#  @TheIcahnist The Icahnist Carl Icahn is making headlines again with his new target: Blackrock, Vanguard, and State Street, which he calls a "cartel" that controls too much of corporate America's votes, stifling activism and real capitalism. Meanwhile, his dynasty continues with Brett Icahn set to succeed him as chairman and lead the investment unit. Icahn recently revealed a big stake in Monro, an auto repair chain, and plans to cut fat, fix margins, and consolidate the industry. ### Engagements: [-----] [#](/creator/twitter::1661140531274031105/interactions)  - [--] Week [-------] +8.10% - [--] Month [---------] -38% - [--] Months [----------] -59% - [--] Year [----------] +846% ### Mentions: [--] [#](/creator/twitter::1661140531274031105/posts_active)  - [--] Week [--] +13% - [--] Month [---] -11% - [--] Months [---] +32% - [--] Year [-----] +216% ### Followers: [------] [#](/creator/twitter::1661140531274031105/followers)  - [--] Week [------] +1.10% - [--] Month [------] +5.20% - [--] Months [------] +65% - [--] Year [------] +144% ### CreatorRank: [-------] [#](/creator/twitter::1661140531274031105/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [financial services](/list/financial-services) #1977 **Social topic influence** [private equity](/topic/private-equity) #91, [debt](/topic/debt), [investment](/topic/investment), [money](/topic/money), [acquisition](/topic/acquisition), [playbook](/topic/playbook), [wall street](/topic/wall-street), [business](/topic/business), [finance](/topic/finance), [cash flow](/topic/cash-flow) **Top accounts mentioned or mentioned by** [@privatequityguy](/creator/undefined) [@peoperator](/creator/undefined) [@michaeldell](/creator/undefined) [@orlandobravotb](/creator/undefined) [@boringbiz](/creator/undefined) [@privateinequity](/creator/undefined) [@delltech](/creator/undefined) [@harrystebbings](/creator/undefined) [@founderspodcast](/creator/undefined) [@tstuartsmith](/creator/undefined) [@jtlonsdale](/creator/undefined) [@nickypcpg](/creator/undefined) [@ganeumann](/creator/undefined) [@joincolossus](/creator/undefined) [@allengilmer](/creator/undefined) [@grok](/creator/undefined) [@iancassel](/creator/undefined) [@derboersianer](/creator/undefined) [@finengnet](/creator/undefined) [@terrafirma](/creator/undefined) **Top assets mentioned** [Dell Technologies, Inc. (DELL)](/topic/dell) [Goldman Sachs (GS)](/topic/goldman-sachs) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [IBM (IBM)](/topic/ibm) [Microsoft Corp. (MSFT)](/topic/microsoft) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts Top posts by engagements in the last [--] hours "A big misunderstanding is that Buffett was always this sweet grandfather. Buffett acted as an activist investor in his younger years and made massive returns. In this thread I discuss Buffett's hedge fund strategy" [X Link](https://x.com/TheIcahnist/status/1662850714912059396) 2023-05-28T15:57Z 13.2K followers, [----] engagements "@iancassel Walmart is the most compelling example of how a strategy built on a local focus can produce a company that dominates both its original market and neighboring ones into which it expands. It managed to combine sustained growth with sustained profitability in competitive industries" [X Link](https://x.com/TheIcahnist/status/1696119982671745057) 2023-08-28T11:18Z [---] followers, [---] engagements "1/ Benjamin Graham Icahn and Boone Pickens amassed fortunes through activist campaigns in oil and gas companies. Currently the energy sector is undervalued presenting opportunities for campaigns. Here's a thread on valuating the energy sector:" [X Link](https://x.com/TheIcahnist/status/1700220108432457917) 2023-09-08T18:50Z [---] followers, [--] engagements "Valuation of the sectors: Upstream The predominant way of valuing E&Ps is via a Net Asset Value Model. It's a long-term DCF where the E&Ps reserves are depleted to zero and cash flows are calculated over that long-term time frame. Then include any balance sheet adjustments" [X Link](https://x.com/TheIcahnist/status/1700220128728633587) 2023-09-08T18:50Z [---] followers, [--] engagements "@PrivatEquityGuy Agree with the quote not with the example if you mean Brady Dougan. He got a [--] million bonus as Credit Suisse CEO in [----]. He laid the foundation for the failure of Credit Suisse. Shares went 8% up on the day of his departure. The Ex-Chairman considers the bonus as mistake" [X Link](https://x.com/TheIcahnist/status/1719162784028447185) 2023-10-31T01:22Z [---] followers, [--] engagements "Mo Hennessy and Louis Vuitton merged in the same year. Both families fell out over ego. To strengthen its position LV CEO invited Arnault to invest. Arnault took advantage of this and with the help of Lazard Freres Guinness and Mot he secured a 45% controlling stake" [X Link](https://x.com/TheIcahnist/status/1721544680465117403) 2023-11-06T15:06Z [---] followers, [--] engagements "After Arnault had ousted the LV CEO he fired the entire leadership team of Vuitton. He went on a shopping spree expanding the portfolio with numerous luxury brands spanning from fashion to watches and cosmetics. He built his luxury-goods supermarket. The rest is history" [X Link](https://x.com/TheIcahnist/status/1721544689591964028) 2023-11-06T15:06Z [---] followers, [--] engagements "Summary of the tree central tactics: [--]. Hostile takeovers: Arnault employed aggressive takeovers to gain control of coveted luxury brands. One of his most significant acquisitions was LVMH in [----] where he secured a majority stake in this giant" [X Link](https://x.com/TheIcahnist/status/1721544692326679035) 2023-11-06T15:06Z [---] followers, [--] engagements "2. Pressure on management: Similar to Corporate Raiders Arnault exerted pressure on the management of target companies to enforce his vision and strategies" [X Link](https://x.com/TheIcahnist/status/1721544694172155919) 2023-11-06T15:06Z [---] followers, [--] engagements "3. Value enhancement: Through restructuring and repositioning Arnault succeeded in enhancing the value of the acquired luxury brands. He focused on maximizing returns for shareholders" [X Link](https://x.com/TheIcahnist/status/1721544696256667957) 2023-11-06T15:06Z [---] followers, [--] engagements "@Der_Boersianer Wie wre es mit Assassins Creed (Odyssey)" [X Link](https://x.com/TheIcahnist/status/1722011721982779457) 2023-11-07T22:02Z [---] followers, [--] engagements "@Fin_Eng_Net Blind zu investieren wre eine Value Trap stimme zu. Es gibt einen mglichem Katalysten: Bluebell Aktivisten waren bereits vorher am Unternehmen dran jetzige Lage wird die Position fr Liquidation & Freisetzung des inneren Wertes strken" [X Link](https://x.com/TheIcahnist/status/1729541318525784305) 2023-11-28T16:42Z [---] followers, [--] engagements "Buying an undervalued firm with lots of debt could quickly pay itself. Many big firms & conglomerates were not managed to maximise shareholder value and therefore got a low valuation. Hansons conglomerate bought firms only because they were cheap not because of synergies" [X Link](https://x.com/TheIcahnist/status/1732107690506060101) 2023-12-05T18:40Z [---] followers, [--] engagements "Hansons firms were run to generate cash. The cash went to repay debt used to fund the acquisition. Managers had to cut costs and act in the interests of shareholder value in order to be rewarded" [X Link](https://x.com/TheIcahnist/status/1732107692330664049) 2023-12-05T18:40Z [---] followers, [--] engagements "The Butcher of Stockholm Lars Frberg founder of Cevian Capital is one of the best activists in Europe. Carl Icahn is one of the largest financial backers of the fund. Today he launched his campaign at $UBS & wants to double the share price Here is his strategy:" [X Link](https://x.com/TheIcahnist/status/1737289075319615504) 2023-12-20T01:49Z 17.9K followers, [---] engagements "3. Best investmentss The fund doubled its investment within a year with the German company Demag. With a 10% stake in the company they managed to sell it to a US group" [X Link](https://x.com/TheIcahnist/status/1737289086358925427) 2023-12-20T01:49Z 18.8K followers, [---] engagements "4. $UBS Today Cevian announced a campaign at $UBS. Frberg sees $UBS as undervalued: "UBS is valued like an average European bank not as a leading global wealth manager" UBS trades at about [---] times tangible book value compared with about two times for Morgan Stanley" [X Link](https://x.com/TheIcahnist/status/1737289095926239737) 2023-12-20T01:49Z 18.9K followers, [---] engagements "If you stop at a petrol station in Germany during the festive season you will most likely stop at a Tank & Rast petrol station Here is how the PE Firm @terra_firma_ made five times its money with Autobahn toilets and the lesson:" [X Link](https://x.com/TheIcahnist/status/1739414371841757315) 2023-12-25T22:34Z [---] followers, [--] engagements "Boring & good companies are brilliant for high returns During the holidays if you were driving in Germany chances are you stopped at a Tank & Rast (T&R) gas station. The firm has a virtual monopoly. Here is how PE firm Terra made millions with German petrol station toilets" [X Link](https://x.com/TheIcahnist/status/1742921717138493527) 2024-01-04T14:51Z [---] followers, [----] engagements "THE ROLL-UP PAINTER: How a young master painter built the biggest German painting empire In [----] a 25-year-old painter took over two painting businesses laying the foundation for 850M roll-up empire. The unique story of Philip Mecklenburg and core lessons for roll-ups" [X Link](https://x.com/TheIcahnist/status/1747057585654526400) 2024-01-16T00:46Z [---] followers, [---] engagements "The Roman film studios "Cinecitt" could soon go public on the Milan stock exchange. The Italian Ministry is considering a stock market listing. The studios made a profit of [---] million for the first time in [----] with revenues doubling to [--] million due the streaming wars" [X Link](https://x.com/TheIcahnist/status/1748434920022606282) 2024-01-19T19:59Z [---] followers, [--] engagements "PE DEFENCE GUIDE FOR INORGANIC ENTREPRENEURSHIP Since the outbreak of war in Ukraine there has been a massive increase in defence spending around the world. Hundreds of billions are being invested in Europe in particular. Global military spending reached a record $2.2 trillion. There is currently a historic opportunity for inorganic entrepreneurship in Defence & Dual-Use SMBs: A) Roll-ups and consolidation of suppliers B) Tech innovation C) Combination of both Here is the PE Defence guide for SMBs and Private Equity:" [X Link](https://x.com/TheIcahnist/status/1751738046846837238) 2024-01-28T22:44Z [---] followers, [---] engagements "Industry overview Private equity has historically been underinvested in Defence because of a perceived incompatibility with the nature of the sectors contracts and cash flow models and several barriers to entry. Defence is seen as an industry controlled by a limited group of major players creating an impression of a somewhat exclusive field. The industry is characterized by lengthy contracts often spanning two to three decades between suppliers and Original Equipment Manufacturers (OEMs). These contracts while providing steady cash flows do not align well with the conventional PE strategy of" [X Link](https://x.com/TheIcahnist/status/1751738052270039223) 2024-01-28T22:44Z [---] followers, [---] engagements "Best book on M&A for SMBs. Inspired numerous acquisition entrepreneurs Developed from an HBS class by two the experienced M&A entrepreneurs/profs Ruback and Yudkoff" [X Link](https://x.com/TheIcahnist/status/1751804942967337104) 2024-01-29T03:10Z [---] followers, 67.8K engagements "200x Return on Greeting Card Company (The deal that convinced Steven Schwarzman to go into PE) The PE firm Wesray Capital invested $80 million to acquire Gibson financing $79 million of the purchase through borrowing and only contributing $1 million in equity. Of this equity $660000 was divided among two partners of the firm. Sixteen months after the acquisition the firm took the company public through a stock offering that valued the company at $290 million. This resulted in a 200-fold return on the initial investment for the two partners transforming their combined investment of $330000" [X Link](https://x.com/TheIcahnist/status/1756050909400854980) 2024-02-09T20:22Z [---] followers, [----] engagements "Boring fantastically profitable businesses are sitting right in your lap. Every airplane seatbelt you have ever used was likely made by the same company: AmSafe which owns 95% of the global airplane seatbelt market. This small hidden monopoly is protected by a regulatory moat and generates tons of profit. Imagine owning hundreds of such niche monopolists: TransDigm acquires boring niche aerospace suppliers. Its massive success demonstrates what a strategy focused on M&A core competency operational discipline and shareholder value can achieve. TransDigm acquired the seatbelt company in 2012" [X Link](https://x.com/TheIcahnist/status/1761564496173109744) 2024-02-25T01:31Z [---] followers, 41.1K engagements "@PrivatEquityGuy Investcorp built Germany's largest dental chain with Acura as platform comprising over [---] locations. The company is still in the portfolio" [X Link](https://x.com/TheIcahnist/status/1765849118696472818) 2024-03-07T21:16Z [---] followers, [---] engagements "Hidden small monopolies are right in front of your eyes: No matter whether you've visited the opera in Paris New York or Milan all the curtains were made by the same company: Gerriets As the world's sole manufacturer of large stage curtains Gerriets holds a 100% market share" [X Link](https://x.com/TheIcahnist/status/1769467720951545914) 2024-03-17T20:55Z [----] followers, 26.3K engagements "Private Equity Pub Kings of UK: The Great Pub Roll Up🍻 Japanese Nomura became the largest pub owner and consolidated the UK pub industry. How To Make Hundreds Of Millions In A Struggling Industry: Once upon a time brewing industry had been a license to print money. But the Pub sector was undergoing dramatic change the industry's management teams were struggling to keep up. By the 1990s the money making days were over: 1) The UK Government introduced a legislation known as Beer Orders intended to loosen the brewers grip by capping the number of pubs each could own and allowing landlords to" [X Link](https://x.com/TheIcahnist/status/1773841879613747605) 2024-03-29T22:37Z [----] followers, [----] engagements "@PEoperator @PrivatEquityGuy Constellation Software is now targeting these companies. Constellation Software looks to experiment by buying Canadian VC-backed companies https://archive.ph/2024.03.18-001815/https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/ https://archive.ph/2024.03.18-001815/https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/" [X Link](https://x.com/TheIcahnist/status/1775117863176565115) 2024-04-02T11:07Z 20.3K followers, [---] engagements "How a failed French pop star bought companies for a franc and became a turnaround billionaire Bernard Tapie was the takeover king of France. He would buy companies for one franc fix them up and then sell them for hundred million times of their purchase price Wonder bought for one franc in [----] and sold in [----] for [---] million francs. Terraillon bought for one franc in [----] and sold in [----] for [---] million francs. Look bought for one franc in [----] and sold in [----] for [---] million francs. Bernard Tapie dreamed from an early age of becoming a millionaire. He came from humble circumstances and he" [X Link](https://x.com/TheIcahnist/status/1777798850335363424) 2024-04-09T20:40Z [----] followers, 71.3K engagements "@BoringBiz_ What do you think is Y Combinators secret sauce" [X Link](https://x.com/TheIcahnist/status/1777799887452508506) 2024-04-09T20:44Z [----] followers, [---] engagements "This Private Equity billionaire bets billions on high-speed trains in America Wesley Edens is the founding member of the Private Equity Firm Fortress Group that was sold to Softbank for [---] billion. Now he's pouring billions into his latest venture: high-speed trains. The U.S Rail Network is more than twice the size of the European rail system. But Passenger train travel in the United States is significantly lower than in many other parts of the world. The European Union records about [---] billion passenger kilometers whereas the U.S. logs just [--] billion. North American railways handle about" [X Link](https://x.com/TheIcahnist/status/1781075260311228662) 2024-04-18T21:40Z [----] followers, [----] engagements "@PrivatEquityGuy @privateinequity @PEoperator @BoringBiz_ Thank you very much Mikk 🫡 I researched where Private Equity will benefit from infrastructure mega trends and came across Wesley Edens among others" [X Link](https://x.com/TheIcahnist/status/1781706958208217563) 2024-04-20T15:30Z [----] followers, [--] engagements "American Dream: From Immigrant UPS Driver to Billionaire Vulture Investor Marc Lasry made a fortune of [--] billion with bankrupt companies. Here is his unique strategy and story: Beginnings Marc Lasry was born in Marrakesh Morocco. When he was seven years old he and his family immigrated to the U.S. Lasry grew up in Connecticut and received a B.A. in history from Clark University. Before he started at New York Law School he was employed as a truck driver for UPS. He actually wanted to make a career at UPS but his wife talked him out of it and he went to law school. Billion dollar opportunity" [X Link](https://x.com/TheIcahnist/status/1782554319876727120) 2024-04-22T23:37Z [----] followers, 80.4K engagements "ROI of 1900% with Milwaukee