.com/AcaciaCap/status/1977448449638650289) 2025-10-12T18:57Z [----] followers, [---] engagements "There is a reason $APO. $BS $KKR $OWL $ARES $CG are huge public GP managers. They are not complete idiots and probably will not blow the whole thing up. Also Sixth Street is the best and Goldman Golub HPS and Oak Tree could be grouped with the tickers above" [X Link](https://x.com/AcaciaCap/status/1977449164414877954) 2025-10-12T18:59Z [----] followers, [---] engagements "@modestproposal1 Agree with everything you say here but are people really going to change their purchasing workflow now Maybe in the future with better agents but this does not strike me as something that changes consumer behavior. OAI or any agent has to win moms and we are not there yet" [X Link](https://x.com/AcaciaCap/status/1978838733706129501) 2025-10-16T15:01Z [----] followers, [---] engagements "@JulianKlymochko This is a feature not a bug and what the doomers talking about mass redemptions from private BDCs dont understand" [X Link](https://x.com/AcaciaCap/status/1979285741692694885) 2025-10-17T20:37Z [----] followers, [----] engagements "@modestproposal1 I understand what he said but this sounds like he is venting the difficulty being a fundamentally driven investor these days not a reason not to be public. That being said I understand looking at your RSUs and seeing them way below where they were granted" [X Link](https://x.com/AcaciaCap/status/1981055544279629872) 2025-10-22T17:50Z [----] followers, [----] engagements "Sounds bullish $WBD Trump taking Zazzys leverage out at the knees. That being said Comcast could do this but would have to sell CNN separately. Too expensive for NFLX or Apple. Why bother and they definitely do not want the full company. All these corporations that used a corrupt Trump government to merge and hurt the consumer are going to have to be broken up in the next Dem administration. All these corporations that used a corrupt Trump government to merge and hurt the consumer are going to have to be broken up in the next Dem administration" [X Link](https://x.com/AcaciaCap/status/1981754552429797510) 2025-10-24T16:07Z [----] followers, [----] engagements "Maybe I am the most optimistic person who works in restructuring but the chart of bond prices for this fraud shows the notes trading around par. $1 Billion In Bonds Crash as Company is Accused of Fraud Sparking Same Private Debt Fear. EquipmentShare rents construction equipment with smart tracking tech Bloomberg reports that Romulus Capital co-founder Neil Chheda an early investor with a 23% stake was kicked off https://t.co/RgJTOF9Mxm $1 Billion In Bonds Crash as Company is Accused of Fraud Sparking Same Private Debt Fear. EquipmentShare rents construction equipment with smart tracking tech" [X Link](https://x.com/AcaciaCap/status/1982184551288865135) 2025-10-25T20:36Z [----] followers, [----] engagements "@S_curvecap @ChairliftCap Yeah. People are forgetting he did the podcast because he is raising a PE fund and the majority of his assets are privates right now anyways" [X Link](https://x.com/AcaciaCap/status/1982196928059253209) 2025-10-25T21:25Z [----] followers, [---] engagements "@junkbondinvest The loser is the high yield market. Make Junk Bonds Great Again Win-Win for the banks. They dont get the HY fees but also dont have to extend a bridge loan and take risk" [X Link](https://x.com/AcaciaCap/status/1986518937295560784) 2025-11-06T19:39Z [----] followers, [---] engagements "Im not calling the end of the AI trade but the last two weeks feels like the blow-of top end to the easy-money non-stop rally since liberation day You cant just bank on expanding multiples on every press release at this point A path to ROIC is now necessary Blow off top vibes over the last [--] hours. A lot of news. Poor breadth. Memes/Gold/Crypto all corrected recently NVDA seems to be turning into a black hole for the market Wide dispersion on earnings for many cos Big layoff announcements Maybe just a consolidation. Well see Blow off top vibes over the last [--] hours. A lot of news. Poor" [X Link](https://x.com/AcaciaCap/status/1986892691175620978) 2025-11-07T20:25Z [----] followers, [----] engagements "Does the $ORCL price drop mean that $WBD stays independent Long live Zas" [X Link](https://x.com/AcaciaCap/status/1991970447374885266) 2025-11-21T20:42Z [----] followers, [---] engagements "The fact that $NVDA sent a memo to research analysts regarding Burrys substack is a huge red flag. For a company performing like they are why do they think they need to control every aspect of the narrative" [X Link](https://x.com/AcaciaCap/status/1993128002230927441) 2025-11-25T01:22Z [----] followers, [---] engagements "@Lucas_Shaw @pkafka They are likely prevented from going hostile but not continuing to bid. If another deal is announced they can put in a topping bid but there will be a reverse break-up fee that PSKY assumes in the bid. Not to mention they will need a higher price" [X Link](https://x.com/AcaciaCap/status/1996709721462428111) 2025-12-04T22:34Z [----] followers, [---] engagements "@Lucas_Shaw @pkafka Unless the stock trades down on announcement from CMCSA or NFLX shareholders will defer to management to fight for a higher price from PSKY" [X Link](https://x.com/AcaciaCap/status/1996709977764082125) 2025-12-04T22:35Z [----] followers, [---] engagements "If his PE firm made it to the ZIRP era he may have a different opinion. But in this case the broken clock is probably right plus he is dunking on Activist Man which is worth a few points. Hey Bill stop kissing his ass. When it comes to economics he's an unhinged whirligig of statist humbug hoo-doo and ham-handed hammering of free markets and economic liberty. The very idea of government intervention in the credit card market is neither "worthy" nor "important". Hey Bill stop kissing his ass. When it comes to economics he's an unhinged whirligig of statist humbug hoo-doo and ham-handed" [X Link](https://x.com/AcaciaCap/status/2011162010160152823) 2026-01-13T19:42Z [----] followers, [---] engagements "Didnt we just subsidize a ton of investment in battery manufacturing that is way ahead of demand Is there demand for Chinese EVs in Canada How are Teslas selling Why are we assuming this is successful Beyond what @TheStalwart has pointed out the U.S. has made no efforts to improve our manufacturing capacity anywhere to offer anything remotely as good as what China offers. Our EVs are bad and falling behind and Ford/GM are churning out gas guzzling trucks. Beyond what @TheStalwart has pointed out the U.S. has made no efforts to improve our manufacturing capacity anywhere to offer anything" [X Link](https://x.com/AcaciaCap/status/2012282890579501382) 2026-01-16T21:56Z [----] followers, [---] engagements "In [----] I met with Hudson Bay/Saks several times to discuss acquiring Neiman with all of the LBO debt. I told them how dumb it would be even if we could keep the debt ring fenced. The deal they did was much cleaner but department stores are too tough a business" [X Link](https://x.com/AcaciaCap/status/2012289010945740819) 2026-01-16T22:21Z [----] followers, [---] engagements "Her post is wrong. $AXP would not exist if they had to take credit risk to pay rewards. Merchant fees and annual fees pay for rewards. Some rewards are paid by the partner as CAC. Merchants do not have to accept Amex but do because they want those customers. Its that simple. Your credit card rewards exist because someone else is paying 25% APR. Cap that at 10% and the points dont survive. I spent years working inside fintech and card programs. That interest margin is the invisible buffer that makes rewards lounges and credits pencil out. Capping Your credit card rewards exist because someone" [X Link](https://x.com/AcaciaCap/status/2010827663942832433) 2026-01-12T21:34Z [----] followers, [---] engagements "@_ram_ You should check out the Blackrock TCP BDC financials. They had Thrasio and a Euro Amazon aggregator. Complete zeros" [X Link](https://x.com/AcaciaCap/status/2016710198413373492) 2026-01-29T03:09Z [----] followers, [---] engagements "The [---] year old typewriter company is at an all time high. Take a deep breath and stop chasing momentum and understand what you own why you own it and what it is worth. Companies have to transition. AI is real but not a death sentence. Valuation is important" [X Link](https://x.com/AcaciaCap/status/2016894245852819493) 2026-01-29T15:20Z [----] followers, [---] engagements "Or keep chasing momentum because it is the only thing that works right now" [X Link](https://x.com/AcaciaCap/status/2016896341591330965) 2026-01-29T15:28Z [----] followers, [---] engagements "@WaterworldCapi1 A lot of the cap ex is for Anthropic and OpenAi (TPU deals) and likely for the Apple deal. Its not really outspending them although some is for internal workloads and other 3P customers. We are still in a world of circular relationships and private investors absorbing losses" [X Link](https://x.com/AcaciaCap/status/2019200127148159276) 2026-02-05T00:03Z [----] followers, [---] engagements "@Fierce__beast @pekwat I dont think any of the AI labs are going to recreate proprietary databases like Pitchbook but Pitchbooks strategy thus far has been to become a dumb pipe which is probably a bad strategy in the long run. $FDS is a lot more commoditized market data / public financials" [X Link](https://x.com/AcaciaCap/status/2019803405250609202) 2026-02-06T16:00Z [----] followers, [---] engagements "The private credit discourse in general is dumb. If there is a ticking time bomb in PC then PE is nuked. Focus on PE and concentrated deals within funds A lot needs to go wrong for credit to be impaired across a fund. If you believe that scenario get your bunker ready While there is an estimated $300 billion of private credit loans to software companies there is more than $500 billion of private equity capital invested in those same companies subordinated in the capital stack. The typical private credit loan to sponsor-backed software https://t.co/uuwTzBoLmp While there is an estimated $300" [X Link](https://x.com/anyuser/status/2019885412907643100) 2026-02-06T21:26Z [----] followers, 14.1K engagements "@4drant This is wrong because the CEO knows what ChatGPT/Anthropic/gemini are. He may not know what can be done with them in the enterprise or how it works but he definitely sees productivity and wants to figure it out" [X Link](https://x.com/AcaciaCap/status/2019897334008807907) 2026-02-06T22:13Z [----] followers, [---] engagements "@taobanker It trades with $FDS as a potential AI loser story. pitchbook has been the driver of growth and is likely hitting maturity now. The rating business will have a good year. Everything else is a bit sleepy. Its an under the radar company also. They dont do IR well" [X Link](https://x.com/AcaciaCap/status/2018455535566106837) 2026-02-02T22:44Z [----] followers, [----] engagements "@taobanker $FDS is also a poor comp since its mostly commoditized data and its simple modeling lock-in features will get disrupted by AI agents in some way. It could become a dumb pipe. Pitchbook is a different and is a proprietary data set. I doubt gen use LLMs can get all of that data" [X Link](https://x.com/AcaciaCap/status/2018456461152796894) 2026-02-02T22:48Z [----] followers, [---] engagements "@goosecaps @taobanker I agree which is why I think $MORN is safe. Their datasets are proprietary. $FDS has a lot of commoditized data. They also offer Excel and PPT plugins that many analysts like but those will likely get replaced with agents which removes one barrier to replacing the product" [X Link](https://x.com/AcaciaCap/status/2018669282675315036) 2026-02-03T12:53Z [----] followers, [---] engagements "@pekwat @Fierce__beast I would argue $FDS has a big problem but $MORN more insulated. They still have strategic challenges around Pitchbook and how to position it though" [X Link](https://x.com/AcaciaCap/status/2019795555321262092) 2026-02-06T15:29Z [----] followers, [---] engagements "@Jesse_T_White That is the only thing they should say publiclybid up. PSKY messed up the process by not cleaning up its bid before going hostile. Behind the scenes shareholders likely prefer PSKY. The question is will NFLX bid against this I dont know about that" [X Link](https://x.com/AcaciaCap/status/2021591467454497156) 2026-02-11T14:25Z [----] followers, [--] engagements "$EVER down 5% today and $WTW down 12% tells you everything you need to know about this market. The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO. https://t.co/0KWc5544gt The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO." [X Link](https://x.com/anyuser/status/2021023874951819746) 2026-02-10T00:50Z [----] followers, [----] engagements "Based on current changes its going to be a lot harder for the $WBD board to say no. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds" [X Link](https://x.com/anyuser/status/2021246828620992641) 2026-02-10T15:36Z [----] followers, [---] engagements "Didnt $CHRW take a victory lap a couple weeks ago for implementing AI" [X Link](https://x.com/anyuser/status/2021996587497762932) 2026-02-12T17:15Z [----] followers, [---] engagements "@yummyCenturyEgg Why doesnt any major corporate credit issuer use a different rating agency today They are just human created credit comps today" [X Link](https://x.com/AcaciaCap/status/2021601934134727146) 2026-02-11T15:07Z [----] followers, [---] engagements "Everyone may not remember [----] but you should remember [----]. There were a lot of narratives regarding digital transformation. In reality we went back to offices BNPL did not replace the payment rails and no one gives a shit about your Peloton. This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the chart is). but these "AI is going to disrupt credit ratings" are probably the worst I've ever seen. $MCO $SPGI This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the" [X Link](https://x.com/anyuser/status/2022296206446034972) 2026-02-13T13:06Z [----] followers, 26.2K engagements "Every restaurant adopted delivery. Every retailer was forced to get better at e-commerce/delivery logistics. Every business was required to upgrade digital systems and figure out remote work. The majority of businesses will adopt AI not get disrupted" [X Link](https://x.com/anyuser/status/2022296783183892849) 2026-02-13T13:08Z [----] followers, [---] engagements "@Restructuring__ I will give you that" [X Link](https://x.com/AcaciaCap/status/2022298384657236420) 2026-02-13T13:14Z [----] followers, [--] engagements "@yummyCenturyEgg If low margin dog shit businesses can navigate a pandemic and pivot to e-commerce high margin differentiated businesses will navigate AI. The AI tools are available to them. Do you really think the AI labs want to sell credit reports to insurance companies or tech to $SPGI" [X Link](https://x.com/AcaciaCap/status/2022388537216377321) 2026-02-13T19:12Z [----] followers, [--] engagements "This highlights the reason you need a data provider connected. The question will be is the Claude plugin the interface or something the data co provides. $SPGI could lose its customer relationship but there are some parallels to the dumb pipe paradox. AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed AI is most frustratingly annoying cultural phenomenon ever. I ask" [X Link](https://x.com/anyuser/status/2022422260137816396) 2026-02-13T21:26Z [----] followers, [----] engagements "@Restructuring__ He did not create LMEs" [X Link](https://x.com/AcaciaCap/status/2022297209849381095) 2026-02-13T13:10Z [----] followers, [---] engagements "Dear Claude. Can you summarize every start-up CEOs essay about how its all over and let me know which one of them has a real product or is just writing essays for attention" [X Link](https://x.com/anyuser/status/2022423152534737300) 2026-02-13T21:30Z [----] followers, [---] engagements "The price on the $ULTI take-private is insane. 33x [----] EBITDA and yet the stock trades at a premium to the takeout price" [X Link](https://x.com/AcaciaCap/status/1092438058841096193) 2019-02-04T15:01Z [----] followers, [--] engagements "Private credit underwriting - Im dealing with a bank on a financing. They wont touch it with their balance sheet but are the most aggressive proposal with their asset management business. Fee based AUM is a hell of a drug Charlie Murphy" [X Link](https://x.com/AcaciaCap/status/1139289766707585024) 2019-06-13T21:53Z [----] followers, [--] engagements "The problem for every shale company with a material amount of debt relative to TEV. They all will need equity capital and investment demand has dried up which is why values keep falling. Having modeled and sensitized $WLL for about [--] hours I can tell you just slowing drilling to generate FCF - by itself - doesn't add much value; you can preserve PUD value etc but debt and leverage determine how long you can play that game. At current prices few options. Having modeled and sensitized $WLL for about [--] hours I can tell you just slowing drilling to generate FCF - by itself - doesn't add much" [X Link](https://x.com/AcaciaCap/status/1190343027593809920) 2019-11-01T19:01Z [----] followers, [--] engagements "$MTCH When you download Tinder to try chatting to people in Wuhan. and your commitment to the story is thrown into question. https://t.co/h79wyXmH2L When you download Tinder to try chatting to people in Wuhan. and your commitment to the story is thrown into question. https://t.co/h79wyXmH2L" [X Link](https://x.com/AcaciaCap/status/1237801494797332481) 2020-03-11T18:04Z [----] followers, [--] engagements "If $BA gets bailed out the supply chain looks really cheap. Similarly if hotels get bailed out $MAR or $HLT could be the buys assuming the money goes to the franchisees rather than through the corporate parents. Will be interesting to see how these are structured" [X Link](https://x.com/AcaciaCap/status/1240472073383878660) 2020-03-19T02:56Z [----] followers, [--] engagements "If you like SPACs and bankruptcy $JASN a former SPAC acquisition filed for chapter [--] yesterday. 