#  @Restructuring__ Restructuring__ Restructuring efforts are underway for several companies, including Oregon Tool, backed by Platinum Equity, which recently underwent a liability management exercise. Additionally, companies like Hertz and Clarios, which was acquired by Brookfield in a $13.2 billion deal, are navigating debt management and restructuring. Distressed investors are also playing a significant role in these processes. ### Engagements: [-------] [#](/creator/twitter::1519523016119619585/interactions)  - [--] Week [---------] +456% - [--] Month [---------] +13% - [--] Months [----------] +144% - [--] Year [----------] +65% ### Mentions: [--] [#](/creator/twitter::1519523016119619585/posts_active)  - [--] Week [---] +37% - [--] Month [---] +23% - [--] Months [-----] +39% - [--] Year [-----] +22% ### Followers: [-------] [#](/creator/twitter::1519523016119619585/followers)  - [--] Week [------] +0.73% - [--] Month [------] +4% - [--] Months [------] +20% - [--] Year [------] +43% ### CreatorRank: [------] [#](/creator/twitter::1519523016119619585/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1030 [stocks](/list/stocks) 8.61% [technology brands](/list/technology-brands) 7.79% [countries](/list/countries) 2.46% [financial services](/list/financial-services) 2.05% [social networks](/list/social-networks) 1.23% [fashion brands](/list/fashion-brands) 1.23% [vc firms](/list/vc-firms) 0.41% [currencies](/list/currencies) 0.41% [travel destinations](/list/travel-destinations) 0.41% **Social topic influence** [private equity](/topic/private-equity) #16, [investment](/topic/investment) #94, [ai](/topic/ai) #3366, [if you](/topic/if-you) #1023, [the most](/topic/the-most) 7.79%, [business](/topic/business) #1240, [this is](/topic/this-is) #2061, [we are](/topic/we-are) 4.92%, [finance](/topic/finance) 4.51%, [company](/topic/company) 3.28% **Top accounts mentioned or mentioned by** [@thechevaun](/creator/undefined) [@m202019705763](/creator/undefined) [@apocalypticobs](/creator/undefined) [@drdindumuffin](/creator/undefined) [@gritcult](/creator/undefined) [@jc1010679150091](/creator/undefined) [@2and20yt](/creator/undefined) [@9finhq](/creator/undefined) [@zack415](/creator/undefined) [@bankingslut](/creator/undefined) [@acaciacap](/creator/undefined) [@hlitoroy](/creator/undefined) [@zachtdavidson](/creator/undefined) [@mocha33319](/creator/undefined) [@poloniuscrambe](/creator/undefined) [@gigawizardd](/creator/undefined) [@thestoicfool](/creator/undefined) [@emmanuelzoabi](/creator/undefined) [@jwnfl007](/creator/undefined) [@alexdtang](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Lazard Ltd. Class A (LAZ)](/topic/$laz) [Oracle Corporation (ORCL)](/topic/$orcl) ### Top Social Posts Top posts by engagements in the last [--] hours "BURGERFI - PREVIEW Earlier this year we covered the case of Red Lobster and learned how complex elements fit together in its bankruptcy. Today we are looking at another restaurant bankruptcy BurgerFi. We will see how shifting consumer tastes from premium goods to value deals combined with high operating expenses led to the companys inability to service its debt. Through the case of BurgerFi we will also learn about restaurant-specific operating metrics and understand how they contribute to restaurants profitability. See below a small preview of the setup. Im very excited for this one - Pari" [X Link](https://x.com/Restructuring__/status/1927842768526971011) 2025-05-28T21:41Z 47K followers, [----] engagements "On July [--] Walgreens Boots Alliance shareholders approved a $23.7bn take-private by Sycamore Partners. But you probably dont even know the biggest winner in this saga so far. Its Warburg Pincus - who quietly walked away nearly three years earlier after one of the most successful exits in its healthcare portfolio (10x+ MOIC). This is the story of how Warburg built and exited Summit Health what made the deal work and why Walgreens is still trying to make sense of it: 1) Betting on CityMD 2) Tuck-Ins and the Summit Merger 3) The Strategic Sale Process 4) VillageMD and Summit Health 5) Reality" [X Link](https://x.com/Restructuring__/status/1948206127751049635) 2025-07-24T02:18Z 47K followers, 44.2K engagements "Most people do not appreciate the scale of Oracle CapEx CapEx Comparison of Top [--] Players 4Q22: Oracle $8Bn - Microsoft $26Bn 3Q25: Oracle $248Bn - Microsoft $106Bn Increase: 31x Oracle - 4x Microsoft Oracle CapEx has increased [--] times faster than its closest peer Let that sink in Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R" [X Link](https://x.com/Restructuring__/status/2001494915922919855) 2025-12-18T03:29Z 47K followers, [----] engagements "Barclays Credit Strategy for [----] In a late-cycle world that is not yet recessionary Barclays Global Head of Research Brad Rogoff sees modest widening rather than a blowout with the bigger risk being technicals and supply overwhelming buyers. Add the private credit and structured finance creep toward more exotic less proven collateral and the setup becomes a high-consequence year where selection matters more than carry. 1) Late cycle points to modest widening 2) AI CapEx and M&A activity create supply volatility 3) Supply glut as the main risk 4) Sector rotation is less about beta 5) Private" [X Link](https://x.com/Restructuring__/status/2010078154879361391) 2026-01-10T19:55Z 46.9K followers, [----] engagements "Given the interest following up with list of largest PE funds: - CVC Capital Partners IX $29.2bn July [----] - Blackstone Capital Partners VIII $26bn [----] - Advent International X $25bn May [----] - Apollo Investment X $20bn August [----] - CVC Capital Partners VIII 22.3bn [----] - KKR NA Fund XIII $19bn April [----] - Bain Capital Fund XIV $14bn October [----] Any surprises Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h" [X Link](https://x.com/Restructuring__/status/2010897801224262098) 2026-01-13T02:12Z 47.2K followers, 33.7K engagements "Apple is in danger bonds at [--] cents When a company's debt trades below 70c you start eyeing the collateral iPhones are the collateral" [X Link](https://x.com/Restructuring__/status/2015114452249543038) 2026-01-24T17:28Z 46.9K followers, 164.2K engagements "Sophomore from Harvard: "There is an irreconcilable gap between genuine excellence and a tourist who took a crash course to escape a flyover state. One is built to win. The other is just happy to be in the building." "The reality is that top-tier talent does not want to be associated with Zahara from Botswana or Blake who knew a wealth management MD and somehow annoyed an entire office into a pity offer." "The second those LinkedIn posts hit the elite realize the room is compromised. You are losing them because you made the room too crowded with people who don't belong there."" [X Link](https://x.com/Restructuring__/status/2015617504102555834) 2026-01-26T02:47Z 47K followers, 332.4K engagements "Great start from Apollo on the bifurcation of the job market" [X Link](https://x.com/Restructuring__/status/2016853208719626640) 2026-01-29T12:37Z 46.9K followers, 11.4K engagements "Breaking: Evercore pauses offers to Canadians due to Visa Concerns RIP Ivey Business School 1922-2026" [X Link](https://x.com/Restructuring__/status/2016976247113252874) 2026-01-29T20:46Z 46.9K followers, 109.6K engagements "Congrats @tbpn on: - $10mm+ revenue - $300+ CPM () - [--] ads/day true respect https://t.co/QWv1Qa50rT https://t.co/QWv1Qa50rT" [X Link](https://x.com/Restructuring__/status/2017084407111110908) 2026-01-30T03:56Z 46.9K followers, 193.3K engagements "Highly encourage anyone who wants to quit a finance job to watch this video: - Do you want to wind down at night (watch Netflix) - Do you want to stop working at 5:30pm - Do you want to enjoy your weekends There is another world but there are trade-offs: - much lower pay - slower career advancement - less exit opportunities https://twitter.com/i/web/status/2017627401711198632 https://twitter.com/i/web/status/2017627401711198632" [X Link](https://x.com/Restructuring__/status/2017627401711198632) 2026-01-31T15:53Z 47K followers, 165.6K engagements "@alexdtang well said" [X Link](https://x.com/Restructuring__/status/2017638376048882144) 2026-01-31T16:37Z 46.9K followers, [----] engagements "@2and20YT Easier said than done" [X Link](https://x.com/Restructuring__/status/2017651494103761204) 2026-01-31T17:29Z 46.9K followers, [----] engagements "Every mega-fund wanted credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag" [X Link](https://x.com/Restructuring__/status/2017701379213611401) 2026-01-31T20:47Z 46.9K followers, [----] engagements "https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability management exercise to address its $500mm+ capital structure. The transaction stands https://t.co/h0qEp9zbTf https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability" [X Link](https://x.com/Restructuring__/status/2017748574713401701) 2026-01-31T23:55Z 46.9K followers, [----] engagements "We are working with AlphaSense to share their new Channel Checks capabilities We always hear about AI making its way in the investing research process but few firms are doing as great of a job as AlphaSense is If you tried you know it If you have not get a free trial below" [X Link](https://x.com/Restructuring__/status/2017751161390927885) 2026-02-01T00:05Z 46.9K followers, [----] engagements "Daily reminder that stocks are really expensive I would come back to this graph when you invest your [----] bonus" [X Link](https://x.com/Restructuring__/status/2017754973149229443) 2026-02-01T00:20Z 46.9K followers, 33.8K engagements "Blackstone CIO Office just shared their [----] Investment Perspectives Let's dive in the key trends moving markets 🧵 1) AI CapEx - We Are Early 2) Labor Market - No Longer a Challenge 3) Inflation - Coming Down 4) The Opportunity for Private Markets 5) Private Real Estate Resilience 6) Private Credit Key Stats 7) Private Infrastructure Boom https://twitter.com/i/web/status/2018066726034841839 https://twitter.com/i/web/status/2018066726034841839" [X Link](https://x.com/Restructuring__/status/2018066726034841839) 2026-02-01T20:59Z 46.9K followers, 35.8K engagements "1) AI CapEx - We Are Early "Hyperscalers are set to increase CapEx by 45% YoY in [----] but demand for compute continues to outpace supply as infrastructure and power remain the primary constraints. In [----] the top five hyperscalers spent an estimated $415 billion on CapEx a manageable amount relative to their approximately $1.7 trillion in combined revenue (see Figure 3). This primarily self-funded CapEx is very different from the largely debt financed CapEx seen in earlier infrastructure booms such as US railroads or the dotcom bubble." https://twitter.com/i/web/status/2018066728480026980" [X Link](https://x.com/Restructuring__/status/2018066728480026980) 2026-02-01T20:59Z 47.2K followers, [----] engagements "2) Labor Market - No Longer a Challenge "Labor markets have continued to cool after a prolonged period of tightness. These dynamics have been consistently visible in our portfolio company data which showed early signs of normalization ahead of broader market indicators. Hiring challenges which ranked as the top concern among our surveyed portfolio company CEOs in early [----] was cited as an issue by 92% of respondents at the time but has fallen sharply only 33% reported it as a major issue by late [----]. Hourly wage growth has also moderated from 5.3% two years ago to 2.9% today helping to" [X Link](https://x.com/Restructuring__/status/2018066730807947411) 2026-02-01T20:59Z 47.2K followers, [----] engagements "3) Inflation - Coming Down "Inflation is easing beyond labor a shift we have been seeing for more than two years. We have unique visibility into the single biggest component of inflation: shelter. Official shelter costs which account for roughly 35% of the Headline Consumer Price Index (CPI) carry about a oneyear lag relative to our realtime data. Our data shows shelter inflation running at roughly half the official rate. [--] Substituting our figure for the reported shelter number would place Headline CPI at 2.0% rather than 2.7%." https://twitter.com/i/web/status/2018066732984758606" [X Link](https://x.com/Restructuring__/status/2018066732984758606) 2026-02-01T20:59Z 46.9K followers, [----] engagements "4) The Opportunity for Private Markets "Public equity markets are more concentrated today than ever before with half the number of US public companies vs. nearly [--] years ago (see Figure 15). The ten largest S&P [---] companies now make up about 40% of the index double their share in [----] while fewer companies are going public overall. At the same time stockbond correlation has been positive more than 70% of the time since [----]. As a result the natural diversification that once supported a traditional 60/40 portfolio has eroded becoming less reliable as a riskmanagement foundation"" [X Link](https://x.com/Restructuring__/status/2018066735358701687) 2026-02-01T20:59Z 46.9K followers, [----] engagements "5) Private Real Estate Resilience "Real estate appears to be in the early stages of its cyclical recovery after private market values troughed in [----] marking the third major downturn in the past [--] years the result of higher interest rates a pullback by lenders elevated new supply and structural challenges in sectors such as US office. In the prior two downturns in the early 1990s and the Great Financial Crisis private real estate delivered double -digit average annual returns over the following five years [--] as fundamentals and capital markets recovered. We believe similarly that today" [X Link](https://x.com/Restructuring__/status/2018066737888166142) 2026-02-01T20:59Z 46.9K followers, [----] engagements "6) Private Credit Key Stats "Private credit has also proven defensive during periods of stress historically outperforming equities and leveraged loans in downturns. Because direct lending loans sit at the top of the capital structure they are first in line for repayment and generate high current income. Todays loantovalue ratios are well below historical levels so more than half of a companys value must be impaired before lenders are affected. Over the past twenty years the S&P [---] posted negative annual returns three times; in each of those periods private credit significantly outperformed" [X Link](https://x.com/Restructuring__/status/2018066740945547481) 2026-02-01T20:59Z 46.9K followers, [----] engagements "7) Private Infrastructure Boom "To address this wave of demand an estimated $106 trillion of global infrastructure investment is needed through [----] with roughly 75% concentrated in sectors where we have deep conviction digital infrastructure power generation transportation and renewables. AI adoption and electrification in particular are growing steadily widening the gap between demand and supply to create a multi-decade runway for growth." https://twitter.com/i/web/status/2018066743264952826 https://twitter.com/i/web/status/2018066743264952826" [X Link](https://x.com/Restructuring__/status/2018066743264952826) 2026-02-01T20:59Z 46.9K followers, [----] engagements "Harvard Business School The ultimate adult daycare" [X Link](https://x.com/Restructuring__/status/2018123682179145995) 2026-02-02T00:45Z 46.9K followers, 55.4K engagements "Pumped to see the investing firm of the future and do my part to be involved Hajarnis said smaller investing firms with more modest hiring budgets could suddenly compete with bigger firms. Constellation is one of several AI start-ups focused on credit including @9finHQ Noetica and @hebbia Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3 Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3" [X Link](https://x.com/Restructuring__/status/2018382822277370024) 2026-02-02T17:55Z 46.9K followers, 17.3K engagements "Me and the boys checking Oracle leverage" [X Link](https://x.com/Restructuring__/status/2018385136161542558) 2026-02-02T18:04Z 47K followers, [----] engagements "Beautiful reminder on consensus and the need to be different to achieve differentiated returns From Marks Its Not Easy 2015" [X Link](https://x.com/Restructuring__/status/2018390963551432938) 2026-02-02T18:28Z 47K followers, [----] engagements "Very curious to see Sycamore on this list after pulling off Walgreens in [----] for three reasons: 1) Size: Walgreens S&U is literally larger than the firm AUM; yes one deal larger than the firm AUM 2) Equity Needs: the deal included $7bn+ of equity needs ($5bn+ excluding management). I did not read anything about where the pref capital is coming from but this could be a ridiculous amount of co-invest (which of course is a lot easier to raise than a fund) 3) A True Private Equity Deal: this deal reminds me of the golden age of Private Equity. First this is a much more complicated situation than" [X Link](https://x.com/Restructuring__/status/2018525621559628253) 2026-02-03T03:23Z 47K followers, 52.8K engagements ""Despite the companys profitability multiple sources told 9fin that finding a financier for the company could prove to be difficult as institutional investors could bristle at adding an adult content company to their portfolios." Well that is not a real surprise is it" [X Link](https://x.com/Restructuring__/status/2018747117083185274) 2026-02-03T18:03Z 47.1K followers, 16.2K engagements "@gsivulka In good company on the FT with @9finHQ" [X Link](https://x.com/Restructuring__/status/2018841322098975053) 2026-02-04T00:17Z 47K followers, [----] engagements "No one wants to hear this but yes finance clubs really affect your outcome If you know you know If you disagree go check Global Platinum Securities website" [X Link](https://x.com/Restructuring__/status/2018889203942343024) 2026-02-04T03:27Z 47.1K followers, 27.7K engagements "Writeup Preview How Cooperation Agreements Became the Weapon They Were Designed to Prevent On Friday we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also understanding the growing opposition