Bucks Lasry's turnaround investment strategy also works in sports: In [----] Lasry acquired a 25% stake in the Milwaukee Bucks a floundering NBA team for $175 million. His decision to draft Giannis Antetokounmpo played a crucial role in revitalizing the team. By [----] he sold his share to Jimmy Haslam owner of the Cleveland Browns for a $3.5 billion American Dream: From Immigrant UPS Driver to Billionaire Vulture Investor Marc Lasry made a fortune of [--] billion with bankrupt companies. Here is his unique strategy and story: Beginnings Marc Lasry was born in Marrakesh" [X Link](https://x.com/TheIcahnist/status/1782567369514066314) 2024-04-23T00:29Z [----] followers, [----] engagements "This Guy Bought Real Estate Without Cash Bob Allen boasted 'Give me $100 for living expenses and in [--] hours I'll return owning several properties without using a dime of my own money.' The Los Angeles Times took the bait handed Allen $100 and sent him to San Francisco to turn his boast into proof. In [--] hours he bought seven properties and returned $20 in change to the reporter. Just comment 'Article' and I'll send it to you by DM" [X Link](https://x.com/TheIcahnist/status/1783626145679712595) 2024-04-25T22:36Z [----] followers, 11.3K engagements "@RealJohnMaher77 Where does he see roll-up opportunities in the defense sector for private equity" [X Link](https://x.com/TheIcahnist/status/1783934725901476065) 2024-04-26T19:02Z [----] followers, [---] engagements "Privatization programs by governments offer an interesting opportunity for Private Equity When a government sells a state-owned company Private Equity can unlock significant value by updating the business model and cutting costs which are typically high in the public sector. It's essential for PE sponsors to incentivize management to focus on maximizing profits and reducing expenses. This process often involves abandoning the non-financial objectives that the state pursued. PE can create additional value by implementing new governance guidelines that empower or increase the involvement of" [X Link](https://x.com/TheIcahnist/status/1785789809786577015) 2024-05-01T21:54Z [----] followers, [----] engagements "The Most Profitable Private Equity Deal in History How Blackstone made a huge gain of $14 billion with Hilton Hotels Here is the [--] billion dollar playbook In the 2000s the hospitality industry had become a highly attractive sector for Private Equity. Blackstone was the leading investor in this industry and managed to increase La Quinta's brand value by 45% within a year. At that time Hilton was delivering returns of almost 20% to its investors. Hilton was looking to expand its international presence and improve profit margins. It needed a financially robust partner to support its growth into" [X Link](https://x.com/TheIcahnist/status/1785789963969106195) 2024-05-01T21:54Z [----] followers, 63.6K engagements "@TheoPhysiJ Crazy deal A quick win tastes sweet" [X Link](https://x.com/TheIcahnist/status/1785804163584061557) 2024-05-01T22:51Z [----] followers, [---] engagements "In [----] Chris Klin's company received a mandate from the Caribbean state of St. Kitts and Nevis to set up a scalable citizenship acquisition programme. This became the most successful programme in the world This money saved St Kitts and Nevis from economic ruin. The collapse of the sugar industry and the financial crisis had hit the country hard. Instead it has since experienced a strong upswing" [X Link](https://x.com/TheIcahnist/status/1789466144488767572) 2024-05-12T01:22Z [----] followers, 15.6K engagements "Agree Chris Klin said he knows families for whom a passport is so important that they have spent half of their disposable assets on it. The proportion of middle-class customers is increasing. In the Caribbean you can buy a second citizenship for the whole family for [------] to [------] dollars. The market has already reached a volume of over $25 billion (with Chris Klin at the helm) and will continue to grow rapidly" [X Link](https://x.com/TheIcahnist/status/1789472019941044468) 2024-05-12T01:45Z [----] followers, 30.8K engagements "From Washing Used Cars to a $14 Billion Empire This guy dropped out of university to clean used cars and today he owns a $14 billion revenue empire in [--] industries with [-----] employees in [--] countries Jim Pattison came from humble beginnings. He didn't have wealthy parents but his mother gave him a saying that still hangs on his office wall today: "Low aim is a crime" Jim left the University of British Columbia before completing his degree and started washing used cars at a dealership in Vancouver. He then transitioned into sales and eventually spent a decade working at a car dealership. I" [X Link](https://x.com/TheIcahnist/status/1790870202650943651) 2024-05-15T22:21Z [----] followers, 55.3K engagements "He Was Denied a Promotion at [--] so He Founded the World's Important Company If TSMC were to disappear even trillion-dollar companies like $APPL and $NVDA would be doomed. TSMC is so important that the U.S. would rather blow it up than let it fall into Chinese hands. Here is his strategy: Morris Chang originally from China ventured to the United States to study engineering at MIT. Despite failing his PhD exam he secured a position at Texas Instruments where his genius led him to become the Vice President of the semiconductor division. After a 25-year career at Texas Instruments Morris resigned" [X Link](https://x.com/TheIcahnist/status/1794516201114046667) 2024-05-25T23:49Z [----] followers, [----] engagements "The Acquisition Cowboy Ted Turner turned a small Southern billboard firm into one of the world's largest media conglomerates "Either Lead Follow or Get Out of the Way" Ted Turner was just [--] when his father took his own life leaving him responsible for running the familys billboard business. He worked day and night offering customers a discount for early payment to increase the amount of cash on hand. Not long after taking over the business Ted executed his first acquisitions. Recognizing that lots of his billboards were not fully occupied with ads he saw an opportunity: He purchased" [X Link](https://x.com/TheIcahnist/status/1796352854459879496) 2024-05-31T01:27Z [----] followers, [----] engagements "Private Equity and Civil War Some of the greatest fortunes were created during the U.S civil war using private equity-like strategies: Consolidating fragmented industries through acquisitions Key Lessons from the Four Greatest Consolidators: [--]. John D. Rockefeller Rockefeller focused on the burgeoning oil industry during the Civil War. He invested in oil refining and established Standard Oil which grew through horizontal integration buying out competitors to monopolize the industry. Lesson: Identify emerging industries with high growth potential and aim to dominate through strategic" [X Link](https://x.com/TheIcahnist/status/1796379458087100826) 2024-05-31T03:13Z 20.8K followers, [----] engagements "Warren Buffett's American Tailwind Buffett explains why you should believe in the USA In his letter he divided U.S. history into three 77-year periods to explain its economic progress" [X Link](https://x.com/TheIcahnist/status/1797441786723389459) 2024-06-03T01:34Z [----] followers, [----] engagements "Private Equity Fund is buying Whiskey Barrels🥃 Cordillera Group raised $62 million in February for a Whiskey Opportunities Fund. The PE fund wants to ride the whiskey boom Why are they buying barrels Most traditional old bourbon makers like Jack Daniel's or Jim Beam were integrators: they did everything themselves from distilling to aging and distribution. Then a new generation of craft brands came along. They didn't have the money to build their own distilleries so they preferred to buy barrels. However there is a supply gap in the market and newer craft players don't have enough money to" [X Link](https://x.com/TheIcahnist/status/1806469719710449984) 2024-06-27T23:28Z 12.5K followers, [----] engagements "British PE Legend Guy Hands on Deal Storytelling: It's all about the Story. The Story is what makes each deal unique. Understanding the Story is what gives me the edge. The Story consists of people companies pressures technology global factors micro factors and a myriad of other things- some of which can be analysed while others simply evoke a gut feeling" [X Link](https://x.com/TheIcahnist/status/1806481624491827308) 2024-06-28T00:15Z [----] followers, [----] engagements "@Amoreynis Guy Hands is a British private equity pioneer and founder of PE Terra Firma. The quote is from his biography" [X Link](https://x.com/TheIcahnist/status/1806610174360084829) 2024-06-28T08:46Z [----] followers, [--] engagements "Look at this guy. He wanted to be an investment banker He failed his economics final He dropped out of Swiss college to surf in California Now he's worth $9 Billionat [--]. The story of the youngest Swiss billionaire you've never heard of: After failing his finals Guillaume Pousaz left Switzerland for California to take a surfing break. He financed his stay with a job at a company near the beach called International Payment Consultants (IPC): "I didn't seek out the payments topic it found me." At IPC he learns the electronic payment business from the ground up. It was there that he noticed a" [X Link](https://x.com/TheIcahnist/status/1806853036964241563) 2024-06-29T00:51Z [----] followers, [----] engagements "Private Equity goes Gaming Swedish Private Equity EQT has made a bid of [---] billion for Keyword Studios. Keywords offers a range of services including game art marketing and testing. The company's clientele includes major industry players like Activision Electronic Arts and Tencent. It has contributed to popular games such as Fortnite and League of Legends. The emergence of streaming models and the shift to mobile have increased growth opportunities for the video gaming market and made companies in the industry attractive as buy-out targets. Interest in buying UK-listed companies has hit its" [X Link](https://x.com/TheIcahnist/status/1807009205276045705) 2024-06-29T11:12Z [----] followers, [----] engagements "Ernst Prost came from humble beginnings: He was a refugee child & cleaned bricklayers' shoes to earn his pocket money. During school holidays he worked on construction sites. He completed an apprenticeship as a car mechanic and on the side sold swimming pools and installed the equipment" [X Link](https://x.com/TheIcahnist/status/1837645586457051251) 2024-09-22T00:10Z [----] followers, [----] engagements "From Sales Guy to Owner of LIQUI MOLY He signed a contract with LIQUI MOLY and started as a regular sales guy. After that he worked his way up to become the Head of Sales. The second generation of the founding family at LIQUI MOLY lost interest in the hard operational work within the company and began living extravagantly. This led to disputes over profit shares and the legal proceedings placed a burden on the company. A banker from Deutsche Bank came up with the idea to solve the problem by selling the company to Ernst. This is how he secured the necessary financing through Deutsche Bank" [X Link](https://x.com/TheIcahnist/status/1837645588961337600) 2024-09-22T00:10Z [----] followers, [----] engagements "Charlie sold his company to KKR for around [---] million but quickly regretted it. He watched as Pimlicos revenue dropped and customer complaints skyrocketed. Determined to make a comeback he is launching a new company and boldly set up his headquarters right next door to his old business" [X Link](https://x.com/TheIcahnist/status/1838720236641452160) 2024-09-24T23:20Z [----] followers, [----] engagements "How to Pitch to a Hedge Fund Billionaire Billionaire macroinvestor Michael Steinhardt made his investors about five-hundred times their money over thirty years. You should be able to tell him in [--] minutes four things: (1) the idea (2) the consensus view (3) his variant perception (4) a trigger event. In those instances where there was no variant perception he generally had no interest and would discourage investing" [X Link](https://x.com/TheIcahnist/status/1839701924460769378) 2024-09-27T16:21Z [----] followers, [----] engagements "Goldman Sachs Framework for Investing in Software" [X Link](https://x.com/TheIcahnist/status/1840164661653573941) 2024-09-28T23:00Z [----] followers, [----] engagements "Tempering Seller Expectations in Private Equity Oftentimes founders come in and say they have heard of a certain multiple so they believe their company is worth a fix sum of million dollars. These tactics drive results: Anchoring: Anchor them on the idea that multiples are not the ultimatum. Give them a new anchor: Explain to them that you value the business based on what you think you can achieve in five years with it. This means that the business price is not just a multiple but a growth outlook. But dont assume they need you to explain to them. Most are very savvy actually not dumb like" [X Link](https://x.com/TheIcahnist/status/1840520972660580774) 2024-09-29T22:36Z [----] followers, [----] engagements "This Tax Attorney turned $10k into $17 Billion He got fired and borrowed $10k to build a billion-dollar Real Estate empire. Heres how he did it:" [X Link](https://x.com/TheIcahnist/status/1841266193191333984) 2024-10-01T23:57Z [----] followers, [----] engagements "3/ Ross used the profits to launch a new business: It started as an affordable housing developer and later expanded into high-end retail and commercial projects. The companys crown jewel is Hudson Yards the most expensive real estate project in history" [X Link](https://x.com/TheIcahnist/status/1841266208685138345) 2024-10-01T23:57Z [----] followers, [----] engagements "At [--] he is older than Joe Biden but hes far from retired. Ross just launched a new real estate company aiming to capitalize on the massive migration of American money and power to Florida. He holds a near monopoly on commercial office space in West Palm Beach" [X Link](https://x.com/TheIcahnist/status/1841266215647424833) 2024-10-01T23:57Z [----] followers, [----] engagements "The Hidden Private Equity Opportunity: Mid-Caps Blackstone ($BX) is very bullish on Mid Caps Here is the Blackstone Report:" [X Link](https://x.com/TheIcahnist/status/1841919156133703710) 2024-10-03T19:12Z [----] followers, 61K engagements "The OpenAI Investment strategy @sama is building a generative AI ecosystem Here is the Investment Map:" [X Link](https://x.com/TheIcahnist/status/1842259010461778156) 2024-10-04T17:42Z [----] followers, [----] engagements "Five Golden Rules of Vista Equity [--]. Operational Engineering Over Financial Engineering [--]. Create Value Through Best Practices [--]. Focus on Recurring Revenue and Customer Stickiness [--]. Focus on Mission-Critical Enterprise Software [--]. Invest in Market Leaders" [X Link](https://x.com/TheIcahnist/status/1842279299803693566) 2024-10-04T19:03Z [----] followers, [----] engagements "1. Operational Engineering Over Financial Engineering Vista Equity Partners stands out from other private equity firms by prioritizing operational excellence over financial engineering. Vista employs a systematic approach to boost operational performance driving sustainable long-term growth: "We created Vista with the idea that systematic operational improvement is whats going to create real value. This approach means we dont just acquire companies; we acquire them implement best-in-class operations and make them the best versions of themselves." - Robert F. Smith Value of their investments" [X Link](https://x.com/TheIcahnist/status/1842279302878097773) 2024-10-04T19:03Z [----] followers, [----] engagements "4. Focus on Mission-Critical Enterprise Software Vista Equity Partners has carved a niche in mission-critical enterprise software. Smith realized early on that the long-term value in technology would be found in solutions that businesses rely on for daily operations: "We focused on mission-critical business-critical software solutions. These tools are fundamental for enhancing productivity and ensuring that the businesses we invest in can achieve repeatable consistent growth." Smith saw a lack of competition in enterprise software at the time because many investors were attracted to" [X Link](https://x.com/TheIcahnist/status/1842279313028137419) 2024-10-04T19:03Z [----] followers, [----] engagements "5. Invest in Market Leaders Vista's investment strategy targets companies that are or have the potential to become market leaders in their segments. Focusing on enterprise software provides an edge as this market often rewards first movers and leaders. "We often say that we like to back market leaders or those that have the ability to become leaders. Enterprise software is a space where leadership compoundsits not just about having a good product but about capturing market share and being the standard-bearer for your sector." Smith believes in the "winner-takes-all" nature of enterprise" [X Link](https://x.com/TheIcahnist/status/1842279316211777745) 2024-10-04T19:03Z [----] followers, [----] engagements "Private Equity Infrastructure Guide Infrastructure is a Trillion-Dollar Opportunity for Private Equity Here is the strategy:" [X Link](https://x.com/TheIcahnist/status/1845164648963637331) 2024-10-12T18:08Z [----] followers, 47.4K engagements "Infrastructure Asset Classes" [X Link](https://x.com/TheIcahnist/status/1845164657457156517) 2024-10-12T18:08Z [----] followers, [---] engagements "Most Important Infrastructure Characteristics Long-term horizon: Infrastructure typically has a 10-20 year investment period offering stability beyond traditional private