100% house edge on this one. Happy trading" [X Link](https://x.com/AcaciaCap/status/1276232041911275520) 2020-06-25T19:13Z [----] followers, [--] engagements "$AMZN increased by either an $SPGI or $INTU today - two businesses with defensible moats regulatory capture and high ROICs. Today was more than a normal move but a business changing that much in one day kind of negates any EMH / long duration arguments. The $ change in value for the FANGs for normal % changes is staggering. The $ change in value for the FANGs for normal % changes is staggering" [X Link](https://x.com/AcaciaCap/status/1280237485029830658) 2020-07-06T20:29Z [----] followers, [--] engagements "Anyone have a strong view on $BX vs $APO or any of the other alts Im leaning towards $BX. Bigger more diversified and best of breed. Moving into insurance to close the gap on APO / Athene. More progress on leadership transition. With low rates both will have huge tailwind" [X Link](https://x.com/AcaciaCap/status/1306646659418460160) 2020-09-17T17:30Z [----] followers, [--] engagements "If you think the board investigation at $APO is anything but an engagement to clear LBs name you arent paying attention. Where there is smoke there often is fire which is why they have the fire department on retainer. That being said others need to go down with Epstein" [X Link](https://x.com/AcaciaCap/status/1319018982146514945) 2020-10-21T20:53Z [----] followers, [--] engagements "Everything in this thread is wrong. $OAC is an online pill mill that over charges for generic medication. It is everything that is wrong in our healthcare system. If it was still ok to push opioids they would be sending them out like Amazon boxes" [X Link](https://x.com/AcaciaCap/status/1345443015175925767) 2021-01-02T18:53Z [----] followers, [--] engagements "$C lost its Revlon litigation regarding the early repayment of loans. Credit investors needed a win 😂 😆 😝" [X Link](https://x.com/AcaciaCap/status/1361703356339748868) 2021-02-16T15:45Z [----] followers, [--] engagements "@Post_Market Best day of their life. Everyone I speak to at $OSCA is super exited they over priced their IPO and the value of equity they will be able to sell when the lockup expires is much less than was promised" [X Link](https://x.com/AcaciaCap/status/1377291091746172929) 2021-03-31T16:05Z [----] followers, [--] engagements "$GS effectively did the same amount of IB revenue in the 1H [----] as full year [----]. $JPM was pretty close but did not match [----] in 1H [--]. Capital markets are booming right now if that wasnt obvious" [X Link](https://x.com/AcaciaCap/status/1414998969143414789) 2021-07-13T17:23Z [----] followers, [--] engagements "$V is trading like they lose their US partnership with $AMZN on the UK dispute. No view on that but the UK dispute is irrelevant. One would assume this gets resolved quickly" [X Link](https://x.com/AcaciaCap/status/1461089329053376518) 2021-11-17T21:50Z [----] followers, [--] engagements "I know an investment banker who is the top of his industry coverage who would call the CEO at midnight to complain about stuff. He got a job at a mega-cap PE fund and did the same stuff. Got booted in less than [--] months and came back to the bank. What's the equivalent at your job 🤣🤣 https://t.co/HmwzhQl2Y5 What's the equivalent at your job 🤣🤣 https://t.co/HmwzhQl2Y5" [X Link](https://x.com/AcaciaCap/status/1467184276420636674) 2021-12-04T17:29Z [----] followers, [--] engagements "Anyone following $BKI I think a fair value is $70 but the analysts are pretty bullish for $80+ in a takeout scenario. May punch out and not wait around if there is another rip up" [X Link](https://x.com/AcaciaCap/status/1511804013821505541) 2022-04-06T20:32Z [----] followers, [--] engagements "$DWAC down 17% I feel bad for the frauds and grifters who bought this. Oh wait no I dont. Congrats to @elonmusk. I didnt believe it would get here. Now on to the hard work. Congrats to @elonmusk. I didnt believe it would get here. Now on to the hard work" [X Link](https://x.com/AcaciaCap/status/1518670586553249807) 2022-04-25T19:17Z [----] followers, [--] engagements "$WEBR was effectively bankrupt without the BDT loan and bid. $COOK is a disaster also and will end in bankruptcy at some point" [X Link](https://x.com/AcaciaCap/status/1590727177246765057) 2022-11-10T15:24Z [----] followers, [--] engagements "How much of this is marketing to regulators regarding the $ATVI deal versus Satya just inflicting pain on Google Gives him some air cover to go tell regulators that they are investing to drive competition not the other way around. At a minimum an inadvertent benefit $MSFT CEO in an interview with @reckless talking about Google's likely response to the new Bing: ".they will definitely want to come out & show that they can dance. And I want people to know that we made them dance & I think that'll be a great day" @verge https://t.co/41zrXuIsO8 $MSFT CEO in an interview with @reckless talking" [X Link](https://x.com/AcaciaCap/status/1624167298696110102) 2023-02-10T22:03Z [----] followers, [---] engagements "The $ONEM arb spread (AMZN) is larger than the $SGFY and the $OSH arb spreads (CVS). One group of spreads is very wrong $ONEM is an interesting spread to own even if DOJ / FTC are going to fight with AMZN. Its a dog without the deal which likely drives the spread though" [X Link](https://x.com/AcaciaCap/status/1624178946362277888) 2023-02-10T22:50Z [----] followers, [----] engagements "$MTCH is going to put out a PR regarding their ChatGPT strategy now so get long now. Also I cant think of any reasons why online dating didnt work for herwill need AGI to figure out that mystery. I make men submit a 500-word essay to date me: Do not waste my time https://t.co/mQhTDI1IrD https://t.co/v6xZ9iskd8 I make men submit a 500-word essay to date me: Do not waste my time https://t.co/mQhTDI1IrD https://t.co/v6xZ9iskd8" [X Link](https://x.com/AcaciaCap/status/1656784256041984003) 2023-05-11T22:12Z [----] followers, [---] engagements "@lyft cant match you with cars at LGA because their new airport feature is Quoting cars for $30 less than $UBER and then failing to assign a driver after 10+ min. Not sure how they expect any drivers to use their app. $LYFT will be lucky if $DASH buys it" [X Link](https://x.com/AcaciaCap/status/1660465511631560704) 2023-05-22T02:00Z [----] followers, [--] engagements "@compound100x Definitely a trap compared to $UNH. $UNH may start getting the FTC Big tech treatment re: acquisitions but still much better stock the. $CVS who may have the same problems" [X Link](https://x.com/AcaciaCap/status/1677523889906171904) 2023-07-08T04:07Z [----] followers, [---] engagements "@FrankieFF_ @unlevered @bankingslut He has an offer at Cantor" [X Link](https://x.com/AcaciaCap/status/1677894311751348225) 2023-07-09T04:17Z [----] followers, [---] engagements "@junkbondinvest Not necessarily. Would the ATVI deal happened if MSFT knew there would be an [--] month regulatory review and extensive litigation with the FTC Potentially nojust not worth the additional hassle. Also would the price have to be different since the time to close is so long" [X Link](https://x.com/AcaciaCap/status/1678805447736799232) 2023-07-11T16:36Z [----] followers, [---] engagements "Narrator: there was no evidence that showed this and the competitor is the market leader with more exclusive titles. Even the pro-business EU regulatory body agreed with this. A hammer sees a nail and an engagement opportunity. Its a nice grift if you can get it" [X Link](https://x.com/AcaciaCap/status/1678839784494571521) 2023-07-11T18:53Z [----] followers, [---] engagements "$CSU.TO getting a pretty good deal on the $BKI assets" [X Link](https://x.com/AcaciaCap/status/1680949993828483074) 2023-07-17T14:38Z [----] followers, [----] engagements "@AKWilk Tradesmen International owned by $BX is about to go through bankruptcy and restructure so not now. Those businesses cant find people either and employers are directly hiring to make sure they have labor rather than relying on staffing companies" [X Link](https://x.com/AcaciaCap/status/1710680992749371716) 2023-10-07T15:38Z [----] followers, [---] engagements "@LevFinCynic @hjb_0 I would count $AA and TWA as the same so giving them [--] status also" [X Link](https://x.com/AcaciaCap/status/1713220716445770145) 2023-10-14T15:50Z [----] followers, [---] engagements "Debt capital has always been and will continue to be a commodity. There is more debt capital than good deals right now. Golden age of fundraising will lead to dark ages of performance. Same is true for every alt strategy but the management fees will be spectacular Private credit has better downside protection because the docs are privately negotiated and therefore much tighter. 😂 https://t.co/AJ3XMKUahn Private credit has better downside protection because the docs are privately negotiated and therefore much tighter. 😂 https://t.co/AJ3XMKUahn" [X Link](https://x.com/AcaciaCap/status/1717549475395256517) 2023-10-26T14:31Z [----] followers, [---] engagements "@SirBaby6 Just corporate. Some best practices at parks and some benefits of common IP licenses. Cant think of what else there would be. Seems like $FUN should have taken $SEAS more seriously when capital was free" [X Link](https://x.com/AcaciaCap/status/1720057676917260384) 2023-11-02T12:38Z [----] followers, [---] engagements "Why would $GILD pay up for this Write a search function that returns the following set: https://t.co/5rfQnv5hFa Write a search function that returns the following set: https://t.co/5rfQnv5hFa" [X Link](https://x.com/AcaciaCap/status/1725228091331461497) 2023-11-16T19:03Z [----] followers, [---] engagements "@rob_cyran Yes. If private credit defaults it is likely a true restructuring with impaired debt and sponsor walking away from the asset. The default rate is backward looking for all credit but in syndicated markets rating agencies may describe other transactions as a default" [X Link](https://x.com/AcaciaCap/status/1730598446090842167) 2023-12-01T14:43Z [----] followers, [---] engagements "@LevFinCynic I think her goal is just make it difficult and costly for big companies to do M&A. The W/L record is a side-show. That being said there is probably a better way to do this than what she is doing now" [X Link](https://x.com/AcaciaCap/status/1735710164601192794) 2023-12-15T17:15Z [----] followers, [---] engagements "Simple explanations: (1) most people dont care about classical music or (2) most people are not going to stop during their commute There is no deep social commentary in this. When Miley Cyrus and Jimmy Fallon sing in the subway people stop because its fun & something they know In Washington DC at a Metro Station on a cold January morning in [----] a man with a violin played six Bach pieces for about [--] minutes. During that time approximately [----] people went through the station most of them on their way to work. After about four minutes a https://t.co/vGDyD7QiZh In Washington DC at a Metro" [X Link](https://x.com/AcaciaCap/status/1740756912533323843) 2023-12-29T15:29Z [----] followers, [---] engagements "@Restructuring__ The reality of this is that everyone knows the company is dogshit and no one cares. The answer is just do anything. Buyback. Uptier exchange. Asset sales. Even liquidate through an [--] You described a worthless company. At best its a lottery ticket that requires time and effort" [X Link](https://x.com/AcaciaCap/status/1740862521462948170) 2023-12-29T22:29Z [----] followers, [--] engagements "@akramsrazor $EA long Krispy Kreme short on the first round as a public company" [X Link](https://x.com/AcaciaCap/status/1742645268464411041) 2024-01-03T20:33Z [----] followers, [---] engagements "@AnnMLipton $0 to shareholders if the formally terminate. Approximately $70-$75 million to $SAVE upon termination" [X Link](https://x.com/AcaciaCap/status/1747405046864544025) 2024-01-16T23:46Z [----] followers, [---] engagements "@AnnMLipton The $400 has already been paid through the monthly ticking fee. No additional payments remain if they terminate. I cant imagine $JBLU will agree to appeal without amending the SPA. $SAVE shareholders probably want the optionality to full termination" [X Link](https://x.com/AcaciaCap/status/1747415439813013520) 2024-01-17T00:28Z [----] followers, [---] engagements "What is the worst case Shooting the jets out of the sky TD Cowen analyst Helane Becker on @SpiritAirlines after rejection of its merger with @JetBlue: "We believe the best case scenario for Spirit is a Chapter [--] filing followed by a liquidation (Chapter 7)." https://t.co/aYzOsKygBI TD Cowen analyst Helane Becker on @SpiritAirlines after rejection of its merger with @JetBlue: "We believe the best case scenario for Spirit is a Chapter [--] filing followed by a liquidation (Chapter 7)." https://t.co/aYzOsKygBI" [X Link](https://x.com/anyuser/status/1747666089956254056) 2024-01-17T17:04Z [--] followers, [----] engagements "Will be hilarious if the apes and other idiots save $SAVE" [X Link](https://x.com/AcaciaCap/status/1748081909001777386) 2024-01-18T20:36Z [----] followers, [----] engagements "@modestproposal1 Caviar and some nuggets does sound quite nice tbh" [X Link](https://x.com/AcaciaCap/status/1750217748678926773) 2024-01-24T18:03Z [----] followers, [---] engagements "$HUM management does not seem to have a solid grip on their business. They have self-inflicted wounds every two years and seem to be have been very slow to respond (or clueless) to cost inflation / increased utilization. Need to reassess owning this" [X Link](https://x.com/AcaciaCap/status/1750532600844923034) 2024-01-25T14:54Z [----] followers, [---] engagements "@jbmp51 Yes and no. Capped upside and more downside even if the company does not have credit risk" [X Link](https://x.com/AcaciaCap/status/1751031472063119853) 2024-01-26T23:56Z [----] followers, [--] engagements "Seems like Dollar Bill has been unlikeable forever even transcending cultures" [X Link](https://x.com/AcaciaCap/status/1757123385098674636) 2024-02-12T19:23Z [----] followers, 28.2K engagements "@Lego_Builder_ Youre not. If you believe in a straightforward tax code and not special deductions for everyone with a good lobbyist then capping the state tax deduction was a reasonable thing to do but the TCJA was not a highly principled bill hence the hypocrisy" [X Link](https://x.com/AcaciaCap/status/1757476979261980978) 2024-02-13T18:48Z [----] followers, [--] engagements "Was going to say the same thing. You would think there would be some interest in exploring competition to $V and $MA but I guess big = bad without even thinking about it. Makes me more bullish on my $V position. Regulatory capture without having to buy politicians @DeItaone We must protect Visa and Mastercard at all costs @DeItaone We must protect Visa and Mastercard at all costs" [X Link](https://x.com/AcaciaCap/status/1760011746838741116) 2024-02-20T18:41Z [----] followers, [---] engagements "Seeing sponsor backed companies fail after receiving significant support from the sponsor is surprising and shocking at times due to the bad decision making of putting good capital after bad. It isnt a rare occurrence either. Risk management in PE is not a skill most think about" [X Link](https://x.com/AcaciaCap/status/1760443676839281070) 2024-02-21T23:17Z [----] followers, [---] engagements "@GrandTokamak $PLTR pays a small bonus to live closer to the office" [X Link](https://x.com/AcaciaCap/status/1764376213584261319) 2024-03-03T19:44Z [----] followers, [----] engagements "@rabois Correct. It is absurd there is even a debate. There are ownership restrictions on radio stations today but the Chinese can own Tik Tok We have had restrictions on foreign ownership of broadcast companies its and common carriers for years. Why should it be different for social media companies We have had restrictions on foreign ownership of broadcast companies its and common carriers for years. Why should it be different for social media companies" [X Link](https://x.com/AcaciaCap/status/1767923451870732491) 2024-03-13T14:39Z [----] followers, [----] engagements "@ChrisRinvesting Because the Chinese cannot control a communications / media network in the U.S" [X Link](https://x.com/AcaciaCap/status/1768318601944080475) 2024-03-14T16:49Z [----] followers, [--] engagements "@ChrisRinvesting Not a serious response. They had no ownership of Alibaba also. Bytedance would not be allowed to own a radio or tv broadcaster based on existing law. Why is this different" [X Link](https://x.com/AcaciaCap/status/1768319505107976265) 2024-03-14T16:53Z [----] followers, [--] engagements "@ChrisRinvesting Bytedance is a Chinese company no" [X Link](https://x.com/AcaciaCap/status/1768321148490600486) 2024-03-14T16:59Z [----] followers, [--] engagements "@akramsrazor Alibaba is a public company and the Chinese government is effectively in control" [X Link](https://x.com/AcaciaCap/status/1768611215675109676) 2024-03-15T12:12Z [----] followers, [---] engagements "@jclarkson203 Dont hold your breath. When people reference it I wonder if they know they are calling for a multi-year large scale credit contraction. That didnt even happen in 2007-2009. We just had two years of effectively closed markets and now it just magically moves out a few years" [X Link](https://x.com/AcaciaCap/status/1771190493856014763) 2024-03-22T15:01Z [----] followers, [--] engagements "@jay_21_ @AyyouEm Alternative where they can offer cash to NT maturities but doesnt solve the overall problem. Good fee for $HLI also" [X Link](https://x.com/AcaciaCap/status/1778455247117050206) 2024-04-11T16:09Z [----] followers, [---] engagements "@piktoggle_ Worked well at Kraft. Their model has been proven to be BS. Sure. Anyone can cut costs and manage a long-term wind-down of mature businesses. They have shown no ability to grow a business" [X Link](https://x.com/AcaciaCap/status/1788200214869762246) 2024-05-08T13:32Z [----] followers, [---] engagements "@piktoggle_ Compare $QSR to $DPZ another restaurant franchisor that seemed left for dead in the early 2000s and over leveraged by PE" [X Link](https://x.com/AcaciaCap/status/1788201577997586574) 2024-05-08T13:37Z [----] followers, [---] engagements "Kashkari learning his job in real time in public as a Federal Reserve Governor is not confidence inspiring but I would acknowledge that the relation between inflation and a recession for working class people may not be intuitive Kashkari on inflation vs recession: https://t.co/6Cro93jffn https://t.co/6XSYPpmCIv Kashkari on inflation vs recession: https://t.co/6Cro93jffn https://t.co/6XSYPpmCIv" [X Link](https://x.com/AcaciaCap/status/1798025357154730485) 2024-06-04T16:13Z [----] followers, [---] engagements "@AyyouEm @Bruce_Markets You know what is expensive Doing a liability management deal that costs $15 million in fees then doing a chapter [--] to clean it up for $20 million instead of just filing for chapter [--] today" [X Link](https://x.com/AcaciaCap/status/1802866536509575641) 2024-06-18T00:50Z [----] followers, [---] engagements "With liability management transactions getting litigated and invalidated maybe $PJT stock should not trade at an all-time high and 28x forward earnings" [X Link](https://x.com/AcaciaCap/status/1811171438579036427) 2024-07-10T22:51Z [----] followers, [---] engagements "@conorsen Syndicated loan and high yield issuances have been strong and the M&A pipeline is building rapidly. Investment banks trade near all-time highs. Capital markets pricing and activity (excluding IPOs) do not match the consumer credit activity" [X Link](https://x.com/AcaciaCap/status/1816812516241973665) 2024-07-26T12:27Z [----] followers, [---] engagements "If people agree with the $NKE former insiders assessment of their problems then Zuckerbergs belief that AI can develop and target ads around a business case is false. It can improve productivity but not human intuition. Both cant be trueat least with current tech. Mark Zuckerberg on today's Meta earnings call said this: "Over the long term advertisers will basically just be able to tell us a business objective and a budget and we're going to go do the rest for them." Thoughts Mark Zuckerberg on today's Meta earnings call said this: "Over the long term advertisers will basically just be able" [X Link](https://x.com/AcaciaCap/status/1819023719311819197) 2024-08-01T14:53Z [----] followers, [---] engagements "@pekwat Its surprising that the same firms made so many mistakes while others have no obvious mistakes. Its a combination of both bad investing and bad financing strategy. Its not easy to blow up a company in [--] years when the economy is generally fine" [X Link](https://x.com/AcaciaCap/status/1833241740397961276) 2024-09-09T20:31Z [----] followers, [---] engagements "So we we are subsidizing Panasonic but banning Nippon Steel. Makes sense" [X Link](https://x.com/AcaciaCap/status/1833513006539346160) 2024-09-10T14:29Z [----] followers, [---] engagements "Wheel Pros Eagle view FinThrive Spring Windows Valcour / Mold-Rite Dodge Construction Pretium Wellness Pet What did I miss I can't tell you how much I disagree with these types of posts. ClearLake is a really really good PE shop. I am sure they did tons of work on all of these add-ons. We are in the risk business. You don't earn 20%+ IRRs without taking some risk. If you want no risk then go buy I can't tell you how much I disagree with these types of posts. ClearLake is a really really good PE shop. I am sure they did tons of work on all of these add-ons. We are in the risk business. You" [X Link](https://x.com/AcaciaCap/status/1834319853253185968) 2024-09-12T19:55Z [----] followers, 39.5K engagements "@Restructuring__ The investors in the continuation vehicles did not get those returns. The old LPs who sold out did. Clearlake is still losing someones money even if the main funds did quite well. There likely is cross-over between CVs and LPs so it nets outprobably positively" [X Link](https://x.com/AcaciaCap/status/1844437223086883330) 2024-10-10T17:57Z [----] followers, [---] engagements "The speed of the $CPRI ruling makes me question if the trial was even relevant. Economic analysis is garbage in and garbage out to begin with but the govt expert was not good on any measurement which begs the question if some trials are just vibes now" [X Link](https://x.com/AcaciaCap/status/1849598181170106781) 2024-10-24T23:45Z [----] followers, 19.9K engagements "@dalibali2 Who are you talking about Banker lawyer or consultant" [X Link](https://x.com/AcaciaCap/status/1851417222180204797) 2024-10-30T00:13Z [----] followers, [---] engagements "@marketplunger1 Charlie Munger was not buying highly leveraged companies that lose money. Investing is managing your risk adj returns. You could have got a 14x in the largest company in the world over the last two years which is lower than the return in CVNA but very different risk profile" [X Link](https://x.com/AcaciaCap/status/1852421463174758828) 2024-11-01T18:44Z [----] followers, [----] engagements "@PariPassu_Rx This is not the first private credit restructuring and it is not the first liability management transaction with private credit. Its just the first one that got press attention because it was big" [X Link](https://x.com/AcaciaCap/status/1852443167418945976) 2024-11-01T20:10Z [----] followers, [---] engagements "@dalibali2 Bro they did the very successful Qualcomm-Broadcom merger during the last Trump administration" [X Link](https://x.com/AcaciaCap/status/1854334666054005009) 2024-11-07T01:26Z [----] followers, [----] engagements "Crazy price action in $CAVA but not as crazy as the valuation" [X Link](https://x.com/AcaciaCap/status/1856793223240323175) 2024-11-13T20:16Z [----] followers, [---] engagements "Which crypto influencer will Baron recommend to pops for SEC chair" [X Link](https://x.com/AcaciaCap/status/1856804786601169189) 2024-11-13T21:02Z [----] followers, [---] engagements "If you are upset by debanking wait until you hear about civil asset forfeiture. Maybe DOGE can work on that as well" [X Link](https://x.com/AcaciaCap/status/1863084784076894304) 2024-12-01T04:56Z [----] followers, [---] engagements "Was there an event occurring in the Hunter Biden cases in the near-term Why not wait until January" [X Link](https://x.com/AcaciaCap/status/1863403527575339029) 2024-12-02T02:03Z [----] followers, [---] engagements "Did Michigan run a Honey Trap operation on Larry Ellison https://www.wsj.com/sports/football/michigan-recruiting-larry-ellison-bryce-underwood-842d2c9ast=gRfime https://www.wsj.com/sports/football/michigan-recruiting-larry-ellison-bryce-underwood-842d2c9ast=gRfime" [X Link](https://x.com/AcaciaCap/status/1864009681036865754) 2024-12-03T18:11Z [----] followers, [---] engagements "@FrankieFF_ Larry is the king makerat least in college football Did Michigan run a Honey Trap operation on Larry Ellison https://t.co/C64Gnn2wNc Did Michigan run a Honey Trap operation on Larry Ellison https://t.co/C64Gnn2wNc" [X Link](https://x.com/AcaciaCap/status/1864018299358454068) 2024-12-03T18:46Z [----] followers, [---] engagements "@pekwat You mean we gave their owners large dividends" [X Link](https://x.com/AcaciaCap/status/1864097716487290965) 2024-12-04T00:01Z [----] followers, [---] engagements "@BluthCapital Same with Pill Pack. No one cares about anything right now besides momentum but NVDA is not the same as KR / CVS when AMZN enters the market" [X Link](https://x.com/AcaciaCap/status/1865545546875752747) 2024-12-07T23:54Z [----] followers, [---] engagements "@Rebrand_As_Y This is more true now that interest rates are higher and tax free institutions can create 6-8% low vol returns through fixed income fairly easily. I had some sympathy when rates were zero and many HFs were bond substitutes" [X Link](https://x.com/AcaciaCap/status/1875580255483859341) 2025-01-04T16:29Z [----] followers, [---] engagements "Luigi fever should have proved this. This is exactly what people think insurance is Progressives seem to believe that insurance companies are infinite pots of money whose job it is to just cradle everyone in their loving arms and make sure nothing bad ever happens to them without charging money for that service Progressives seem to believe that insurance companies are infinite pots of money whose job it is to just cradle everyone in their loving arms and make sure nothing bad ever happens to them without charging money for that service" [X Link](https://x.com/AcaciaCap/status/1877197397484302342) 2025-01-09T03:35Z [----] followers, [--] engagements "This sounds nice but is stupid and wrong. We had prohibitions on short selling. We closed the market. Your assets can certainly be frozen or confiscated. Markets have been bullied and pumped by the current President. It is not even a great voting machine Preach https://t.co/fvLnQR3rG9 Preach https://t.co/fvLnQR3rG9" [X Link](https://x.com/AcaciaCap/status/1900583480460800448) 2025-03-14T16:23Z [----] followers, [----] engagements "@junkbondinvest Did anything in credit really sell of to a point that they are earning a windfall Spreads have barely moved" [X Link](https://x.com/AcaciaCap/status/1905665450882556335) 2025-03-28T16:57Z [----] followers, [---] engagements "@PythiaR A certain retired venture capitalist must be happy today. No money left on the table" [X Link](https://x.com/AcaciaCap/status/1905683030351454486) 2025-03-28T18:06Z [----] followers, [---] engagements "Even if they start retreating on the China tariffs does that change anything for the state of the economy Maybe no shortages but higher prices The big picture has not changed and if they continue to not engage Trump will not be reasonable" [X Link](https://x.com/AcaciaCap/status/1915096931866464445) 2025-04-23T17:34Z [----] followers, [---] engagements "@junkbondinvest Isnt most of this one deal $WBA" [X Link](https://x.com/AcaciaCap/status/1920569551311233227) 2025-05-08T20:00Z [----] followers, [---] engagements "@rhunterh @SliceTransverse This is true for syndicated credit also but not intellectually honest when evaluating credit quality. It is correct when evaluating total return though. Distressed / opportunistic should look at it with coupons Not par holders" [X Link](https://x.com/AcaciaCap/status/1924191036777071007) 2025-05-18T19:51Z [----] followers, [--] engagements "Is this Company actually worth anything I don't see how it could be. via @WSJ https://www.wsj.com/finance/banking/wells-fargo-plans-to-exit-a-credit-card-program-that-gave-rewards-for-rent-336dae4bst=nvLUb6 https://www.wsj.com/finance/banking/wells-fargo-plans-to-exit-a-credit-card-program-that-gave-rewards-for-rent-336dae4bst=nvLUb6" [X Link](https://x.com/AcaciaCap/status/1943474772035186692) 2025-07-11T00:57Z [----] followers, [---] engagements "@HighyieldHarry There is a big different between distressed and need some help pushing maturities. The later is the big bucket without a recession. With distressed unless you are buying a recession cycle or industry specific cycle you are probably buying dog shit" [X Link](https://x.com/AcaciaCap/status/1948025019398819854) 2025-07-23T14:18Z [----] followers, [----] engagements "@HighyieldHarry Frontier Talen Intelsat are all very large with many different ways to play the capital structure. Revlon was dog shit. PE distress looks a lot more like Revlon than the others which were large public companies with too much debt" [X Link](https://x.com/AcaciaCap/status/1948025339931992072) 2025-07-23T14:20Z [----] followers, [--] engagements "@PEoperator Did you do this level of work at the time of acquisition or in general fp&a / annual budgeting" [X Link](https://x.com/AcaciaCap/status/1948026222057033897) 2025-07-23T14:23Z [----] followers, [---] engagements "If $CMG traffic is down and this is the survey response this does not look good for everyone else" [X Link](https://x.com/AcaciaCap/status/1948804026667069590) 2025-07-25T17:54Z [----] followers, [----] engagements "@akramsrazor The IPO pop has always been a feature not a bug if people want to be honest. We can debate dilution all day but if you get paid in $ a higher share price is good. Complaining about the pop was always a disingenuous founder friendly BS statement" [X Link](https://x.com/AcaciaCap/status/1950991498872238463) 2025-07-31T18:46Z [----] followers, [---] engagements "There arent many variables to toggle when pricing an IPO. Share price Amount of shares & primary/secondary Initial purchasers Lock-up Thats really it. Do you really need Fidelity or a big institution as an anchor Consider a different underwriter if they say you need one" [X Link](https://x.com/AcaciaCap/status/1950999992765952103) 2025-07-31T19:20Z [----] followers, [---] engagements "Did Robinhood get an actual allocation in the IPO or did they just buy the open and take a $70-$80 loss per customer as a CAC expense" [X Link](https://x.com/AcaciaCap/status/1951120491948941708) 2025-08-01T03:19Z [----] followers, [---] engagements "IPO It trades OTC and seems to be a reverse merger of some sort. If you listen to this pod it will be clear that this is the hardest and worst way to do distressed investing. It is the reason most funds have closed or converted to credit platforms. One of the craziest investing stories Ive heard in this episode - uber ascendant in NYC in [----]. - taxi mediation owners levered them and defaulted - andrew went and got the ride by ride data for every taxi and uber that no one had ever asked for before - figured out things One of the craziest investing stories Ive heard in this episode - uber" [X Link](https://x.com/AcaciaCap/status/1953101347814875380) 2025-08-06T14:30Z [----] followers, [---] engagements "My concern with the GLP space has been similar to $GILD with Hep C. Not the perfect analogue since it is a cure but despite the novel effects price dropped rapidly with a competing product that was not as good. GLP prices have to drop. Ah so the right answer was just short the entire GLP1 space I see I see Ah so the right answer was just short the entire GLP1 space I see I see" [X Link](https://x.com/AcaciaCap/status/1953452202711753182) 2025-08-07T13:44Z [----] followers, [---] engagements "@RHouseResearch @akramsrazor I doubt they offer stock. That would be a reverse IPO and GTLB stock would moon. OAI can certainly raise the cash if they want to but not a sure if they would consider raising billions for M&A rather than operations" [X Link](https://x.com/AcaciaCap/status/1956368727533867079) 2025-08-15T14:53Z [----] followers, [----] engagements "Actually the opposite depending on what you mean by shock absorber. PC is more likely to amend and pretend rather than fix a problem which will delay a full deleveraging of the companys balance sheet. It will also delay loss recognition of investors. Private credit will act as an economic shock absorber during the next crisis https://t.co/XTbeU0ilcB Private credit will act as an economic shock absorber during the next crisis https://t.co/XTbeU0ilcB" [X Link](https://x.com/AcaciaCap/status/1957635466515091736) 2025-08-19T02:47Z [----] followers, [----] engagements "@milken_cookies What do you mean by dumb dataroom Incomplete or doesnt have anything useful yet" [X Link](https://x.com/AcaciaCap/status/1957911758435144087) 2025-08-19T21:05Z [----] followers, [--] engagements "Im surprised $ICE is not trading better on rate news with their mortgage businesses. Multiple is full but thats true everywhere. Certainly not the same torque as $RKT" [X Link](https://x.com/AcaciaCap/status/1958902438749982827) 2025-08-22T14:41Z [----] followers, [---] engagements "Epsteins strategies were super complex for Leon Black. I guess that was before the golden age of private credit and all the origination platforms that $APO has now. Maxwell on the type of services he provided for Les Wexner and Leon Black: "So let's say you had a billion dollars to invest. So you would you know in people's normal investment