from borrowers and sponsors against these agreements. For this" [X Link](https://x.com/Restructuring__/status/2019166296064077956) 2026-02-04T21:48Z 47K followers, [----] engagements "If The Washington Post fired you and you cover distressed debt our DMs are opened" [X Link](https://x.com/Restructuring__/status/2019249804891570278) 2026-02-05T03:20Z 47K followers, [----] engagements "An Insight about Recruiting for Point [--] Academy Not a surprise for a firm that will cut your capital based on a formula" [X Link](https://x.com/Restructuring__/status/2019545502182789560) 2026-02-05T22:55Z 47.2K followers, 42.1K engagements "Cheers to 2026" [X Link](https://x.com/Restructuring__/status/2019606769547505827) 2026-02-06T02:59Z 47.2K followers, [----] engagements "Read it now: https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent" [X Link](https://x.com/Restructuring__/status/2019787098354520146) 2026-02-06T14:55Z 46.9K followers, [----] engagements "Europe should stop embarrassing itself Meta pays a single AI engineers more than the entire national investment Lmao In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h" [X Link](https://x.com/Restructuring__/status/2019901822861729994) 2026-02-06T22:31Z 47K followers, [----] engagements "Need a startup idea to code with Claude Easy $10k+ MRR Build a website that centralizes all delinquent companies that don't pay their bills. After almost a year @HelloRyse has officially failed to pay for their ad placement. If they did it to me theyve probably done it to someone else as well it would have been nice to have known that beforehand. Creators/SMB can provide the info win-win for everyone. The Model: - Price: $50/mo. for access. - Create a business with strong network effects https://twitter.com/i/web/status/2019931869349843443 https://twitter.com/i/web/status/2019931869349843443" [X Link](https://x.com/Restructuring__/status/2019931869349843443) 2026-02-07T00:31Z 47K followers, [----] engagements "For more check out our full restructuring research: https://restructuringnewsletter.com/ https://restructuringnewsletter.com/" [X Link](https://x.com/Restructuring__/status/2020265242442236235) 2026-02-07T22:35Z 46.9K followers, [----] engagements "https://x.com/Restructuring__/status/2020265243138531783s=20 I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees but thats a discussion for another day). The problem Getting https://t.co/D85qvF03sY https://x.com/Restructuring__/status/2020265243138531783s=20 I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors" [X Link](https://x.com/Restructuring__/status/2020265825757020636) 2026-02-07T22:38Z 46.9K followers, [----] engagements "How it feels to" [X Link](https://x.com/Restructuring__/status/2020336837269811332) 2026-02-08T03:20Z 47.2K followers, 17.7K engagements "Be up YTD covering Software How it feels to https://t.co/uAiMDHl94P How it feels to https://t.co/uAiMDHl94P" [X Link](https://x.com/Restructuring__/status/2020337529002815728) 2026-02-08T03:22Z 47.1K followers, [----] engagements "@zack415 https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement. https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement" [X Link](https://x.com/Restructuring__/status/2020517813706797327) 2026-02-08T15:19Z 46.9K followers, [--] engagements "Crazy things going on in the AI race" [X Link](https://x.com/Restructuring__/status/2020523194952655011) 2026-02-08T15:40Z 47.2K followers, [----] engagements "Not you as well Patrick Anyone who says this line confirms they never learned to model or actually use Excel in a serious manner Rip the no mouse excel guys Rip the no mouse excel guys" [X Link](https://x.com/Restructuring__/status/2020570612616323268) 2026-02-08T18:49Z 47.1K followers, 52.1K engagements "Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg" [X Link](https://x.com/Restructuring__/status/2020837055845351893) 2026-02-09T12:27Z 46.9K followers, [----] engagements "Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg" [X Link](https://x.com/Restructuring__/status/2020878285740154983) 2026-02-09T15:11Z 47.1K followers, [----] engagements "Get free trial to the 9fin platform below" [X Link](https://x.com/Restructuring__/status/2020922089696276892) 2026-02-09T18:05Z 47K followers, [----] engagements "@bankingslut Know a team that can do that" [X Link](https://x.com/Restructuring__/status/2020983993651671535) 2026-02-09T22:11Z 46.9K followers, [---] engagements "Post Preview Franchise Group In our extra free edition this week we will examine Franchise Group a retail-heavy roll-up that marketed itself as a franchisor but operated in many respects like a levered brick-and-mortar retailer. At its peak the company owned nationally recognized brands such as The Vitamin Shoppe and Pet Supplies Plus built through an expansive debt-funded acquisition strategy. As this write-up explores the franchise model that appeared asset-light on paper masked the companys significant exposure to struggling brick-and-mortar categories and operating risk from its high" [X Link](https://x.com/Restructuring__/status/2020984995003740337) 2026-02-09T22:15Z 46.9K followers, [----] engagements "Subscribe now and get this and future restructuring research http://restructuringnewsletter.com http://restructuringnewsletter.com" [X Link](https://x.com/Restructuring__/status/2020984997373411622) 2026-02-09T22:15Z 46.9K followers, [----] engagements "For more advanced content check out our full restructuring research: http://restructuringnewsletter.com http://restructuringnewsletter.com" [X Link](https://x.com/Restructuring__/status/2021359843223720348) 2026-02-10T23:05Z 47K followers, [----] engagements "4/n Meta Thesis" [X Link](https://x.com/Restructuring__/status/2021766057875128387) 2026-02-12T01:59Z 47.2K followers, [----] engagements "5/ Brookfield Update" [X Link](https://x.com/Restructuring__/status/2021766060463305044) 2026-02-12T01:59Z 47.2K followers, [----] engagements "9/n Google Update" [X Link](https://x.com/Restructuring__/status/2021766071473103111) 2026-02-12T01:59Z 47.2K followers, [----] engagements "10/n Exited Positions CMG = 3.9x MOIC HLT = 4.2x MOIC CPKC = 1.1x MOIC Nike = 0.7x MOIC" [X Link](https://x.com/Restructuring__/status/2021766074094457331) 2026-02-12T01:59Z 47.2K followers, [----] engagements "@HighyieldHarry @WallStRollup Great stuff congrats We are niching down so will not look to do any add-ons but that is a smart strategy https://restructuringnewsletter.com/ https://restructuringnewsletter.com/" [X Link](https://x.com/Restructuring__/status/2022162188673454133) 2026-02-13T04:13Z 47.2K followers, [---] engagements "@AcaciaCap He did "created" many of the new LMEs structures" [X Link](https://x.com/Restructuring__/status/2022298218302787805) 2026-02-13T13:14Z 47.2K followers, [---] engagements "@hlitoroy any advice to find a girlfriend when working in restructuring" [X Link](https://x.com/Restructuring__/status/2022698638770635050) 2026-02-14T15:45Z 47.2K followers, [---] engagements "@hommedelettres_ Moyer you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__" [X Link](https://x.com/Restructuring__/status/2022706686994321447) 2026-02-14T16:17Z 47.2K followers, [--] engagements "@narang_gp Moyer you can find it here https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__" [X Link](https://x.com/Restructuring__/status/2022706760050766106) 2026-02-14T16:17Z 47.2K followers, [---] engagements "@zachtdavidson I know very funny" [X Link](https://x.com/Restructuring__/status/2022728976855372062) 2026-02-14T17:45Z 47.2K followers, [--] engagements "https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some" [X Link](https://x.com/Restructuring__/status/2022876328748315079) 2026-02-15T03:31Z 47.2K followers, 27.1K engagements "Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering 👇 New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac Other: Portfolio Performance and Market Update 1/n 🧵 https://twitter.com/i/web/status/2021766050119876625 https://twitter.com/i/web/status/2021766050119876625" [X Link](https://x.com/Restructuring__/status/2021766050119876625) 2026-02-12T01:59Z 47.3K followers, 61.8K engagements "@divic_steve A lot of risks in starting a business" [X Link](https://x.com/Restructuring__/status/2023040373363515674) 2026-02-15T14:23Z 47.3K followers, [---] engagements "@mocha33319 what studies" [X Link](https://x.com/Restructuring__/status/2023093815620292660) 2026-02-15T17:55Z 47.3K followers, [---] engagements "$500+ Giveaway [--] Ticket for the Annual Wharton Restructuring and Distressed Investing Conference This years conference theme is Restructuring in the Age of Private Credit and we are excited to host a distinguished group of keynote speakers and panelists who will explore the rapidly evolving dynamics of private credit and its growing influence on the restructuring landscape. Discussions will highlight innovative restructuring strategies the shifting balance between traditional and private credit lenders and forward-looking strategies for distressed investing in todays changing economic" [X Link](https://x.com/Restructuring__/status/2023094448742150328) 2026-02-15T17:57Z 47.3K followers, [----] engagements "Next time you want to complainabout your banking / PE job remember tech sales is the alternative - Make less than [--] figures - Cold-calling the entire day - Little career progression - Colleaguesare not smart or ambitious - Work and live in a third-tier city Mediocrity" [X Link](https://x.com/anyuser/status/1928847874441249144) 2025-05-31T16:15Z 47.3K followers, 417.1K engagements "Finally someone pulled this together The next time you see a PE-backed IPO be aware They are selling at the top A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP" [X Link](https://x.com/Restructuring__/status/2004340412371403201) 2025-12-25T23:56Z 47.2K followers, 62.6K engagements "The definition of the NYC problem: - Mid-30s with a $4mm net worth - Net worth only increasing by $300400k/year - Will only retire with a low eight-figure net worth" [X Link](https://x.com/Restructuring__/status/2009306604538351658) 2026-01-08T16:50Z 47.2K followers, 587.5K engagements "7/n Fannie Mae and Freddie Mac Update" [X Link](https://x.com/Restructuring__/status/2021766065731125530) 2026-02-12T01:59Z 47.2K followers, [----] engagements "8/n UMG Update" [X Link](https://x.com/Restructuring__/status/2021766068424110187) 2026-02-12T01:59Z 47.2K followers, [----] engagements "@isaacchan450 Yes you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__" [X Link](https://x.com/Restructuring__/status/2022706803084017975) 2026-02-14T16:17Z 47.2K followers, [---] engagements "Coatue October [----] State of the Markets Update [--] Pages on Public Markets every investor should read Get the Full Deck below 1) AI continues to drive markets higher while. 2) In addition new names are winning the AI Race 3) The market is very expensive but. . 6) Coatue is not selling the AI Bull Case 7) Coatue ROIC Math on AI 8) AI Bull and Bear Case comparison 9) AI Apps Landscape" [X Link](https://x.com/anyuser/status/1980814854131720438) 2025-10-22T01:53Z 47.3K followers, 328.1K engagements "Everyone guessed. Few realized how right they were. If FTX had simply done nothing its petition-date holdings would now be worth $136 billion. Unreal over $130 billion of value disruption" [X Link](https://x.com/anyuser/status/1984234098542715321) 2025-10-31T12:20Z 47.3K followers, 146.7K engagements "9fin latest research reveals the worst-performing BDC loans exposing hidden distress in the booming $1.6T private credit market. The results are revealing: four of the ten largest BDCs are claiming they have NO new non-performing loans. FS KKR Blackstone Secured Lending Oaktree Specialty Lending and Sixth Street Specialty Lending have no new loans on non-accrual status despite one of the most torrid quarters for trading that BDCs have known. This analysis from our sponsor represents the only systematic tracking of non-accrual trends across the industry made possible by 9fin's unique dataset" [X Link](https://x.com/Restructuring__/status/1992610772237664391) 2025-11-23T15:06Z 47.2K followers, [----] engagements "M&A is back baby" [X Link](https://x.com/Restructuring__/status/2019514546927411306) 2026-02-05T20:52Z 47.2K followers, [----] engagements "PUBLISHED: From Shield to Sword: How Cooperation Agreements Became the Weapon They Were Designed to Prevent In todays edition we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also on understanding the growing opposition from borrowers and sponsors against" [X Link](https://x.com/Restructuring__/status/2019787096529990005) 2026-02-06T14:55Z 47.2K followers, [----] engagements "Good review of a basic finance concept" [X Link](https://x.com/Restructuring__/status/2020242596300202221) 2026-02-07T21:05Z 47.2K followers, [----] engagements "I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees but thats a discussion for another day). The problem Getting K1s and seeing our tax filings get a lot more complicated. I have experienced this and if you have not already you will. This is why when Agent Tax reached out I was so excited to learn more and I am now excited to bring this service to you. Agent is a modern tax strategy firm purpose-built for investment professionals. You" [X Link](https://x.com/Restructuring__/status/2020265243138531783) 2026-02-07T22:35Z 47.2K followers, [----] engagements "The man the myth the legend" [X Link](https://x.com/Restructuring__/status/2020922082318512154) 2026-02-09T18:05Z 47.2K followers, [----] engagements "Parents don't miss this. This is how you end generational poverty. $1250 compounded at a conservative 13% (well below recent S&P returns) for [--] years (retirement age) gets you $6.5 million Never discount the power of compounding My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. 🚀 To claim your child's "Future Wealth" starter pack you must file IRS Form [----]. Dont let them start at zero. Claim it here: https://t.co/8owbWufINL https://t.co/H3JTou3XqF My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. 🚀" [X Link](https://x.com/Restructuring__/status/2021031104669679747) 2026-02-10T01:18Z 47.2K followers, 27.4K engagements "Funny how this evolved in 2025" [X Link](https://x.com/Restructuring__/status/2021314629041799452) 2026-02-10T20:05Z 47.2K followers, [----] engagements "Genuine question for every incoming software engineer: How are you not completely and fully panicking that your career will end before it even starts" [X Link](https://x.com/Restructuring__/status/2021422943608373742) 2026-02-11T03:16Z 47.2K followers, 19.2K engagements "The longest portion of the offering a 40-year bond is expected to yield [----] percentage points over US Treasuries down from [---] percentage points during initial talks the people said. People just can't get enough of it The person handling the restructuring isn't the one buying it today so what's the problem https://twitter.com/i/web/status/2021463039464100228 https://twitter.com/i/web/status/2021463039464100228" [X Link](https://x.com/Restructuring__/status/2021463039464100228) 2026-02-11T05:55Z 47.2K followers, [----] engagements "2/n Amazon Thesis" [X Link](https://x.com/Restructuring__/status/2021766052884230609) 2026-02-12T01:59Z 47.2K followers, [----] engagements "11/n Portfolio Positioning Great businesses at fair price" [X Link](https://x.com/Restructuring__/status/2021766076833382824) 2026-02-12T01:59Z 47.3K followers, [----] engagements "12/n Market Update" [X Link](https://x.com/Restructuring__/status/2021766079136104883) 2026-02-12T01:59Z 47.3K followers, [----] engagements "This is a very interesting piece The impact that Nemecek has had cannot be overstated He literally created LMEs and the most famous declinations absolutely wild to see this unfolding For reference he worked on: - Neiman Marcus and the spin-off of MyTheresa - PetSmart on a drop-down transaction of Chewy - Boardriders Envision Healthcare Carvana and Better Health etc. As the fallout from Optimum's antitrust lawsuit continues one question is dominating the restructuring world: What will become of the driving force behind Kirkland & Elliss dominant company-side liability management practice Read" [X Link](https://x.com/Restructuring__/status/2022132979531645290) 2026-02-13T02:17Z 47.2K followers, 21.2K engagements "What is wrong with people lol I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test" [X Link](https://x.com/Restructuring__/status/2022138852580937746) 2026-02-13T02:40Z 47.3K followers, [----] engagements "Weve been working on this piece for weeks and it couldn't be more timely as the software leveraged loan market crumbles beneath us. Excited to publish tomorrow AM Subscribe you peers are reading this Btw the 3O is trading at 26c Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which https://t.co/sBBgltLjgy Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays" [X Link](https://x.com/Restructuring__/status/2022147065779040481) 2026-02-13T03:13Z 47.2K followers, [----] engagements "Great webinar by AlphaSense Is Europe genuinely being overlooked by global investors or are the opportunities simply harder to spot without the right signals Some of the most interesting private market openings are taking shape long before the broader market catches on but only if you know where to look. Join Harry Stebbings of 20VC for a conversation on where European private markets are building real momentum and how stronger research can help surface conviction earlier. Register below https://twitter.com/i/web/status/2022296187739558007 https://twitter.com/i/web/status/2022296187739558007" [X Link](https://x.com/Restructuring__/status/2022296187739558007) 2026-02-13T13:05Z 47.3K followers, [----] engagements "https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter" [X Link](https://x.com/Restructuring__/status/2022296189773758727) 2026-02-13T13:05Z 47.3K followers, [----] engagements "Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from