equity timelines. Stable cash flow: Low volatility and consistent cash flows uncorrelated with other private equity assets reducing economic cycle risks. Inflation protection: Linked to macroeconomic factors like inflation and population growth ensuring returns adjust with economic changes. Low risk: Contracts often span over [--] years providing revenue visibility and resilience against market volatility" [X Link](https://x.com/TheIcahnist/status/1845164667842462110) 2024-10-12T18:08Z [----] followers, [---] engagements "Best Infrastructure Private Equity Funds Let me know in the comments which one youd like to hear more about" [X Link](https://x.com/TheIcahnist/status/1845242849039720628) 2024-10-12T23:19Z [----] followers, [---] engagements "@DinoSawaya Yes the opportunity to deploy large amounts of capital is a significant advantage. Where do you see attractive opportunities within the infrastructure sector" [X Link](https://x.com/TheIcahnist/status/1845532125421764738) 2024-10-13T18:28Z [----] followers, [--] engagements "From Auschwitz Survivor to Wall Street Legend Siggi Wilzig survived Auschwitz and hunted Nazis down in Germany. At [--] he arrested Goebbels. He arrived in New York with only $240 and no formal education beyond grade school. Siggi became one of the most powerful businessmen in America:" [X Link](https://x.com/TheIcahnist/status/1845590472393142315) 2024-10-13T22:20Z [----] followers, [----] engagements "3/ Siggi B. Wilzig was one of the first Jewish Activist Investors Siggi Wilzig took control of Wilshire Oil by rallying friends and family to buy shares eventually acquiring 17% of the company. Wilshire Oil was initially focused on oil exploration but was financially troubled. Using his sales skills he convinced the board to let him help turn the struggling company profitable. Over time Siggi secured more shares and two board seats solidifying his influence" [X Link](https://x.com/TheIcahnist/status/1845590482946314465) 2024-10-13T22:20Z [----] followers, [---] engagements "4/ Siggi was fearless no opponent was too big He applied the same activist strategy to successfully acquire a bank When the Federal Reserve tried to force Siggi to choose between his oil and gas company or his bank Siggi became the first person in history to sue the Federal Reserve. To this day a half-century later that landmark case is still studied in law schools" [X Link](https://x.com/TheIcahnist/status/1845590486012280859) 2024-10-13T22:20Z [----] followers, [---] engagements "Real Estate Private Equity: Blackstone is the Worlds Biggest Landlord" [X Link](https://x.com/TheIcahnist/status/1845623500322587077) 2024-10-14T00:31Z [----] followers, 16.8K engagements "Private Equity Playbook: Deathcare💀 In a market where death is certain the potential is limitless. How to turn final farewells into millions:" [X Link](https://x.com/TheIcahnist/status/1846302287238779085) 2024-10-15T21:29Z [----] followers, [----] engagements "4/ Private Comparables At present traditional funeral homes appear to be the most reliable option for investors with the highest average revenue and an annual growth rate of 11.3%. Crematories generate less than $1 million in average yearly revenue but this segment is experiencing the fastest growth driven by the increasing shift in consumer preferences away from conventional burials" [X Link](https://x.com/TheIcahnist/status/1846302304913576339) 2024-10-15T21:29Z [----] followers, [---] engagements "5/ Top Acquirers of Death Services The death services industry has experienced substantial consolidation in recent years. Carriage Services and Funeral Partners Limited have each made [--] investments leading the charge. Most of their acquisitions have been independent funeral homes and directors" [X Link](https://x.com/TheIcahnist/status/1846302309023690961) 2024-10-15T21:29Z [----] followers, [---] engagements "He failed his exams and dropped out of college to surf in California. Now he's worth $9 Billion. The crazy story of the youngest Swiss billionaire:🧵" [X Link](https://x.com/TheIcahnist/status/1847026818634666243) 2024-10-17T21:28Z [----] followers, [----] engagements "3/ In [----] the company relocated to the UK and rebranded as Its user-friendly interface and efficiency quickly established it as the gold standard for business payments. If you purchase Adidas sneakers from the online shop or a camera from Sony stream movies on Netflix you are using the company's technology. http://checkout.com http://checkout.com http://checkout.com http://checkout.com" [X Link](https://x.com/TheIcahnist/status/1847026827635970328) 2024-10-17T21:28Z [----] followers, [---] engagements "4/ The company handles the entire payment processing between the checkout and the credit card network for buyers and businesses worldwide. More than half of the payment volume consists of transactions involving fintech and cryptocurrencies. In [----] Checkout raised $230 million setting a record for the largest Series A funding round by a European company. Its latest funding round values the company at $40 billion USD" [X Link](https://x.com/TheIcahnist/status/1847026830790086746) 2024-10-17T21:28Z [----] followers, [---] engagements "1/ It all began in a college dorm room where Judith Faulkner developed a database for a group of physicians in Wisconsin. It would take more than a decade before that idea would fully materialize into what is now a healthcare giant" [X Link](https://x.com/TheIcahnist/status/1848171550291410985) 2024-10-21T01:16Z 24.8K followers, [----] engagements "2/ Epic Systems was founded in [----] and from the very beginning Judith took an unconventional path. Unlike many tech founders she refused venture capital funding choosing instead to bootstrap the company. Her focus was on steady sustainable growth with a commitment to building a reputation for reliability and trustworthiness" [X Link](https://x.com/TheIcahnist/status/1848171554242523294) 2024-10-21T01:16Z 24.8K followers, [----] engagements "Battle of the Private Equity Titans KKR and Bain are in a ruthless battle for a Japanese software firm. There can only be one:" [X Link](https://x.com/TheIcahnist/status/1848180612038885809) 2024-10-21T01:52Z 24.8K followers, 14K engagements "Two of the biggest private equity firms KKR and Bain are fighting over Fuji Soft a Japanese company that sells cloud software and digital systems. The battle started when Fuji Softs largest shareholder 3D suggested the company should go private. This attracted KKR and Bain into a bidding war. KKR made the first move offering [----] ($59) per share. But in September Bain shocked the market by offering 7% more with a bid of [----] per share. KKR quickly reacted by speeding up its offer. They already control 32.7% of Fuji Softs shares after securing deals with major shareholders like 3D and Farallon" [X Link](https://x.com/TheIcahnist/status/1848180621304332647) 2024-10-21T01:52Z 24.8K followers, [----] engagements "We are so back" [X Link](https://x.com/TheIcahnist/status/1848385702142026180) 2024-10-21T15:27Z [----] followers, 18K engagements "Private Equity Bros opening their own franchise after reading this story He bought a small sandwich shop in high school. Now its an $8 billion empire generating billions in revenue. Here's the untold story behind his success: https://t.co/AlcLNd4OMs He bought a small sandwich shop in high school. Now its an $8 billion empire generating billions in revenue. Here's the untold story behind his success: https://t.co/AlcLNd4OMs" [X Link](https://x.com/TheIcahnist/status/1848446776052777436) 2024-10-21T19:30Z [----] followers, [----] engagements "Getting Rich off Private Equity UK's Richest Plumber He sold his company to KKR for $180 Million Now Hes Back and Battling KKR and Private Equity: A Thread 🧵 https://t.co/5RPHSmLR2p UK's Richest Plumber He sold his company to KKR for $180 Million Now Hes Back and Battling KKR and Private Equity: A Thread 🧵 https://t.co/5RPHSmLR2p" [X Link](https://x.com/TheIcahnist/status/1848509300437881037) 2024-10-21T23:38Z 24.8K followers, [----] engagements "The Billionaire Vulture Investor He Built a Real Estate Empire by Buying Dying Malls Here is his unique strategy" [X Link](https://x.com/TheIcahnist/status/1849209937513107490) 2024-10-23T22:03Z 24.8K followers, 78.7K engagements "The 120$ Billion Credit Whale How a Goldman Banker Built a Credit Giant Thread" [X Link](https://x.com/TheIcahnist/status/1849609028093047007) 2024-10-25T00:28Z 24.8K followers, 17K engagements "Scott Kapnick career began at Goldman Sachs where he led investment banking and identified the growing opportunity in private credit as banks withdrew from riskier lending. In [----] he left Goldman to launch Highbridge Principal Strategies (HPS) under JPMorgan focusing on mezzanine debta hybrid of debt and equity financing that offered higher returns and risks. By [----] as regulatory pressures mounted and JPMorgans appetite for riskier loans diminished Kapnick seized the opportunity to buy out HPS with his partners for $300 million. This allowed HPS to operate independently and focus on" [X Link](https://x.com/TheIcahnist/status/1849609032299942261) 2024-10-25T00:28Z 24.8K followers, [----] engagements "Private Equity holds a Secret Monopoly. These two images reveal the hidden cash machines within the prison industry. How Private Equity Is Turning Prisons Into Big Profits" [X Link](https://x.com/TheIcahnist/status/1850319226449379590) 2024-10-26T23:30Z 24.8K followers, 32.7K engagements "The Hidden Prison Monopoly Private equity firms have nearly monopolized the market in areas like prison telecommunications prison health care and food service. 1) Healthcare Healthcare within prisons is a major expense for state governments. On average states spend around $8000 per inmate annually on healthcare. Companies like Corizon Health backed by H.I.G. Capital manage healthcare in various prison systems aiming to reduce operating costs through streamlined procedures and fewer resources. This efficiency increases profitability but can also result in lowered service standards which some" [X Link](https://x.com/TheIcahnist/status/1850319229506965791) 2024-10-26T23:30Z 24.8K followers, [----] engagements "Why Prisons Are an Attractive Investment for PE Prisons represent a low-risk investment for private equity largely due to the stability and longevity of government contracts. These contracts guarantee recurring revenue and allow firms to rely on steady demand as inmates consistently need these services. They also benefit from economies of scale as they can apply a standardized model across multiple prison facilities to maximize efficiency and minimize costs which directly enhances their profit margins. [--] Benefits [--]. Steady Cash Flow: Prisons provide a consistent demand for these services" [X Link](https://x.com/TheIcahnist/status/1850319231742558474) 2024-10-26T23:30Z 24.8K followers, [----] engagements "@BigJohn043 @azharaq Bain Capital's acquisition of Sealy Corporation is also a good example for stagnating markets" [X Link](https://x.com/TheIcahnist/status/1851773653530321324) 2024-10-30T23:50Z [----] followers, [---] engagements "The Private Equity Titan of Britain. Why not buy boring assets and turn them into gold Guy Hands turned rusty British trains into 600mm. Here's his playbook:" [X Link](https://x.com/TheIcahnist/status/1860024915019333968) 2024-11-22T18:17Z [----] followers, 13.9K engagements "4/ Purchase and Exit In [----] Nomura bid 700mm for Angel Trains far outbidding the managements 550mm. Initially mocked in the press as extravagant Hands strategy proved visionary. Within just two years the equity in Angel Trains was sold to RBS for 600mm delivering a staggering 500% return for Nomuras investors and earning the deal the nickname "The Great Train Robbery" [X Link](https://x.com/TheIcahnist/status/1860024921545470218) 2024-11-22T18:17Z [----] followers, [----] engagements "5/ Six key lessons: [--]. Spot the overlooked opportunities: While others dismissed rusty old trains as outdated and unappealing Hands recognized their untapped potential. He saw value where no one else didunderestimating your assets is your competitors' first mistake. [--]. Challenge the status quo: The market assumed trains had a 30-year lifespan. Hands dug deeper uncovering that with maintenance these assets could last 90+ years. His lesson The accepted wisdom isnt always rightquestion everything. [--]. Margin of Safety He identified a key safety net: the UK government guaranteed lease payments if" [X Link](https://x.com/TheIcahnist/status/1860024923797807447) 2024-11-22T18:17Z [----] followers, [----] engagements "The Gold Mine for Private Equity Blackstone KKR and Apollo are all in. The Trillion Dollar Opportunity:" [X Link](https://x.com/TheIcahnist/status/1860499547778060727) 2024-11-24T01:43Z 12.3K followers, 33.5K engagements "Why are hospitals good targets [--]. Massive Market Size The healthcare industry is valued at over $4 trillion globally with hospitals accounting for a significant portion. [--]. High Profitability in Specialties Services like oncology cardiology and radiology generate some of the highest profit margins in healthcare making them prime targets for investment and expansion. [--]. Consolidation Opportunities Many hospitals operate as independent or regional entities which PE firms view as fragmented markets ripe for consolidation. By creating networks they aim to reduce costs and increase profitability." [X Link](https://x.com/TheIcahnist/status/1860499551146152038) 2024-11-24T01:43Z [----] followers, [----] engagements "Just wrote a comprehensive guide on Healthcare Private Equity It covers valuation methods operational strategies and more. Drop a comment if youd like a free copy" [X Link](https://x.com/TheIcahnist/status/1860506505935544502) 2024-11-24T02:11Z [----] followers, [----] engagements "Growth Private Equity Translator Whats the biggest red flag youve heard" [X Link](https://x.com/TheIcahnist/status/1861903676673003531) 2024-11-27T22:43Z [----] followers, 32.9K engagements "He built a $6 BILLION empire. He taught Wall Streets Billionaire the secrets of software. Allegedly the mastermind behind historys largest tax-evasion scheme. This is the wild story of Bob Brockman:" [X Link](https://x.com/TheIcahnist/status/1861985491802853742) 2024-11-28T04:08Z [----] followers, [----] engagements "Legendary Dealmakers of Wall Street" [X Link](https://x.com/TheIcahnist/status/1862158099399757978) 2024-11-28T15:34Z [----] followers, 14.3K engagements "This guy build a $90 BILLION luxury empire. BUT he started as a poor timber trader. Bullied and dropping out of school no one expected him to succeed. The billionaire who turned timber into a luxury empire:" [X Link](https://x.com/TheIcahnist/status/1862193669974974626) 2024-11-28T17:55Z [----] followers, 32.7K engagements "Born in [----] in rural Brittany France Franois Pinault had humble beginnings. As a child during Nazi-occupied France he risked his life smuggling food to Allied soldiers. When captured German forces beat him and his father but even as a child he didnt break" [X Link](https://x.com/TheIcahnist/status/1862193672319647907) 2024-11-28T17:55Z [----] followers, [----] engagements "Bullied for his poverty Pinault dropped out of school at [--] to join his fathers timber business. By the early 1960s he borrowed $107000 to start Les tablissements Franois Pinault a timber trading firm. But his real genius Acquisitions" [X Link](https://x.com/TheIcahnist/status/1862193674584543443) 2024-11-28T17:55Z [----] followers, [----] engagements "Pinault began buying out smaller timber companies. His strategy: [--] Acquire struggling competitors. [--] Modernize operations. [--] Reinvest profits to fuel further acquisitions. By the 1980s he was full of cash for acquisitions" [X Link](https://x.com/TheIcahnist/status/1862193677034012947) 2024-11-28T17:55Z [----] followers, [----] engagements "Diversification into Retail In [----] he acquired La Redoute and rebranded his company as Pinault Printemps Redoute (PPR). But Pinault wasnt interested in traditional retail alonehe had his sights set on luxury as a strategy. His first big target was iconic" [X Link](https://x.com/TheIcahnist/status/1862193679206645981) 2024-11-28T17:55Z [----] followers, [----] engagements "Pinault shocked the world when he acquired a 42% stake in Gucci. Gucci was in turmoil with leadership conflicts and a battle for control against Bernard Arnault (LVMH). Pinault bought a 42% stake for $2 billion securing full control in [----]. He turned Gucci into a global luxury giant growing revenue from $1 billion to $10 billion" [X Link](https://x.com/TheIcahnist/status/1862193683677810915) 2024-11-28T17:55Z [----] followers, [----] engagements "After acquiring Gucci Pinault used it as a platform to buy Yves Saint Laurent. He recognized the potential in YSLs strong heritage but underperforming operations. He repositioned YSL as a high-fashion brand with accessible ready-to-wear lines. Pinault leveraged Guccis operational efficiencies for faster turnaround and higher margin" [X Link](https://x.com/TheIcahnist/status/1862193686345638182) 2024-11-28T17:55Z [----] followers, [----] engagements "Bottega Veneta was known for its artisanal leather goods but lacked global scale. Pinaults Strategy: Retain its quiet luxury identity while expanding into global markets. Invest in craftsmanship and supply chain integration. Bottega Veneta became a key driver of Kerings revenue in the 2010s" [X Link](https://x.com/TheIcahnist/status/1862194522412707939) 2024-11-28T17:59Z [----] followers, [----] engagements "@CurioSynapse