portfolios you would have you know some T-bonds and this and that but Epstein's strategies would Maxwell on the type of services he provided for Les Wexner and Leon Black: "So let's say you had a billion dollars to invest. So you would you know in people's" [X Link](https://x.com/AcaciaCap/status/1959015600887328983) 2025-08-22T22:11Z [----] followers, [----] engagements "@MetacriticCap @ContrarianCurse It wasnt onerous for every garbage IPO we dont care about or de-SPAC. Only seems to be onerous for the couple large winners that we wished we had access toand yes private capital is the reason they dont go public" [X Link](https://x.com/AcaciaCap/status/1960029028913688750) 2025-08-25T17:18Z [----] followers, [--] engagements "@Investor_NICK_ Because they need a car and are solving for a monthly payment. Why are lenders taking the other side on a depreciable asset with cyclical demand" [X Link](https://x.com/AcaciaCap/status/1960081959281217780) 2025-08-25T20:48Z [----] followers, [---] engagements "@milken_cookies As in he works for the BDC making loans or manages a book of BDC equities. Either way he is in dream land" [X Link](https://x.com/AcaciaCap/status/1966543757337141414) 2025-09-12T16:45Z [----] followers, [--] engagements "@GreensplattCap I clicked neutral but like a credit rating it is outlook negative" [X Link](https://x.com/AcaciaCap/status/1968085104083038219) 2025-09-16T22:50Z [----] followers, [--] engagements "Does a USD stablecoin do anything other than making it easier for people in foreign countries to access USD" [X Link](https://x.com/AcaciaCap/status/1969126733564485887) 2025-09-19T19:49Z [----] followers, [---] engagements "@tangentstyle I think people are saying securitization as a generalization for ABF" [X Link](https://x.com/AcaciaCap/status/1971234370787868949) 2025-09-25T15:24Z [----] followers, [--] engagements "@MrMojoRisinX Not crazy. Other banks will take a piece of the commitment for the fees and to get the underwriting seats when they eventually syndicate. Seems like they went with JPM alone for the commitment due to speed and confidentiality but sharing risk was always the plan" [X Link](https://x.com/AcaciaCap/status/1973042098686644401) 2025-09-30T15:07Z [----] followers, [---] engagements "Factoring is not the issue. The issue is that a grossly overleveraged roll-up of auto parts companies (many that previously restructured or were poor PE investments) had no problem raising $9B of debt on $1B of EBITDA. Access do debt capital is as easy as its ever been Why is it always factoring https://t.co/dIqdeHDmLq https://t.co/d4SHF9ms9U Why is it always factoring https://t.co/dIqdeHDmLq https://t.co/d4SHF9ms9U" [X Link](https://x.com/AcaciaCap/status/1973103463107002593) 2025-09-30T19:11Z [----] followers, [----] engagements "Its also confusing how ABF lenders are getting screwed by multiple parties double counting collateral. The whole game is making sure you have good title to the collateral and a structure to take control if you need to. Just terrible underwriting and/or fraud" [X Link](https://x.com/AcaciaCap/status/1973104291406577907) 2025-09-30T19:14Z [----] followers, [---] engagements "@aznaurmidov Auto parts are worth 6.0x at most. Unless it was pure fraud you had to know something was up based on WC levels. At a minimum a UCC/lien search should have shown other filings that were not tying to the financials. Certainly some fraud here but seems like lax underwriting also" [X Link](https://x.com/AcaciaCap/status/1973105148273553509) 2025-09-30T19:18Z [----] followers, [--] engagements "Has anyone done any good recent work on $RBLX Looking for sub stacks (even if paid) podcast thread here or anything else good to get up to speed. Thanks" [X Link](https://x.com/AcaciaCap/status/1973107793805844596) 2025-09-30T19:28Z [----] followers, [----] engagements "What does the SEC have to do with this Shouldnt this be DOJ or FTC if they are actually breaking a law AppLovin Has Been Probed By SEC Over Data-Collection Practices (Bloomberg) https://t.co/moq5GiVc1h AppLovin Has Been Probed By SEC Over Data-Collection Practices (Bloomberg) https://t.co/moq5GiVc1h" [X Link](https://x.com/AcaciaCap/status/1975287649478004739) 2025-10-06T19:50Z [----] followers, [---] engagements "@modestproposal1 Its feels like the same approach as Google. Provided links lead / gen to start while playing nice in the sandbox and then built the box over time reducing the need to click on links. That being said the chat format is the right UX so it will have to change" [X Link](https://x.com/AcaciaCap/status/1975941619536036252) 2025-10-08T15:09Z [----] followers, [---] engagements "Inventory OMG. Has a company ever financed inventory The only difference here is that it was supposed to be off balance sheet in SPVs for protection of the LENDER but all of the assets are not there. Stop using words like rehypothecation when this is simple fraud. Not just receivables: they are factoring INVENTORIES Not just receivables: they are factoring INVENTORIES" [X Link](https://x.com/AcaciaCap/status/1976306248892153890) 2025-10-09T15:18Z [----] followers, [---] engagements "Even with the puke $JEF isnt really cheap unless you assume capital markets activity booms for a couple years" [X Link](https://x.com/AcaciaCap/status/1976346008952197453) 2025-10-09T17:56Z [----] followers, [----] engagements "If you or your FA do not understand it or do not have adequate info why are you buying it Do you have info on any HY/BSL mutual fund/ETF Those credits are rated but ratings are lagging indicators. I agree that there should be more info. Insurance Cos get private ratings. 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 I'm on the receiving end of the sales pitches from major asset" [X Link](https://x.com/AcaciaCap/status/1977447433761436021) 2025-10-12T18:53Z [----] followers, [----] engagements "That being said there is demand for privates from retail. Retail wants private equity exposure. Im not sure why. If you think private credit is opaque wait for the private equity interval funds. With regards to BDCs and PC the funds are pools of 100+ secured loans" [X Link](https://x.com/AcaciaCap/status/1977447887098315206) 2025-10-12T18:54Z [----] followers, [---] engagements "@tangentstyle @blondesnmoney Blair Effron Larry Fink Soros Ralph Schlosstein Peter Orzag" [X Link](https://x.com/AcaciaCap/status/1978190641881366734) 2025-10-14T20:06Z [----] followers, [--] engagements "@JerryCap $ICE Agree on insurance brokers $V / $MA not keeping up with the market Most of these fit into a financial services bucket also even if they are not balance sheet businesses" [X Link](https://x.com/AcaciaCap/status/1978835204530647058) 2025-10-16T14:47Z [----] followers, [---] engagements "The hard part about $TSLA is that the ownership is basically Elon a couple growth funds a couple ETFs and retail. Either one of the growth funds or retail needs to break for the short to work and the fanboys are delusional" [X Link](https://x.com/AcaciaCap/status/991874015705812993) 2018-05-03T02:56Z [----] followers, [--] engagements "This highlights the reason you need a data provider connected. The question will be is the Claude plugin the interface or something the data co provides. $SPGI could lose its customer relationship but there are some parallels to the dumb pipe paradox. AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed AI is most frustratingly annoying cultural phenomenon ever. I ask" [X Link](https://x.com/anyuser/status/2022422260137816396) 2026-02-13T21:26Z [----] followers, [----] engagements "AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed other big ones in the top [--] I eventually got to including Kmart/Sears and Saks/Hudson Bay. But I guess if you don't know anything you simply wouldn't know how bad that answer was. https://twitter.com/i/web/status/2021376744750452781 https://twitter.com/i/web/status/2021376744750452781" [X Link](https://x.com/anyuser/status/2021376744750452781) 2026-02-11T00:12Z [----] followers, 19.7K engagements "There are obviously margin pricing and seat questions with regards to market intelligence but nothing is changing overnight and they have some time to get their act together. Execution is key right now" [X Link](https://x.com/anyuser/status/2022423544202957026) 2026-02-13T21:32Z [----] followers, [---] engagements "Dear Claude. Can you summarize every start-up CEOs essay about how its all over and let me know which one of them has a real product or is just writing essays for attention" [X Link](https://x.com/anyuser/status/2022423152534737300) 2026-02-13T21:30Z [----] followers, [---] engagements "Everyone may not remember [----] but you should remember [----]. There were a lot of narratives regarding digital transformation. In reality we went back to offices BNPL did not replace the payment rails and no one gives a shit about your Peloton. This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the chart is). but these "AI is going to disrupt credit ratings" are probably the worst I've ever seen. $MCO $SPGI This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the" [X Link](https://x.com/anyuser/status/2022296206446034972) 2026-02-13T13:06Z [----] followers, 26.2K engagements "This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the chart is). but these "AI is going to disrupt credit ratings" are probably the worst I've ever seen. $MCO $SPGI" [X Link](https://x.com/anyuser/status/2022038007852019919) 2026-02-12T20:00Z [----] followers, 29.9K engagements "Every restaurant adopted delivery. Every retailer was forced to get better at e-commerce/delivery logistics. Every business was required to upgrade digital systems and figure out remote work. The majority of businesses will adopt AI not get disrupted" [X Link](https://x.com/anyuser/status/2022296783183892849) 2026-02-13T13:08Z [----] followers, [---] engagements "Didnt $CHRW take a victory lap a couple weeks ago for implementing AI" [X Link](https://x.com/anyuser/status/2021996587497762932) 2026-02-12T17:15Z [----] followers, [---] engagements "I generally agree. As AI tools increase productivity investment bankers will just run more analyses and make bigger books. There will be more data analysis charts and slides. Best quote I heard from a former McKinsey colleague today: "We used to pride ourselves on teaching junior consultants to never boil the ocean and just focus on the 80-20. In the age of AI everyone should be boiling the ocean. For the first time we can run full scale analysis Best quote I heard from a former McKinsey colleague today: "We used to pride ourselves on teaching junior consultants to never boil the ocean and" [X Link](https://x.com/anyuser/status/2021991385575174352) 2026-02-12T16:54Z [----] followers, [---] engagements "Best quote I heard from a former McKinsey colleague today: "We used to pride ourselves on teaching junior consultants to never boil the ocean and just focus on the 80-20. In the age of AI everyone should be boiling the ocean. For the first time we can run full scale analysis across every single situation." https://twitter.com/i/web/status/2021753625953894839 https://twitter.com/i/web/status/2021753625953894839" [X Link](https://x.com/anyuser/status/2021753625953894839) 2026-02-12T01:10Z 169.9K followers, 173.3K engagements "Why did MS re-hire its star Tech/EMC banker Why do [--] banks lead the majority of large IPOs even when prominent VCs claim the banks are screwing them Cant other banks produce the same work with or without AI If the product is commoditized reputation/sales/distribution wins Michael Grimes who had previously helped lead technology investment banking at Morgan Stanley is set to rejoin the Wall Street bank after a stint working for the US Commerce Department https://t.co/0oHKkQ8Zeg Michael Grimes who had previously helped lead technology investment banking at Morgan Stanley is set to rejoin the" [X Link](https://x.com/anyuser/status/2021632447197385195) 2026-02-11T17:08Z [----] followers, [----] engagements "Michael Grimes who had previously helped lead technology investment banking at Morgan Stanley is set to rejoin the Wall Street bank after a stint working for the US Commerce Department https://www.bloomberg.com/news/articles/2026-02-09/morgan-stanley-rehires-tech-banker-grimes-from-commerce-roletaid=698a13681a905e000123afd7&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter" [X Link](https://x.com/anyuser/status/2020906439179485397) 2026-02-09T17:03Z 9.8M followers, 13.8K engagements "Did anyone research what Altruist does before selling all of the brokers It makes software for RIAs and provides custodian services (i.e. broker dealer services). Interesting for small or new RIAs but if you are large are you really switching to this" [X Link](https://x.com/anyuser/status/2021340315739881730) 2026-02-10T21:47Z [----] followers, [---] engagements "Based on current changes its going to be a lot harder for the $WBD board to say no. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds" [X Link](https://x.com/anyuser/status/2021246828620992641) 2026-02-10T15:36Z [----] followers, [---] engagements "Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds. Paramount enhanced its hostile offer for Warner Bros. in an effort to woo shareholders to back its bid over a rival one from Netflix https://t.co/7wmmP3BmcZ Paramount enhanced its hostile offer for Warner Bros. in an effort to woo shareholders to back its bid over a rival one from Netflix https://t.co/7wmmP3BmcZ" [X Link](https://x.com/anyuser/status/2021244038418936267) 2026-02-10T15:25Z 39.7K followers, 19.3K engagements "$EVER down 5% today and $WTW down 12% tells you everything you need to know about this market. The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO. https://t.co/0KWc5544gt The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO." [X Link](https://x.com/anyuser/status/2021023874951819746) 2026-02-10T00:50Z [----] followers, [----] engagements "The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO. https://www.reinsurancene.ws/openai-approves-first-insurer-built-ai-app-on-chatgpt/ https://www.reinsurancene.ws/openai-approves-first-insurer-built-ai-app-on-chatgpt/" [X Link](https://x.com/anyuser/status/2021012581604007995) 2026-02-10T00:05Z [----] followers, [----] engagements "What happens when the AI labs file S-1s and confirm that they burn absurd amounts of money that needs to be funded by public shareholders in a race to the bottom. If they can all copy each other (aka commodification) wont pricing drop to marginal cost or worse" [X Link](https://x.com/anyuser/status/2020962044309274767) 2026-02-09T20:44Z [----] followers, [---] engagements "Why wont MSFT / OAI or GOOGL catch-up with Anthropic on Claude Code / Cowork functionality On a technical basis one has to assume they will be interchangeable. Cant MSFT give co-pilot away for free for some time no different than Gemini in Search" [X Link](https://x.com/anyuser/status/2020961373614899478) 2026-02-09T20:41Z [----] followers, [---] engagements "Why is Kid Rock so popular in Chicago Bad Bunny has 10X the audience of Kid Rock in the US per YouTube data. Heres how they compare in many of their biggest markets: https://t.co/TSvMDONIKV Bad Bunny has 10X the audience of Kid Rock in the US per YouTube data. Heres how they compare in many of their biggest markets: https://t.co/TSvMDONIKV" [X Link](https://x.com/anyuser/status/2020708810982346985) 2026-02-09T03:58Z [----] followers, [---] engagements "Bad Bunny has 10X the audience of Kid Rock in the US per YouTube data. Heres how they compare in many of their biggest markets:" [X Link](https://x.com/anyuser/status/2020645868928721010) 2026-02-08T23:48Z 39.7K followers, 48.5K engagements "6 months. I thought cowork was written in [--] days. JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work" [X Link](https://x.com/anyuser/status/2020562684060577880) 2026-02-08T18:17Z [----] followers, [----] engagements "JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work" [X Link](https://x.com/anyuser/status/2019833897383784579) 2026-02-06T18:01Z 3.2M followers, 2.3M engagements "The private credit discourse in general is dumb. If there is a ticking time bomb in PC then PE is nuked. Focus on PE and concentrated deals within funds A lot needs to go wrong for credit to be impaired across a fund. If you believe that scenario get your bunker ready While there is an estimated $300 billion of private credit loans to software companies there is more than $500 billion of private equity capital invested in those same companies subordinated in the capital stack. The typical private credit loan to sponsor-backed software https://t.co/uuwTzBoLmp While there is an estimated $300" [X Link](https://x.com/anyuser/status/2019885412907643100) 2026-02-06T21:26Z [----] followers, 14.1K engagements "While there is an estimated $300 billion of private credit loans to software companies there is more than $500 billion of private equity capital invested in those same companies subordinated in the capital stack. The typical private credit loan to sponsor-backed software companies is 30-40% LTV. So in order to see material impairment in software private credit loans the below private equity firms would need to see $500 billion+ of equity capital vapourized. I doubt that these firms will sit idly and wait for their investments to be disrupted by AI. But even if they do it's doubtful that the" [X Link](https://x.com/anyuser/status/2019860949193355720) 2026-02-06T19:49Z 31.7K followers, 41.6K engagements "That being said retail investments in PE could be bad investments or provide poor returns without funds blowing up. Thats a different issue" [X Link](https://x.com/anyuser/status/2019885624342221050) 2026-02-06T21:27Z [----] followers, [---] engagements "RT @stevesi: Wrote this" [X Link](https://x.com/anyuser/status/2019184552523014186) 2026-02-04T23:01Z [----] followers, [--] engagements "Wrote this. https://t.co/Ea1wmCxgJO https://t.co/Ea1wmCxgJO" [X Link](https://x.com/anyuser/status/2019169539465023964) 2026-02-04T22:01Z 206.6K followers, 105K engagements "Death of Software. Nah. Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology. Many pushing this were around for the tail end of the transition to an http://x.com/i/article/2019163604373942272 http://x.com/i/article/2019163604373942272" [X Link](https://x.com/anyuser/status/2019167552794948020) 2026-02-04T21:53Z 206.6K followers, 725.2K engagements "Apollo credit is looking for software MDs right now. Zito is a very TALENTED TRADER . many in PC are ex-bankers/structurers. GOOD TRADERS take LOSSES when FACTS CHANGE. Non-traders extend and pretend. When VOL is RISING TRUST the TRADERS If he is asking "IS SOFTWARE DEAD" then time to pay attention. https://t.co/7XVtSzrOQE Zito is a very TALENTED TRADER . many in PC are ex-bankers/structurers. GOOD TRADERS take LOSSES when FACTS CHANGE. Non-traders extend and pretend. When VOL is RISING TRUST the TRADERS If he is asking "IS SOFTWARE DEAD" then time to pay attention. https://t.co/7XVtSzrOQE" [X Link](https://x.com/anyuser/status/2019132610845516224) 2026-02-04T19:35Z [----] followers, [----] engagements "Zito is a very TALENTED TRADER . many in PC are ex-bankers/structurers. GOOD TRADERS take LOSSES when FACTS CHANGE. Non-traders extend and pretend. When VOL is RISING TRUST the TRADERS If he is asking "IS SOFTWARE DEAD" then time to pay attention" [X Link](https://x.com/anyuser/status/2019106855268622697) 2026-02-04T17:52Z 14.1K followers, 40.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AcaciaCap Acacia Capital