Symphony Technology Partners [----] rollup of McAfee Enterprise and FireEye. A deal meant to create a differentiated cybersecurity platform. Instead aggressive financial engineering met cloud disruption and brutal competition and the margin for error vanished. In August [----] Magenta launched a coercive hybrid dropdown /" [X Link](https://x.com/Restructuring__/status/2022341335106105852) 2026-02-13T16:05Z 47.3K followers, [----] engagements "Not right now mom" [X Link](https://x.com/Restructuring__/status/2022490898429321454) 2026-02-14T01:59Z 47.3K followers, 120.8K engagements "If you find this funny you will enjoy our restructuring research see below what we published yesterday https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from https://t.co/wW4Ga85rYL https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One" [X Link](https://x.com/Restructuring__/status/2022691411196547342) 2026-02-14T15:16Z 47.3K followers, [----] engagements "When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter" [X Link](https://x.com/Restructuring__/status/2022692136009769425) 2026-02-14T15:19Z 47.3K followers, [----] engagements "I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees but thats a discussion for another day). The problem Getting K1s and seeing our tax filings get a lot more complicated. I have experienced this and if you have not already you will. This is why when Agent Tax reached out I was so excited to learn more and I am now excited to work with them as a sponsor. Agent is a modern tax strategy firm purpose-built for investment professionals." [X Link](https://x.com/Restructuring__/status/2022698417210704263) 2026-02-14T15:44Z 47.3K followers, [----] engagements "Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for people with at least [--] years of experience (across HF PE VC Banking and Consulting) Below you can find a list of roles These are fully remote roles that you can complete on your own schedule. https://docs.google.com/spreadsheets/d/1m021NGvyyxBXBxb8MOlEo8HfpkLCNcskvbgq6qojkQ8/editusp=sharing" [X Link](https://x.com/Restructuring__/status/2022729240186126524) 2026-02-14T17:46Z 47.3K followers, 39.8K engagements "https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some" [X Link](https://x.com/Restructuring__/status/2022729508173017197) 2026-02-14T17:47Z 47.3K followers, [----] engagements "This is a really great video 1) She actually works in investment banking in a front office role and therefore her nights are an actual representation of the job 2) This shows that even with long hours you can go to sleep at 1AM and have a perfectly sustainable lifestyle 3) If you are tired of turning comments after 10pm the buy-side is actually better https://twitter.com/i/web/status/2022821158911914248 https://twitter.com/i/web/status/2022821158911914248" [X Link](https://x.com/Restructuring__/status/2022821158911914248) 2026-02-14T23:52Z 47.3K followers, 612K engagements "@PoloniusCrambe It is not shows what working in investment banking is actually like" [X Link](https://x.com/Restructuring__/status/2022823897620468027) 2026-02-15T00:02Z 47.3K followers, 11.5K engagements "@ApocalypticOBS I don't know her personally but strongly doubt someone in compliance works that much" [X Link](https://x.com/Restructuring__/status/2022830411131338977) 2026-02-15T00:28Z 47.3K followers, 27.2K engagements "@DrDinduMuffin well said but worth it" [X Link](https://x.com/Restructuring__/status/2022830651821461642) 2026-02-15T00:29Z 47.3K followers, 16.9K engagements "@ApocalypticOBS why hating" [X Link](https://x.com/Restructuring__/status/2022830727109161324) 2026-02-15T00:30Z 47.3K followers, [----] engagements "In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail vehicle. Backed by Lightstone Groups nearly four decades of experience and $12bn+ in assets under management Lightstone DIRECT gives accredited investors access to our proprietary deal pipeline previously available only to institutions. With a 26% IRR across [--] realized deals since [----] they bring a proven track record of" [X Link](https://x.com/Restructuring__/status/2022874952731349096) 2026-02-15T03:25Z 47.3K followers, 45.9K engagements "Note If you sign up or invest through my link I may receive compensation. This is not financial advice and I am not a broker-dealer. Real estate investments involve high risk; please consult with your financial advisor and review all PPM (Private Placement Memorandum) documents before committing capital. Past performance including the cited 26% IRR is not indicative of future success. https://twitter.com/i/web/status/2022875876111557057 https://twitter.com/i/web/status/2022875876111557057" [X Link](https://x.com/Restructuring__/status/2022875876111557057) 2026-02-15T03:29Z 47.3K followers, [----] engagements "https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited" [X Link](https://x.com/Restructuring__/status/2022876324197482978) 2026-02-15T03:31Z 47.3K followers, 42.3K engagements "@64s You do not get what investment banking is" [X Link](https://x.com/Restructuring__/status/2022876472055337424) 2026-02-15T03:31Z 47.3K followers, [----] engagements "@ItchyJack_ Have you ever done banking" [X Link](https://x.com/Restructuring__/status/2022892616187089344) 2026-02-15T04:35Z 47.3K followers, [----] engagements "@gigawizardd @GRITCULT Have you ever done it" [X Link](https://x.com/Restructuring__/status/2022893835001475273) 2026-02-15T04:40Z 47.3K followers, [---] engagements "@TheStoicFool Not a smart comment" [X Link](https://x.com/Restructuring__/status/2022893969357853000) 2026-02-15T04:41Z 47.2K followers, [----] engagements "@thechevaun Do not agree" [X Link](https://x.com/Restructuring__/status/2022894066640498927) 2026-02-15T04:41Z 47.3K followers, [----] engagements "If you are looking for a long weekend reading our sponsor AlphaSense has made available a great report made available by which summarizes how companies in diverse industries are deploying AI across business functions. This exclusive resource aggregates insights directly from earnings calls and conference transcripts to benchmark company-specific outcomes and assess where AI investments are translating into operating leverage through [----] and beyond. For investors strategists and business leaders the tracker delivers critical intelligence on how AI execution not experimentation is driving the" [X Link](https://x.com/Restructuring__/status/2023088837241475441) 2026-02-15T17:35Z 47.3K followers, [----] engagements "https://x.com/Restructuring__/status/2023088837241475441s=20 If you are looking for a long weekend reading our sponsor AlphaSense has made available a great report made available by which summarizes how companies in diverse industries are deploying AI across business functions. This exclusive resource aggregates insights directly from https://x.com/Restructuring__/status/2023088837241475441s=20 If you are looking for a long weekend reading our sponsor AlphaSense has made available a great report made available by which summarizes how companies in diverse industries are deploying AI across" [X Link](https://x.com/Restructuring__/status/2023088934528709091) 2026-02-15T17:36Z 47.3K followers, [----] engagements "@M202019705763 Trust me likely less than $500k" [X Link](https://x.com/Restructuring__/status/2023096776631492795) 2026-02-15T18:07Z 47.3K followers, [--] engagements ""The bottom line is that the consensus does not expect AI to improve profitability for corporate America outside the tech sector." Apollo" [X Link](https://x.com/Restructuring__/status/2021562195486662725) 2026-02-11T12:29Z 47.3K followers, [----] engagements "Years ago every mega-fund wanted to increase credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag" [X Link](https://x.com/Restructuring__/status/2021614228998635600) 2026-02-11T15:56Z 47.3K followers, [----] engagements "3/n Amazon Early Gains" [X Link](https://x.com/Restructuring__/status/2021766055249559775) 2026-02-12T01:59Z 47.3K followers, [----] engagements "6/n Uber Update" [X Link](https://x.com/Restructuring__/status/2021766063227122099) 2026-02-12T01:59Z 47.3K followers, [----] engagements "Read it now https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook" [X Link](https://x.com/Restructuring__/status/2022341337131962764) 2026-02-13T16:05Z 47.3K followers, [----] engagements "When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter" [X Link](https://x.com/Restructuring__/status/2022876326722482199) 2026-02-15T03:31Z 47.3K followers, 24.6K engagements "@thechevaun Just easy to criticize from anon account I respect her work ethic" [X Link](https://x.com/Restructuring__/status/2022895295936499997) 2026-02-15T04:46Z 47.3K followers, [---] engagements "@emmanuelzoabi This is not what life looks like after a few years just the beginnings" [X Link](https://x.com/Restructuring__/status/2023040474249113891) 2026-02-15T14:23Z 47.3K followers, [---] engagements "@M202019705763 You would be suprised" [X Link](https://x.com/Restructuring__/status/2023093971916890284) 2026-02-15T17:56Z 47.3K followers, [---] engagements "- Work at a bulge bracket - Want higher upside have a boutique pay you as you build your network and take the bulge bracket business with you - Want more equity start a competing business and take the boutique business with you Are non-competes really that weak" [X Link](https://x.com/Restructuring__/status/2023179764409008307) 2026-02-15T23:36Z 47.3K followers, 15.2K engagements "Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which combined McAfees enterprise security franchise and FireEyes threat detection business was meant to build a differentiated platform in the rapidly evolving cybersecurity market. However aggressive financial engineering left little margin for error and as both businesses faced intense competitive pressure and were forced to adapt" [X Link](https://x.com/Restructuring__/status/2021677394671665410) 2026-02-11T20:07Z 47.3K followers, [----] engagements "Im sure Blackstone made some great bets But also arent these funds marked internally The conflict of interest is really significant" [X Link](https://x.com/Restructuring__/status/2022319168465306084) 2026-02-13T14:37Z 47.3K followers, 11.2K engagements "@JC1010679150091 that is what the video is showing" [X Link](https://x.com/Restructuring__/status/2022876537893302295) 2026-02-15T03:32Z 47.3K followers, [----] engagements "@GRITCULT Have you ever been a banker" [X Link](https://x.com/Restructuring__/status/2022893874205577399) 2026-02-15T04:40Z 47.3K followers, 11.7K engagements "The Private Equity community doesn't give Alex Hormozi the credit or attention he deserves Beautiful layout of his differentiated PE thesis in this video" [X Link](https://x.com/Restructuring__/status/2023262858042085515) 2026-02-16T05:07Z 47.3K followers, [---] engagements "Good reminder that $1MM / Year is barely Middle Class in New York lol" [X Link](https://x.com/anyuser/status/1886270760869634107) 2025-02-03T04:29Z 47.3K followers, 797.3K engagements "BOFA FIG ASSOCIATE DEAD TODAY He served as a green beret officer for about a decade and then went through BofAs Veteran Program last spring placing out as an IB associate in FIG. His first M&A deal got announced this past Monday. It was a combo of a buyside M&A deal + lead left for a follow-on equity offering to support the transaction. Folks in his group said he was pulling [---] hrs / week for four weeks straight and drinking excessive amounts of energy drinks to stay awake. Left behind a wife and a kid Absolutely tragic guys remember this is just a job and at the end of the day were all just" [X Link](https://x.com/anyuser/status/1786509871661154614) 2024-05-03T21:35Z 47.3K followers, 1.2M engagements "We used to have it all didnt we A debate between a Harvard JD/MBA (Baker scholar - Top 5%) who founded a Mega-Fund Private Equity Firm and a Constitutional Scholar from Harvard Law who became President just [--] years after his first elected position" [X Link](https://x.com/anyuser/status/1806526880553538029) 2024-06-28T03:15Z 47.3K followers, 314.3K engagements "DAY IN THE LIFE OF AN INVESTOR AT US SOVEREIGN WEALTH FUND Hate to admit it but sometimes WSO has some hilarious content 1/2" [X Link](https://x.com/anyuser/status/1887320221284806690) 2025-02-06T01:59Z 47.3K followers, 242.5K engagements ""Mommy how did we get so rich" "Your dad has been working [---] hour weeks in Mega-Fund Private Equity for the last [--] years" My who" [X Link](https://x.com/anyuser/status/1916332549632147897) 2025-04-27T03:24Z 47.3K followers, 158.8K engagements "The Golden Age of Private Equity is Over" [X Link](https://x.com/anyuser/status/1971743215897485710) 2025-09-27T01:06Z 47.3K followers, 184.6K engagements "2024 PRIVATE EQUITY COMPENSATION Everyone thinks about it but numbers are never shared. Odyssey Partners a leading recruiting firm created this extremely comprehensive report. Let's dig in 1) Associate - Cash / Bonus 2) Vice-President - Cash / Bonus / Carry 3) Principal - Cash / Bonus / Carry 4) MD / Partner - Cash / Bonus / Carry 5) Carry Timeline 6) Carry to Cash Comp Ratio by Level" [X Link](https://x.com/anyuser/status/1865863244998439127) 2024-12-08T20:57Z 47.3K followers, 817K engagements "$APO just dropped the Private Equity meme of the decade in their investor presentation Savage" [X Link](https://x.com/anyuser/status/1841123568257483151) 2024-10-01T14:30Z 47.3K followers, 293.9K engagements "Mom how did we get so rich Your dad never returned any capital to LPs and kept rolling capital in continuation vehicles while charging 2% management fees" [X Link](https://x.com/anyuser/status/1943420780571762855) 2025-07-10T21:23Z 47.3K followers, 121.8K engagements "BOND MATH: A SIMPLE OVERVIEW OF DURATION AND CONVEXITY As another bank crisis unfolds good time to learn the most important concepts of bond math: duration and convexity. DURATION Duration is a measure of a bond's sensitivity to changes in interest rates: what is the bond price change associated with a 1% change in its yield Specifically duration measures the weighted average time it takes for a bond's cash flows to be received. The top left table of the image gives a good representation of this concept. The duration is [---] years. If I change the yield from 6% to 5% the price increases by" [X Link](https://x.com/anyuser/status/1756700220547600540) 2024-02-11T15:22Z 47.3K followers, 314.4K engagements "My first year as a Private Equity Associate in Large-Cap Private Equity - A Long Thread We hear a lot about Private Equity so wanted to share my experience covering: PE Business Model Spending a career in PE Rigorous investing process With this thread I want to provide an honest summary and review of my experience so far I genuinely hope this can help others make an informed decision next time anyone is considering a private equity offer. Lets get into it" [X Link](https://x.com/anyuser/status/1824873072207200278) 2024-08-17T18:16Z 47.3K followers, 1.1M engagements "Carvana and the boys approving loans Carvanas toxic loan book is a result of lax underwriting standards. We actually approved 100% of the applicants interview with a former Carvana director describing virtually non-existent underwriting standards. (24/x) https://t.co/yPjyUIg0Gf Carvanas toxic loan book is a result of lax underwriting standards. We actually approved 100% of the applicants interview with a former Carvana director describing virtually non-existent underwriting standards. (24/x) https://t.co/yPjyUIg0Gf" [X Link](https://x.com/anyuser/status/1874982644922126726) 2025-01-03T00:54Z 47.3K followers, 184.2K engagements "Carvanas toxic loan book is a result of lax underwriting standards. We actually approved 100% of the applicants interview with a former Carvana director describing virtually non-existent underwriting standards. (24/x)" [X Link](https://x.com/anyuser/status/1874833600048492706) 2025-01-02T15:02Z 866.2K followers, 238.6K engagements "Yesterday night the WSJ published a great piece about the use of drugs at the junior level working in finance. S/o to @itsmarkmoran for his contribution. I worked as a banking analyst in restructuring and I am now a private equity associate at a large-cap fund so I get it but I think many clarifications are needed. The goal of this post is to give more context on the situation and do not let this article scare people out of this industry. A Thread 🧵 (1) You can succeed without drugs (2) Your peers mediocrity is your opportunity - my tips to stay efficient (3) You do not need to be top-bucket" [X Link](https://x.com/anyuser/status/1868334043194150924) 2024-12-15T16:35Z 47.3K followers, 559.3K engagements "Alright guys what did I miss" [X Link](https://x.com/anyuser/status/1774202228548460738) 2024-03-30T22:29Z 47.3K followers, 119.6K engagements "Whats not to like about PE beautifully summarized" [X Link](https://x.com/anyuser/status/1796668318390120655) 2024-05-31T22:21Z 47.3K followers, 185.1K engagements "Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering 👇 New Investments: Uber Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac 1/n 🧵 https://twitter.com/i/web/status/1889724320680956140 https://twitter.com/i/web/status/1889724320680956140" [X Link](https://x.com/anyuser/status/1889724320680956140) 2025-02-12T17:12Z 47.3K followers, 246.3K engagements "Regardless of where you stand let's admit the quality of candidates is declining incredibly fast" [X Link](https://x.com/anyuser/status/1985172309238329577) 2025-11-03T02:28Z 47.3K followers, 72K engagements "My second year as a Private Equity Associate in Large-Cap Private Equity - A Long Thread We talk about PE all the time but how does it look like from the inside Today I will cover the following topics: 1) Where I was right last year 2) Where I was wrong last year 3) Why Private Equity is such a good model 4) Key Trends I am seeing (Retail Returns AI) 5) Is the grind in PE still worth it 6) Figuring things out what I am doing next