Thank you very much Stay tuned theres more to come" [X Link](https://x.com/TheIcahnist/status/1862629326253863002) 2024-11-29T22:46Z [----] followers, [---] engagements "Day [--] of sharing YouTube videos that will turn you into a young Buffett This one is a game-changer" [X Link](https://x.com/TheIcahnist/status/1862975952571052352) 2024-11-30T21:44Z [----] followers, [----] engagements "Investing Lessons by Legendary Investor Carl Icahn:" [X Link](https://x.com/TheIcahnist/status/1863725980096807247) 2024-12-02T23:24Z [----] followers, [----] engagements "By the late 1970s Pickens saw diminishing returns from oil exploration. So he pivoted. His new strategy: target large undervalued companies take a significant stake and force change. Mesa could unlock value by acquiring these firms and running them more efficiently" [X Link](https://x.com/TheIcahnist/status/1864074395314000184) 2024-12-03T22:29Z [----] followers, [----] engagements "In [----] he launched his most ambitious bid yet: Gulf Oil one of Americas top six oil firms. He partnered with Drexel Burnham Lambert to finance the bid using junk bonds. Gulf Oil was sold to Chevron for $13.2 billion and Mesa earned hundreds of millions by selling its stake. His attempt set the blueprint for modern leveraged buyouts (LBOs)" [X Link](https://x.com/TheIcahnist/status/1864074398019301388) 2024-12-03T22:29Z 13K followers, [----] engagements "Pickens didnt invent junk bonds but he weaponized them. Before Pickens high-yield bonds were seen as a risky asset class. But his partnership with Drexels Michael Milken changed that. Together they showed the financial world how junk bonds could fund multi-billion-dollar takeovers. By the late 1980s junk bonds financed over $100 billion in corporate deals annually" [X Link](https://x.com/TheIcahnist/status/1864074401315950717) 2024-12-03T22:29Z 12.9K followers, [----] engagements "At age [--] Pickens started BP Capital Management an energy-focused investment firm. He bet big on natural gas and renewable energy. By [----] BP Capital managed over $4 billion. Pickens rebuilt his fortune donating over $1 billion to charity in his later years" [X Link](https://x.com/TheIcahnist/status/1864074407615848593) 2024-12-03T22:29Z [----] followers, [----] engagements "Never forget his interaction with Drake" [X Link](https://x.com/TheIcahnist/status/1864074409847238712) 2024-12-03T22:29Z [----] followers, [----] engagements "He started as a lawyer not a financier. Martin Ebner studied law and earned a doctorate in jurisprudence before entering the world of finance. But by the 1990s he was the most feared investor in Switzerland shaking corporate boardrooms" [X Link](https://x.com/TheIcahnist/status/1865901977361641799) 2024-12-08T23:31Z [----] followers, [----] engagements "Ebner pressured Alusuisse's management to divest Lonza: ❗Aluminum was a cyclical and declining industry. 🧬Lonza had double-digit profit margins and strong growth potential in the booming biotech sector. Swiss Investors wanted exposure to life sciences not heavy industries" [X Link](https://x.com/TheIcahnist/status/1865901987998449691) 2024-12-08T23:31Z 17.9K followers, [----] engagements "In [----] after sustained pressure from Ebner Alusuisse spun off Lonza Group as an independent company. The move was a massive win for shareholders" [X Link](https://x.com/TheIcahnist/status/1865901990594679014) 2024-12-08T23:31Z 17.8K followers, [----] engagements "Once independent Lonzas true potential was unleashed: Revenue (1999): CHF [--] billion. EBITDA margins: 20% far exceeding those of the aluminum division. Lonza focused on: Expanding its contract manufacturing in biotech. Growing its high-margin specialty chemicals segment" [X Link](https://x.com/TheIcahnist/status/1865901993325162669) 2024-12-08T23:31Z [----] followers, [----] engagements "Lonza's stock doubled within [--] years. Ebners fund BK Vision made hundreds of millions of Swiss francs from the investment. His net worth: $3.1B Today Lonza is valued at over CHF [--] billion and remains one of Switzerlands most iconic biotech firms" [X Link](https://x.com/TheIcahnist/status/1865901996110238033) 2024-12-08T23:31Z [----] followers, [----] engagements "@tanguyvl Existing shareholders of Algroup received shares in the newly formed Lonza Group proportionate to their holdings in Algroup" [X Link](https://x.com/TheIcahnist/status/1866106297600426084) 2024-12-09T13:03Z 17.8K followers, [---] engagements "Link to the presentation and the LBO practice model is available on the career services website: You can find a lot of useful content for preparation here https://careerservices.upenn.edu/resources/how-to-lbo-leveraged-buyout-model-tutorial-slide-deck/ https://careerservices.upenn.edu/resources/how-to-lbo-leveraged-buyout-model-tutorial-slide-deck/" [X Link](https://x.com/TheIcahnist/status/1866511314207539396) 2024-12-10T15:52Z [----] followers, [----] engagements "Blackstone's Investment Playbook for Real Estate Building a Hospitality Empire in Southern Europe. Blackstone made massive investments in Southern European hospitality. A Deep Dive into the Investment Playbook:" [X Link](https://x.com/TheIcahnist/status/1867012556717691035) 2024-12-12T01:04Z [----] followers, 42.7K engagements "Blackstone acquired Hotel Investment Partners (HIP) in [----] a Spanish hotel group. Since then HIP has significantly expanded its portfolio by acquiring numerous hotels across Southern Europe particularly in popular tourist destinations like Greece Spain Italy and Portugal. HIP focuses on refurbishing and repositioning these hotels often in small deals with family owners. It owns over [--] hotels with more than [-----] beds in Spain Greece Italy and Portugal. his life story plus he apparently had a kid when he was [--] (which wouldnt be any of my business if it was true but i dont believe shit he" [X Link](https://x.com/TheIcahnist/status/1867012560173547829) 2024-12-12T01:04Z [----] followers, [----] engagements "The HIP Portfolio The vast majority of HIP hotel investments are in leisure properties such as resorts and beach hotels. A very small portion of their investments are in urban hotels located in city centers" [X Link](https://x.com/TheIcahnist/status/1867012562346279327) 2024-12-12T01:04Z [----] followers, [----] engagements "Blackstone is betting big on Greece: [--]. Tourism Boom: Greeces tourism industry is reaching new heights and is still a lot of greenfield left. [--]. Economic Recovery: While Spain and Portugal have reached market maturity Greece still offers untapped potential. [--]. Real Estate Value: Compared to other European countries Greek real estate is still relatively undervalued. [--]. Government Support: The Greek government has been actively promoting foreign investment in the country" [X Link](https://x.com/TheIcahnist/status/1867012564674076900) 2024-12-12T01:04Z [----] followers, [----] engagements "In [----] Blackstone acquired multiple hotels in popular Greek islands such as Corfu and Crete. They recently bought the Grand Hyatt Athens from Henderson Park and Hines for [---] million. It has invested more than half a billion euros into hotels in southern European holiday spots over the past year: "Southern European countries are experiencing increasing visitor numbers from all over the world alongside longer summer seasons all pointing to strong long-term investment fundamentals" James Seppala head of real estate for Europe at Blackstone" [X Link](https://x.com/TheIcahnist/status/1867012567735894207) 2024-12-12T01:04Z [----] followers, [----] engagements "By the 1980s Pessinas company Alliance Sant was one of Europes largest pharmaceutical distributors. But he wasnt done. His goal was to dominate the global market and he used acquisitions as his primary weapon" [X Link](https://x.com/TheIcahnist/status/1867234744137924910) 2024-12-12T15:47Z [----] followers, [----] engagements "In [----] Pessina merged Alliance Sant with UniChem creating Alliance UniChem. The merger expanded his reach into the UK and set the stage for even bigger deals. This was just the beginning of his global consolidation strategy" [X Link](https://x.com/TheIcahnist/status/1867234745999876394) 2024-12-12T15:47Z [----] followers, [---] engagements "By the early 2000s the group had purchased over [---] companies and became a dominant player in the industry. In [----] Pessina orchestrated the $22 billion merger with Boots Britains biggest pharmacy chain. The result A vertically integrated powerhouse combining wholesale distribution with retail pharmacies. It was a game-changing move that redefined the industry" [X Link](https://x.com/TheIcahnist/status/1867234748029935616) 2024-12-12T15:47Z [----] followers, [----] engagements "His boldest acquisition came in 2014: the Walgreens merger. By acquiring Walgreens for $15 billion Pessina created Walgreens Boots Alliance a global behemoth with over [-----] stores and operations in 25+ countries" [X Link](https://x.com/TheIcahnist/status/1867234749757977014) 2024-12-12T15:47Z [----] followers, [---] engagements "The M&A Playbook [--]. Vertical integration for operational control The Boots merger brought Pessina full control of the supply chain: [--] Supplier negotiations: Scale enabled discounts of 10-15%. [--] Logistics: Consolidated warehouses reduced distribution costs. [--] Real estate: Boots and Walgreens retail locations generated additional cash flow through leasebacks" [X Link](https://x.com/TheIcahnist/status/1867234751830163802) 2024-12-12T15:47Z [----] followers, [---] engagements "2. Aggressive cost-cutting After every acquisition Pessina slashed redundant costs: [--]. Overlapping staff: Consolidated roles saving millions annually after the Walgreens deal. [--]. IT systems: Unified software across regions for better inventory management. Efficiency drove profit margins higher post-acquisition" [X Link](https://x.com/TheIcahnist/status/1867234753792848023) 2024-12-12T15:47Z [----] followers, [---] engagements "Happiness is Positive Cash Flow" [X Link](https://x.com/TheIcahnist/status/1867350196746649926) 2024-12-12T23:25Z [----] followers, 17.5K engagements "Two centuries after Waterloo history takes an unexpected twist: Jean-Christophe Napoleon Bonaparte & Arthur Mornington are now rival investment managers in London's private equity industry. Their ancestors were Napoleon and the Duke of Wellington. 👀" [X Link](https://x.com/TheIcahnist/status/1867643587652944149) 2024-12-13T18:51Z [----] followers, 15K engagements "Instead of musket & cannon they now compete with billion-euro funds and boardroom strategies. Bonaparte is with Advent International. Mornington works at Charterhouse Capital Partners" [X Link](https://x.com/TheIcahnist/status/1867643590685630476) 2024-12-13T18:51Z [----] followers, 14K engagements "Despite their historical baggage the two are actually friends. Bonaparte: Its amusing to see we both work in the same industry but dont replicate the rivalry of our ancestors. Mornington: Jean-Christophe is a great guy. Talk about burying the hatchet" [X Link](https://x.com/TheIcahnist/status/1867643594183782851) 2024-12-13T18:51Z [----] followers, 11K engagements "This modern-day rivalry couldnt be more symbolic: Both manage billions in investments Their families symbolize one of the most iconic conflicts in history Now theyre shaping the future of Europes private equity market" [X Link](https://x.com/TheIcahnist/status/1867643596524204368) 2024-12-13T18:51Z [----] followers, 10.2K engagements "Interestingly Bonaparte lives in London and critiques Frances competitiveness: "France is forcing talent out. London offers a more stimulating environment for youth and work experience." Somehow Napoleons descendant finds his future in Britain ironic isnt it" [X Link](https://x.com/TheIcahnist/status/1867643692326031527) 2024-12-13T18:52Z [----] followers, [----] engagements "As Europe reflects on Waterloo the rivalry continues. Not with armies or empires but with IRR LBOs and AUM. History has a way of repeating itself just in unexpected ways" [X Link](https://x.com/TheIcahnist/status/1867643694222127160) 2024-12-13T18:52Z [----] followers, [----] engagements "Developments in recent years Bonaparte is Managing Partner at his firm Leon Capital. Mornington is Partner at Oakley Capital. Both have the same industry focus: Tech and Business Services Who will come out on top this time" [X Link](https://x.com/TheIcahnist/status/1867778943409172621) 2024-12-14T03:49Z [----] followers, [---] engagements "Cum Ex: A Group of Bankers Stole Billions Bankers and Hedge Funds made over $55 Billion by exploiting a dividend loophole. German chancellor Olaf Scholz had testify about his involvement with Germany's largest private bank. This is the story of the biggest heist in history🧵👇" [X Link](https://x.com/TheIcahnist/status/1868050930157183393) 2024-12-14T21:50Z 12K followers, 15.5K engagements "2/ Cum-Ex was legal frauduntil it wasnt. A network of banks hedge funds and lawyers exploited a tax loophole to pocket billions in refunds for taxes that were never paid. How did the scheme work Let me explain. 👇" [X Link](https://x.com/TheIcahnist/status/1868050933953011841) 2024-12-14T21:50Z [----] followers, [---] engagements "3/ At its core Cum-Ex was about double dipping tax refunds. When companies paid dividends a withholding tax was deducted. This tax could be reclaimed by shareholders. But the scam made it look like multiple parties paid the taxso they all claimed refunds" [X Link](https://x.com/TheIcahnist/status/1868050938423894173) 2024-12-14T21:50Z [----] followers, [---] engagements "4/ The name "Cum-Ex" comes from Latin: "Cum" = with "Ex" = without It referred to trading stocks with dividends (cum-dividend) and without dividends (ex-dividend). This rapid trading created confusion over who owned the stockand who paid the tax" [X Link](https://x.com/TheIcahnist/status/1868050941389512913) 2024-12-14T21:50Z [----] followers, [---] engagements "5/ Heres how the Cum-Ex scheme worked step by step: [--] Stocks were traded between multiple parties (banks hedge funds brokers) just before dividend day. [--] Ownership was deliberately blurred creating paper trails. [--] Multiple tax refund claims were filed for the same dividend tax" [X Link](https://x.com/TheIcahnist/status/1868050944677511393) 2024-12-14T21:50Z [----] followers, [---] engagements "6/ Key players in Cum-Ex: Banks facilitated the trades. Hedge funds provided the capital. Lawyers designed the legal frameworks. Brokers executed the trades" [X Link](https://x.com/TheIcahnist/status/1868050948687593815) 2024-12-14T21:50Z [----] followers, [---] engagements "7/ In Germany alone taxpayers lost [----] billion. Across Europe its estimated at [--] billion. Countries like Denmark Belgium and Austria were also hit. This wasnt just a loophole. It was weaponized fraud" [X Link](https://x.com/TheIcahnist/status/1868050951598116945) 2024-12-14T21:50Z [----] followers, [---] engagements "Thatchers favorite businessman. Margaret Thatcher loved Hansons capitalism. She once said she wanted to run Britain like Hanson ran his businesses. He was a major donor to her party and famously opposed Britain joining the Euro currency" [X Link](https://x.com/TheIcahnist/status/1868445282683220210) 2024-12-15T23:57Z [----] followers, [----] engagements "Lord Hansons Legacy He changed the way businesses operate: cash flow shareholder value and lean management became standard practice. His ruthless focus on cash flow and cost-cutting resembles todays Private Equity strategies" [X Link](https://x.com/TheIcahnist/status/1868445285283688546) 2024-12-15T23:57Z [----] followers, [----] engagements "Lots of DMs asking where to find the great biography of Hanson written by @albrummer. Heres a fantastic analysis of Lord Hanson's acquisition strategy available for free: http://strategy.sjsu.edu/www.stable/cases/Hanson%20(A).pdf You buy companies to make money not to win popularity contests. The only thing that matters is cash flow. Its the blood of a business. The key to a good deal is knowing when to walk awayand when to double down People called me an asset stripper. I call myself a value https://t.co/nYDqm1kcV2 http://strategy.sjsu.edu/www.stable/cases/Hanson%20(A).pdf You buy companies" [X Link](https://x.com/TheIcahnist/status/1868705822081270097) 2024-12-16T17:12Z 11.7K followers, [----] engagements "As data centers multiply and scale the demand for critical infrastructure explodes. Power. Cooling. Connectivity. Services. Essential. Scalable. Recession-proof. The best part These businesses are fragmented perfect for a Buy-and-Build play" [X Link](https://x.com/TheIcahnist/status/1869149348602552538) 2024-12-17T22:35Z [----] followers, [----] engagements "1. Tech Support IT maintenance hardware installation software upgrades. 🔵Recurring Revenue Streams: Contracts for maintenance and support provide predictable cash flows. 🔵Low CapEx Requirements: Service-based businesses typically have high margins with minimal reinvestment needs. 🔵High Stickiness: Strong switching costs as data centers are reluctant to change IT partners due to operational risks" [X Link](https://x.com/TheIcahnist/status/1869149354449318033) 2024-12-17T22:35Z 20.3K followers, [----] engagements "2. Power Backup power systems battery solutions uninterruptible power supplies (UPS) and renewable energy systems. 🔵Demand Driven by Regulation: Energy efficiency and sustainability mandates drive continued investment. 🔵High Asset Utilization: Providers often benefit from long-term contracts and recurring revenue streams. 