Acacia Capital posts on X about ai, in the, investment, data the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +970%
- [--] Month [------] +4,191%
- [--] Months [------] +349%
- [--] Year [-------] +28%
Mentions: [--] #
- [--] Week [--] -9.10%
- [--] Month [--] +750%
- [--] Months [--] +167%
- [--] Year [--] +71%
Followers: [-----] #
- [--] Week [-----] +1.50%
- [--] Month [-----] +1.90%
- [--] Months [-----] +7%
- [--] Year [-----] +9.40%
CreatorRank: [-------] #
Social Influence
Social category influence finance stocks #4281 technology brands cryptocurrencies celebrities social networks currencies musicians countries us election
Social topic influence ai #3899, in the, investment, data, insurance #1437, debt, if you, software, $spgi #2, ipo
Top accounts mentioned or mentioned by @taobanker @yummycenturyegg @modestproposal1 @junkbondinvest @pekwat @restructuring @akramsrazor @chrisrinvesting @lucasshaw @pkafka @fiercebeast @goosecaps @frankieff @levfincynic @annmlipton @ayyouem @piktoggle @dalibali2 @highyieldharry @milkencookies
Top assets mentioned S&P Global Inc (SPGI) Factset Research Systems, Inc. (FDS) Apollo Global Management, Inc. (APO) Warner Bros Discovery, Inc. (WBD) PJT Partners Inc. (PJT) Netflix Inc (NFLX) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Arthur J. Gallagher & Co. (AJG) Neurobro (BRO) Marsh (MRSH) The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN) Aon PLC (AON) Moody's Corporation (MCO) Spirit Airlines, Inc. (SAVE) Humana Inc (HUM) NVIDIA Corp. (NVDA) Morningstar, Inc. (MORN) EverRise (EVER) CH Robinson Worldwide Inc (CHRW) Match Group Inc (MTCH) Amazon.com, Inc. (AMZN) Blackstone, Inc. (BX) Alphabet Inc Class A (GOOGL) CVS Health Corp (CVS) Uber Technologies, Inc. (UBER) Gilead Sciences, Inc. (GILD) Mastercard, Inc. (MA) Decentral Games ICE (ICE) Morgan Stanley (MS) Cigna Corp (CI) KKR & Co, Inc. (KKR) Blue Owl Capital, Inc. (OWL) Ares Management, Corp. (ARES) Carlyle Group, Inc. (CG) Oracle Corporation (ORCL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Note to self: I you write a tweet like this you should sell which I did not do. Maybe this becomes a story of how they turn it around in [----]. Best case is that $CI acquires them and puts me out of my misery. Sincerely $HUM Bagholder $HUM management does not seem to have a solid grip on their business. They have self-inflicted wounds every two years and seem to be have been very slow to respond (or clueless) to cost inflation / increased utilization. Need to reassess owning this. $HUM management does not seem to have a solid grip on their business. They have self-inflicted wounds every two"
X Link 2024-10-02T15:15Z [----] followers, [----] engagements
"$PJT an investment bank that gets 50% of its revenue from restructuring trades at the same PE multiple as $NVDA Growth has peaked for GPUs but restructuring services will grow forever. Makes sense"
X Link 2024-12-02T20:39Z [----] followers, [---] engagements
"@OnodaCapital What are you using to evaluate this"
X Link 2025-02-24T20:51Z [----] followers, [---] engagements
"@BigJohn043 PE firms have proven time and time again they do not care about their reputation in a restructuring especially with syndicated market investors. $PJT stock price is all the evidence you need for this"
X Link 2025-10-02T19:11Z [----] followers, [---] engagements
"Was it over when FTX or Celsius kill went bankrupt Was it over when the Germans bombed Pearl Harbor Leveraged finance will keep going. Underwriting standards are clearly low. ABF seems to be the center of bad deals in the short term. There is nothing systemic about this The First Brands bankruptcy is top tier drama https://t.co/Cwgd2vRiUd The First Brands bankruptcy is top tier drama https://t.co/Cwgd2vRiUd"
X Link 2025-10-09T15:07Z [----] followers, [----] engagements
"If you think that pool of 1st lien loans is a time bomb then you implicitly believe that private equity is a ZERO. A ZERO not a poor equity investment. If that decision is too hard then you should not be investing in BDCs PC or PE"
X Link 2025-10-12T18:57Z [----] followers, [---] engagements
"There is a reason $APO. $BS $KKR $OWL $ARES $CG are huge public GP managers. They are not complete idiots and probably will not blow the whole thing up. Also Sixth Street is the best and Goldman Golub HPS and Oak Tree could be grouped with the tickers above"
X Link 2025-10-12T18:59Z [----] followers, [---] engagements
"@modestproposal1 Agree with everything you say here but are people really going to change their purchasing workflow now Maybe in the future with better agents but this does not strike me as something that changes consumer behavior. OAI or any agent has to win moms and we are not there yet"
X Link 2025-10-16T15:01Z [----] followers, [---] engagements
"@JulianKlymochko This is a feature not a bug and what the doomers talking about mass redemptions from private BDCs dont understand"
X Link 2025-10-17T20:37Z [----] followers, [----] engagements
"@modestproposal1 I understand what he said but this sounds like he is venting the difficulty being a fundamentally driven investor these days not a reason not to be public. That being said I understand looking at your RSUs and seeing them way below where they were granted"
X Link 2025-10-22T17:50Z [----] followers, [----] engagements
"Sounds bullish $WBD Trump taking Zazzys leverage out at the knees. That being said Comcast could do this but would have to sell CNN separately. Too expensive for NFLX or Apple. Why bother and they definitely do not want the full company. All these corporations that used a corrupt Trump government to merge and hurt the consumer are going to have to be broken up in the next Dem administration. All these corporations that used a corrupt Trump government to merge and hurt the consumer are going to have to be broken up in the next Dem administration"
X Link 2025-10-24T16:07Z [----] followers, [----] engagements
"Maybe I am the most optimistic person who works in restructuring but the chart of bond prices for this fraud shows the notes trading around par. $1 Billion In Bonds Crash as Company is Accused of Fraud Sparking Same Private Debt Fear. EquipmentShare rents construction equipment with smart tracking tech Bloomberg reports that Romulus Capital co-founder Neil Chheda an early investor with a 23% stake was kicked off https://t.co/RgJTOF9Mxm $1 Billion In Bonds Crash as Company is Accused of Fraud Sparking Same Private Debt Fear. EquipmentShare rents construction equipment with smart tracking tech"
X Link 2025-10-25T20:36Z [----] followers, [----] engagements
"@S_curvecap @ChairliftCap Yeah. People are forgetting he did the podcast because he is raising a PE fund and the majority of his assets are privates right now anyways"
X Link 2025-10-25T21:25Z [----] followers, [---] engagements
"@junkbondinvest The loser is the high yield market. Make Junk Bonds Great Again Win-Win for the banks. They dont get the HY fees but also dont have to extend a bridge loan and take risk"
X Link 2025-11-06T19:39Z [----] followers, [---] engagements
"Im not calling the end of the AI trade but the last two weeks feels like the blow-of top end to the easy-money non-stop rally since liberation day You cant just bank on expanding multiples on every press release at this point A path to ROIC is now necessary Blow off top vibes over the last [--] hours. A lot of news. Poor breadth. Memes/Gold/Crypto all corrected recently NVDA seems to be turning into a black hole for the market Wide dispersion on earnings for many cos Big layoff announcements Maybe just a consolidation. Well see Blow off top vibes over the last [--] hours. A lot of news. Poor"
X Link 2025-11-07T20:25Z [----] followers, [----] engagements
"Does the $ORCL price drop mean that $WBD stays independent Long live Zas"
X Link 2025-11-21T20:42Z [----] followers, [---] engagements
"The fact that $NVDA sent a memo to research analysts regarding Burrys substack is a huge red flag. For a company performing like they are why do they think they need to control every aspect of the narrative"
X Link 2025-11-25T01:22Z [----] followers, [---] engagements
"@Lucas_Shaw @pkafka They are likely prevented from going hostile but not continuing to bid. If another deal is announced they can put in a topping bid but there will be a reverse break-up fee that PSKY assumes in the bid. Not to mention they will need a higher price"
X Link 2025-12-04T22:34Z [----] followers, [---] engagements
"@Lucas_Shaw @pkafka Unless the stock trades down on announcement from CMCSA or NFLX shareholders will defer to management to fight for a higher price from PSKY"
X Link 2025-12-04T22:35Z [----] followers, [---] engagements
"If his PE firm made it to the ZIRP era he may have a different opinion. But in this case the broken clock is probably right plus he is dunking on Activist Man which is worth a few points. Hey Bill stop kissing his ass. When it comes to economics he's an unhinged whirligig of statist humbug hoo-doo and ham-handed hammering of free markets and economic liberty. The very idea of government intervention in the credit card market is neither "worthy" nor "important". Hey Bill stop kissing his ass. When it comes to economics he's an unhinged whirligig of statist humbug hoo-doo and ham-handed"
X Link 2026-01-13T19:42Z [----] followers, [---] engagements
"Didnt we just subsidize a ton of investment in battery manufacturing that is way ahead of demand Is there demand for Chinese EVs in Canada How are Teslas selling Why are we assuming this is successful Beyond what @TheStalwart has pointed out the U.S. has made no efforts to improve our manufacturing capacity anywhere to offer anything remotely as good as what China offers. Our EVs are bad and falling behind and Ford/GM are churning out gas guzzling trucks. Beyond what @TheStalwart has pointed out the U.S. has made no efforts to improve our manufacturing capacity anywhere to offer anything"
X Link 2026-01-16T21:56Z [----] followers, [---] engagements
"In [----] I met with Hudson Bay/Saks several times to discuss acquiring Neiman with all of the LBO debt. I told them how dumb it would be even if we could keep the debt ring fenced. The deal they did was much cleaner but department stores are too tough a business"
X Link 2026-01-16T22:21Z [----] followers, [---] engagements
"Her post is wrong. $AXP would not exist if they had to take credit risk to pay rewards. Merchant fees and annual fees pay for rewards. Some rewards are paid by the partner as CAC. Merchants do not have to accept Amex but do because they want those customers. Its that simple. Your credit card rewards exist because someone else is paying 25% APR. Cap that at 10% and the points dont survive. I spent years working inside fintech and card programs. That interest margin is the invisible buffer that makes rewards lounges and credits pencil out. Capping Your credit card rewards exist because someone"
X Link 2026-01-12T21:34Z [----] followers, [---] engagements
"@ram You should check out the Blackrock TCP BDC financials. They had Thrasio and a Euro Amazon aggregator. Complete zeros"
X Link 2026-01-29T03:09Z [----] followers, [---] engagements
"The [---] year old typewriter company is at an all time high. Take a deep breath and stop chasing momentum and understand what you own why you own it and what it is worth. Companies have to transition. AI is real but not a death sentence. Valuation is important"
X Link 2026-01-29T15:20Z [----] followers, [---] engagements
"Or keep chasing momentum because it is the only thing that works right now"
X Link 2026-01-29T15:28Z [----] followers, [---] engagements
"@WaterworldCapi1 A lot of the cap ex is for Anthropic and OpenAi (TPU deals) and likely for the Apple deal. Its not really outspending them although some is for internal workloads and other 3P customers. We are still in a world of circular relationships and private investors absorbing losses"
X Link 2026-02-05T00:03Z [----] followers, [---] engagements
"@Fierce__beast @pekwat I dont think any of the AI labs are going to recreate proprietary databases like Pitchbook but Pitchbooks strategy thus far has been to become a dumb pipe which is probably a bad strategy in the long run. $FDS is a lot more commoditized market data / public financials"
X Link 2026-02-06T16:00Z [----] followers, [---] engagements
"The private credit discourse in general is dumb. If there is a ticking time bomb in PC then PE is nuked. Focus on PE and concentrated deals within funds A lot needs to go wrong for credit to be impaired across a fund. If you believe that scenario get your bunker ready While there is an estimated $300 billion of private credit loans to software companies there is more than $500 billion of private equity capital invested in those same companies subordinated in the capital stack. The typical private credit loan to sponsor-backed software https://t.co/uuwTzBoLmp While there is an estimated $300"
X Link 2026-02-06T21:26Z [----] followers, 14.1K engagements
"@4drant This is wrong because the CEO knows what ChatGPT/Anthropic/gemini are. He may not know what can be done with them in the enterprise or how it works but he definitely sees productivity and wants to figure it out"
X Link 2026-02-06T22:13Z [----] followers, [---] engagements
"@taobanker It trades with $FDS as a potential AI loser story. pitchbook has been the driver of growth and is likely hitting maturity now. The rating business will have a good year. Everything else is a bit sleepy. Its an under the radar company also. They dont do IR well"
X Link 2026-02-02T22:44Z [----] followers, [----] engagements
"@taobanker $FDS is also a poor comp since its mostly commoditized data and its simple modeling lock-in features will get disrupted by AI agents in some way. It could become a dumb pipe. Pitchbook is a different and is a proprietary data set. I doubt gen use LLMs can get all of that data"
X Link 2026-02-02T22:48Z [----] followers, [---] engagements
"@goosecaps @taobanker I agree which is why I think $MORN is safe. Their datasets are proprietary. $FDS has a lot of commoditized data. They also offer Excel and PPT plugins that many analysts like but those will likely get replaced with agents which removes one barrier to replacing the product"
X Link 2026-02-03T12:53Z [----] followers, [---] engagements
"@pekwat @Fierce__beast I would argue $FDS has a big problem but $MORN more insulated. They still have strategic challenges around Pitchbook and how to position it though"
X Link 2026-02-06T15:29Z [----] followers, [---] engagements
"@Jesse_T_White That is the only thing they should say publiclybid up. PSKY messed up the process by not cleaning up its bid before going hostile. Behind the scenes shareholders likely prefer PSKY. The question is will NFLX bid against this I dont know about that"
X Link 2026-02-11T14:25Z [----] followers, [--] engagements
"$EVER down 5% today and $WTW down 12% tells you everything you need to know about this market. The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO. https://t.co/0KWc5544gt The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO."