The beautiful thing about being anonymous is that I can be 100% honest. Be aware this is as real as it gets Lets get into it My first year as a Private Equity" [X Link](https://x.com/anyuser/status/1959662647835783611) 2025-08-24T17:02Z 47.3K followers, 425.6K engagements "What type of analysis you do in PE I do have to admit that this post is spot on. I am at a similar point in my career and I was personally shocked to see how stupid modeling is in PE. PE modeling looks something like this: Create the most granular bottom-up model you could ever think of. Then after you meet with the partner two things can happen: 1) He likes the deal and wants to push through -- I will go back and make sure I get a 20%+ IRR and include in our memo how much upside we are leaving off the table with our conservative assumptions 2) He DOES NOT likes the deal and wants to kill" [X Link](https://x.com/anyuser/status/1904004263912599798) 2025-03-24T02:56Z 47.3K followers, 130.9K engagements "Sometimes I wish I was an analyst at Pershing just to know how it feels watching my PM tweet the wildest shit while Im trying to do my work @benitoz When my ex-wife and I emailed our friends that we were splitting a college professor of mine called me and said he had the perfect woman for me. The description was very compelling and he invited me to dinner at his home with her and her then-boyfriend so I passed. Six months @benitoz When my ex-wife and I emailed our friends that we were splitting a college professor of mine called me and said he had the perfect woman for me. The description was" [X Link](https://x.com/anyuser/status/1989824365576516056) 2025-11-15T22:34Z 47.3K followers, 208.7K engagements "When my ex-wife and I emailed our friends that we were splitting a college professor of mine called me and said he had the perfect woman for me. The description was very compelling and he invited me to dinner at his home with her and her then-boyfriend so I passed. Six months later another close friend texted me and said that she had just met the perfect woman for me. The description perfectly matched the one I heard six months before. I asked for the womans name and it was the same name but she was still dating the same guy. Three months later when we were both out of relationships we went" [X Link](https://x.com/anyuser/status/1989802799052247258) 2025-11-15T21:08Z 2M followers, 1.4M engagements "What type of analysis you do in PE I do have to admit that this post is spot on. I am at a similar point in my career and I was personally shocked to see how stupid modeling is in PE. PE modeling looks something like this: Create the most granular bottom-up model you could ever think of. Then after you meet with the partner two things can happen: 1) He / She likes the deal and wants to push through -- I will go back and make sure I get a 20%+ IRR and include in our memo how much upside we are leaving off the table with our conservative assumptions 1) He / She DOES NOT likes the deal and wants" [X Link](https://x.com/anyuser/status/1805080965850563076) 2024-06-24T03:30Z 47.3K followers, 322.8K engagements "Read this piece by Steve Jobs every single day" [X Link](https://x.com/anyuser/status/1951125012951265386) 2025-08-01T03:37Z 47.3K followers, 69.9K engagements "The Golden Age" [X Link](https://x.com/anyuser/status/1973527749773107470) 2025-10-01T23:17Z 47.3K followers, 87.6K engagements "ELLIOTT - HONEYWELL $5B ACTIVIST CAMPAIGN This week Elliott sent a letter to Honeywell board disclosing its $5B investment in the stock and asking for change. What is their thesis and how do they plan to create $75B of equity value: 1) Elliott Investment in Honeywell 2) Honeywell Today 3) The Case for Simplification 4) A Transformational Opportunity 5) Value Creation / Valuation A Thread 🧵" [X Link](https://x.com/anyuser/status/1857939790890504219) 2024-11-17T00:12Z 47.3K followers, 349.7K engagements "Today Bloomberg published a very interesting article about big law firm Latham They share its revenue income per partners and a few other details. With some simple math and a few assumptions we can find out some really interesting stats 1) Revenue per hour 2) Net Income Margin 3) Latham Valuation ($50 billions) A Thread🧵" [X Link](https://x.com/anyuser/status/1900375240816890124) 2025-03-14T02:35Z 47.3K followers, 220.2K engagements "If youre in your 20s in finance right now a couple of years at Lone Pine / Pershing will give you 10x the career juice of any MBA or graduate degree (and a lot less debt)" [X Link](https://x.com/anyuser/status/1947453395872129194) 2025-07-22T00:27Z 47.3K followers, 98K engagements "Carter DIED while working as an Associate at Jefferies What is particularly concerning is that he was not an incompetent MBA associate in his first job in finance He spent [--] years as an analyst at Moelis another sweatshop during [----] an incredibly busy period The fact that he passed away as an associate is truly concerning about Jefferies If youre an analyst there just leave. It is not going to get better" [X Link](https://x.com/anyuser/status/1884363348986237416) 2025-01-28T22:10Z 47.3K followers, 161.6K engagements ""I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have" I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have Issue is the experience working at a leading company is shit nowadays In the old days you worked your ass off but it was worth it Those careers used to offer you many I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have Issue is the experience working at a leading company is shit nowadays In the old days you worked your ass" [X Link](https://x.com/anyuser/status/1985535570781642863) 2025-11-04T02:32Z 47.3K followers, 207.2K engagements "I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have Issue is the experience working at a leading company is shit nowadays In the old days you worked your ass off but it was worth it Those careers used to offer you many things: prestige status money and social rewards (perks fun closing dinners golf outings etc.) All that is gone. No one cares about your job for prestige in the age of social media - status is all about social capital Money - can make that type of money elsewhere often more efficiently And the jobs just arent fun anymore." [X Link](https://x.com/anyuser/status/1985485095759978782) 2025-11-03T23:11Z 12.5K followers, 1.1M engagements "In [----] the consensus was that Costco was a low-margin expensive retailer with a cost problem. Nomad Partners believed differently. They invested in Costco in [----]. The stock is up 30x since their first purchase. Let's deconstruct their Costco thesis - invaluable investing lessons. A Thread 🧵" [X Link](https://x.com/anyuser/status/1792369746714767741) 2024-05-20T01:40Z 47.3K followers, 386.9K engagements "Obviously not true as everyone working in restructuring gets so much attention from the other sex" [X Link](https://x.com/anyuser/status/1890523733846077554) 2025-02-14T22:09Z 47.3K followers, 72.5K engagements "Blue Owl a private credit firm just sponsored Li Tu 188th Ranked Tennis player in the World playing tonight against Alcaraz What's funny is that if you Google Li Tu you will never find another picture with the Blue Owl logo and this picture clearly shows how the logos is ironed What probably happened is that Blue Owl found out Li Tu was playing against Alcaraz and offered him a few grands to wear its logo One more signal the top of private credit is but absolutely brilliant marketing move by the Blue Owl Team" [X Link](https://x.com/anyuser/status/1828605080515289554) 2024-08-28T01:26Z 47.3K followers, 296.5K engagements "Oaktree lamented throughout the 2010s that there were few good distressed debt deals. So it pivoted into growth equity and direct lending. Here is one result: https://t.co/oU4GEEOlcT https://t.co/n0iigkZZmp Oaktree lamented throughout the 2010s that there were few good distressed debt deals. So it pivoted into growth equity and direct lending. Here is one result: https://t.co/oU4GEEOlcT https://t.co/n0iigkZZmp" [X Link](https://x.com/anyuser/status/1832950449596461327) 2024-09-09T01:13Z 47.3K followers, 197K engagements "Oaktree lamented throughout the 2010s that there were few good distressed debt deals. So it pivoted into growth equity and direct lending. Here is one result: https://on.ft.com/3Zi4G9M https://on.ft.com/3Zi4G9M" [X Link](https://x.com/anyuser/status/1832762983090639100) 2024-09-08T12:48Z 21.4K followers, 424.6K engagements "MEGA-FUND PRIVATE EQUITY RETURNS We hear it all the time Mega-Funds are trying to maximize capital aggregation vs. returns What do the numbers actually say A thread on the returns of: 1) Blackstone - Bad 2) KKR - Bad 3) H&F - Mid 4) Silver Lake - Mid 5) Thoma Bravo - Mixed 6) Permira - Mixed 7) Warburg Pincus - Good 8) Concluding Thoughts" [X Link](https://x.com/anyuser/status/1923772054437818850) 2025-05-17T16:06Z 47.3K followers, 207.8K engagements "Every Wharton kids' dream Investment Banking -- Mega-Fund Private Equity -- Permanent Capital Buy-Side" [X Link](https://x.com/anyuser/status/1802837376114577845) 2024-06-17T22:55Z 47.3K followers, 139.5K engagements "My genuine advice considering how good these models are getting: find a niche and become extraordinary at it It is becoming progressively clear that being a monkey able to do PPT and Excel work wont get you far in life Pick something (sales industry companies anything) and go deep very deep 1/ As early-access partners with @OpenAI weve been stress testing GPT5 for weeks on the most complex financial analyst agent tasks. Its not hype. Its incredible. Investing & banking jobs will never be the same. 👇🧵 https://t.co/5OSz7gNBYc 1/ As early-access partners with @OpenAI weve been stress testing" [X Link](https://x.com/anyuser/status/1953558093058433311) 2025-08-07T20:45Z 47.3K followers, 183.3K engagements "1/ As early-access partners with @OpenAI weve been stress testing GPT5 for weeks on the most complex financial analyst agent tasks. Its not hype. Its incredible. Investing & banking jobs will never be the same. 👇🧵" [X Link](https://x.com/anyuser/status/1953501578968605039) 2025-08-07T17:00Z 14K followers, 2.7M engagements "RESTRUCTURING CASE (W/ CAP TABLE) If you do not understand how distress works you do not really understand finance Take some time to think about this case Then check out the solution in the tweets below 🧵" [X Link](https://x.com/anyuser/status/1888347203024146832) 2025-02-08T22:00Z 47.3K followers, 144.4K engagements "2025 was the year Warren announced his retirement [----] was the first year without Charlie - the most memorable question came from a child: Hi my name is Andrew and Im wondering if you had more day with Charlie what would you do with him Listen all the way - Warren ends it beautifully" [X Link](https://x.com/anyuser/status/1919141686749606221) 2025-05-04T21:26Z 47.3K followers, 143.2K engagements "The most beautiful summary of the last [--] years of equity market activity by Howard Marks" [X Link](https://x.com/anyuser/status/1828204889232564618) 2024-08-26T22:56Z 47.3K followers, 102.6K engagements "Philippe Laffont founder of Coatue just gave an amazing interview with David Rubenstein talking about: 1) Are we in an AI Bubble 2) Different approaches to investing in this environment 3) Macro outlook 4) Why US Tech companies dominate Europe 5) Some other fun anecdotes When the best investment analyst of all time speaks we have to listen. A thread with my key takeaways🧵" [X Link](https://x.com/anyuser/status/1806160672142557213) 2024-06-27T03:00Z 47.3K followers, 274.8K engagements "The Depth of Due Diligence in Large-Cap Private Equity (and how to get comfortable with public market diligence) - A Long Thread As your classic PE associate who wants to jump to the public side one day I have been doing more reflections on the level of diligence in my current role vs what a public seat would imply and want to share a few thoughts covering: 1) Private Equity Due Diligence 2) Private Equity Information Availability 3) Reflections on how to underwrite investments with (much) less information 4) Why the level of Due Diligence should technically be the same across public and" [X Link](https://x.com/anyuser/status/1829974734442020938) 2024-08-31T20:09Z 47.3K followers, 153.7K engagements "Blackstones Latest Private Equity Returns The fact that the last four flagship funds returned 8% 12% 10% and 10% perfectly illustrates how hard it is to scale returns Fund size tripled from $7B to $21B and returns compressed drastically" [X Link](https://x.com/anyuser/status/1981530543700296180) 2025-10-24T01:17Z 47.3K followers, 177.5K engagements "Everything you need to know before starting your IB/PE job - [----] words of (very detailed) advice Every day ask yourself: "Am I being the best analyst / if they had to fire all analysts but one would they keep me What can I do differently to become that analyst/associate" Even if you are already working I hope you can find something that will save you some time. 1) Working efficiently 2) Communicating effectively 3) Being professional 4) Balancing work with personal life" [X Link](https://x.com/anyuser/status/1928925101635907760) 2025-05-31T21:22Z 47.3K followers, 131K engagements "Everyone guessed. Few realized how right they were. If FTX had simply done nothing its petition-date holdings would now be worth $136 billion. Unreal over $130 billion of value disruption" [X Link](https://x.com/anyuser/status/1984234098542715321) 2025-10-31T12:20Z 47.3K followers, 146.7K engagements "Next time you want to complainabout your banking / PE job remember tech sales is the alternative - Make less than [--] figures - Cold-calling the entire day - Little career progression - Colleaguesare not smart or ambitious - Work and live in a third-tier city Mediocrity" [X Link](https://x.com/anyuser/status/1928847874441249144) 2025-05-31T16:15Z 47.3K followers, 417.1K engagements "THE SOFTWARE PRIVATE EQUITY FIRM OF THE FUTURE: BENDING SPOONS This week Bloomberg published a very interesting article about an Italian company which is building something unique: a roll-up of distressed apps 1) Origins of Bending Spoons 2) Cigar-butt investing approach to software 3) Off-shoring to Italy 4) Evernote Case Study 5) Perpetual holding period A 🧵Thread about this unique private equity firm" [X Link](https://x.com/anyuser/status/1853109086063313124) 2024-11-03T16:16Z 47.3K followers, 400.4K engagements "First Brands collapse surprised private credit marks. "The vast majority of investment funds holding the companys loans marked the credit instruments 90% or above"" [X Link](https://x.com/anyuser/status/1978879971239014646) 2025-10-16T17:45Z 47.3K followers, 262K engagements "The Private Equity Firm without a single bankruptcy or missed interest payment. New Mountain Capital is one of the leading names in private equity. It is a $50Bn private equity firm that manages a diverse portfolio across middle market buyout credit and net lease strategies. Their operational excellence is state of the art ranging from sophisticated performance reviews and promotion systems to little things like 55-minute meetings to ensure punctuality. To explain the complex system Adam Weinstein COO and CFO of New Mountain Capital joined Capital Allocators to discuss the success behind New" [X Link](https://x.com/anyuser/status/1830727800149414208) 2024-09-02T22:01Z 47.3K followers, 140.2K engagements "LEAKED: MCKINSEY NYC TRASH STUDY New York City paid millions of taxpayers' dollars to McKinsey the leading consulting firm in the world to study its trash problem and develop potential solutions A consulting masterclass with some really cool (and dirty) analyses 🧵A Thread with the key slides of the final product buckle up for a great read some rat images and to see where your tax dollars are going" [X Link](https://x.com/anyuser/status/1837999887755227643) 2024-09-22T23:38Z 47.3K followers, 161.3K engagements "$1 Trillion is the total amount of private equity carried earned over the last [--] years. Table below breaks it down by investment firm with some interesting facts. Blackstone earned $33B in carry H&F earned $13B with [--] funds Thats over $10B of total gains per fund (on average given 20% carry). Which is truly out of this world considering the first funds in the 90s were $1B in total size. Apollo lagging despite their reputation numbers tell another story" [X Link](https://x.com/anyuser/status/1803200728984600632) 2024-06-18T22:58Z 47.3K followers, 305.8K engagements "KKR Launches a PE Middle Market Fund - My Thoughts as a Mega-Fund PE Associate This past week KKR announced closing its $4.6bn Ascendant Fund the first KKR vehicle solely focused on opportunities in the middle market. PE firms usually achieve greater success by progressively scaling their fund size and buying bigger and bigger companies so why is one of the titans of the industry going in the opposite direction 🧵 A thread covering 1/ Less competition 2/ Lower multiples and less leverage 3/ Proprietary deals 4/ Easier to grow more room for improvement 5/ The big issue with scaling 6/ Issues" [X Link](https://x.com/anyuser/status/1840059549320872285) 2024-09-28T16:02Z 47.3K followers, 170.5K engagements "How it started: New Moelis CEO My daughter is in banking too lets make sure we improve our culture How its going: Fuck those intern man [--] hour surprise modeling test make them earn those return offers" [X Link](https://x.com/anyuser/status/1945535287376904555) 2025-07-16T17:25Z 47.3K followers, 114.7K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Restructuring__ Restructuring__
Restructuring efforts are underway for several companies, including Oregon Tool, backed by Platinum Equity, which recently underwent a liability management exercise. Additionally, companies like Hertz and Clarios, which was acquired by Brookfield in a $13.2 billion deal, are navigating debt management and restructuring. Distressed investors are also playing a significant role in these processes.