🔵Scalable Unit Economics: Renewable power and backup systems can scale with data center growth" [X Link](https://x.com/TheIcahnist/status/1869149357284438363) 2024-12-17T22:35Z [----] followers, [----] engagements "5. Cleaning Specialized cleaning for servers racks and data center environments. 🔵Low Cyclicality: Regular cleaning and maintenance are required regardless of market conditions. 🔵Opportunities for Automation: Investing in robotics and automation can boost operational efficiency and margins. 🔵Scalable Business Model: Cleaning companies can expand their geographic footprint or diversify into adjacent facility services" [X Link](https://x.com/TheIcahnist/status/1869149366231171305) 2024-12-17T22:35Z [----] followers, [----] engagements "Why These Opportunities Work for Private Equity 🔵Stable and Growing Demand: Data centers are a backbone of the digital economy driving consistent demand for these services. 🔵Fragmented Markets: Many companies in these sectors are local or regional players making them ideal targets for consolidation strategies. 🔵Predictable Cash Flows: Recurring revenue models and long-term contracts offer stability reducing risks and improving leverage potential. 🔵High Margins: Critical services command premium pricing supporting strong EBITDA margins 🔵Low CapEx High ROI: Most of these opportunities" [X Link](https://x.com/TheIcahnist/status/1869149370068738342) 2024-12-17T22:35Z [----] followers, [----] engagements "Golden Era of Finance: MR. BIG DEAL He built a $2.5 billion financing empire from scratch. Turned his first deal into a 9000% return. Pulled off the biggest offshore buyout and became the richest Black man in America. The unbelievable story of Mr. Big Deal:" [X Link](https://x.com/TheIcahnist/status/1869189244037841000) 2024-12-18T01:13Z [----] followers, 40.2K engagements "The first Deal: 9000% return. In [----] Lewis eyed McCall Pattern Companya struggling sewing pattern business in a declining industry. It was: [--]. Cash flow positive [--]. Mismanaged [--]. Overlooked in a shrinking industry The plan Acquire streamline and exit" [X Link](https://x.com/TheIcahnist/status/1869189258147455332) 2024-12-18T01:13Z [----] followers, [----] engagements "Lewis orchestrated a $22.5M leveraged buyout with minimal equity. He controlled McCall with 2% equitythe rest was other peoples money. Lewis immediately boosted cash flow: 🔵Cost Discipline: Stopped unprofitable discounts to maintain margins. 🔵Efficiency: Tightened working capitalpaid bills in [--] days instead of immediately. 🔵Revenue Growth: Used idle printing presses to produce greeting cards (a profitable add-on). 🔵Incentives: Management hit aggressive targets and earned big bonuses" [X Link](https://x.com/TheIcahnist/status/1869189260945039642) 2024-12-18T01:13Z [----] followers, [----] engagements "The Exit Operating profit doubled (from $6M to $14M) Cash flow surged In [----] Lewis sold McCall for $65M to a British buyer. Return: 90-to-1 on equity" [X Link](https://x.com/TheIcahnist/status/1869189263805546739) 2024-12-18T01:13Z [----] followers, [---] engagements "Mega Deal #2: Beatrice International Foods Lewis turned his sights on Beatrice International Foodsa $2.5B business with [--] subsidiaries across [--] countries. It was being sold off by KKR after their $8B Beatrice LBO. Lewis had one goal: win the deal no matter what" [X Link](https://x.com/TheIcahnist/status/1869189266351518207) 2024-12-18T01:13Z [----] followers, [---] engagements "Step 2: Securing the Financing This deal was 40x larger than McCall. Lewis needed heavyweight backing. Enter Michael Milken the Junk Bond King of Drexel Burnham Lambert. When KKRs Henry Kravis doubted Lewis. Milkens vote of confidence sealed the financing" [X Link](https://x.com/TheIcahnist/status/1869189271300755947) 2024-12-18T01:13Z [----] followers, [---] engagements "Step 3: International Dealmaking Beatrice was global. That meant navigating: [--] countries tax codes. Complex holding structures Lewis personally negotiated with the French Ministry of Finance to optimize taxes using a French holding company. This was next-level dealmaking" [X Link](https://x.com/TheIcahnist/status/1869189273716732036) 2024-12-18T01:13Z [----] followers, [---] engagements "The Outcome: TLC Beatrice After the purchase Lewis moved fast: 🔵Sold non-core divisions to pay down debt 🔵Focused on Europes high-margin businesses Within [--] years: 🔵$1.8B revenue 🔵Operating profit surged 50%+ TLC Beatrice became the first Black-owned company to surpass $1B in annual sales" [X Link](https://x.com/TheIcahnist/status/1869189276258214106) 2024-12-18T01:13Z [----] followers, [----] engagements "Private Equity Intern after the first deal. Golden Era of Finance: MR. BIG DEAL He built a $2.5 billion financing empire from scratch. Turned his first deal into a 9000% return. Pulled off the biggest offshore buyout and became the richest Black man in America. The unbelievable story of Mr. Big Deal: https://t.co/Bpr3OTAfU4 Golden Era of Finance: MR. BIG DEAL He built a $2.5 billion financing empire from scratch. Turned his first deal into a 9000% return. Pulled off the biggest offshore buyout and became the richest Black man in America. The unbelievable story of Mr. Big Deal:" [X Link](https://x.com/TheIcahnist/status/1869190196790714647) 2024-12-18T01:17Z [----] followers, [---] engagements "I meant mid-market IT service/support firms that primarily provide services like software upgrades and maintenance rather than the capital-intensive operations of data center providers like $DLR and $EQIX. These mid-market IT service firms typically focus on providing labor- and expertise-driven services rather than owning or operating large-scale infrastructure like data centers. Youre absolutely right that data centers operate under a completely different dynamic with substantial CapEx requirements" [X Link](https://x.com/TheIcahnist/status/1869419840299249699) 2024-12-18T16:29Z 20.3K followers, [---] engagements "Schulich started humbly as a chemical engineering grad from McGill. He worked as a reservoir engineer for Shell earning just $15k/year. But his true genius Spotting opportunities no one else saw" [X Link](https://x.com/TheIcahnist/status/1869528380133245172) 2024-12-18T23:41Z [----] followers, [---] engagements "Billion-Dollar Hack: The Royalty Model In the 1980s he realized: Owning mines & rigs = risky expensive operational headaches. Owning royalties = cash flows without the drama. If royalties worked for oil and gas why couldnt they work for gold" [X Link](https://x.com/TheIcahnist/status/1869528382251413926) 2024-12-18T23:41Z [----] followers, [---] engagements "Schulich started humbly as a chemical engineering grad. He worked as a reservoir engineer for Shell earning just $15k/year. But his true genius Spotting opportunities no one else saw" [X Link](https://x.com/TheIcahnist/status/1869813622962348118) 2024-12-19T18:34Z [----] followers, [---] engagements "Billion-Dollar Hack: The Royalty Model In the 1980s he realized: Owning mines & rigs = risky expensive operational headaches. Owning royalties = cash flows without the drama. If royalties worked for oil and gas why couldn't they work for gold" [X Link](https://x.com/TheIcahnist/status/1869813626007367832) 2024-12-19T18:34Z [----] followers, [---] engagements "Private Equity Aviation Opportunities Carlyle Aviation just shared new insights. Here are [--] game-changing opportunities👇" [X Link](https://x.com/TheIcahnist/status/1869825643057439069) 2024-12-19T19:22Z 10.7K followers, 39.3K engagements "Secondary Trading The $35 billion aircraft trading market is heating up. Savvy players can: [--]. Flip assets or portfolios to create liquidity. [--]. Profit from market dislocations as rates stabilize. [--]. Leverage expertise to outperform less experienced competitors" [X Link](https://x.com/TheIcahnist/status/1869825648224809425) 2024-12-19T19:22Z [----] followers, [----] engagements "M&A: The Race for Scale The industrys mantra: Bigger is better. Sub-scale lessors and underperforming platforms are ripe for the picking. Scale drives lower costs and higher margins in this capital-intensive industry. Aging fleets and operational complexity will push weaker players toward exits. The result: A consolidation wave" [X Link](https://x.com/TheIcahnist/status/1869825650049142980) 2024-12-19T19:22Z [----] followers, [----] engagements "Born in Detroit in [----] to a family of modest means Boeskys early life was far from glamorous. His family ran strip clubs before going bankrupt. But young Ivan was determined to rise above it all" [X Link](https://x.com/TheIcahnist/status/1870170869504618910) 2024-12-20T18:14Z [----] followers, [----] engagements "He dropped out of multiple colleges before finally earning a law degree. Struggling to find his footing he worked odd jobs as a lawyer and accountant always with one goal: to make money" [X Link](https://x.com/TheIcahnist/status/1870170872033550705) 2024-12-20T18:14Z 10.2K followers, [----] engagements "Boesky convinced his wealthy father-in-law to stake him $700000 to launch his own arbitrage firm. He specialized in merger arbitrage betting on stocks of firm involved in M&A. Boesky made a $15MILLION profit in less than [--] HOURS by timing his position in Nabisco during its merger. His biggest single win came when he gambled $200 million on Texaco's takeover of Getty Oil netting him $50MILLION in just weeks" [X Link](https://x.com/TheIcahnist/status/1870170874495524915) 2024-12-20T18:14Z 10.2K followers, [----] engagements "His playbook was simple and aggressive: 🔵 "The Art of the Rumor": Boesky scoured whisper networks and corporate filings to anticipate takeover targets. 🔵Leverage to the Max: Using borrowed money he amplified his positions turning modest profits into massive wins. 🔵Heads I Win Tails I Win More Strategy: By acquiring stakes in both sides of a merger he could hedge his bets and win regardless of the outcome" [X Link](https://x.com/TheIcahnist/status/1870170876945289628) 2024-12-20T18:14Z 10.3K followers, [----] engagements "Wall Streets Biggest Risk-Taker Boesky managed a $3 billion portfolio making him one of the largest arbitrage players in history. His lifestyle: A $7.5 million Manhattan penthouse filled with fine art. A sprawling Connecticut estate complete with gold-plated fixtures. Rolls-Royces in pink" [X Link](https://x.com/TheIcahnist/status/1870170880057454608) 2024-12-20T18:14Z 10.3K followers, [----] engagements "The Insiders Edge Boeskys real edge was his network of insider informants. He cultivated a web of corporate insiders lawyers and investment bankers who fed him confidential information. He paid handsomely for these tips: 🔵Briefcases stuffed with cash exchanged in hotel lobbies. 🔵Code words to disguise deals. 🔵Elaborate meetings to avoid detection. Insider information allowed Boesky to act on mergers before they were public guaranteeing massive profits. It was a system so airtight that no competitor could replicate itbecause it was illegal" [X Link](https://x.com/TheIcahnist/status/1870170882561151151) 2024-12-20T18:14Z [----] followers, [----] engagements "The Fall The empire began to crumble in [----]. A whistleblower tipped off the SEC. When the investigation reached his doorstep he made a desperate move to save himself: cooperation. Boesky struck a deal with federal investigators: Wore a wire to incriminate Michael Milken the Junk Bond King. Provided insider details on Drexel Burnham Lambert Wall Street's junk bond powerhouse. Paid a then-record $100 million penalty and agreed to a 3.5-year prison sentence (he served just [--] months)" [X Link](https://x.com/TheIcahnist/status/1870171465334550792) 2024-12-20T18:16Z [----] followers, [----] engagements "Private Equity Strategy: Pet Care Boom Your dogs wagging tail is a $143 BILLION opportunity. Private Equity is unleashing the cash and consolidating. Heres the Private Equity Pet Care Playbook:" [X Link](https://x.com/TheIcahnist/status/1870542871398363483) 2024-12-21T18:52Z 12.6K followers, 64.5K engagements "Privately owned companies dominate the market 75% of companies are privately owned. 54% are bootstrapped. This means high fragmentationperfect playground for roll-ups and consolidation" [X Link](https://x.com/TheIcahnist/status/1870542876297601122) 2024-12-21T18:52Z 15.7K followers, [----] engagements "Daycare & Boarding: Explosive Growth Revenue growth: 26.3% annuallydriven by: [--]. Hybrid work & office returns. [--]. Single households (28.9% of US). Playbook: 🔵Consolidate small operators into regional/national brands. 🔵Expand services: Add grooming training or retail to boost revenue. 🔵Focus on urban areas where premium pricing is possible" [X Link](https://x.com/TheIcahnist/status/1870542883050443101) 2024-12-21T18:52Z 10.8K followers, [----] engagements "The Key Players Southern Veterinary Partners: Acquiring small vet clinics across the US. Altano Gruppe: Focused on both vet clinics and equine care. Pet Resort Hospitality Group: Specializing in grooming and daycare roll-ups. Rover Group & Wag Group: Public companies dominating pet services platforms. PetSmart: A giant in pet supplies with $18.6B in annual revenue" [X Link](https://x.com/TheIcahnist/status/1870542894555439307) 2024-12-21T18:52Z 18.1K followers, [----] engagements "Blackstones $2.3B Move into Pet Tech Blackstone secured Rover Group for $2.3B at a 61% premium (Take Private). Rover is a platform connecting pet owners with services like dog walking daycare and pet sitting. Why this deal makes strategic sense: [--]. Scalable Platform Asset: Rovers tech-first model supports asset-light growth and operational efficiency. [--]. Recurring Revenue: Subscriptions and repeat bookings provide steady and predictable cash flows. [--]. Growth Opportunities: Rising pet care spend and underpenetrated international markets offer room for expansion" [X Link](https://x.com/TheIcahnist/status/1870542897696964971) 2024-12-21T18:52Z 18.1K followers, [----] engagements "Got a few DMs asking if its possible to interview one or two Pet Care Private Equity firms and ask them some questions. Does that sound interesting to you If so drop a comment and share the questions you have. Private Equity Strategy: Pet Care Boom Your dogs wagging tail is a $143 BILLION opportunity. Private Equity is unleashing the cash and consolidating. Heres the Private Equity Pet Care Playbook: https://t.co/wJMJOEwgAr Private Equity Strategy: Pet Care Boom Your dogs wagging tail is a $143 BILLION opportunity. Private Equity is unleashing the cash and consolidating. Heres the Private" [X Link](https://x.com/TheIcahnist/status/1870679750395441369) 2024-12-22T03:56Z 12.6K followers, [----] engagements "$100000 Finder's Fee in Business School Asher Edelman a legendary corporate raider offered Columbia MBA students $100k for identifying a company he could take over. His class titled "Corporate Raiding: The Art of War" Here are some insights:" [X Link](https://x.com/TheIcahnist/status/1870853923378172015) 2024-12-22T15:28Z 12.7K followers, 76.8K engagements "100K Finders Fee Columbias Dean shut down the offer after faculty backlash claiming it threatened the schools academic integrity. "Our purpose is the exchange of ideas not chasing deals" . Edelman dismissed the criticism as "jealousy" saying: "Students are more in touch with the real world than the faculty. Edelman continued teaching and his course became legendary" [X Link](https://x.com/TheIcahnist/status/1870853933150732568) 2024-12-22T15:28Z 12.4K followers, [----] engagements "Anyone here who took Asher Edelmans "Corporate Raiding: The Art of War" at Columbia or knows someone who did Would love to hear about it" [X Link](https://x.com/TheIcahnist/status/1870853936082772026) 2024-12-22T15:28Z 12.3K followers, [----] engagements "@joehas I completely agreetransparency is key and the more aligned with actual business practices the better the outcomes for students. Links: https://www.nytimes.com/1988/04/03/nyregion/follow-up-on-the-news-corporate-war-at-columbia.html https://www.nytimes.com/1987/08/05/business/business-people-edelman-as-professor-4-r-s-include-raiding.html https://www.nytimes.com/1988/04/03/nyregion/follow-up-on-the-news-corporate-war-at-columbia.html https://www.nytimes.com/1987/08/05/business/business-people-edelman-as-professor-4-r-s-include-raiding.html" [X Link](https://x.com/TheIcahnist/status/1870928096393593181) 2024-12-22T20:23Z 11.8K followers, [--] engagements "The Acquisition Mastermind How do you turn a dying firm into a cash-printing empire This guy cracked the codeand delivered 5700% returns. Lets break it down. 🧵" [X Link](https://x.com/TheIcahnist/status/1871011640726171816) 2024-12-23T01:55Z 10.2K followers, 18.2K engagements "The Best Wall Street Documentary A Must-Watch" [X Link](https://x.com/TheIcahnist/status/1871019737247027547) 2024-12-23T02:27Z 17.5K followers, 18.1K engagements "The Master of Hype: $1 Billion Tech Empire This guy needed $750k to buy a tiny electronics firm. No assets. No revenue. No guarantees. He transformed it into a $1B conglomerate. Heres how he did it. 👇" [X Link](https://x.com/TheIcahnist/status/1871267475423432895) 2024-12-23T18:51Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheIcahnist The Icahnist
Carl Icahn is making headlines again with his new target: Blackrock, Vanguard, and State Street, which he calls a "cartel" that controls too much of corporate America's votes, stifling activism and real capitalism. Meanwhile, his dynasty continues with Brett Icahn set to succeed him as chairman and lead the investment unit. Icahn recently revealed a big stake in Monro, an auto repair chain, and plans to cut fat, fix margins, and consolidate the industry.