X Link 2026-02-10T00:50Z [----] followers, [----] engagements
"Based on current changes its going to be a lot harder for the $WBD board to say no. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds"
X Link 2026-02-10T15:36Z [----] followers, [---] engagements
"Didnt $CHRW take a victory lap a couple weeks ago for implementing AI"
X Link 2026-02-12T17:15Z [----] followers, [---] engagements
"@yummyCenturyEgg Why doesnt any major corporate credit issuer use a different rating agency today They are just human created credit comps today"
X Link 2026-02-11T15:07Z [----] followers, [---] engagements
"Everyone may not remember [----] but you should remember [----]. There were a lot of narratives regarding digital transformation. In reality we went back to offices BNPL did not replace the payment rails and no one gives a shit about your Peloton. This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the chart is). but these "AI is going to disrupt credit ratings" are probably the worst I've ever seen. $MCO $SPGI This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the"
X Link 2026-02-13T13:06Z [----] followers, 26.2K engagements
"Every restaurant adopted delivery. Every retailer was forced to get better at e-commerce/delivery logistics. Every business was required to upgrade digital systems and figure out remote work. The majority of businesses will adopt AI not get disrupted"
X Link 2026-02-13T13:08Z [----] followers, [---] engagements
"@Restructuring__ I will give you that"
X Link 2026-02-13T13:14Z [----] followers, [--] engagements
"@yummyCenturyEgg If low margin dog shit businesses can navigate a pandemic and pivot to e-commerce high margin differentiated businesses will navigate AI. The AI tools are available to them. Do you really think the AI labs want to sell credit reports to insurance companies or tech to $SPGI"
X Link 2026-02-13T19:12Z [----] followers, [--] engagements
"This highlights the reason you need a data provider connected. The question will be is the Claude plugin the interface or something the data co provides. $SPGI could lose its customer relationship but there are some parallels to the dumb pipe paradox. AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed AI is most frustratingly annoying cultural phenomenon ever. I ask"
X Link 2026-02-13T21:26Z [----] followers, [----] engagements
"@Restructuring__ He did not create LMEs"
X Link 2026-02-13T13:10Z [----] followers, [---] engagements
"Dear Claude. Can you summarize every start-up CEOs essay about how its all over and let me know which one of them has a real product or is just writing essays for attention"
X Link 2026-02-13T21:30Z [----] followers, [---] engagements
"The price on the $ULTI take-private is insane. 33x [----] EBITDA and yet the stock trades at a premium to the takeout price"
X Link 2019-02-04T15:01Z [----] followers, [--] engagements
"Private credit underwriting - Im dealing with a bank on a financing. They wont touch it with their balance sheet but are the most aggressive proposal with their asset management business. Fee based AUM is a hell of a drug Charlie Murphy"
X Link 2019-06-13T21:53Z [----] followers, [--] engagements
"The problem for every shale company with a material amount of debt relative to TEV. They all will need equity capital and investment demand has dried up which is why values keep falling. Having modeled and sensitized $WLL for about [--] hours I can tell you just slowing drilling to generate FCF - by itself - doesn't add much value; you can preserve PUD value etc but debt and leverage determine how long you can play that game. At current prices few options. Having modeled and sensitized $WLL for about [--] hours I can tell you just slowing drilling to generate FCF - by itself - doesn't add much"
X Link 2019-11-01T19:01Z [----] followers, [--] engagements
"$MTCH When you download Tinder to try chatting to people in Wuhan. and your commitment to the story is thrown into question. https://t.co/h79wyXmH2L When you download Tinder to try chatting to people in Wuhan. and your commitment to the story is thrown into question. https://t.co/h79wyXmH2L"
X Link 2020-03-11T18:04Z [----] followers, [--] engagements
"If $BA gets bailed out the supply chain looks really cheap. Similarly if hotels get bailed out $MAR or $HLT could be the buys assuming the money goes to the franchisees rather than through the corporate parents. Will be interesting to see how these are structured"
X Link 2020-03-19T02:56Z [----] followers, [--] engagements
"If you like SPACs and bankruptcy $JASN a former SPAC acquisition filed for chapter [--] yesterday. 100% house edge on this one. Happy trading"
X Link 2020-06-25T19:13Z [----] followers, [--] engagements
"$AMZN increased by either an $SPGI or $INTU today - two businesses with defensible moats regulatory capture and high ROICs. Today was more than a normal move but a business changing that much in one day kind of negates any EMH / long duration arguments. The $ change in value for the FANGs for normal % changes is staggering. The $ change in value for the FANGs for normal % changes is staggering"
X Link 2020-07-06T20:29Z [----] followers, [--] engagements
"Anyone have a strong view on $BX vs $APO or any of the other alts Im leaning towards $BX. Bigger more diversified and best of breed. Moving into insurance to close the gap on APO / Athene. More progress on leadership transition. With low rates both will have huge tailwind"
X Link 2020-09-17T17:30Z [----] followers, [--] engagements
"If you think the board investigation at $APO is anything but an engagement to clear LBs name you arent paying attention. Where there is smoke there often is fire which is why they have the fire department on retainer. That being said others need to go down with Epstein"
X Link 2020-10-21T20:53Z [----] followers, [--] engagements
"Everything in this thread is wrong. $OAC is an online pill mill that over charges for generic medication. It is everything that is wrong in our healthcare system. If it was still ok to push opioids they would be sending them out like Amazon boxes"
X Link 2021-01-02T18:53Z [----] followers, [--] engagements
"$C lost its Revlon litigation regarding the early repayment of loans. Credit investors needed a win 😂 😆 😝"
X Link 2021-02-16T15:45Z [----] followers, [--] engagements
"@Post_Market Best day of their life. Everyone I speak to at $OSCA is super exited they over priced their IPO and the value of equity they will be able to sell when the lockup expires is much less than was promised"
X Link 2021-03-31T16:05Z [----] followers, [--] engagements
"$GS effectively did the same amount of IB revenue in the 1H [----] as full year [----]. $JPM was pretty close but did not match [----] in 1H [--]. Capital markets are booming right now if that wasnt obvious"
X Link 2021-07-13T17:23Z [----] followers, [--] engagements
"$V is trading like they lose their US partnership with $AMZN on the UK dispute. No view on that but the UK dispute is irrelevant. One would assume this gets resolved quickly"
X Link 2021-11-17T21:50Z [----] followers, [--] engagements
"I know an investment banker who is the top of his industry coverage who would call the CEO at midnight to complain about stuff. He got a job at a mega-cap PE fund and did the same stuff. Got booted in less than [--] months and came back to the bank. What's the equivalent at your job 🤣🤣 https://t.co/HmwzhQl2Y5 What's the equivalent at your job 🤣🤣 https://t.co/HmwzhQl2Y5"
X Link 2021-12-04T17:29Z [----] followers, [--] engagements
"Anyone following $BKI I think a fair value is $70 but the analysts are pretty bullish for $80+ in a takeout scenario. May punch out and not wait around if there is another rip up"
X Link 2022-04-06T20:32Z [----] followers, [--] engagements
"$DWAC down 17% I feel bad for the frauds and grifters who bought this. Oh wait no I dont. Congrats to @elonmusk. I didnt believe it would get here. Now on to the hard work. Congrats to @elonmusk. I didnt believe it would get here. Now on to the hard work"
X Link 2022-04-25T19:17Z [----] followers, [--] engagements
"$WEBR was effectively bankrupt without the BDT loan and bid. $COOK is a disaster also and will end in bankruptcy at some point"
X Link 2022-11-10T15:24Z [----] followers, [--] engagements
"How much of this is marketing to regulators regarding the $ATVI deal versus Satya just inflicting pain on Google Gives him some air cover to go tell regulators that they are investing to drive competition not the other way around. At a minimum an inadvertent benefit $MSFT CEO in an interview with @reckless talking about Google's likely response to the new Bing: ".they will definitely want to come out & show that they can dance. And I want people to know that we made them dance & I think that'll be a great day" @verge https://t.co/41zrXuIsO8 $MSFT CEO in an interview with @reckless talking"
X Link 2023-02-10T22:03Z [----] followers, [---] engagements
"The $ONEM arb spread (AMZN) is larger than the $SGFY and the $OSH arb spreads (CVS). One group of spreads is very wrong $ONEM is an interesting spread to own even if DOJ / FTC are going to fight with AMZN. Its a dog without the deal which likely drives the spread though"
X Link 2023-02-10T22:50Z [----] followers, [----] engagements
"$MTCH is going to put out a PR regarding their ChatGPT strategy now so get long now. Also I cant think of any reasons why online dating didnt work for herwill need AGI to figure out that mystery. I make men submit a 500-word essay to date me: Do not waste my time https://t.co/mQhTDI1IrD https://t.co/v6xZ9iskd8 I make men submit a 500-word essay to date me: Do not waste my time https://t.co/mQhTDI1IrD https://t.co/v6xZ9iskd8"
X Link 2023-05-11T22:12Z [----] followers, [---] engagements
"@lyft cant match you with cars at LGA because their new airport feature is Quoting cars for $30 less than $UBER and then failing to assign a driver after 10+ min. Not sure how they expect any drivers to use their app. $LYFT will be lucky if $DASH buys it"
X Link 2023-05-22T02:00Z [----] followers, [--] engagements
"@compound100x Definitely a trap compared to $UNH. $UNH may start getting the FTC Big tech treatment re: acquisitions but still much better stock the. $CVS who may have the same problems"
X Link 2023-07-08T04:07Z [----] followers, [---] engagements
"@FrankieFF_ @unlevered @bankingslut He has an offer at Cantor"
X Link 2023-07-09T04:17Z [----] followers, [---] engagements
"@junkbondinvest Not necessarily. Would the ATVI deal happened if MSFT knew there would be an [--] month regulatory review and extensive litigation with the FTC Potentially nojust not worth the additional hassle. Also would the price have to be different since the time to close is so long"
X Link 2023-07-11T16:36Z [----] followers, [---] engagements
"Narrator: there was no evidence that showed this and the competitor is the market leader with more exclusive titles. Even the pro-business EU regulatory body agreed with this. A hammer sees a nail and an engagement opportunity. Its a nice grift if you can get it"
X Link 2023-07-11T18:53Z [----] followers, [---] engagements
"$CSU.TO getting a pretty good deal on the $BKI assets"
X Link 2023-07-17T14:38Z [----] followers, [----] engagements
"@AKWilk Tradesmen International owned by $BX is about to go through bankruptcy and restructure so not now. Those businesses cant find people either and employers are directly hiring to make sure they have labor rather than relying on staffing companies"
X Link 2023-10-07T15:38Z [----] followers, [---] engagements
"@LevFinCynic @hjb_0 I would count $AA and TWA as the same so giving them [--] status also"
X Link 2023-10-14T15:50Z [----] followers, [---] engagements
"Debt capital has always been and will continue to be a commodity. There is more debt capital than good deals right now. Golden age of fundraising will lead to dark ages of performance. Same is true for every alt strategy but the management fees will be spectacular Private credit has better downside protection because the docs are privately negotiated and therefore much tighter. 😂 https://t.co/AJ3XMKUahn Private credit has better downside protection because the docs are privately negotiated and therefore much tighter. 😂 https://t.co/AJ3XMKUahn"
X Link 2023-10-26T14:31Z [----] followers, [---] engagements
"@SirBaby6 Just corporate. Some best practices at parks and some benefits of common IP licenses. Cant think of what else there would be. Seems like $FUN should have taken $SEAS more seriously when capital was free"
X Link 2023-11-02T12:38Z [----] followers, [---] engagements
"Why would $GILD pay up for this Write a search function that returns the following set: https://t.co/5rfQnv5hFa Write a search function that returns the following set: https://t.co/5rfQnv5hFa"
X Link 2023-11-16T19:03Z [----] followers, [---] engagements
"@rob_cyran Yes. If private credit defaults it is likely a true restructuring with impaired debt and sponsor walking away from the asset. The default rate is backward looking for all credit but in syndicated markets rating agencies may describe other transactions as a default"
X Link 2023-12-01T14:43Z [----] followers, [---] engagements
"@LevFinCynic I think her goal is just make it difficult and costly for big companies to do M&A. The W/L record is a side-show. That being said there is probably a better way to do this than what she is doing now"
X Link 2023-12-15T17:15Z [----] followers, [---] engagements
"Simple explanations: (1) most people dont care about classical music or (2) most people are not going to stop during their commute There is no deep social commentary in this. When Miley Cyrus and Jimmy Fallon sing in the subway people stop because its fun & something they know In Washington DC at a Metro Station on a cold January morning in [----] a man with a violin played six Bach pieces for about [--] minutes. During that time approximately [----] people went through the station most of them on their way to work. After about four minutes a https://t.co/vGDyD7QiZh In Washington DC at a Metro"
X Link 2023-12-29T15:29Z [----] followers, [---] engagements
"@Restructuring__ The reality of this is that everyone knows the company is dogshit and no one cares. The answer is just do anything. Buyback. Uptier exchange. Asset sales. Even liquidate through an [--] You described a worthless company. At best its a lottery ticket that requires time and effort"
X Link 2023-12-29T22:29Z [----] followers, [--] engagements
"@akramsrazor $EA long Krispy Kreme short on the first round as a public company"
X Link 2024-01-03T20:33Z [----] followers, [---] engagements
"@AnnMLipton $0 to shareholders if the formally terminate. Approximately $70-$75 million to $SAVE upon termination"
X Link 2024-01-16T23:46Z [----] followers, [---] engagements
"@AnnMLipton The $400 has already been paid through the monthly ticking fee. No additional payments remain if they terminate. I cant imagine $JBLU will agree to appeal without amending the SPA. $SAVE shareholders probably want the optionality to full termination"
X Link 2024-01-17T00:28Z [----] followers, [---] engagements
"What is the worst case Shooting the jets out of the sky TD Cowen analyst Helane Becker on @SpiritAirlines after rejection of its merger with @JetBlue: "We believe the best case scenario for Spirit is a Chapter [--] filing followed by a liquidation (Chapter 7)." https://t.co/aYzOsKygBI TD Cowen analyst Helane Becker on @SpiritAirlines after rejection of its merger with @JetBlue: "We believe the best case scenario for Spirit is a Chapter [--] filing followed by a liquidation (Chapter 7)." https://t.co/aYzOsKygBI"
X Link 2024-01-17T17:04Z [--] followers, [----] engagements
"Will be hilarious if the apes and other idiots save $SAVE"
X Link 2024-01-18T20:36Z [----] followers, [----] engagements
"@modestproposal1 Caviar and some nuggets does sound quite nice tbh"
X Link 2024-01-24T18:03Z [----] followers, [---] engagements
"$HUM management does not seem to have a solid grip on their business. They have self-inflicted wounds every two years and seem to be have been very slow to respond (or clueless) to cost inflation / increased utilization. Need to reassess owning this"
X Link 2024-01-25T14:54Z [----] followers, [---] engagements
"@jbmp51 Yes and no. Capped upside and more downside even if the company does not have credit risk"
X Link 2024-01-26T23:56Z [----] followers, [--] engagements
"Seems like Dollar Bill has been unlikeable forever even transcending cultures"
X Link 2024-02-12T19:23Z [----] followers, 28.2K engagements
"@Lego_Builder_ Youre not. If you believe in a straightforward tax code and not special deductions for everyone with a good lobbyist then capping the state tax deduction was a reasonable thing to do but the TCJA was not a highly principled bill hence the hypocrisy"