Engagements: [-------] #
- [--] Week [---------] +456%
- [--] Month [---------] +13%
- [--] Months [----------] +144%
- [--] Year [----------] +65%
Mentions: [--] #
- [--] Week [---] +37%
- [--] Month [---] +23%
- [--] Months [-----] +39%
- [--] Year [-----] +22%
Followers: [-------] #
- [--] Week [------] +0.73%
- [--] Month [------] +4%
- [--] Months [------] +20%
- [--] Year [------] +43%
CreatorRank: [------] #
Social Influence
Social category influence finance #1030 stocks 8.61% technology brands 7.79% countries 2.46% financial services 2.05% social networks 1.23% fashion brands 1.23% vc firms 0.41% currencies 0.41% travel destinations 0.41%
Social topic influence private equity #16, investment #94, ai #3366, if you #1023, the most 7.79%, business #1240, this is #2061, we are 4.92%, finance 4.51%, company 3.28%
Top accounts mentioned or mentioned by @thechevaun @m202019705763 @apocalypticobs @drdindumuffin @gritcult @jc1010679150091 @2and20yt @9finhq @zack415 @bankingslut @acaciacap @hlitoroy @zachtdavidson @mocha33319 @poloniuscrambe @gigawizardd @thestoicfool @emmanuelzoabi @jwnfl007 @alexdtang
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Apollo Global Management, Inc. (APO) Lazard Ltd. Class A (LAZ) Oracle Corporation (ORCL)
Top Social Posts
Top posts by engagements in the last [--] hours
"BURGERFI - PREVIEW Earlier this year we covered the case of Red Lobster and learned how complex elements fit together in its bankruptcy. Today we are looking at another restaurant bankruptcy BurgerFi. We will see how shifting consumer tastes from premium goods to value deals combined with high operating expenses led to the companys inability to service its debt. Through the case of BurgerFi we will also learn about restaurant-specific operating metrics and understand how they contribute to restaurants profitability. See below a small preview of the setup. Im very excited for this one - Pari"
X Link 2025-05-28T21:41Z 47K followers, [----] engagements
"On July [--] Walgreens Boots Alliance shareholders approved a $23.7bn take-private by Sycamore Partners. But you probably dont even know the biggest winner in this saga so far. Its Warburg Pincus - who quietly walked away nearly three years earlier after one of the most successful exits in its healthcare portfolio (10x+ MOIC). This is the story of how Warburg built and exited Summit Health what made the deal work and why Walgreens is still trying to make sense of it: 1) Betting on CityMD 2) Tuck-Ins and the Summit Merger 3) The Strategic Sale Process 4) VillageMD and Summit Health 5) Reality"
X Link 2025-07-24T02:18Z 47K followers, 44.2K engagements
"Most people do not appreciate the scale of Oracle CapEx CapEx Comparison of Top [--] Players 4Q22: Oracle $8Bn - Microsoft $26Bn 3Q25: Oracle $248Bn - Microsoft $106Bn Increase: 31x Oracle - 4x Microsoft Oracle CapEx has increased [--] times faster than its closest peer Let that sink in Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R Oracle's massive AI capex has plunged free cash flow fueling fears over when cloud revenue will finally ramp up. $ORCL https://t.co/MrCjpY1I0R"
X Link 2025-12-18T03:29Z 47K followers, [----] engagements
"Barclays Credit Strategy for [----] In a late-cycle world that is not yet recessionary Barclays Global Head of Research Brad Rogoff sees modest widening rather than a blowout with the bigger risk being technicals and supply overwhelming buyers. Add the private credit and structured finance creep toward more exotic less proven collateral and the setup becomes a high-consequence year where selection matters more than carry. 1) Late cycle points to modest widening 2) AI CapEx and M&A activity create supply volatility 3) Supply glut as the main risk 4) Sector rotation is less about beta 5) Private"
X Link 2026-01-10T19:55Z 46.9K followers, [----] engagements
"Given the interest following up with list of largest PE funds: - CVC Capital Partners IX $29.2bn July [----] - Blackstone Capital Partners VIII $26bn [----] - Advent International X $25bn May [----] - Apollo Investment X $20bn August [----] - CVC Capital Partners VIII 22.3bn [----] - KKR NA Fund XIII $19bn April [----] - Bain Capital Fund XIV $14bn October [----] Any surprises Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h Apologies CD&R I was not familiar with your game https://t.co/bsHLSNg87h"
X Link 2026-01-13T02:12Z 47.2K followers, 33.7K engagements
"Apple is in danger bonds at [--] cents When a company's debt trades below 70c you start eyeing the collateral iPhones are the collateral"
X Link 2026-01-24T17:28Z 46.9K followers, 164.2K engagements
"Sophomore from Harvard: "There is an irreconcilable gap between genuine excellence and a tourist who took a crash course to escape a flyover state. One is built to win. The other is just happy to be in the building." "The reality is that top-tier talent does not want to be associated with Zahara from Botswana or Blake who knew a wealth management MD and somehow annoyed an entire office into a pity offer." "The second those LinkedIn posts hit the elite realize the room is compromised. You are losing them because you made the room too crowded with people who don't belong there.""
X Link 2026-01-26T02:47Z 47K followers, 332.4K engagements
"Great start from Apollo on the bifurcation of the job market"
X Link 2026-01-29T12:37Z 46.9K followers, 11.4K engagements
"Breaking: Evercore pauses offers to Canadians due to Visa Concerns RIP Ivey Business School 1922-2026"
X Link 2026-01-29T20:46Z 46.9K followers, 109.6K engagements
"Congrats @tbpn on: - $10mm+ revenue - $300+ CPM () - [--] ads/day true respect https://t.co/QWv1Qa50rT https://t.co/QWv1Qa50rT"
X Link 2026-01-30T03:56Z 46.9K followers, 193.3K engagements
"Highly encourage anyone who wants to quit a finance job to watch this video: - Do you want to wind down at night (watch Netflix) - Do you want to stop working at 5:30pm - Do you want to enjoy your weekends There is another world but there are trade-offs: - much lower pay - slower career advancement - less exit opportunities https://twitter.com/i/web/status/2017627401711198632 https://twitter.com/i/web/status/2017627401711198632"
X Link 2026-01-31T15:53Z 47K followers, 165.6K engagements
"@alexdtang well said"
X Link 2026-01-31T16:37Z 46.9K followers, [----] engagements
"@2and20YT Easier said than done"
X Link 2026-01-31T17:29Z 46.9K followers, [----] engagements
"Every mega-fund wanted credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag"
X Link 2026-01-31T20:47Z 46.9K followers, [----] engagements
"https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability management exercise to address its $500mm+ capital structure. The transaction stands https://t.co/h0qEp9zbTf https://x.com/restructuring__/status/2017231407173582865 Published MRP Solutions Today we are diving into MRP Solutions a specialty plastic closures manufacturer backed by Clearlake Capital. In June [----] MRP completed a comprehensive liability"
X Link 2026-01-31T23:55Z 46.9K followers, [----] engagements
"We are working with AlphaSense to share their new Channel Checks capabilities We always hear about AI making its way in the investing research process but few firms are doing as great of a job as AlphaSense is If you tried you know it If you have not get a free trial below"
X Link 2026-02-01T00:05Z 46.9K followers, [----] engagements
"Daily reminder that stocks are really expensive I would come back to this graph when you invest your [----] bonus"
X Link 2026-02-01T00:20Z 46.9K followers, 33.8K engagements
"Blackstone CIO Office just shared their [----] Investment Perspectives Let's dive in the key trends moving markets 🧵 1) AI CapEx - We Are Early 2) Labor Market - No Longer a Challenge 3) Inflation - Coming Down 4) The Opportunity for Private Markets 5) Private Real Estate Resilience 6) Private Credit Key Stats 7) Private Infrastructure Boom https://twitter.com/i/web/status/2018066726034841839 https://twitter.com/i/web/status/2018066726034841839"
X Link 2026-02-01T20:59Z 46.9K followers, 35.8K engagements
"1) AI CapEx - We Are Early "Hyperscalers are set to increase CapEx by 45% YoY in [----] but demand for compute continues to outpace supply as infrastructure and power remain the primary constraints. In [----] the top five hyperscalers spent an estimated $415 billion on CapEx a manageable amount relative to their approximately $1.7 trillion in combined revenue (see Figure 3). This primarily self-funded CapEx is very different from the largely debt financed CapEx seen in earlier infrastructure booms such as US railroads or the dotcom bubble." https://twitter.com/i/web/status/2018066728480026980"
X Link 2026-02-01T20:59Z 47.2K followers, [----] engagements
"2) Labor Market - No Longer a Challenge "Labor markets have continued to cool after a prolonged period of tightness. These dynamics have been consistently visible in our portfolio company data which showed early signs of normalization ahead of broader market indicators. Hiring challenges which ranked as the top concern among our surveyed portfolio company CEOs in early [----] was cited as an issue by 92% of respondents at the time but has fallen sharply only 33% reported it as a major issue by late [----]. Hourly wage growth has also moderated from 5.3% two years ago to 2.9% today helping to"
X Link 2026-02-01T20:59Z 47.2K followers, [----] engagements
"3) Inflation - Coming Down "Inflation is easing beyond labor a shift we have been seeing for more than two years. We have unique visibility into the single biggest component of inflation: shelter. Official shelter costs which account for roughly 35% of the Headline Consumer Price Index (CPI) carry about a oneyear lag relative to our realtime data. Our data shows shelter inflation running at roughly half the official rate. [--] Substituting our figure for the reported shelter number would place Headline CPI at 2.0% rather than 2.7%." https://twitter.com/i/web/status/2018066732984758606"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"4) The Opportunity for Private Markets "Public equity markets are more concentrated today than ever before with half the number of US public companies vs. nearly [--] years ago (see Figure 15). The ten largest S&P [---] companies now make up about 40% of the index double their share in [----] while fewer companies are going public overall. At the same time stockbond correlation has been positive more than 70% of the time since [----]. As a result the natural diversification that once supported a traditional 60/40 portfolio has eroded becoming less reliable as a riskmanagement foundation""
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"5) Private Real Estate Resilience "Real estate appears to be in the early stages of its cyclical recovery after private market values troughed in [----] marking the third major downturn in the past [--] years the result of higher interest rates a pullback by lenders elevated new supply and structural challenges in sectors such as US office. In the prior two downturns in the early 1990s and the Great Financial Crisis private real estate delivered double -digit average annual returns over the following five years [--] as fundamentals and capital markets recovered. We believe similarly that today"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"6) Private Credit Key Stats "Private credit has also proven defensive during periods of stress historically outperforming equities and leveraged loans in downturns. Because direct lending loans sit at the top of the capital structure they are first in line for repayment and generate high current income. Todays loantovalue ratios are well below historical levels so more than half of a companys value must be impaired before lenders are affected. Over the past twenty years the S&P [---] posted negative annual returns three times; in each of those periods private credit significantly outperformed"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"7) Private Infrastructure Boom "To address this wave of demand an estimated $106 trillion of global infrastructure investment is needed through [----] with roughly 75% concentrated in sectors where we have deep conviction digital infrastructure power generation transportation and renewables. AI adoption and electrification in particular are growing steadily widening the gap between demand and supply to create a multi-decade runway for growth." https://twitter.com/i/web/status/2018066743264952826 https://twitter.com/i/web/status/2018066743264952826"
X Link 2026-02-01T20:59Z 46.9K followers, [----] engagements
"Harvard Business School The ultimate adult daycare"
X Link 2026-02-02T00:45Z 46.9K followers, 55.4K engagements
"Pumped to see the investing firm of the future and do my part to be involved Hajarnis said smaller investing firms with more modest hiring budgets could suddenly compete with bigger firms. Constellation is one of several AI start-ups focused on credit including @9finHQ Noetica and @hebbia Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3 Great to sit down with @sindap and discuss the changing landscape of AI in credit. https://t.co/bQ9Td0eBM3"
X Link 2026-02-02T17:55Z 46.9K followers, 17.3K engagements
"Me and the boys checking Oracle leverage"
X Link 2026-02-02T18:04Z 47K followers, [----] engagements
"Beautiful reminder on consensus and the need to be different to achieve differentiated returns From Marks Its Not Easy 2015"
X Link 2026-02-02T18:28Z 47K followers, [----] engagements
"Very curious to see Sycamore on this list after pulling off Walgreens in [----] for three reasons: 1) Size: Walgreens S&U is literally larger than the firm AUM; yes one deal larger than the firm AUM 2) Equity Needs: the deal included $7bn+ of equity needs ($5bn+ excluding management). I did not read anything about where the pref capital is coming from but this could be a ridiculous amount of co-invest (which of course is a lot easier to raise than a fund) 3) A True Private Equity Deal: this deal reminds me of the golden age of Private Equity. First this is a much more complicated situation than"
X Link 2026-02-03T03:23Z 47K followers, 52.8K engagements
""Despite the companys profitability multiple sources told 9fin that finding a financier for the company could prove to be difficult as institutional investors could bristle at adding an adult content company to their portfolios." Well that is not a real surprise is it"
X Link 2026-02-03T18:03Z 47.1K followers, 16.2K engagements
"@gsivulka In good company on the FT with @9finHQ"
X Link 2026-02-04T00:17Z 47K followers, [----] engagements
"No one wants to hear this but yes finance clubs really affect your outcome If you know you know If you disagree go check Global Platinum Securities website"
X Link 2026-02-04T03:27Z 47.1K followers, 27.7K engagements
"Writeup Preview How Cooperation Agreements Became the Weapon They Were Designed to Prevent On Friday we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also understanding the growing opposition from borrowers and sponsors against these agreements. For this"
X Link 2026-02-04T21:48Z 47K followers, [----] engagements
"If The Washington Post fired you and you cover distressed debt our DMs are opened"
X Link 2026-02-05T03:20Z 47K followers, [----] engagements
"An Insight about Recruiting for Point [--] Academy Not a surprise for a firm that will cut your capital based on a formula"
X Link 2026-02-05T22:55Z 47.2K followers, 42.1K engagements
"Cheers to 2026"
X Link 2026-02-06T02:59Z 47.2K followers, [----] engagements
"Read it now: https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent https://restructuringnewsletter.com/p/from-shield-to-sword-how-cooperation-agreements-became-the-weapon-they-were-designed-to-prevent"
X Link 2026-02-06T14:55Z 46.9K followers, [----] engagements
"Europe should stop embarrassing itself Meta pays a single AI engineers more than the entire national investment Lmao In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"
X Link 2026-02-06T22:31Z 47K followers, [----] engagements