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Social Influence
Social category influence finance stocks countries technology brands currencies luxury brands fashion brands travel destinations automotive brands financial services #1977
Social topic influence private equity #91, debt, investment, money, acquisition, playbook, wall street, business, finance, cash flow
Top accounts mentioned or mentioned by @privatequityguy @peoperator @michaeldell @orlandobravotb @boringbiz @privateinequity @delltech @harrystebbings @founderspodcast @tstuartsmith @jtlonsdale @nickypcpg @ganeumann @joincolossus @allengilmer @grok @iancassel @derboersianer @finengnet @terrafirma
Top assets mentioned Dell Technologies, Inc. (DELL) Goldman Sachs (GS) Seagate Technology Holdings PLC (STX) Alphabet Inc Class A (GOOGL) IBM (IBM) Microsoft Corp. (MSFT) Spotify Technology (SPOT)
Top Social Posts
Top posts by engagements in the last [--] hours
"A big misunderstanding is that Buffett was always this sweet grandfather. Buffett acted as an activist investor in his younger years and made massive returns. In this thread I discuss Buffett's hedge fund strategy"
X Link 2023-05-28T15:57Z 13.2K followers, [----] engagements
"@iancassel Walmart is the most compelling example of how a strategy built on a local focus can produce a company that dominates both its original market and neighboring ones into which it expands. It managed to combine sustained growth with sustained profitability in competitive industries"
X Link 2023-08-28T11:18Z [---] followers, [---] engagements
"1/ Benjamin Graham Icahn and Boone Pickens amassed fortunes through activist campaigns in oil and gas companies. Currently the energy sector is undervalued presenting opportunities for campaigns. Here's a thread on valuating the energy sector:"
X Link 2023-09-08T18:50Z [---] followers, [--] engagements
"Valuation of the sectors: Upstream The predominant way of valuing E&Ps is via a Net Asset Value Model. It's a long-term DCF where the E&Ps reserves are depleted to zero and cash flows are calculated over that long-term time frame. Then include any balance sheet adjustments"
X Link 2023-09-08T18:50Z [---] followers, [--] engagements
"@PrivatEquityGuy Agree with the quote not with the example if you mean Brady Dougan. He got a [--] million bonus as Credit Suisse CEO in [----]. He laid the foundation for the failure of Credit Suisse. Shares went 8% up on the day of his departure. The Ex-Chairman considers the bonus as mistake"
X Link 2023-10-31T01:22Z [---] followers, [--] engagements
"Mo Hennessy and Louis Vuitton merged in the same year. Both families fell out over ego. To strengthen its position LV CEO invited Arnault to invest. Arnault took advantage of this and with the help of Lazard Freres Guinness and Mot he secured a 45% controlling stake"
X Link 2023-11-06T15:06Z [---] followers, [--] engagements
"After Arnault had ousted the LV CEO he fired the entire leadership team of Vuitton. He went on a shopping spree expanding the portfolio with numerous luxury brands spanning from fashion to watches and cosmetics. He built his luxury-goods supermarket. The rest is history"
X Link 2023-11-06T15:06Z [---] followers, [--] engagements
"Summary of the tree central tactics: [--]. Hostile takeovers: Arnault employed aggressive takeovers to gain control of coveted luxury brands. One of his most significant acquisitions was LVMH in [----] where he secured a majority stake in this giant"
X Link 2023-11-06T15:06Z [---] followers, [--] engagements
"2. Pressure on management: Similar to Corporate Raiders Arnault exerted pressure on the management of target companies to enforce his vision and strategies"
X Link 2023-11-06T15:06Z [---] followers, [--] engagements
"3. Value enhancement: Through restructuring and repositioning Arnault succeeded in enhancing the value of the acquired luxury brands. He focused on maximizing returns for shareholders"
X Link 2023-11-06T15:06Z [---] followers, [--] engagements
"@Der_Boersianer Wie wre es mit Assassins Creed (Odyssey)"
X Link 2023-11-07T22:02Z [---] followers, [--] engagements
"@Fin_Eng_Net Blind zu investieren wre eine Value Trap stimme zu. Es gibt einen mglichem Katalysten: Bluebell Aktivisten waren bereits vorher am Unternehmen dran jetzige Lage wird die Position fr Liquidation & Freisetzung des inneren Wertes strken"
X Link 2023-11-28T16:42Z [---] followers, [--] engagements
"Buying an undervalued firm with lots of debt could quickly pay itself. Many big firms & conglomerates were not managed to maximise shareholder value and therefore got a low valuation. Hansons conglomerate bought firms only because they were cheap not because of synergies"
X Link 2023-12-05T18:40Z [---] followers, [--] engagements
"Hansons firms were run to generate cash. The cash went to repay debt used to fund the acquisition. Managers had to cut costs and act in the interests of shareholder value in order to be rewarded"
X Link 2023-12-05T18:40Z [---] followers, [--] engagements
"The Butcher of Stockholm Lars Frberg founder of Cevian Capital is one of the best activists in Europe. Carl Icahn is one of the largest financial backers of the fund. Today he launched his campaign at $UBS & wants to double the share price Here is his strategy:"
X Link 2023-12-20T01:49Z 17.9K followers, [---] engagements
"3. Best investmentss The fund doubled its investment within a year with the German company Demag. With a 10% stake in the company they managed to sell it to a US group"
X Link 2023-12-20T01:49Z 18.8K followers, [---] engagements
"4. $UBS Today Cevian announced a campaign at $UBS. Frberg sees $UBS as undervalued: "UBS is valued like an average European bank not as a leading global wealth manager" UBS trades at about [---] times tangible book value compared with about two times for Morgan Stanley"
X Link 2023-12-20T01:49Z 18.9K followers, [---] engagements
"If you stop at a petrol station in Germany during the festive season you will most likely stop at a Tank & Rast petrol station Here is how the PE Firm @terra_firma_ made five times its money with Autobahn toilets and the lesson:"
X Link 2023-12-25T22:34Z [---] followers, [--] engagements
"Boring & good companies are brilliant for high returns During the holidays if you were driving in Germany chances are you stopped at a Tank & Rast (T&R) gas station. The firm has a virtual monopoly. Here is how PE firm Terra made millions with German petrol station toilets"
X Link 2024-01-04T14:51Z [---] followers, [----] engagements
"THE ROLL-UP PAINTER: How a young master painter built the biggest German painting empire In [----] a 25-year-old painter took over two painting businesses laying the foundation for 850M roll-up empire. The unique story of Philip Mecklenburg and core lessons for roll-ups"
X Link 2024-01-16T00:46Z [---] followers, [---] engagements
"The Roman film studios "Cinecitt" could soon go public on the Milan stock exchange. The Italian Ministry is considering a stock market listing. The studios made a profit of [---] million for the first time in [----] with revenues doubling to [--] million due the streaming wars"
X Link 2024-01-19T19:59Z [---] followers, [--] engagements
"PE DEFENCE GUIDE FOR INORGANIC ENTREPRENEURSHIP Since the outbreak of war in Ukraine there has been a massive increase in defence spending around the world. Hundreds of billions are being invested in Europe in particular. Global military spending reached a record $2.2 trillion. There is currently a historic opportunity for inorganic entrepreneurship in Defence & Dual-Use SMBs: A) Roll-ups and consolidation of suppliers B) Tech innovation C) Combination of both Here is the PE Defence guide for SMBs and Private Equity:"
X Link 2024-01-28T22:44Z [---] followers, [---] engagements
"Industry overview Private equity has historically been underinvested in Defence because of a perceived incompatibility with the nature of the sectors contracts and cash flow models and several barriers to entry. Defence is seen as an industry controlled by a limited group of major players creating an impression of a somewhat exclusive field. The industry is characterized by lengthy contracts often spanning two to three decades between suppliers and Original Equipment Manufacturers (OEMs). These contracts while providing steady cash flows do not align well with the conventional PE strategy of"
X Link 2024-01-28T22:44Z [---] followers, [---] engagements
"Best book on M&A for SMBs. Inspired numerous acquisition entrepreneurs Developed from an HBS class by two the experienced M&A entrepreneurs/profs Ruback and Yudkoff"
X Link 2024-01-29T03:10Z [---] followers, 67.8K engagements
"200x Return on Greeting Card Company (The deal that convinced Steven Schwarzman to go into PE) The PE firm Wesray Capital invested $80 million to acquire Gibson financing $79 million of the purchase through borrowing and only contributing $1 million in equity. Of this equity $660000 was divided among two partners of the firm. Sixteen months after the acquisition the firm took the company public through a stock offering that valued the company at $290 million. This resulted in a 200-fold return on the initial investment for the two partners transforming their combined investment of $330000"
X Link 2024-02-09T20:22Z [---] followers, [----] engagements
"Boring fantastically profitable businesses are sitting right in your lap. Every airplane seatbelt you have ever used was likely made by the same company: AmSafe which owns 95% of the global airplane seatbelt market. This small hidden monopoly is protected by a regulatory moat and generates tons of profit. Imagine owning hundreds of such niche monopolists: TransDigm acquires boring niche aerospace suppliers. Its massive success demonstrates what a strategy focused on M&A core competency operational discipline and shareholder value can achieve. TransDigm acquired the seatbelt company in 2012"
X Link 2024-02-25T01:31Z [---] followers, 41.1K engagements
"@PrivatEquityGuy Investcorp built Germany's largest dental chain with Acura as platform comprising over [---] locations. The company is still in the portfolio"
X Link 2024-03-07T21:16Z [---] followers, [---] engagements
"Hidden small monopolies are right in front of your eyes: No matter whether you've visited the opera in Paris New York or Milan all the curtains were made by the same company: Gerriets As the world's sole manufacturer of large stage curtains Gerriets holds a 100% market share"
X Link 2024-03-17T20:55Z [----] followers, 26.3K engagements
"Private Equity Pub Kings of UK: The Great Pub Roll Up🍻 Japanese Nomura became the largest pub owner and consolidated the UK pub industry. How To Make Hundreds Of Millions In A Struggling Industry: Once upon a time brewing industry had been a license to print money. But the Pub sector was undergoing dramatic change the industry's management teams were struggling to keep up. By the 1990s the money making days were over: 1) The UK Government introduced a legislation known as Beer Orders intended to loosen the brewers grip by capping the number of pubs each could own and allowing landlords to"
X Link 2024-03-29T22:37Z [----] followers, [----] engagements
"@PEoperator @PrivatEquityGuy Constellation Software is now targeting these companies. Constellation Software looks to experiment by buying Canadian VC-backed companies https://archive.ph/2024.03.18-001815/https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/ https://archive.ph/2024.03.18-001815/https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/"
X Link 2024-04-02T11:07Z 20.3K followers, [---] engagements
"How a failed French pop star bought companies for a franc and became a turnaround billionaire Bernard Tapie was the takeover king of France. He would buy companies for one franc fix them up and then sell them for hundred million times of their purchase price Wonder bought for one franc in [----] and sold in [----] for [---] million francs. Terraillon bought for one franc in [----] and sold in [----] for [---] million francs. Look bought for one franc in [----] and sold in [----] for [---] million francs. Bernard Tapie dreamed from an early age of becoming a millionaire. He came from humble circumstances and he"
X Link 2024-04-09T20:40Z [----] followers, 71.3K engagements
"@BoringBiz_ What do you think is Y Combinators secret sauce"
X Link 2024-04-09T20:44Z [----] followers, [---] engagements
"This Private Equity billionaire bets billions on high-speed trains in America Wesley Edens is the founding member of the Private Equity Firm Fortress Group that was sold to Softbank for [---] billion. Now he's pouring billions into his latest venture: high-speed trains. The U.S Rail Network is more than twice the size of the European rail system. But Passenger train travel in the United States is significantly lower than in many other parts of the world. The European Union records about [---] billion passenger kilometers whereas the U.S. logs just [--] billion. North American railways handle about"
X Link 2024-04-18T21:40Z [----] followers, [----] engagements
"@PrivatEquityGuy @privateinequity @PEoperator @BoringBiz_ Thank you very much Mikk 🫡 I researched where Private Equity will benefit from infrastructure mega trends and came across Wesley Edens among others"
X Link 2024-04-20T15:30Z [----] followers, [--] engagements
"American Dream: From Immigrant UPS Driver to Billionaire Vulture Investor Marc Lasry made a fortune of [--] billion with bankrupt companies. Here is his unique strategy and story: Beginnings Marc Lasry was born in Marrakesh Morocco. When he was seven years old he and his family immigrated to the U.S. Lasry grew up in Connecticut and received a B.A. in history from Clark University. Before he started at New York Law School he was employed as a truck driver for UPS. He actually wanted to make a career at UPS but his wife talked him out of it and he went to law school. Billion dollar opportunity"
X Link 2024-04-22T23:37Z [----] followers, 80.4K engagements
"ROI of 1900% with Milwaukee Bucks Lasry's turnaround investment strategy also works in sports: In [----] Lasry acquired a 25% stake in the Milwaukee Bucks a floundering NBA team for $175 million. His decision to draft Giannis Antetokounmpo played a crucial role in revitalizing the team. By [----] he sold his share to Jimmy Haslam owner of the Cleveland Browns for a $3.5 billion American Dream: From Immigrant UPS Driver to Billionaire Vulture Investor Marc Lasry made a fortune of [--] billion with bankrupt companies. Here is his unique strategy and story: Beginnings Marc Lasry was born in Marrakesh"
X Link 2024-04-23T00:29Z [----] followers, [----] engagements
"This Guy Bought Real Estate Without Cash Bob Allen boasted 'Give me $100 for living expenses and in [--] hours I'll return owning several properties without using a dime of my own money.' The Los Angeles Times took the bait handed Allen $100 and sent him to San Francisco to turn his boast into proof. In [--] hours he bought seven properties and returned $20 in change to the reporter. Just comment 'Article' and I'll send it to you by DM"
X Link 2024-04-25T22:36Z [----] followers, 11.3K engagements
"@RealJohnMaher77 Where does he see roll-up opportunities in the defense sector for private equity"
X Link 2024-04-26T19:02Z [----] followers, [---] engagements
"Privatization programs by governments offer an interesting opportunity for Private Equity When a government sells a state-owned company Private Equity can unlock significant value by updating the business model and cutting costs which are typically high in the public sector. It's essential for PE sponsors to incentivize management to focus on maximizing profits and reducing expenses. This process often involves abandoning the non-financial objectives that the state pursued. PE can create additional value by implementing new governance guidelines that empower or increase the involvement of"
X Link 2024-05-01T21:54Z [----] followers, [----] engagements
"The Most Profitable Private Equity Deal in History How Blackstone made a huge gain of $14 billion with Hilton Hotels Here is the [--] billion dollar playbook In the 2000s the hospitality industry had become a highly attractive sector for Private Equity. Blackstone was the leading investor in this industry and managed to increase La Quinta's brand value by 45% within a year. At that time Hilton was delivering returns of almost 20% to its investors. Hilton was looking to expand its international presence and improve profit margins. It needed a financially robust partner to support its growth into"
X Link 2024-05-01T21:54Z [----] followers, 63.6K engagements
"@TheoPhysiJ Crazy deal A quick win tastes sweet"
X Link 2024-05-01T22:51Z [----] followers, [---] engagements
"In [----] Chris Klin's company received a mandate from the Caribbean state of St. Kitts and Nevis to set up a scalable citizenship acquisition programme. This became the most successful programme in the world This money saved St Kitts and Nevis from economic ruin. The collapse of the sugar industry and the financial crisis had hit the country hard. Instead it has since experienced a strong upswing"
X Link 2024-05-12T01:22Z [----] followers, 15.6K engagements
"Agree Chris Klin said he knows families for whom a passport is so important that they have spent half of their disposable assets on it. The proportion of middle-class customers is increasing. In the Caribbean you can buy a second citizenship for the whole family for [------] to [------] dollars. The market has already reached a volume of over $25 billion (with Chris Klin at the helm) and will continue to grow rapidly"
X Link 2024-05-12T01:45Z [----] followers, 30.8K engagements