X Link 2024-02-13T18:48Z [----] followers, [--] engagements
"Was going to say the same thing. You would think there would be some interest in exploring competition to $V and $MA but I guess big = bad without even thinking about it. Makes me more bullish on my $V position. Regulatory capture without having to buy politicians @DeItaone We must protect Visa and Mastercard at all costs @DeItaone We must protect Visa and Mastercard at all costs"
X Link 2024-02-20T18:41Z [----] followers, [---] engagements
"Seeing sponsor backed companies fail after receiving significant support from the sponsor is surprising and shocking at times due to the bad decision making of putting good capital after bad. It isnt a rare occurrence either. Risk management in PE is not a skill most think about"
X Link 2024-02-21T23:17Z [----] followers, [---] engagements
"@GrandTokamak $PLTR pays a small bonus to live closer to the office"
X Link 2024-03-03T19:44Z [----] followers, [----] engagements
"@rabois Correct. It is absurd there is even a debate. There are ownership restrictions on radio stations today but the Chinese can own Tik Tok We have had restrictions on foreign ownership of broadcast companies its and common carriers for years. Why should it be different for social media companies We have had restrictions on foreign ownership of broadcast companies its and common carriers for years. Why should it be different for social media companies"
X Link 2024-03-13T14:39Z [----] followers, [----] engagements
"@ChrisRinvesting Because the Chinese cannot control a communications / media network in the U.S"
X Link 2024-03-14T16:49Z [----] followers, [--] engagements
"@ChrisRinvesting Not a serious response. They had no ownership of Alibaba also. Bytedance would not be allowed to own a radio or tv broadcaster based on existing law. Why is this different"
X Link 2024-03-14T16:53Z [----] followers, [--] engagements
"@ChrisRinvesting Bytedance is a Chinese company no"
X Link 2024-03-14T16:59Z [----] followers, [--] engagements
"@akramsrazor Alibaba is a public company and the Chinese government is effectively in control"
X Link 2024-03-15T12:12Z [----] followers, [---] engagements
"@jclarkson203 Dont hold your breath. When people reference it I wonder if they know they are calling for a multi-year large scale credit contraction. That didnt even happen in 2007-2009. We just had two years of effectively closed markets and now it just magically moves out a few years"
X Link 2024-03-22T15:01Z [----] followers, [--] engagements
"@jay_21_ @AyyouEm Alternative where they can offer cash to NT maturities but doesnt solve the overall problem. Good fee for $HLI also"
X Link 2024-04-11T16:09Z [----] followers, [---] engagements
"@piktoggle_ Worked well at Kraft. Their model has been proven to be BS. Sure. Anyone can cut costs and manage a long-term wind-down of mature businesses. They have shown no ability to grow a business"
X Link 2024-05-08T13:32Z [----] followers, [---] engagements
"@piktoggle_ Compare $QSR to $DPZ another restaurant franchisor that seemed left for dead in the early 2000s and over leveraged by PE"
X Link 2024-05-08T13:37Z [----] followers, [---] engagements
"Kashkari learning his job in real time in public as a Federal Reserve Governor is not confidence inspiring but I would acknowledge that the relation between inflation and a recession for working class people may not be intuitive Kashkari on inflation vs recession: https://t.co/6Cro93jffn https://t.co/6XSYPpmCIv Kashkari on inflation vs recession: https://t.co/6Cro93jffn https://t.co/6XSYPpmCIv"
X Link 2024-06-04T16:13Z [----] followers, [---] engagements
"@AyyouEm @Bruce_Markets You know what is expensive Doing a liability management deal that costs $15 million in fees then doing a chapter [--] to clean it up for $20 million instead of just filing for chapter [--] today"
X Link 2024-06-18T00:50Z [----] followers, [---] engagements
"With liability management transactions getting litigated and invalidated maybe $PJT stock should not trade at an all-time high and 28x forward earnings"
X Link 2024-07-10T22:51Z [----] followers, [---] engagements
"@conorsen Syndicated loan and high yield issuances have been strong and the M&A pipeline is building rapidly. Investment banks trade near all-time highs. Capital markets pricing and activity (excluding IPOs) do not match the consumer credit activity"
X Link 2024-07-26T12:27Z [----] followers, [---] engagements
"If people agree with the $NKE former insiders assessment of their problems then Zuckerbergs belief that AI can develop and target ads around a business case is false. It can improve productivity but not human intuition. Both cant be trueat least with current tech. Mark Zuckerberg on today's Meta earnings call said this: "Over the long term advertisers will basically just be able to tell us a business objective and a budget and we're going to go do the rest for them." Thoughts Mark Zuckerberg on today's Meta earnings call said this: "Over the long term advertisers will basically just be able"
X Link 2024-08-01T14:53Z [----] followers, [---] engagements
"@pekwat Its surprising that the same firms made so many mistakes while others have no obvious mistakes. Its a combination of both bad investing and bad financing strategy. Its not easy to blow up a company in [--] years when the economy is generally fine"
X Link 2024-09-09T20:31Z [----] followers, [---] engagements
"So we we are subsidizing Panasonic but banning Nippon Steel. Makes sense"
X Link 2024-09-10T14:29Z [----] followers, [---] engagements
"Wheel Pros Eagle view FinThrive Spring Windows Valcour / Mold-Rite Dodge Construction Pretium Wellness Pet What did I miss I can't tell you how much I disagree with these types of posts. ClearLake is a really really good PE shop. I am sure they did tons of work on all of these add-ons. We are in the risk business. You don't earn 20%+ IRRs without taking some risk. If you want no risk then go buy I can't tell you how much I disagree with these types of posts. ClearLake is a really really good PE shop. I am sure they did tons of work on all of these add-ons. We are in the risk business. You"
X Link 2024-09-12T19:55Z [----] followers, 39.5K engagements
"@Restructuring__ The investors in the continuation vehicles did not get those returns. The old LPs who sold out did. Clearlake is still losing someones money even if the main funds did quite well. There likely is cross-over between CVs and LPs so it nets outprobably positively"
X Link 2024-10-10T17:57Z [----] followers, [---] engagements
"The speed of the $CPRI ruling makes me question if the trial was even relevant. Economic analysis is garbage in and garbage out to begin with but the govt expert was not good on any measurement which begs the question if some trials are just vibes now"
X Link 2024-10-24T23:45Z [----] followers, 19.9K engagements
"@dalibali2 Who are you talking about Banker lawyer or consultant"
X Link 2024-10-30T00:13Z [----] followers, [---] engagements
"@marketplunger1 Charlie Munger was not buying highly leveraged companies that lose money. Investing is managing your risk adj returns. You could have got a 14x in the largest company in the world over the last two years which is lower than the return in CVNA but very different risk profile"
X Link 2024-11-01T18:44Z [----] followers, [----] engagements
"@PariPassu_Rx This is not the first private credit restructuring and it is not the first liability management transaction with private credit. Its just the first one that got press attention because it was big"
X Link 2024-11-01T20:10Z [----] followers, [---] engagements
"@dalibali2 Bro they did the very successful Qualcomm-Broadcom merger during the last Trump administration"
X Link 2024-11-07T01:26Z [----] followers, [----] engagements
"Crazy price action in $CAVA but not as crazy as the valuation"
X Link 2024-11-13T20:16Z [----] followers, [---] engagements
"Which crypto influencer will Baron recommend to pops for SEC chair"
X Link 2024-11-13T21:02Z [----] followers, [---] engagements
"If you are upset by debanking wait until you hear about civil asset forfeiture. Maybe DOGE can work on that as well"
X Link 2024-12-01T04:56Z [----] followers, [---] engagements
"Was there an event occurring in the Hunter Biden cases in the near-term Why not wait until January"
X Link 2024-12-02T02:03Z [----] followers, [---] engagements
"Did Michigan run a Honey Trap operation on Larry Ellison https://www.wsj.com/sports/football/michigan-recruiting-larry-ellison-bryce-underwood-842d2c9ast=gRfime https://www.wsj.com/sports/football/michigan-recruiting-larry-ellison-bryce-underwood-842d2c9ast=gRfime"
X Link 2024-12-03T18:11Z [----] followers, [---] engagements
"@FrankieFF_ Larry is the king makerat least in college football Did Michigan run a Honey Trap operation on Larry Ellison https://t.co/C64Gnn2wNc Did Michigan run a Honey Trap operation on Larry Ellison https://t.co/C64Gnn2wNc"
X Link 2024-12-03T18:46Z [----] followers, [---] engagements
"@pekwat You mean we gave their owners large dividends"
X Link 2024-12-04T00:01Z [----] followers, [---] engagements
"@BluthCapital Same with Pill Pack. No one cares about anything right now besides momentum but NVDA is not the same as KR / CVS when AMZN enters the market"
X Link 2024-12-07T23:54Z [----] followers, [---] engagements
"@Rebrand_As_Y This is more true now that interest rates are higher and tax free institutions can create 6-8% low vol returns through fixed income fairly easily. I had some sympathy when rates were zero and many HFs were bond substitutes"
X Link 2025-01-04T16:29Z [----] followers, [---] engagements
"Luigi fever should have proved this. This is exactly what people think insurance is Progressives seem to believe that insurance companies are infinite pots of money whose job it is to just cradle everyone in their loving arms and make sure nothing bad ever happens to them without charging money for that service Progressives seem to believe that insurance companies are infinite pots of money whose job it is to just cradle everyone in their loving arms and make sure nothing bad ever happens to them without charging money for that service"
X Link 2025-01-09T03:35Z [----] followers, [--] engagements
"This sounds nice but is stupid and wrong. We had prohibitions on short selling. We closed the market. Your assets can certainly be frozen or confiscated. Markets have been bullied and pumped by the current President. It is not even a great voting machine Preach https://t.co/fvLnQR3rG9 Preach https://t.co/fvLnQR3rG9"
X Link 2025-03-14T16:23Z [----] followers, [----] engagements
"@junkbondinvest Did anything in credit really sell of to a point that they are earning a windfall Spreads have barely moved"
X Link 2025-03-28T16:57Z [----] followers, [---] engagements
"@PythiaR A certain retired venture capitalist must be happy today. No money left on the table"
X Link 2025-03-28T18:06Z [----] followers, [---] engagements
"Even if they start retreating on the China tariffs does that change anything for the state of the economy Maybe no shortages but higher prices The big picture has not changed and if they continue to not engage Trump will not be reasonable"
X Link 2025-04-23T17:34Z [----] followers, [---] engagements
"@junkbondinvest Isnt most of this one deal $WBA"
X Link 2025-05-08T20:00Z [----] followers, [---] engagements
"@rhunterh @SliceTransverse This is true for syndicated credit also but not intellectually honest when evaluating credit quality. It is correct when evaluating total return though. Distressed / opportunistic should look at it with coupons Not par holders"
X Link 2025-05-18T19:51Z [----] followers, [--] engagements
"Is this Company actually worth anything I don't see how it could be. via @WSJ https://www.wsj.com/finance/banking/wells-fargo-plans-to-exit-a-credit-card-program-that-gave-rewards-for-rent-336dae4bst=nvLUb6 https://www.wsj.com/finance/banking/wells-fargo-plans-to-exit-a-credit-card-program-that-gave-rewards-for-rent-336dae4bst=nvLUb6"
X Link 2025-07-11T00:57Z [----] followers, [---] engagements
"@HighyieldHarry There is a big different between distressed and need some help pushing maturities. The later is the big bucket without a recession. With distressed unless you are buying a recession cycle or industry specific cycle you are probably buying dog shit"
X Link 2025-07-23T14:18Z [----] followers, [----] engagements
"@HighyieldHarry Frontier Talen Intelsat are all very large with many different ways to play the capital structure. Revlon was dog shit. PE distress looks a lot more like Revlon than the others which were large public companies with too much debt"
X Link 2025-07-23T14:20Z [----] followers, [--] engagements
"@PEoperator Did you do this level of work at the time of acquisition or in general fp&a / annual budgeting"
X Link 2025-07-23T14:23Z [----] followers, [---] engagements
"If $CMG traffic is down and this is the survey response this does not look good for everyone else"
X Link 2025-07-25T17:54Z [----] followers, [----] engagements
"@akramsrazor The IPO pop has always been a feature not a bug if people want to be honest. We can debate dilution all day but if you get paid in $ a higher share price is good. Complaining about the pop was always a disingenuous founder friendly BS statement"
X Link 2025-07-31T18:46Z [----] followers, [---] engagements
"There arent many variables to toggle when pricing an IPO. Share price Amount of shares & primary/secondary Initial purchasers Lock-up Thats really it. Do you really need Fidelity or a big institution as an anchor Consider a different underwriter if they say you need one"
X Link 2025-07-31T19:20Z [----] followers, [---] engagements
"Did Robinhood get an actual allocation in the IPO or did they just buy the open and take a $70-$80 loss per customer as a CAC expense"
X Link 2025-08-01T03:19Z [----] followers, [---] engagements
"IPO It trades OTC and seems to be a reverse merger of some sort. If you listen to this pod it will be clear that this is the hardest and worst way to do distressed investing. It is the reason most funds have closed or converted to credit platforms. One of the craziest investing stories Ive heard in this episode - uber ascendant in NYC in [----]. - taxi mediation owners levered them and defaulted - andrew went and got the ride by ride data for every taxi and uber that no one had ever asked for before - figured out things One of the craziest investing stories Ive heard in this episode - uber"
X Link 2025-08-06T14:30Z [----] followers, [---] engagements
"My concern with the GLP space has been similar to $GILD with Hep C. Not the perfect analogue since it is a cure but despite the novel effects price dropped rapidly with a competing product that was not as good. GLP prices have to drop. Ah so the right answer was just short the entire GLP1 space I see I see Ah so the right answer was just short the entire GLP1 space I see I see"
X Link 2025-08-07T13:44Z [----] followers, [---] engagements
"@RHouseResearch @akramsrazor I doubt they offer stock. That would be a reverse IPO and GTLB stock would moon. OAI can certainly raise the cash if they want to but not a sure if they would consider raising billions for M&A rather than operations"
X Link 2025-08-15T14:53Z [----] followers, [----] engagements
"Actually the opposite depending on what you mean by shock absorber. PC is more likely to amend and pretend rather than fix a problem which will delay a full deleveraging of the companys balance sheet. It will also delay loss recognition of investors. Private credit will act as an economic shock absorber during the next crisis https://t.co/XTbeU0ilcB Private credit will act as an economic shock absorber during the next crisis https://t.co/XTbeU0ilcB"
X Link 2025-08-19T02:47Z [----] followers, [----] engagements
"@milken_cookies What do you mean by dumb dataroom Incomplete or doesnt have anything useful yet"
X Link 2025-08-19T21:05Z [----] followers, [--] engagements
"Im surprised $ICE is not trading better on rate news with their mortgage businesses. Multiple is full but thats true everywhere. Certainly not the same torque as $RKT"
X Link 2025-08-22T14:41Z [----] followers, [---] engagements
"Epsteins strategies were super complex for Leon Black. I guess that was before the golden age of private credit and all the origination platforms that $APO has now. Maxwell on the type of services he provided for Les Wexner and Leon Black: "So let's say you had a billion dollars to invest. So you would you know in people's normal investment portfolios you would have you know some T-bonds and this and that but Epstein's strategies would Maxwell on the type of services he provided for Les Wexner and Leon Black: "So let's say you had a billion dollars to invest. So you would you know in people's"
X Link 2025-08-22T22:11Z [----] followers, [----] engagements