"Need a startup idea to code with Claude Easy $10k+ MRR Build a website that centralizes all delinquent companies that don't pay their bills. After almost a year @HelloRyse has officially failed to pay for their ad placement. If they did it to me theyve probably done it to someone else as well it would have been nice to have known that beforehand. Creators/SMB can provide the info win-win for everyone. The Model: - Price: $50/mo. for access. - Create a business with strong network effects https://twitter.com/i/web/status/2019931869349843443 https://twitter.com/i/web/status/2019931869349843443"
X Link 2026-02-07T00:31Z 47K followers, [----] engagements
"For more check out our full restructuring research: https://restructuringnewsletter.com/ https://restructuringnewsletter.com/"
X Link 2026-02-07T22:35Z 46.9K followers, [----] engagements
"https://x.com/Restructuring__/status/2020265243138531783s=20 I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees but thats a discussion for another day). The problem Getting https://t.co/D85qvF03sY https://x.com/Restructuring__/status/2020265243138531783s=20 I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors"
X Link 2026-02-07T22:38Z 46.9K followers, [----] engagements
"How it feels to"
X Link 2026-02-08T03:20Z 47.2K followers, 17.7K engagements
"Be up YTD covering Software How it feels to https://t.co/uAiMDHl94P How it feels to https://t.co/uAiMDHl94P"
X Link 2026-02-08T03:22Z 47.1K followers, [----] engagements
"@zack415 https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement. https://x.com/Restructuring__/status/2020517476371427520s=20 For clarity by "I am now excited to bring this service to you" I intend that this is an advertisement"
X Link 2026-02-08T15:19Z 46.9K followers, [--] engagements
"Crazy things going on in the AI race"
X Link 2026-02-08T15:40Z 47.2K followers, [----] engagements
"Not you as well Patrick Anyone who says this line confirms they never learned to model or actually use Excel in a serious manner Rip the no mouse excel guys Rip the no mouse excel guys"
X Link 2026-02-08T18:49Z 47.1K followers, 52.1K engagements
"Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg"
X Link 2026-02-09T12:27Z 46.9K followers, [----] engagements
"Latest restructuring YouTube video is out Would love your feedback as we keep improving this channel https://www.youtube.com/watchv=_xMAskOXWSg https://www.youtube.com/watchv=_xMAskOXWSg"
X Link 2026-02-09T15:11Z 47.1K followers, [----] engagements
"Get free trial to the 9fin platform below"
X Link 2026-02-09T18:05Z 47K followers, [----] engagements
"@bankingslut Know a team that can do that"
X Link 2026-02-09T22:11Z 46.9K followers, [---] engagements
"Post Preview Franchise Group In our extra free edition this week we will examine Franchise Group a retail-heavy roll-up that marketed itself as a franchisor but operated in many respects like a levered brick-and-mortar retailer. At its peak the company owned nationally recognized brands such as The Vitamin Shoppe and Pet Supplies Plus built through an expansive debt-funded acquisition strategy. As this write-up explores the franchise model that appeared asset-light on paper masked the companys significant exposure to struggling brick-and-mortar categories and operating risk from its high"
X Link 2026-02-09T22:15Z 46.9K followers, [----] engagements
"Subscribe now and get this and future restructuring research http://restructuringnewsletter.com http://restructuringnewsletter.com"
X Link 2026-02-09T22:15Z 46.9K followers, [----] engagements
"For more advanced content check out our full restructuring research: http://restructuringnewsletter.com http://restructuringnewsletter.com"
X Link 2026-02-10T23:05Z 47K followers, [----] engagements
"4/n Meta Thesis"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"5/ Brookfield Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"9/n Google Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"10/n Exited Positions CMG = 3.9x MOIC HLT = 4.2x MOIC CPKC = 1.1x MOIC Nike = 0.7x MOIC"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"@HighyieldHarry @WallStRollup Great stuff congrats We are niching down so will not look to do any add-ons but that is a smart strategy https://restructuringnewsletter.com/ https://restructuringnewsletter.com/"
X Link 2026-02-13T04:13Z 47.2K followers, [---] engagements
"@AcaciaCap He did "created" many of the new LMEs structures"
X Link 2026-02-13T13:14Z 47.2K followers, [---] engagements
"@hlitoroy any advice to find a girlfriend when working in restructuring"
X Link 2026-02-14T15:45Z 47.2K followers, [---] engagements
"@hommedelettres_ Moyer you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__"
X Link 2026-02-14T16:17Z 47.2K followers, [--] engagements
"@narang_gp Moyer you can find it here https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__"
X Link 2026-02-14T16:17Z 47.2K followers, [---] engagements
"@zachtdavidson I know very funny"
X Link 2026-02-14T17:45Z 47.2K followers, [--] engagements
"https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some"
X Link 2026-02-15T03:31Z 47.2K followers, 27.1K engagements
"Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering 👇 New Investments Thesis Review: Amazon Meta Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac Other: Portfolio Performance and Market Update 1/n 🧵 https://twitter.com/i/web/status/2021766050119876625 https://twitter.com/i/web/status/2021766050119876625"
X Link 2026-02-12T01:59Z 47.3K followers, 61.8K engagements
"@divic_steve A lot of risks in starting a business"
X Link 2026-02-15T14:23Z 47.3K followers, [---] engagements
"@mocha33319 what studies"
X Link 2026-02-15T17:55Z 47.3K followers, [---] engagements
"$500+ Giveaway [--] Ticket for the Annual Wharton Restructuring and Distressed Investing Conference This years conference theme is Restructuring in the Age of Private Credit and we are excited to host a distinguished group of keynote speakers and panelists who will explore the rapidly evolving dynamics of private credit and its growing influence on the restructuring landscape. Discussions will highlight innovative restructuring strategies the shifting balance between traditional and private credit lenders and forward-looking strategies for distressed investing in todays changing economic"
X Link 2026-02-15T17:57Z 47.3K followers, [----] engagements
"Next time you want to complainabout your banking / PE job remember tech sales is the alternative - Make less than [--] figures - Cold-calling the entire day - Little career progression - Colleaguesare not smart or ambitious - Work and live in a third-tier city Mediocrity"
X Link 2025-05-31T16:15Z 47.3K followers, 417.1K engagements
"Finally someone pulled this together The next time you see a PE-backed IPO be aware They are selling at the top A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP A small selection of best-in-class PE-backed consumer assets that IPO'ed https://t.co/nrkyi6akZP"
X Link 2025-12-25T23:56Z 47.2K followers, 62.6K engagements
"The definition of the NYC problem: - Mid-30s with a $4mm net worth - Net worth only increasing by $300400k/year - Will only retire with a low eight-figure net worth"
X Link 2026-01-08T16:50Z 47.2K followers, 587.5K engagements
"7/n Fannie Mae and Freddie Mac Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"8/n UMG Update"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"@isaacchan450 Yes you can find it below https://www.amazon.com/shop/restructuring__ https://www.amazon.com/shop/restructuring__"
X Link 2026-02-14T16:17Z 47.2K followers, [---] engagements
"Coatue October [----] State of the Markets Update [--] Pages on Public Markets every investor should read Get the Full Deck below 1) AI continues to drive markets higher while. 2) In addition new names are winning the AI Race 3) The market is very expensive but. . 6) Coatue is not selling the AI Bull Case 7) Coatue ROIC Math on AI 8) AI Bull and Bear Case comparison 9) AI Apps Landscape"
X Link 2025-10-22T01:53Z 47.3K followers, 328.1K engagements
"Everyone guessed. Few realized how right they were. If FTX had simply done nothing its petition-date holdings would now be worth $136 billion. Unreal over $130 billion of value disruption"
X Link 2025-10-31T12:20Z 47.3K followers, 146.7K engagements
"9fin latest research reveals the worst-performing BDC loans exposing hidden distress in the booming $1.6T private credit market. The results are revealing: four of the ten largest BDCs are claiming they have NO new non-performing loans. FS KKR Blackstone Secured Lending Oaktree Specialty Lending and Sixth Street Specialty Lending have no new loans on non-accrual status despite one of the most torrid quarters for trading that BDCs have known. This analysis from our sponsor represents the only systematic tracking of non-accrual trends across the industry made possible by 9fin's unique dataset"
X Link 2025-11-23T15:06Z 47.2K followers, [----] engagements
"M&A is back baby"
X Link 2026-02-05T20:52Z 47.2K followers, [----] engagements
"PUBLISHED: From Shield to Sword: How Cooperation Agreements Became the Weapon They Were Designed to Prevent In todays edition we are switching gears from the typical LME deep-dives to a more topical technical primer focusing on breaking down cooperation agreements (also known as co-ops). We begin by exploring the growing use of co-ops and the key drivers behind this development in the restructuring landscape. However unlike typical coverage on co-ops the focus is not simply on explaining their growing use but also on understanding the growing opposition from borrowers and sponsors against"
X Link 2026-02-06T14:55Z 47.2K followers, [----] engagements
"Good review of a basic finance concept"
X Link 2026-02-07T21:05Z 47.2K followers, [----] engagements
"I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees but thats a discussion for another day). The problem Getting K1s and seeing our tax filings get a lot more complicated. I have experienced this and if you have not already you will. This is why when Agent Tax reached out I was so excited to learn more and I am now excited to bring this service to you. Agent is a modern tax strategy firm purpose-built for investment professionals. You"
X Link 2026-02-07T22:35Z 47.2K followers, [----] engagements
"The man the myth the legend"
X Link 2026-02-09T18:05Z 47.2K followers, [----] engagements
"Parents don't miss this. This is how you end generational poverty. $1250 compounded at a conservative 13% (well below recent S&P returns) for [--] years (retirement age) gets you $6.5 million Never discount the power of compounding My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. 🚀 To claim your child's "Future Wealth" starter pack you must file IRS Form [----]. Dont let them start at zero. Claim it here: https://t.co/8owbWufINL https://t.co/H3JTou3XqF My wife and I are seeding 25M kids with $250 each and the government is giving newborns $1000. 🚀"
X Link 2026-02-10T01:18Z 47.2K followers, 27.4K engagements
"Funny how this evolved in 2025"
X Link 2026-02-10T20:05Z 47.2K followers, [----] engagements
"Genuine question for every incoming software engineer: How are you not completely and fully panicking that your career will end before it even starts"
X Link 2026-02-11T03:16Z 47.2K followers, 19.2K engagements
"The longest portion of the offering a 40-year bond is expected to yield [----] percentage points over US Treasuries down from [---] percentage points during initial talks the people said. People just can't get enough of it The person handling the restructuring isn't the one buying it today so what's the problem https://twitter.com/i/web/status/2021463039464100228 https://twitter.com/i/web/status/2021463039464100228"
X Link 2026-02-11T05:55Z 47.2K followers, [----] engagements
"2/n Amazon Thesis"
X Link 2026-02-12T01:59Z 47.2K followers, [----] engagements
"11/n Portfolio Positioning Great businesses at fair price"
X Link 2026-02-12T01:59Z 47.3K followers, [----] engagements
"12/n Market Update"
X Link 2026-02-12T01:59Z 47.3K followers, [----] engagements
"This is a very interesting piece The impact that Nemecek has had cannot be overstated He literally created LMEs and the most famous declinations absolutely wild to see this unfolding For reference he worked on: - Neiman Marcus and the spin-off of MyTheresa - PetSmart on a drop-down transaction of Chewy - Boardriders Envision Healthcare Carvana and Better Health etc. As the fallout from Optimum's antitrust lawsuit continues one question is dominating the restructuring world: What will become of the driving force behind Kirkland & Elliss dominant company-side liability management practice Read"
X Link 2026-02-13T02:17Z 47.2K followers, 21.2K engagements
"What is wrong with people lol I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test"
X Link 2026-02-13T02:40Z 47.3K followers, [----] engagements
"Weve been working on this piece for weeks and it couldn't be more timely as the software leveraged loan market crumbles beneath us. Excited to publish tomorrow AM Subscribe you peers are reading this Btw the 3O is trading at 26c Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which https://t.co/sBBgltLjgy Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays"
X Link 2026-02-13T03:13Z 47.2K followers, [----] engagements
"Great webinar by AlphaSense Is Europe genuinely being overlooked by global investors or are the opportunities simply harder to spot without the right signals Some of the most interesting private market openings are taking shape long before the broader market catches on but only if you know where to look. Join Harry Stebbings of 20VC for a conversation on where European private markets are building real momentum and how stronger research can help surface conviction earlier. Register below https://twitter.com/i/web/status/2022296187739558007 https://twitter.com/i/web/status/2022296187739558007"
X Link 2026-02-13T13:05Z 47.3K followers, [----] engagements
"https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter https://www.alpha-sense.com/resources/webinars/the-european-opportunity-exploring-signals-and-sentiment-with-harry-stebbings/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter"
X Link 2026-02-13T13:05Z 47.3K followers, [----] engagements
"Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from Symphony Technology Partners [----] rollup of McAfee Enterprise and FireEye. A deal meant to create a differentiated cybersecurity platform. Instead aggressive financial engineering met cloud disruption and brutal competition and the margin for error vanished. In August [----] Magenta launched a coercive hybrid dropdown /"
X Link 2026-02-13T16:05Z 47.3K followers, [----] engagements
"Not right now mom"
X Link 2026-02-14T01:59Z 47.3K followers, 120.8K engagements
"If you find this funny you will enjoy our restructuring research see below what we published yesterday https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One high-stakes LME. Extremely timely as the software leveraged loan market crumbles beneath us. Lets dive in Today we turn to Magenta Buyer the entity behind Trellix and Skyhigh Security born from https://t.co/wW4Ga85rYL https://x.com/Restructuring__/status/2022341335106105852s=20 Magenta Buyer LME Deep Dive $5.2bn. Two legacy cybersecurity franchises. One"
X Link 2026-02-14T15:16Z 47.3K followers, [----] engagements
"When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter"
X Link 2026-02-14T15:19Z 47.3K followers, [----] engagements
"I firmly believe that one of the most underrated benefits of working great buyside jobs is the ability to invest in funds that are usually reserved for Institutional Investors (often with backleverage and no fees but thats a discussion for another day). The problem Getting K1s and seeing our tax filings get a lot more complicated. I have experienced this and if you have not already you will. This is why when Agent Tax reached out I was so excited to learn more and I am now excited to work with them as a sponsor. Agent is a modern tax strategy firm purpose-built for investment professionals."