"From Washing Used Cars to a $14 Billion Empire This guy dropped out of university to clean used cars and today he owns a $14 billion revenue empire in [--] industries with [-----] employees in [--] countries Jim Pattison came from humble beginnings. He didn't have wealthy parents but his mother gave him a saying that still hangs on his office wall today: "Low aim is a crime" Jim left the University of British Columbia before completing his degree and started washing used cars at a dealership in Vancouver. He then transitioned into sales and eventually spent a decade working at a car dealership. I"
X Link 2024-05-15T22:21Z [----] followers, 55.3K engagements
"He Was Denied a Promotion at [--] so He Founded the World's Important Company If TSMC were to disappear even trillion-dollar companies like $APPL and $NVDA would be doomed. TSMC is so important that the U.S. would rather blow it up than let it fall into Chinese hands. Here is his strategy: Morris Chang originally from China ventured to the United States to study engineering at MIT. Despite failing his PhD exam he secured a position at Texas Instruments where his genius led him to become the Vice President of the semiconductor division. After a 25-year career at Texas Instruments Morris resigned"
X Link 2024-05-25T23:49Z [----] followers, [----] engagements
"The Acquisition Cowboy Ted Turner turned a small Southern billboard firm into one of the world's largest media conglomerates "Either Lead Follow or Get Out of the Way" Ted Turner was just [--] when his father took his own life leaving him responsible for running the familys billboard business. He worked day and night offering customers a discount for early payment to increase the amount of cash on hand. Not long after taking over the business Ted executed his first acquisitions. Recognizing that lots of his billboards were not fully occupied with ads he saw an opportunity: He purchased"
X Link 2024-05-31T01:27Z [----] followers, [----] engagements
"Private Equity and Civil War Some of the greatest fortunes were created during the U.S civil war using private equity-like strategies: Consolidating fragmented industries through acquisitions Key Lessons from the Four Greatest Consolidators: [--]. John D. Rockefeller Rockefeller focused on the burgeoning oil industry during the Civil War. He invested in oil refining and established Standard Oil which grew through horizontal integration buying out competitors to monopolize the industry. Lesson: Identify emerging industries with high growth potential and aim to dominate through strategic"
X Link 2024-05-31T03:13Z 20.8K followers, [----] engagements
"Warren Buffett's American Tailwind Buffett explains why you should believe in the USA In his letter he divided U.S. history into three 77-year periods to explain its economic progress"
X Link 2024-06-03T01:34Z [----] followers, [----] engagements
"Private Equity Fund is buying Whiskey Barrels🥃 Cordillera Group raised $62 million in February for a Whiskey Opportunities Fund. The PE fund wants to ride the whiskey boom Why are they buying barrels Most traditional old bourbon makers like Jack Daniel's or Jim Beam were integrators: they did everything themselves from distilling to aging and distribution. Then a new generation of craft brands came along. They didn't have the money to build their own distilleries so they preferred to buy barrels. However there is a supply gap in the market and newer craft players don't have enough money to"
X Link 2024-06-27T23:28Z 12.5K followers, [----] engagements
"British PE Legend Guy Hands on Deal Storytelling: It's all about the Story. The Story is what makes each deal unique. Understanding the Story is what gives me the edge. The Story consists of people companies pressures technology global factors micro factors and a myriad of other things- some of which can be analysed while others simply evoke a gut feeling"
X Link 2024-06-28T00:15Z [----] followers, [----] engagements
"@Amoreynis Guy Hands is a British private equity pioneer and founder of PE Terra Firma. The quote is from his biography"
X Link 2024-06-28T08:46Z [----] followers, [--] engagements
"Look at this guy. He wanted to be an investment banker He failed his economics final He dropped out of Swiss college to surf in California Now he's worth $9 Billionat [--]. The story of the youngest Swiss billionaire you've never heard of: After failing his finals Guillaume Pousaz left Switzerland for California to take a surfing break. He financed his stay with a job at a company near the beach called International Payment Consultants (IPC): "I didn't seek out the payments topic it found me." At IPC he learns the electronic payment business from the ground up. It was there that he noticed a"
X Link 2024-06-29T00:51Z [----] followers, [----] engagements
"Private Equity goes Gaming Swedish Private Equity EQT has made a bid of [---] billion for Keyword Studios. Keywords offers a range of services including game art marketing and testing. The company's clientele includes major industry players like Activision Electronic Arts and Tencent. It has contributed to popular games such as Fortnite and League of Legends. The emergence of streaming models and the shift to mobile have increased growth opportunities for the video gaming market and made companies in the industry attractive as buy-out targets. Interest in buying UK-listed companies has hit its"
X Link 2024-06-29T11:12Z [----] followers, [----] engagements
"Ernst Prost came from humble beginnings: He was a refugee child & cleaned bricklayers' shoes to earn his pocket money. During school holidays he worked on construction sites. He completed an apprenticeship as a car mechanic and on the side sold swimming pools and installed the equipment"
X Link 2024-09-22T00:10Z [----] followers, [----] engagements
"From Sales Guy to Owner of LIQUI MOLY He signed a contract with LIQUI MOLY and started as a regular sales guy. After that he worked his way up to become the Head of Sales. The second generation of the founding family at LIQUI MOLY lost interest in the hard operational work within the company and began living extravagantly. This led to disputes over profit shares and the legal proceedings placed a burden on the company. A banker from Deutsche Bank came up with the idea to solve the problem by selling the company to Ernst. This is how he secured the necessary financing through Deutsche Bank"
X Link 2024-09-22T00:10Z [----] followers, [----] engagements
"Charlie sold his company to KKR for around [---] million but quickly regretted it. He watched as Pimlicos revenue dropped and customer complaints skyrocketed. Determined to make a comeback he is launching a new company and boldly set up his headquarters right next door to his old business"
X Link 2024-09-24T23:20Z [----] followers, [----] engagements
"How to Pitch to a Hedge Fund Billionaire Billionaire macroinvestor Michael Steinhardt made his investors about five-hundred times their money over thirty years. You should be able to tell him in [--] minutes four things: (1) the idea (2) the consensus view (3) his variant perception (4) a trigger event. In those instances where there was no variant perception he generally had no interest and would discourage investing"
X Link 2024-09-27T16:21Z [----] followers, [----] engagements
"Goldman Sachs Framework for Investing in Software"
X Link 2024-09-28T23:00Z [----] followers, [----] engagements
"Tempering Seller Expectations in Private Equity Oftentimes founders come in and say they have heard of a certain multiple so they believe their company is worth a fix sum of million dollars. These tactics drive results: Anchoring: Anchor them on the idea that multiples are not the ultimatum. Give them a new anchor: Explain to them that you value the business based on what you think you can achieve in five years with it. This means that the business price is not just a multiple but a growth outlook. But dont assume they need you to explain to them. Most are very savvy actually not dumb like"
X Link 2024-09-29T22:36Z [----] followers, [----] engagements
"This Tax Attorney turned $10k into $17 Billion He got fired and borrowed $10k to build a billion-dollar Real Estate empire. Heres how he did it:"
X Link 2024-10-01T23:57Z [----] followers, [----] engagements
"3/ Ross used the profits to launch a new business: It started as an affordable housing developer and later expanded into high-end retail and commercial projects. The companys crown jewel is Hudson Yards the most expensive real estate project in history"
X Link 2024-10-01T23:57Z [----] followers, [----] engagements
"At [--] he is older than Joe Biden but hes far from retired. Ross just launched a new real estate company aiming to capitalize on the massive migration of American money and power to Florida. He holds a near monopoly on commercial office space in West Palm Beach"
X Link 2024-10-01T23:57Z [----] followers, [----] engagements
"The Hidden Private Equity Opportunity: Mid-Caps Blackstone ($BX) is very bullish on Mid Caps Here is the Blackstone Report:"
X Link 2024-10-03T19:12Z [----] followers, 61K engagements
"The OpenAI Investment strategy @sama is building a generative AI ecosystem Here is the Investment Map:"
X Link 2024-10-04T17:42Z [----] followers, [----] engagements
"Five Golden Rules of Vista Equity [--]. Operational Engineering Over Financial Engineering [--]. Create Value Through Best Practices [--]. Focus on Recurring Revenue and Customer Stickiness [--]. Focus on Mission-Critical Enterprise Software [--]. Invest in Market Leaders"
X Link 2024-10-04T19:03Z [----] followers, [----] engagements
"1. Operational Engineering Over Financial Engineering Vista Equity Partners stands out from other private equity firms by prioritizing operational excellence over financial engineering. Vista employs a systematic approach to boost operational performance driving sustainable long-term growth: "We created Vista with the idea that systematic operational improvement is whats going to create real value. This approach means we dont just acquire companies; we acquire them implement best-in-class operations and make them the best versions of themselves." - Robert F. Smith Value of their investments"
X Link 2024-10-04T19:03Z [----] followers, [----] engagements
"4. Focus on Mission-Critical Enterprise Software Vista Equity Partners has carved a niche in mission-critical enterprise software. Smith realized early on that the long-term value in technology would be found in solutions that businesses rely on for daily operations: "We focused on mission-critical business-critical software solutions. These tools are fundamental for enhancing productivity and ensuring that the businesses we invest in can achieve repeatable consistent growth." Smith saw a lack of competition in enterprise software at the time because many investors were attracted to"
X Link 2024-10-04T19:03Z [----] followers, [----] engagements
"5. Invest in Market Leaders Vista's investment strategy targets companies that are or have the potential to become market leaders in their segments. Focusing on enterprise software provides an edge as this market often rewards first movers and leaders. "We often say that we like to back market leaders or those that have the ability to become leaders. Enterprise software is a space where leadership compoundsits not just about having a good product but about capturing market share and being the standard-bearer for your sector." Smith believes in the "winner-takes-all" nature of enterprise"
X Link 2024-10-04T19:03Z [----] followers, [----] engagements
"Private Equity Infrastructure Guide Infrastructure is a Trillion-Dollar Opportunity for Private Equity Here is the strategy:"
X Link 2024-10-12T18:08Z [----] followers, 47.4K engagements
"Infrastructure Asset Classes"
X Link 2024-10-12T18:08Z [----] followers, [---] engagements
"Most Important Infrastructure Characteristics Long-term horizon: Infrastructure typically has a 10-20 year investment period offering stability beyond traditional private equity timelines. Stable cash flow: Low volatility and consistent cash flows uncorrelated with other private equity assets reducing economic cycle risks. Inflation protection: Linked to macroeconomic factors like inflation and population growth ensuring returns adjust with economic changes. Low risk: Contracts often span over [--] years providing revenue visibility and resilience against market volatility"
X Link 2024-10-12T18:08Z [----] followers, [---] engagements
"Best Infrastructure Private Equity Funds Let me know in the comments which one youd like to hear more about"
X Link 2024-10-12T23:19Z [----] followers, [---] engagements
"@DinoSawaya Yes the opportunity to deploy large amounts of capital is a significant advantage. Where do you see attractive opportunities within the infrastructure sector"
X Link 2024-10-13T18:28Z [----] followers, [--] engagements
"From Auschwitz Survivor to Wall Street Legend Siggi Wilzig survived Auschwitz and hunted Nazis down in Germany. At [--] he arrested Goebbels. He arrived in New York with only $240 and no formal education beyond grade school. Siggi became one of the most powerful businessmen in America:"
X Link 2024-10-13T22:20Z [----] followers, [----] engagements
"3/ Siggi B. Wilzig was one of the first Jewish Activist Investors Siggi Wilzig took control of Wilshire Oil by rallying friends and family to buy shares eventually acquiring 17% of the company. Wilshire Oil was initially focused on oil exploration but was financially troubled. Using his sales skills he convinced the board to let him help turn the struggling company profitable. Over time Siggi secured more shares and two board seats solidifying his influence"
X Link 2024-10-13T22:20Z [----] followers, [---] engagements
"4/ Siggi was fearless no opponent was too big He applied the same activist strategy to successfully acquire a bank When the Federal Reserve tried to force Siggi to choose between his oil and gas company or his bank Siggi became the first person in history to sue the Federal Reserve. To this day a half-century later that landmark case is still studied in law schools"
X Link 2024-10-13T22:20Z [----] followers, [---] engagements
"Real Estate Private Equity: Blackstone is the Worlds Biggest Landlord"
X Link 2024-10-14T00:31Z [----] followers, 16.8K engagements
"Private Equity Playbook: Deathcare💀 In a market where death is certain the potential is limitless. How to turn final farewells into millions:"
X Link 2024-10-15T21:29Z [----] followers, [----] engagements
"4/ Private Comparables At present traditional funeral homes appear to be the most reliable option for investors with the highest average revenue and an annual growth rate of 11.3%. Crematories generate less than $1 million in average yearly revenue but this segment is experiencing the fastest growth driven by the increasing shift in consumer preferences away from conventional burials"
X Link 2024-10-15T21:29Z [----] followers, [---] engagements
"5/ Top Acquirers of Death Services The death services industry has experienced substantial consolidation in recent years. Carriage Services and Funeral Partners Limited have each made [--] investments leading the charge. Most of their acquisitions have been independent funeral homes and directors"
X Link 2024-10-15T21:29Z [----] followers, [---] engagements
"He failed his exams and dropped out of college to surf in California. Now he's worth $9 Billion. The crazy story of the youngest Swiss billionaire:🧵"
X Link 2024-10-17T21:28Z [----] followers, [----] engagements
"3/ In [----] the company relocated to the UK and rebranded as Its user-friendly interface and efficiency quickly established it as the gold standard for business payments. If you purchase Adidas sneakers from the online shop or a camera from Sony stream movies on Netflix you are using the company's technology. http://checkout.com http://checkout.com http://checkout.com http://checkout.com"
X Link 2024-10-17T21:28Z [----] followers, [---] engagements
"4/ The company handles the entire payment processing between the checkout and the credit card network for buyers and businesses worldwide. More than half of the payment volume consists of transactions involving fintech and cryptocurrencies. In [----] Checkout raised $230 million setting a record for the largest Series A funding round by a European company. Its latest funding round values the company at $40 billion USD"
X Link 2024-10-17T21:28Z [----] followers, [---] engagements
"1/ It all began in a college dorm room where Judith Faulkner developed a database for a group of physicians in Wisconsin. It would take more than a decade before that idea would fully materialize into what is now a healthcare giant"
X Link 2024-10-21T01:16Z 24.8K followers, [----] engagements
"2/ Epic Systems was founded in [----] and from the very beginning Judith took an unconventional path. Unlike many tech founders she refused venture capital funding choosing instead to bootstrap the company. Her focus was on steady sustainable growth with a commitment to building a reputation for reliability and trustworthiness"
X Link 2024-10-21T01:16Z 24.8K followers, [----] engagements
"Battle of the Private Equity Titans KKR and Bain are in a ruthless battle for a Japanese software firm. There can only be one:"
X Link 2024-10-21T01:52Z 24.8K followers, 14K engagements
"Two of the biggest private equity firms KKR and Bain are fighting over Fuji Soft a Japanese company that sells cloud software and digital systems. The battle started when Fuji Softs largest shareholder 3D suggested the company should go private. This attracted KKR and Bain into a bidding war. KKR made the first move offering [----] ($59) per share. But in September Bain shocked the market by offering 7% more with a bid of [----] per share. KKR quickly reacted by speeding up its offer. They already control 32.7% of Fuji Softs shares after securing deals with major shareholders like 3D and Farallon"
X Link 2024-10-21T01:52Z 24.8K followers, [----] engagements