"@MetacriticCap @ContrarianCurse It wasnt onerous for every garbage IPO we dont care about or de-SPAC. Only seems to be onerous for the couple large winners that we wished we had access toand yes private capital is the reason they dont go public"
X Link 2025-08-25T17:18Z [----] followers, [--] engagements
"@Investor_NICK_ Because they need a car and are solving for a monthly payment. Why are lenders taking the other side on a depreciable asset with cyclical demand"
X Link 2025-08-25T20:48Z [----] followers, [---] engagements
"@milken_cookies As in he works for the BDC making loans or manages a book of BDC equities. Either way he is in dream land"
X Link 2025-09-12T16:45Z [----] followers, [--] engagements
"@GreensplattCap I clicked neutral but like a credit rating it is outlook negative"
X Link 2025-09-16T22:50Z [----] followers, [--] engagements
"Does a USD stablecoin do anything other than making it easier for people in foreign countries to access USD"
X Link 2025-09-19T19:49Z [----] followers, [---] engagements
"@tangentstyle I think people are saying securitization as a generalization for ABF"
X Link 2025-09-25T15:24Z [----] followers, [--] engagements
"@MrMojoRisinX Not crazy. Other banks will take a piece of the commitment for the fees and to get the underwriting seats when they eventually syndicate. Seems like they went with JPM alone for the commitment due to speed and confidentiality but sharing risk was always the plan"
X Link 2025-09-30T15:07Z [----] followers, [---] engagements
"Factoring is not the issue. The issue is that a grossly overleveraged roll-up of auto parts companies (many that previously restructured or were poor PE investments) had no problem raising $9B of debt on $1B of EBITDA. Access do debt capital is as easy as its ever been Why is it always factoring https://t.co/dIqdeHDmLq https://t.co/d4SHF9ms9U Why is it always factoring https://t.co/dIqdeHDmLq https://t.co/d4SHF9ms9U"
X Link 2025-09-30T19:11Z [----] followers, [----] engagements
"Its also confusing how ABF lenders are getting screwed by multiple parties double counting collateral. The whole game is making sure you have good title to the collateral and a structure to take control if you need to. Just terrible underwriting and/or fraud"
X Link 2025-09-30T19:14Z [----] followers, [---] engagements
"@aznaurmidov Auto parts are worth 6.0x at most. Unless it was pure fraud you had to know something was up based on WC levels. At a minimum a UCC/lien search should have shown other filings that were not tying to the financials. Certainly some fraud here but seems like lax underwriting also"
X Link 2025-09-30T19:18Z [----] followers, [--] engagements
"Has anyone done any good recent work on $RBLX Looking for sub stacks (even if paid) podcast thread here or anything else good to get up to speed. Thanks"
X Link 2025-09-30T19:28Z [----] followers, [----] engagements
"What does the SEC have to do with this Shouldnt this be DOJ or FTC if they are actually breaking a law AppLovin Has Been Probed By SEC Over Data-Collection Practices (Bloomberg) https://t.co/moq5GiVc1h AppLovin Has Been Probed By SEC Over Data-Collection Practices (Bloomberg) https://t.co/moq5GiVc1h"
X Link 2025-10-06T19:50Z [----] followers, [---] engagements
"@modestproposal1 Its feels like the same approach as Google. Provided links lead / gen to start while playing nice in the sandbox and then built the box over time reducing the need to click on links. That being said the chat format is the right UX so it will have to change"
X Link 2025-10-08T15:09Z [----] followers, [---] engagements
"Inventory OMG. Has a company ever financed inventory The only difference here is that it was supposed to be off balance sheet in SPVs for protection of the LENDER but all of the assets are not there. Stop using words like rehypothecation when this is simple fraud. Not just receivables: they are factoring INVENTORIES Not just receivables: they are factoring INVENTORIES"
X Link 2025-10-09T15:18Z [----] followers, [---] engagements
"Even with the puke $JEF isnt really cheap unless you assume capital markets activity booms for a couple years"
X Link 2025-10-09T17:56Z [----] followers, [----] engagements
"If you or your FA do not understand it or do not have adequate info why are you buying it Do you have info on any HY/BSL mutual fund/ETF Those credits are rated but ratings are lagging indicators. I agree that there should be more info. Insurance Cos get private ratings. 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 I'm on the receiving end of the sales pitches from major asset"
X Link 2025-10-12T18:53Z [----] followers, [----] engagements
"That being said there is demand for privates from retail. Retail wants private equity exposure. Im not sure why. If you think private credit is opaque wait for the private equity interval funds. With regards to BDCs and PC the funds are pools of 100+ secured loans"
X Link 2025-10-12T18:54Z [----] followers, [---] engagements
"@tangentstyle @blondesnmoney Blair Effron Larry Fink Soros Ralph Schlosstein Peter Orzag"
X Link 2025-10-14T20:06Z [----] followers, [--] engagements
"@JerryCap $ICE Agree on insurance brokers $V / $MA not keeping up with the market Most of these fit into a financial services bucket also even if they are not balance sheet businesses"
X Link 2025-10-16T14:47Z [----] followers, [---] engagements
"The hard part about $TSLA is that the ownership is basically Elon a couple growth funds a couple ETFs and retail. Either one of the growth funds or retail needs to break for the short to work and the fanboys are delusional"
X Link 2018-05-03T02:56Z [----] followers, [--] engagements
"This highlights the reason you need a data provider connected. The question will be is the Claude plugin the interface or something the data co provides. $SPGI could lose its customer relationship but there are some parallels to the dumb pipe paradox. AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed AI is most frustratingly annoying cultural phenomenon ever. I ask"
X Link 2026-02-13T21:26Z [----] followers, [----] engagements
"AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed other big ones in the top [--] I eventually got to including Kmart/Sears and Saks/Hudson Bay. But I guess if you don't know anything you simply wouldn't know how bad that answer was. https://twitter.com/i/web/status/2021376744750452781 https://twitter.com/i/web/status/2021376744750452781"
X Link 2026-02-11T00:12Z [----] followers, 19.7K engagements
"There are obviously margin pricing and seat questions with regards to market intelligence but nothing is changing overnight and they have some time to get their act together. Execution is key right now"
X Link 2026-02-13T21:32Z [----] followers, [---] engagements
"Dear Claude. Can you summarize every start-up CEOs essay about how its all over and let me know which one of them has a real product or is just writing essays for attention"
X Link 2026-02-13T21:30Z [----] followers, [---] engagements
"Everyone may not remember [----] but you should remember [----]. There were a lot of narratives regarding digital transformation. In reality we went back to offices BNPL did not replace the payment rails and no one gives a shit about your Peloton. This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the chart is). but these "AI is going to disrupt credit ratings" are probably the worst I've ever seen. $MCO $SPGI This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the"
X Link 2026-02-13T13:06Z [----] followers, 26.2K engagements
"This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the chart is). but these "AI is going to disrupt credit ratings" are probably the worst I've ever seen. $MCO $SPGI"
X Link 2026-02-12T20:00Z [----] followers, 29.9K engagements
"Every restaurant adopted delivery. Every retailer was forced to get better at e-commerce/delivery logistics. Every business was required to upgrade digital systems and figure out remote work. The majority of businesses will adopt AI not get disrupted"
X Link 2026-02-13T13:08Z [----] followers, [---] engagements
"Didnt $CHRW take a victory lap a couple weeks ago for implementing AI"
X Link 2026-02-12T17:15Z [----] followers, [---] engagements
"I generally agree. As AI tools increase productivity investment bankers will just run more analyses and make bigger books. There will be more data analysis charts and slides. Best quote I heard from a former McKinsey colleague today: "We used to pride ourselves on teaching junior consultants to never boil the ocean and just focus on the 80-20. In the age of AI everyone should be boiling the ocean. For the first time we can run full scale analysis Best quote I heard from a former McKinsey colleague today: "We used to pride ourselves on teaching junior consultants to never boil the ocean and"
X Link 2026-02-12T16:54Z [----] followers, [---] engagements
"Best quote I heard from a former McKinsey colleague today: "We used to pride ourselves on teaching junior consultants to never boil the ocean and just focus on the 80-20. In the age of AI everyone should be boiling the ocean. For the first time we can run full scale analysis across every single situation." https://twitter.com/i/web/status/2021753625953894839 https://twitter.com/i/web/status/2021753625953894839"
X Link 2026-02-12T01:10Z 169.9K followers, 173.3K engagements
"Why did MS re-hire its star Tech/EMC banker Why do [--] banks lead the majority of large IPOs even when prominent VCs claim the banks are screwing them Cant other banks produce the same work with or without AI If the product is commoditized reputation/sales/distribution wins Michael Grimes who had previously helped lead technology investment banking at Morgan Stanley is set to rejoin the Wall Street bank after a stint working for the US Commerce Department https://t.co/0oHKkQ8Zeg Michael Grimes who had previously helped lead technology investment banking at Morgan Stanley is set to rejoin the"
X Link 2026-02-11T17:08Z [----] followers, [----] engagements
"Michael Grimes who had previously helped lead technology investment banking at Morgan Stanley is set to rejoin the Wall Street bank after a stint working for the US Commerce Department https://www.bloomberg.com/news/articles/2026-02-09/morgan-stanley-rehires-tech-banker-grimes-from-commerce-roletaid=698a13681a905e000123afd7&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2026-02-09T17:03Z 9.8M followers, 13.8K engagements
"Did anyone research what Altruist does before selling all of the brokers It makes software for RIAs and provides custodian services (i.e. broker dealer services). Interesting for small or new RIAs but if you are large are you really switching to this"
X Link 2026-02-10T21:47Z [----] followers, [---] engagements
"Based on current changes its going to be a lot harder for the $WBD board to say no. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds. Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds"
X Link 2026-02-10T15:36Z [----] followers, [---] engagements
"Paramount addressed two of Warner Bros. primary concerns today. Will be curious how the board responds. Paramount enhanced its hostile offer for Warner Bros. in an effort to woo shareholders to back its bid over a rival one from Netflix https://t.co/7wmmP3BmcZ Paramount enhanced its hostile offer for Warner Bros. in an effort to woo shareholders to back its bid over a rival one from Netflix https://t.co/7wmmP3BmcZ"
X Link 2026-02-10T15:25Z 39.7K followers, 19.3K engagements
"$EVER down 5% today and $WTW down 12% tells you everything you need to know about this market. The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO. https://t.co/0KWc5544gt The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO."
X Link 2026-02-10T00:50Z [----] followers, [----] engagements
"The SAAS-pocalyse came to insurance brokers today. $AJG $AON $BRO $WTW $MRSH $BWIN all down HSD-lowDD. This seems to be a price comparison feature which ALREADY exists for U.S. personal lines. So the knee-jerk sell-off a bit overdone IMHO. https://www.reinsurancene.ws/openai-approves-first-insurer-built-ai-app-on-chatgpt/ https://www.reinsurancene.ws/openai-approves-first-insurer-built-ai-app-on-chatgpt/"
X Link 2026-02-10T00:05Z [----] followers, [----] engagements
"What happens when the AI labs file S-1s and confirm that they burn absurd amounts of money that needs to be funded by public shareholders in a race to the bottom. If they can all copy each other (aka commodification) wont pricing drop to marginal cost or worse"
X Link 2026-02-09T20:44Z [----] followers, [---] engagements
"Why wont MSFT / OAI or GOOGL catch-up with Anthropic on Claude Code / Cowork functionality On a technical basis one has to assume they will be interchangeable. Cant MSFT give co-pilot away for free for some time no different than Gemini in Search"
X Link 2026-02-09T20:41Z [----] followers, [---] engagements
"Why is Kid Rock so popular in Chicago Bad Bunny has 10X the audience of Kid Rock in the US per YouTube data. Heres how they compare in many of their biggest markets: https://t.co/TSvMDONIKV Bad Bunny has 10X the audience of Kid Rock in the US per YouTube data. Heres how they compare in many of their biggest markets: https://t.co/TSvMDONIKV"
X Link 2026-02-09T03:58Z [----] followers, [---] engagements
"Bad Bunny has 10X the audience of Kid Rock in the US per YouTube data. Heres how they compare in many of their biggest markets:"
X Link 2026-02-08T23:48Z 39.7K followers, 48.5K engagements
"6 months. I thought cowork was written in [--] days. JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work"
X Link 2026-02-08T18:17Z [----] followers, [----] engagements
"JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work"
X Link 2026-02-06T18:01Z 3.2M followers, 2.3M engagements
"The private credit discourse in general is dumb. If there is a ticking time bomb in PC then PE is nuked. Focus on PE and concentrated deals within funds A lot needs to go wrong for credit to be impaired across a fund. If you believe that scenario get your bunker ready While there is an estimated $300 billion of private credit loans to software companies there is more than $500 billion of private equity capital invested in those same companies subordinated in the capital stack. The typical private credit loan to sponsor-backed software https://t.co/uuwTzBoLmp While there is an estimated $300"
X Link 2026-02-06T21:26Z [----] followers, 14.1K engagements
"While there is an estimated $300 billion of private credit loans to software companies there is more than $500 billion of private equity capital invested in those same companies subordinated in the capital stack. The typical private credit loan to sponsor-backed software companies is 30-40% LTV. So in order to see material impairment in software private credit loans the below private equity firms would need to see $500 billion+ of equity capital vapourized. I doubt that these firms will sit idly and wait for their investments to be disrupted by AI. But even if they do it's doubtful that the"
X Link 2026-02-06T19:49Z 31.7K followers, 41.6K engagements
"That being said retail investments in PE could be bad investments or provide poor returns without funds blowing up. Thats a different issue"
X Link 2026-02-06T21:27Z [----] followers, [---] engagements
"RT @stevesi: Wrote this"
X Link 2026-02-04T23:01Z [----] followers, [--] engagements
"Wrote this. https://t.co/Ea1wmCxgJO https://t.co/Ea1wmCxgJO"
X Link 2026-02-04T22:01Z 206.6K followers, 105K engagements
"Death of Software. Nah. Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology. Many pushing this were around for the tail end of the transition to an http://x.com/i/article/2019163604373942272 http://x.com/i/article/2019163604373942272"
X Link 2026-02-04T21:53Z 206.6K followers, 725.2K engagements
"Apollo credit is looking for software MDs right now. Zito is a very TALENTED TRADER . many in PC are ex-bankers/structurers. GOOD TRADERS take LOSSES when FACTS CHANGE. Non-traders extend and pretend. When VOL is RISING TRUST the TRADERS If he is asking "IS SOFTWARE DEAD" then time to pay attention. https://t.co/7XVtSzrOQE Zito is a very TALENTED TRADER . many in PC are ex-bankers/structurers. GOOD TRADERS take LOSSES when FACTS CHANGE. Non-traders extend and pretend. When VOL is RISING TRUST the TRADERS If he is asking "IS SOFTWARE DEAD" then time to pay attention. https://t.co/7XVtSzrOQE"
X Link 2026-02-04T19:35Z [----] followers, [----] engagements
"Zito is a very TALENTED TRADER . many in PC are ex-bankers/structurers. GOOD TRADERS take LOSSES when FACTS CHANGE. Non-traders extend and pretend. When VOL is RISING TRUST the TRADERS If he is asking "IS SOFTWARE DEAD" then time to pay attention"
X Link 2026-02-04T17:52Z 14.1K followers, 40.6K engagements
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