X Link 2026-02-14T15:44Z 47.3K followers, [----] engagements
"Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for people with at least [--] years of experience (across HF PE VC Banking and Consulting) Below you can find a list of roles These are fully remote roles that you can complete on your own schedule. https://docs.google.com/spreadsheets/d/1m021NGvyyxBXBxb8MOlEo8HfpkLCNcskvbgq6qojkQ8/editusp=sharing"
X Link 2026-02-14T17:46Z 47.3K followers, 39.8K engagements
"https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some dollars ($100/h and more) while learning I have a few roles looking for https://x.com/Restructuring__/status/2022729240186126524s=20 Everyone is talking about AI taking all jobs while I think this is not true staying at the forefront of these technologies is very important. If you have a few extra hours and are looking to make some"
X Link 2026-02-14T17:47Z 47.3K followers, [----] engagements
"This is a really great video 1) She actually works in investment banking in a front office role and therefore her nights are an actual representation of the job 2) This shows that even with long hours you can go to sleep at 1AM and have a perfectly sustainable lifestyle 3) If you are tired of turning comments after 10pm the buy-side is actually better https://twitter.com/i/web/status/2022821158911914248 https://twitter.com/i/web/status/2022821158911914248"
X Link 2026-02-14T23:52Z 47.3K followers, 612K engagements
"@PoloniusCrambe It is not shows what working in investment banking is actually like"
X Link 2026-02-15T00:02Z 47.3K followers, 11.5K engagements
"@ApocalypticOBS I don't know her personally but strongly doubt someone in compliance works that much"
X Link 2026-02-15T00:28Z 47.3K followers, 27.2K engagements
"@DrDinduMuffin well said but worth it"
X Link 2026-02-15T00:29Z 47.3K followers, 16.9K engagements
"@ApocalypticOBS why hating"
X Link 2026-02-15T00:30Z 47.3K followers, [----] engagements
"In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail vehicle. Backed by Lightstone Groups nearly four decades of experience and $12bn+ in assets under management Lightstone DIRECT gives accredited investors access to our proprietary deal pipeline previously available only to institutions. With a 26% IRR across [--] realized deals since [----] they bring a proven track record of"
X Link 2026-02-15T03:25Z 47.3K followers, 45.9K engagements
"Note If you sign up or invest through my link I may receive compensation. This is not financial advice and I am not a broker-dealer. Real estate investments involve high risk; please consult with your financial advisor and review all PPM (Private Placement Memorandum) documents before committing capital. Past performance including the cited 26% IRR is not indicative of future success. https://twitter.com/i/web/status/2022875876111557057 https://twitter.com/i/web/status/2022875876111557057"
X Link 2026-02-15T03:29Z 47.3K followers, [----] engagements
"https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited to partner with Lightstone Group in bringing you their first retail https://x.com/Restructuring__/status/2022874952731349096s=20 In my years on the buyside I have experienced first-hand the democratization of institutional investing to retail investors. This said these opportunities are still hard to find which is why I am excited"
X Link 2026-02-15T03:31Z 47.3K followers, 42.3K engagements
"@64s You do not get what investment banking is"
X Link 2026-02-15T03:31Z 47.3K followers, [----] engagements
"@ItchyJack_ Have you ever done banking"
X Link 2026-02-15T04:35Z 47.3K followers, [----] engagements
"@gigawizardd @GRITCULT Have you ever done it"
X Link 2026-02-15T04:40Z 47.3K followers, [---] engagements
"@TheStoicFool Not a smart comment"
X Link 2026-02-15T04:41Z 47.2K followers, [----] engagements
"@thechevaun Do not agree"
X Link 2026-02-15T04:41Z 47.3K followers, [----] engagements
"If you are looking for a long weekend reading our sponsor AlphaSense has made available a great report made available by which summarizes how companies in diverse industries are deploying AI across business functions. This exclusive resource aggregates insights directly from earnings calls and conference transcripts to benchmark company-specific outcomes and assess where AI investments are translating into operating leverage through [----] and beyond. For investors strategists and business leaders the tracker delivers critical intelligence on how AI execution not experimentation is driving the"
X Link 2026-02-15T17:35Z 47.3K followers, [----] engagements
"https://x.com/Restructuring__/status/2023088837241475441s=20 If you are looking for a long weekend reading our sponsor AlphaSense has made available a great report made available by which summarizes how companies in diverse industries are deploying AI across business functions. This exclusive resource aggregates insights directly from https://x.com/Restructuring__/status/2023088837241475441s=20 If you are looking for a long weekend reading our sponsor AlphaSense has made available a great report made available by which summarizes how companies in diverse industries are deploying AI across"
X Link 2026-02-15T17:36Z 47.3K followers, [----] engagements
"@M202019705763 Trust me likely less than $500k"
X Link 2026-02-15T18:07Z 47.3K followers, [--] engagements
""The bottom line is that the consensus does not expect AI to improve profitability for corporate America outside the tech sector." Apollo"
X Link 2026-02-11T12:29Z 47.3K followers, [----] engagements
"Years ago every mega-fund wanted to increase credit exposure (easier to make low-teens returns easier to scale more recurring fees etc.) especially after going public. A few years later this is coming back to bite and their credit funds are now a stock drag"
X Link 2026-02-11T15:56Z 47.3K followers, [----] engagements
"3/n Amazon Early Gains"
X Link 2026-02-12T01:59Z 47.3K followers, [----] engagements
"6/n Uber Update"
X Link 2026-02-12T01:59Z 47.3K followers, [----] engagements
"Read it now https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook https://restructuringnewsletter.com/p/magenta-buyer-the-blocking-position-playbook"
X Link 2026-02-13T16:05Z 47.3K followers, [----] engagements
"When thinking about the outlook of a career in PE vs Hedge Funds encourage you to check out the below paper "Private Equity Distributions: Assessing the Potential Recovery" to read the latest on where the industry stands Our sponsor AlphaSense has published this report that expands on a recent webinar with Ted Seides founder of Capital Allocators and has made it available to all https://www.alpha-sense.com/resources/reports/private-equity-distributions-assessing-the-potential-recovery/utm_source=pt_Pari&utm_medium=sponsored&utm_content=Pari-Passu-Newsletter"
X Link 2026-02-15T03:31Z 47.3K followers, 24.6K engagements
"@thechevaun Just easy to criticize from anon account I respect her work ethic"
X Link 2026-02-15T04:46Z 47.3K followers, [---] engagements
"@emmanuelzoabi This is not what life looks like after a few years just the beginnings"
X Link 2026-02-15T14:23Z 47.3K followers, [---] engagements
"@M202019705763 You would be suprised"
X Link 2026-02-15T17:56Z 47.3K followers, [---] engagements
"- Work at a bulge bracket - Want higher upside have a boutique pay you as you build your network and take the bulge bracket business with you - Want more equity start a competing business and take the boutique business with you Are non-competes really that weak"
X Link 2026-02-15T23:36Z 47.3K followers, 15.2K engagements
"Writeup Preview Magenta Buyer: The Blocking Position Playbook In Fridays edition were turning to Magenta Buyer the legal entity behind Trellix and SkyHigh security and the $5.2bn product of a [----] cybersecurity rollup by Symphony Technology Partners. The platform which combined McAfees enterprise security franchise and FireEyes threat detection business was meant to build a differentiated platform in the rapidly evolving cybersecurity market. However aggressive financial engineering left little margin for error and as both businesses faced intense competitive pressure and were forced to adapt"
X Link 2026-02-11T20:07Z 47.3K followers, [----] engagements
"Im sure Blackstone made some great bets But also arent these funds marked internally The conflict of interest is really significant"
X Link 2026-02-13T14:37Z 47.3K followers, 11.2K engagements
"@JC1010679150091 that is what the video is showing"
X Link 2026-02-15T03:32Z 47.3K followers, [----] engagements
"@GRITCULT Have you ever been a banker"
X Link 2026-02-15T04:40Z 47.3K followers, 11.7K engagements
"The Private Equity community doesn't give Alex Hormozi the credit or attention he deserves Beautiful layout of his differentiated PE thesis in this video"
X Link 2026-02-16T05:07Z 47.3K followers, [---] engagements
"Good reminder that $1MM / Year is barely Middle Class in New York lol"
X Link 2025-02-03T04:29Z 47.3K followers, 797.3K engagements
"BOFA FIG ASSOCIATE DEAD TODAY He served as a green beret officer for about a decade and then went through BofAs Veteran Program last spring placing out as an IB associate in FIG. His first M&A deal got announced this past Monday. It was a combo of a buyside M&A deal + lead left for a follow-on equity offering to support the transaction. Folks in his group said he was pulling [---] hrs / week for four weeks straight and drinking excessive amounts of energy drinks to stay awake. Left behind a wife and a kid Absolutely tragic guys remember this is just a job and at the end of the day were all just"
X Link 2024-05-03T21:35Z 47.3K followers, 1.2M engagements
"We used to have it all didnt we A debate between a Harvard JD/MBA (Baker scholar - Top 5%) who founded a Mega-Fund Private Equity Firm and a Constitutional Scholar from Harvard Law who became President just [--] years after his first elected position"
X Link 2024-06-28T03:15Z 47.3K followers, 314.3K engagements
"DAY IN THE LIFE OF AN INVESTOR AT US SOVEREIGN WEALTH FUND Hate to admit it but sometimes WSO has some hilarious content 1/2"
X Link 2025-02-06T01:59Z 47.3K followers, 242.5K engagements
""Mommy how did we get so rich" "Your dad has been working [---] hour weeks in Mega-Fund Private Equity for the last [--] years" My who"
X Link 2025-04-27T03:24Z 47.3K followers, 158.8K engagements
"The Golden Age of Private Equity is Over"
X Link 2025-09-27T01:06Z 47.3K followers, 184.6K engagements
"2024 PRIVATE EQUITY COMPENSATION Everyone thinks about it but numbers are never shared. Odyssey Partners a leading recruiting firm created this extremely comprehensive report. Let's dig in 1) Associate - Cash / Bonus 2) Vice-President - Cash / Bonus / Carry 3) Principal - Cash / Bonus / Carry 4) MD / Partner - Cash / Bonus / Carry 5) Carry Timeline 6) Carry to Cash Comp Ratio by Level"
X Link 2024-12-08T20:57Z 47.3K followers, 817K engagements
"$APO just dropped the Private Equity meme of the decade in their investor presentation Savage"
X Link 2024-10-01T14:30Z 47.3K followers, 293.9K engagements
"Mom how did we get so rich Your dad never returned any capital to LPs and kept rolling capital in continuation vehicles while charging 2% management fees"
X Link 2025-07-10T21:23Z 47.3K followers, 121.8K engagements
"BOND MATH: A SIMPLE OVERVIEW OF DURATION AND CONVEXITY As another bank crisis unfolds good time to learn the most important concepts of bond math: duration and convexity. DURATION Duration is a measure of a bond's sensitivity to changes in interest rates: what is the bond price change associated with a 1% change in its yield Specifically duration measures the weighted average time it takes for a bond's cash flows to be received. The top left table of the image gives a good representation of this concept. The duration is [---] years. If I change the yield from 6% to 5% the price increases by"
X Link 2024-02-11T15:22Z 47.3K followers, 314.4K engagements
"My first year as a Private Equity Associate in Large-Cap Private Equity - A Long Thread We hear a lot about Private Equity so wanted to share my experience covering: PE Business Model Spending a career in PE Rigorous investing process With this thread I want to provide an honest summary and review of my experience so far I genuinely hope this can help others make an informed decision next time anyone is considering a private equity offer. Lets get into it"
X Link 2024-08-17T18:16Z 47.3K followers, 1.1M engagements
"Carvana and the boys approving loans Carvanas toxic loan book is a result of lax underwriting standards. We actually approved 100% of the applicants interview with a former Carvana director describing virtually non-existent underwriting standards. (24/x) https://t.co/yPjyUIg0Gf Carvanas toxic loan book is a result of lax underwriting standards. We actually approved 100% of the applicants interview with a former Carvana director describing virtually non-existent underwriting standards. (24/x) https://t.co/yPjyUIg0Gf"
X Link 2025-01-03T00:54Z 47.3K followers, 184.2K engagements
"Carvanas toxic loan book is a result of lax underwriting standards. We actually approved 100% of the applicants interview with a former Carvana director describing virtually non-existent underwriting standards. (24/x)"
X Link 2025-01-02T15:02Z 866.2K followers, 238.6K engagements
"Yesterday night the WSJ published a great piece about the use of drugs at the junior level working in finance. S/o to @itsmarkmoran for his contribution. I worked as a banking analyst in restructuring and I am now a private equity associate at a large-cap fund so I get it but I think many clarifications are needed. The goal of this post is to give more context on the situation and do not let this article scare people out of this industry. A Thread 🧵 (1) You can succeed without drugs (2) Your peers mediocrity is your opportunity - my tips to stay efficient (3) You do not need to be top-bucket"
X Link 2024-12-15T16:35Z 47.3K followers, 559.3K engagements
"Alright guys what did I miss"
X Link 2024-03-30T22:29Z 47.3K followers, 119.6K engagements
"Whats not to like about PE beautifully summarized"
X Link 2024-05-31T22:21Z 47.3K followers, 185.1K engagements
"Bill Ackman just dropped one of the most comprehensive portfolio updates and new investment overview in years covering 👇 New Investments: Uber Portfolio Update: Universal Music Google Brookfield Restaurant Brands Chipotle Nike Hilton Howard Hughes Canadian Pacific Fannie Mae and Freddie Mac 1/n 🧵 https://twitter.com/i/web/status/1889724320680956140 https://twitter.com/i/web/status/1889724320680956140"
X Link 2025-02-12T17:12Z 47.3K followers, 246.3K engagements
"Regardless of where you stand let's admit the quality of candidates is declining incredibly fast"
X Link 2025-11-03T02:28Z 47.3K followers, 72K engagements
"My second year as a Private Equity Associate in Large-Cap Private Equity - A Long Thread We talk about PE all the time but how does it look like from the inside Today I will cover the following topics: 1) Where I was right last year 2) Where I was wrong last year 3) Why Private Equity is such a good model 4) Key Trends I am seeing (Retail Returns AI) 5) Is the grind in PE still worth it 6) Figuring things out what I am doing next The beautiful thing about being anonymous is that I can be 100% honest. Be aware this is as real as it gets Lets get into it My first year as a Private Equity"
X Link 2025-08-24T17:02Z 47.3K followers, 425.6K engagements
"What type of analysis you do in PE I do have to admit that this post is spot on. I am at a similar point in my career and I was personally shocked to see how stupid modeling is in PE. PE modeling looks something like this: Create the most granular bottom-up model you could ever think of. Then after you meet with the partner two things can happen: 1) He likes the deal and wants to push through -- I will go back and make sure I get a 20%+ IRR and include in our memo how much upside we are leaving off the table with our conservative assumptions 2) He DOES NOT likes the deal and wants to kill"
X Link 2025-03-24T02:56Z 47.3K followers, 130.9K engagements
"Sometimes I wish I was an analyst at Pershing just to know how it feels watching my PM tweet the wildest shit while Im trying to do my work @benitoz When my ex-wife and I emailed our friends that we were splitting a college professor of mine called me and said he had the perfect woman for me. The description was very compelling and he invited me to dinner at his home with her and her then-boyfriend so I passed. Six months @benitoz When my ex-wife and I emailed our friends that we were splitting a college professor of mine called me and said he had the perfect woman for me. The description was"
X Link 2025-11-15T22:34Z 47.3K followers, 208.7K engagements
"When my ex-wife and I emailed our friends that we were splitting a college professor of mine called me and said he had the perfect woman for me. The description was very compelling and he invited me to dinner at his home with her and her then-boyfriend so I passed. Six months later another close friend texted me and said that she had just met the perfect woman for me. The description perfectly matched the one I heard six months before. I asked for the womans name and it was the same name but she was still dating the same guy. Three months later when we were both out of relationships we went"
X Link 2025-11-15T21:08Z 2M followers, 1.4M engagements
"What type of analysis you do in PE I do have to admit that this post is spot on. I am at a similar point in my career and I was personally shocked to see how stupid modeling is in PE. PE modeling looks something like this: Create the most granular bottom-up model you could ever think of. Then after you meet with the partner two things can happen: 1) He / She likes the deal and wants to push through -- I will go back and make sure I get a 20%+ IRR and include in our memo how much upside we are leaving off the table with our conservative assumptions 1) He / She DOES NOT likes the deal and wants"
X Link 2024-06-24T03:30Z 47.3K followers, 322.8K engagements
"Read this piece by Steve Jobs every single day"
X Link 2025-08-01T03:37Z 47.3K followers, 69.9K engagements
"The Golden Age"
X Link 2025-10-01T23:17Z 47.3K followers, 87.6K engagements
"ELLIOTT - HONEYWELL $5B ACTIVIST CAMPAIGN This week Elliott sent a letter to Honeywell board disclosing its $5B investment in the stock and asking for change. What is their thesis and how do they plan to create $75B of equity value: 1) Elliott Investment in Honeywell 2) Honeywell Today 3) The Case for Simplification 4) A Transformational Opportunity 5) Value Creation / Valuation A Thread 🧵"
X Link 2024-11-17T00:12Z 47.3K followers, 349.7K engagements
"Today Bloomberg published a very interesting article about big law firm Latham They share its revenue income per partners and a few other details. With some simple math and a few assumptions we can find out some really interesting stats 1) Revenue per hour 2) Net Income Margin 3) Latham Valuation ($50 billions) A Thread🧵"
X Link 2025-03-14T02:35Z 47.3K followers, 220.2K engagements
"If youre in your 20s in finance right now a couple of years at Lone Pine / Pershing will give you 10x the career juice of any MBA or graduate degree (and a lot less debt)"
X Link 2025-07-22T00:27Z 47.3K followers, 98K engagements
"Carter DIED while working as an Associate at Jefferies What is particularly concerning is that he was not an incompetent MBA associate in his first job in finance He spent [--] years as an analyst at Moelis another sweatshop during [----] an incredibly busy period The fact that he passed away as an associate is truly concerning about Jefferies If youre an analyst there just leave. It is not going to get better"
X Link 2025-01-28T22:10Z 47.3K followers, 161.6K engagements
""I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have" I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have Issue is the experience working at a leading company is shit nowadays In the old days you worked your ass off but it was worth it Those careers used to offer you many I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have Issue is the experience working at a leading company is shit nowadays In the old days you worked your ass"
X Link 2025-11-04T02:32Z 47.3K followers, 207.2K engagements
"I started my career at Lazard & private equity at Marlin Equity [--] of the most prestigious jobs you can have Issue is the experience working at a leading company is shit nowadays In the old days you worked your ass off but it was worth it Those careers used to offer you many things: prestige status money and social rewards (perks fun closing dinners golf outings etc.) All that is gone. No one cares about your job for prestige in the age of social media - status is all about social capital Money - can make that type of money elsewhere often more efficiently And the jobs just arent fun anymore."
X Link 2025-11-03T23:11Z 12.5K followers, 1.1M engagements
"In [----] the consensus was that Costco was a low-margin expensive retailer with a cost problem. Nomad Partners believed differently. They invested in Costco in [----]. The stock is up 30x since their first purchase. Let's deconstruct their Costco thesis - invaluable investing lessons. A Thread 🧵"
X Link 2024-05-20T01:40Z 47.3K followers, 386.9K engagements
"Obviously not true as everyone working in restructuring gets so much attention from the other sex"
X Link 2025-02-14T22:09Z 47.3K followers, 72.5K engagements
"Blue Owl a private credit firm just sponsored Li Tu 188th Ranked Tennis player in the World playing tonight against Alcaraz What's funny is that if you Google Li Tu you will never find another picture with the Blue Owl logo and this picture clearly shows how the logos is ironed What probably happened is that Blue Owl found out Li Tu was playing against Alcaraz and offered him a few grands to wear its logo One more signal the top of private credit is but absolutely brilliant marketing move by the Blue Owl Team"
X Link 2024-08-28T01:26Z 47.3K followers, 296.5K engagements
"Oaktree lamented throughout the 2010s that there were few good distressed debt deals. So it pivoted into growth equity and direct lending. Here is one result: https://t.co/oU4GEEOlcT https://t.co/n0iigkZZmp Oaktree lamented throughout the 2010s that there were few good distressed debt deals. So it pivoted into growth equity and direct lending. Here is one result: https://t.co/oU4GEEOlcT https://t.co/n0iigkZZmp"
X Link 2024-09-09T01:13Z 47.3K followers, 197K engagements
"Oaktree lamented throughout the 2010s that there were few good distressed debt deals. So it pivoted into growth equity and direct lending. Here is one result: https://on.ft.com/3Zi4G9M https://on.ft.com/3Zi4G9M"
X Link 2024-09-08T12:48Z 21.4K followers, 424.6K engagements
"MEGA-FUND PRIVATE EQUITY RETURNS We hear it all the time Mega-Funds are trying to maximize capital aggregation vs. returns What do the numbers actually say A thread on the returns of: 1) Blackstone - Bad 2) KKR - Bad 3) H&F - Mid 4) Silver Lake - Mid 5) Thoma Bravo - Mixed 6) Permira - Mixed 7) Warburg Pincus - Good 8) Concluding Thoughts"
X Link 2025-05-17T16:06Z 47.3K followers, 207.8K engagements
"Every Wharton kids' dream Investment Banking -- Mega-Fund Private Equity -- Permanent Capital Buy-Side"
X Link 2024-06-17T22:55Z 47.3K followers, 139.5K engagements
"My genuine advice considering how good these models are getting: find a niche and become extraordinary at it It is becoming progressively clear that being a monkey able to do PPT and Excel work wont get you far in life Pick something (sales industry companies anything) and go deep very deep 1/ As early-access partners with @OpenAI weve been stress testing GPT5 for weeks on the most complex financial analyst agent tasks. Its not hype. Its incredible. Investing & banking jobs will never be the same. 👇🧵 https://t.co/5OSz7gNBYc 1/ As early-access partners with @OpenAI weve been stress testing"
X Link 2025-08-07T20:45Z 47.3K followers, 183.3K engagements
"1/ As early-access partners with @OpenAI weve been stress testing GPT5 for weeks on the most complex financial analyst agent tasks. Its not hype. Its incredible. Investing & banking jobs will never be the same. 👇🧵"
X Link 2025-08-07T17:00Z 14K followers, 2.7M engagements
"RESTRUCTURING CASE (W/ CAP TABLE) If you do not understand how distress works you do not really understand finance Take some time to think about this case Then check out the solution in the tweets below 🧵"
X Link 2025-02-08T22:00Z 47.3K followers, 144.4K engagements
"2025 was the year Warren announced his retirement [----] was the first year without Charlie - the most memorable question came from a child: Hi my name is Andrew and Im wondering if you had more day with Charlie what would you do with him Listen all the way - Warren ends it beautifully"
X Link 2025-05-04T21:26Z 47.3K followers, 143.2K engagements
"The most beautiful summary of the last [--] years of equity market activity by Howard Marks"
X Link 2024-08-26T22:56Z 47.3K followers, 102.6K engagements
"Philippe Laffont founder of Coatue just gave an amazing interview with David Rubenstein talking about: 1) Are we in an AI Bubble 2) Different approaches to investing in this environment 3) Macro outlook 4) Why US Tech companies dominate Europe 5) Some other fun anecdotes When the best investment analyst of all time speaks we have to listen. A thread with my key takeaways🧵"
X Link 2024-06-27T03:00Z 47.3K followers, 274.8K engagements
"The Depth of Due Diligence in Large-Cap Private Equity (and how to get comfortable with public market diligence) - A Long Thread As your classic PE associate who wants to jump to the public side one day I have been doing more reflections on the level of diligence in my current role vs what a public seat would imply and want to share a few thoughts covering: 1) Private Equity Due Diligence 2) Private Equity Information Availability 3) Reflections on how to underwrite investments with (much) less information 4) Why the level of Due Diligence should technically be the same across public and"
X Link 2024-08-31T20:09Z 47.3K followers, 153.7K engagements
"Blackstones Latest Private Equity Returns The fact that the last four flagship funds returned 8% 12% 10% and 10% perfectly illustrates how hard it is to scale returns Fund size tripled from $7B to $21B and returns compressed drastically"
X Link 2025-10-24T01:17Z 47.3K followers, 177.5K engagements
"Everything you need to know before starting your IB/PE job - [----] words of (very detailed) advice Every day ask yourself: "Am I being the best analyst / if they had to fire all analysts but one would they keep me What can I do differently to become that analyst/associate" Even if you are already working I hope you can find something that will save you some time. 1) Working efficiently 2) Communicating effectively 3) Being professional 4) Balancing work with personal life"
X Link 2025-05-31T21:22Z 47.3K followers, 131K engagements
"Everyone guessed. Few realized how right they were. If FTX had simply done nothing its petition-date holdings would now be worth $136 billion. Unreal over $130 billion of value disruption"
X Link 2025-10-31T12:20Z 47.3K followers, 146.7K engagements
"Next time you want to complainabout your banking / PE job remember tech sales is the alternative - Make less than [--] figures - Cold-calling the entire day - Little career progression - Colleaguesare not smart or ambitious - Work and live in a third-tier city Mediocrity"
X Link 2025-05-31T16:15Z 47.3K followers, 417.1K engagements
"THE SOFTWARE PRIVATE EQUITY FIRM OF THE FUTURE: BENDING SPOONS This week Bloomberg published a very interesting article about an Italian company which is building something unique: a roll-up of distressed apps 1) Origins of Bending Spoons 2) Cigar-butt investing approach to software 3) Off-shoring to Italy 4) Evernote Case Study 5) Perpetual holding period A 🧵Thread about this unique private equity firm"
X Link 2024-11-03T16:16Z 47.3K followers, 400.4K engagements
"First Brands collapse surprised private credit marks. "The vast majority of investment funds holding the companys loans marked the credit instruments 90% or above""
X Link 2025-10-16T17:45Z 47.3K followers, 262K engagements
"The Private Equity Firm without a single bankruptcy or missed interest payment. New Mountain Capital is one of the leading names in private equity. It is a $50Bn private equity firm that manages a diverse portfolio across middle market buyout credit and net lease strategies. Their operational excellence is state of the art ranging from sophisticated performance reviews and promotion systems to little things like 55-minute meetings to ensure punctuality. To explain the complex system Adam Weinstein COO and CFO of New Mountain Capital joined Capital Allocators to discuss the success behind New"
X Link 2024-09-02T22:01Z 47.3K followers, 140.2K engagements
"LEAKED: MCKINSEY NYC TRASH STUDY New York City paid millions of taxpayers' dollars to McKinsey the leading consulting firm in the world to study its trash problem and develop potential solutions A consulting masterclass with some really cool (and dirty) analyses 🧵A Thread with the key slides of the final product buckle up for a great read some rat images and to see where your tax dollars are going"
X Link 2024-09-22T23:38Z 47.3K followers, 161.3K engagements
"$1 Trillion is the total amount of private equity carried earned over the last [--] years. Table below breaks it down by investment firm with some interesting facts. Blackstone earned $33B in carry H&F earned $13B with [--] funds Thats over $10B of total gains per fund (on average given 20% carry). Which is truly out of this world considering the first funds in the 90s were $1B in total size. Apollo lagging despite their reputation numbers tell another story"
X Link 2024-06-18T22:58Z 47.3K followers, 305.8K engagements
"KKR Launches a PE Middle Market Fund - My Thoughts as a Mega-Fund PE Associate This past week KKR announced closing its $4.6bn Ascendant Fund the first KKR vehicle solely focused on opportunities in the middle market. PE firms usually achieve greater success by progressively scaling their fund size and buying bigger and bigger companies so why is one of the titans of the industry going in the opposite direction 🧵 A thread covering 1/ Less competition 2/ Lower multiples and less leverage 3/ Proprietary deals 4/ Easier to grow more room for improvement 5/ The big issue with scaling 6/ Issues"
X Link 2024-09-28T16:02Z 47.3K followers, 170.5K engagements
"How it started: New Moelis CEO My daughter is in banking too lets make sure we improve our culture How its going: Fuck those intern man [--] hour surprise modeling test make them earn those return offers"
X Link 2025-07-16T17:25Z 47.3K followers, 114.7K engagements
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