"We are so back"
X Link 2024-10-21T15:27Z [----] followers, 18K engagements
"Private Equity Bros opening their own franchise after reading this story He bought a small sandwich shop in high school. Now its an $8 billion empire generating billions in revenue. Here's the untold story behind his success: https://t.co/AlcLNd4OMs He bought a small sandwich shop in high school. Now its an $8 billion empire generating billions in revenue. Here's the untold story behind his success: https://t.co/AlcLNd4OMs"
X Link 2024-10-21T19:30Z [----] followers, [----] engagements
"Getting Rich off Private Equity UK's Richest Plumber He sold his company to KKR for $180 Million Now Hes Back and Battling KKR and Private Equity: A Thread 🧵 https://t.co/5RPHSmLR2p UK's Richest Plumber He sold his company to KKR for $180 Million Now Hes Back and Battling KKR and Private Equity: A Thread 🧵 https://t.co/5RPHSmLR2p"
X Link 2024-10-21T23:38Z 24.8K followers, [----] engagements
"The Billionaire Vulture Investor He Built a Real Estate Empire by Buying Dying Malls Here is his unique strategy"
X Link 2024-10-23T22:03Z 24.8K followers, 78.7K engagements
"The 120$ Billion Credit Whale How a Goldman Banker Built a Credit Giant Thread"
X Link 2024-10-25T00:28Z 24.8K followers, 17K engagements
"Scott Kapnick career began at Goldman Sachs where he led investment banking and identified the growing opportunity in private credit as banks withdrew from riskier lending. In [----] he left Goldman to launch Highbridge Principal Strategies (HPS) under JPMorgan focusing on mezzanine debta hybrid of debt and equity financing that offered higher returns and risks. By [----] as regulatory pressures mounted and JPMorgans appetite for riskier loans diminished Kapnick seized the opportunity to buy out HPS with his partners for $300 million. This allowed HPS to operate independently and focus on"
X Link 2024-10-25T00:28Z 24.8K followers, [----] engagements
"Private Equity holds a Secret Monopoly. These two images reveal the hidden cash machines within the prison industry. How Private Equity Is Turning Prisons Into Big Profits"
X Link 2024-10-26T23:30Z 24.8K followers, 32.7K engagements
"The Hidden Prison Monopoly Private equity firms have nearly monopolized the market in areas like prison telecommunications prison health care and food service. 1) Healthcare Healthcare within prisons is a major expense for state governments. On average states spend around $8000 per inmate annually on healthcare. Companies like Corizon Health backed by H.I.G. Capital manage healthcare in various prison systems aiming to reduce operating costs through streamlined procedures and fewer resources. This efficiency increases profitability but can also result in lowered service standards which some"
X Link 2024-10-26T23:30Z 24.8K followers, [----] engagements
"Why Prisons Are an Attractive Investment for PE Prisons represent a low-risk investment for private equity largely due to the stability and longevity of government contracts. These contracts guarantee recurring revenue and allow firms to rely on steady demand as inmates consistently need these services. They also benefit from economies of scale as they can apply a standardized model across multiple prison facilities to maximize efficiency and minimize costs which directly enhances their profit margins. [--] Benefits [--]. Steady Cash Flow: Prisons provide a consistent demand for these services"
X Link 2024-10-26T23:30Z 24.8K followers, [----] engagements
"@BigJohn043 @azharaq Bain Capital's acquisition of Sealy Corporation is also a good example for stagnating markets"
X Link 2024-10-30T23:50Z [----] followers, [---] engagements
"The Private Equity Titan of Britain. Why not buy boring assets and turn them into gold Guy Hands turned rusty British trains into 600mm. Here's his playbook:"
X Link 2024-11-22T18:17Z [----] followers, 13.9K engagements
"4/ Purchase and Exit In [----] Nomura bid 700mm for Angel Trains far outbidding the managements 550mm. Initially mocked in the press as extravagant Hands strategy proved visionary. Within just two years the equity in Angel Trains was sold to RBS for 600mm delivering a staggering 500% return for Nomuras investors and earning the deal the nickname "The Great Train Robbery"
X Link 2024-11-22T18:17Z [----] followers, [----] engagements
"5/ Six key lessons: [--]. Spot the overlooked opportunities: While others dismissed rusty old trains as outdated and unappealing Hands recognized their untapped potential. He saw value where no one else didunderestimating your assets is your competitors' first mistake. [--]. Challenge the status quo: The market assumed trains had a 30-year lifespan. Hands dug deeper uncovering that with maintenance these assets could last 90+ years. His lesson The accepted wisdom isnt always rightquestion everything. [--]. Margin of Safety He identified a key safety net: the UK government guaranteed lease payments if"
X Link 2024-11-22T18:17Z [----] followers, [----] engagements
"The Gold Mine for Private Equity Blackstone KKR and Apollo are all in. The Trillion Dollar Opportunity:"
X Link 2024-11-24T01:43Z 12.3K followers, 33.5K engagements
"Why are hospitals good targets [--]. Massive Market Size The healthcare industry is valued at over $4 trillion globally with hospitals accounting for a significant portion. [--]. High Profitability in Specialties Services like oncology cardiology and radiology generate some of the highest profit margins in healthcare making them prime targets for investment and expansion. [--]. Consolidation Opportunities Many hospitals operate as independent or regional entities which PE firms view as fragmented markets ripe for consolidation. By creating networks they aim to reduce costs and increase profitability."
X Link 2024-11-24T01:43Z [----] followers, [----] engagements
"Just wrote a comprehensive guide on Healthcare Private Equity It covers valuation methods operational strategies and more. Drop a comment if youd like a free copy"
X Link 2024-11-24T02:11Z [----] followers, [----] engagements
"Growth Private Equity Translator Whats the biggest red flag youve heard"
X Link 2024-11-27T22:43Z [----] followers, 32.9K engagements
"He built a $6 BILLION empire. He taught Wall Streets Billionaire the secrets of software. Allegedly the mastermind behind historys largest tax-evasion scheme. This is the wild story of Bob Brockman:"
X Link 2024-11-28T04:08Z [----] followers, [----] engagements
"Legendary Dealmakers of Wall Street"
X Link 2024-11-28T15:34Z [----] followers, 14.3K engagements
"This guy build a $90 BILLION luxury empire. BUT he started as a poor timber trader. Bullied and dropping out of school no one expected him to succeed. The billionaire who turned timber into a luxury empire:"
X Link 2024-11-28T17:55Z [----] followers, 32.7K engagements
"Born in [----] in rural Brittany France Franois Pinault had humble beginnings. As a child during Nazi-occupied France he risked his life smuggling food to Allied soldiers. When captured German forces beat him and his father but even as a child he didnt break"
X Link 2024-11-28T17:55Z [----] followers, [----] engagements
"Bullied for his poverty Pinault dropped out of school at [--] to join his fathers timber business. By the early 1960s he borrowed $107000 to start Les tablissements Franois Pinault a timber trading firm. But his real genius Acquisitions"
X Link 2024-11-28T17:55Z [----] followers, [----] engagements
"Pinault began buying out smaller timber companies. His strategy: [--] Acquire struggling competitors. [--] Modernize operations. [--] Reinvest profits to fuel further acquisitions. By the 1980s he was full of cash for acquisitions"
X Link 2024-11-28T17:55Z [----] followers, [----] engagements
"Diversification into Retail In [----] he acquired La Redoute and rebranded his company as Pinault Printemps Redoute (PPR). But Pinault wasnt interested in traditional retail alonehe had his sights set on luxury as a strategy. His first big target was iconic"
X Link 2024-11-28T17:55Z [----] followers, [----] engagements
"Pinault shocked the world when he acquired a 42% stake in Gucci. Gucci was in turmoil with leadership conflicts and a battle for control against Bernard Arnault (LVMH). Pinault bought a 42% stake for $2 billion securing full control in [----]. He turned Gucci into a global luxury giant growing revenue from $1 billion to $10 billion"
X Link 2024-11-28T17:55Z [----] followers, [----] engagements
"After acquiring Gucci Pinault used it as a platform to buy Yves Saint Laurent. He recognized the potential in YSLs strong heritage but underperforming operations. He repositioned YSL as a high-fashion brand with accessible ready-to-wear lines. Pinault leveraged Guccis operational efficiencies for faster turnaround and higher margin"
X Link 2024-11-28T17:55Z [----] followers, [----] engagements
"Bottega Veneta was known for its artisanal leather goods but lacked global scale. Pinaults Strategy: Retain its quiet luxury identity while expanding into global markets. Invest in craftsmanship and supply chain integration. Bottega Veneta became a key driver of Kerings revenue in the 2010s"
X Link 2024-11-28T17:59Z [----] followers, [----] engagements
"@CurioSynapse Thank you very much Stay tuned theres more to come"
X Link 2024-11-29T22:46Z [----] followers, [---] engagements
"Day [--] of sharing YouTube videos that will turn you into a young Buffett This one is a game-changer"
X Link 2024-11-30T21:44Z [----] followers, [----] engagements
"Investing Lessons by Legendary Investor Carl Icahn:"
X Link 2024-12-02T23:24Z [----] followers, [----] engagements
"By the late 1970s Pickens saw diminishing returns from oil exploration. So he pivoted. His new strategy: target large undervalued companies take a significant stake and force change. Mesa could unlock value by acquiring these firms and running them more efficiently"
X Link 2024-12-03T22:29Z [----] followers, [----] engagements
"In [----] he launched his most ambitious bid yet: Gulf Oil one of Americas top six oil firms. He partnered with Drexel Burnham Lambert to finance the bid using junk bonds. Gulf Oil was sold to Chevron for $13.2 billion and Mesa earned hundreds of millions by selling its stake. His attempt set the blueprint for modern leveraged buyouts (LBOs)"
X Link 2024-12-03T22:29Z 13K followers, [----] engagements
"Pickens didnt invent junk bonds but he weaponized them. Before Pickens high-yield bonds were seen as a risky asset class. But his partnership with Drexels Michael Milken changed that. Together they showed the financial world how junk bonds could fund multi-billion-dollar takeovers. By the late 1980s junk bonds financed over $100 billion in corporate deals annually"
X Link 2024-12-03T22:29Z 12.9K followers, [----] engagements
"At age [--] Pickens started BP Capital Management an energy-focused investment firm. He bet big on natural gas and renewable energy. By [----] BP Capital managed over $4 billion. Pickens rebuilt his fortune donating over $1 billion to charity in his later years"
X Link 2024-12-03T22:29Z [----] followers, [----] engagements
"Never forget his interaction with Drake"
X Link 2024-12-03T22:29Z [----] followers, [----] engagements
"He started as a lawyer not a financier. Martin Ebner studied law and earned a doctorate in jurisprudence before entering the world of finance. But by the 1990s he was the most feared investor in Switzerland shaking corporate boardrooms"
X Link 2024-12-08T23:31Z [----] followers, [----] engagements
"Ebner pressured Alusuisse's management to divest Lonza: ❗Aluminum was a cyclical and declining industry. 🧬Lonza had double-digit profit margins and strong growth potential in the booming biotech sector. Swiss Investors wanted exposure to life sciences not heavy industries"
X Link 2024-12-08T23:31Z 17.9K followers, [----] engagements
"In [----] after sustained pressure from Ebner Alusuisse spun off Lonza Group as an independent company. The move was a massive win for shareholders"
X Link 2024-12-08T23:31Z 17.8K followers, [----] engagements
"Once independent Lonzas true potential was unleashed: Revenue (1999): CHF [--] billion. EBITDA margins: 20% far exceeding those of the aluminum division. Lonza focused on: Expanding its contract manufacturing in biotech. Growing its high-margin specialty chemicals segment"
X Link 2024-12-08T23:31Z [----] followers, [----] engagements
"Lonza's stock doubled within [--] years. Ebners fund BK Vision made hundreds of millions of Swiss francs from the investment. His net worth: $3.1B Today Lonza is valued at over CHF [--] billion and remains one of Switzerlands most iconic biotech firms"
X Link 2024-12-08T23:31Z [----] followers, [----] engagements
"@tanguyvl Existing shareholders of Algroup received shares in the newly formed Lonza Group proportionate to their holdings in Algroup"
X Link 2024-12-09T13:03Z 17.8K followers, [---] engagements
"Link to the presentation and the LBO practice model is available on the career services website: You can find a lot of useful content for preparation here https://careerservices.upenn.edu/resources/how-to-lbo-leveraged-buyout-model-tutorial-slide-deck/ https://careerservices.upenn.edu/resources/how-to-lbo-leveraged-buyout-model-tutorial-slide-deck/"
X Link 2024-12-10T15:52Z [----] followers, [----] engagements
"Blackstone's Investment Playbook for Real Estate Building a Hospitality Empire in Southern Europe. Blackstone made massive investments in Southern European hospitality. A Deep Dive into the Investment Playbook:"
X Link 2024-12-12T01:04Z [----] followers, 42.7K engagements
"Blackstone acquired Hotel Investment Partners (HIP) in [----] a Spanish hotel group. Since then HIP has significantly expanded its portfolio by acquiring numerous hotels across Southern Europe particularly in popular tourist destinations like Greece Spain Italy and Portugal. HIP focuses on refurbishing and repositioning these hotels often in small deals with family owners. It owns over [--] hotels with more than [-----] beds in Spain Greece Italy and Portugal. his life story plus he apparently had a kid when he was [--] (which wouldnt be any of my business if it was true but i dont believe shit he"
X Link 2024-12-12T01:04Z [----] followers, [----] engagements
"The HIP Portfolio The vast majority of HIP hotel investments are in leisure properties such as resorts and beach hotels. A very small portion of their investments are in urban hotels located in city centers"
X Link 2024-12-12T01:04Z [----] followers, [----] engagements
"Blackstone is betting big on Greece: [--]. Tourism Boom: Greeces tourism industry is reaching new heights and is still a lot of greenfield left. [--]. Economic Recovery: While Spain and Portugal have reached market maturity Greece still offers untapped potential. [--]. Real Estate Value: Compared to other European countries Greek real estate is still relatively undervalued. [--]. Government Support: The Greek government has been actively promoting foreign investment in the country"
X Link 2024-12-12T01:04Z [----] followers, [----] engagements
"In [----] Blackstone acquired multiple hotels in popular Greek islands such as Corfu and Crete. They recently bought the Grand Hyatt Athens from Henderson Park and Hines for [---] million. It has invested more than half a billion euros into hotels in southern European holiday spots over the past year: "Southern European countries are experiencing increasing visitor numbers from all over the world alongside longer summer seasons all pointing to strong long-term investment fundamentals" James Seppala head of real estate for Europe at Blackstone"
X Link 2024-12-12T01:04Z [----] followers, [----] engagements
"By the 1980s Pessinas company Alliance Sant was one of Europes largest pharmaceutical distributors. But he wasnt done. His goal was to dominate the global market and he used acquisitions as his primary weapon"
X Link 2024-12-12T15:47Z [----] followers, [----] engagements
"In [----] Pessina merged Alliance Sant with UniChem creating Alliance UniChem. The merger expanded his reach into the UK and set the stage for even bigger deals. This was just the beginning of his global consolidation strategy"
X Link 2024-12-12T15:47Z [----] followers, [---] engagements
"By the early 2000s the group had purchased over [---] companies and became a dominant player in the industry. In [----] Pessina orchestrated the $22 billion merger with Boots Britains biggest pharmacy chain. The result A vertically integrated powerhouse combining wholesale distribution with retail pharmacies. It was a game-changing move that redefined the industry"
X Link 2024-12-12T15:47Z [----] followers, [----] engagements
"His boldest acquisition came in 2014: the Walgreens merger. By acquiring Walgreens for $15 billion Pessina created Walgreens Boots Alliance a global behemoth with over [-----] stores and operations in 25+ countries"
X Link 2024-12-12T15:47Z [----] followers, [---] engagements
"The M&A Playbook [--]. Vertical integration for operational control The Boots merger brought Pessina full control of the supply chain: [--] Supplier negotiations: Scale enabled discounts of 10-15%. [--] Logistics: Consolidated warehouses reduced distribution costs. [--] Real estate: Boots and Walgreens retail locations generated additional cash flow through leasebacks"
X Link 2024-12-12T15:47Z [----] followers, [---] engagements
"2. Aggressive cost-cutting After every acquisition Pessina slashed redundant costs: [--]. Overlapping staff: Consolidated roles saving millions annually after the Walgreens deal. [--]. IT systems: Unified software across regions for better inventory management. Efficiency drove profit margins higher post-acquisition"
X Link 2024-12-12T15:47Z [----] followers, [---] engagements
"Happiness is Positive Cash Flow"
X Link 2024-12-12T23:25Z [----] followers, 17.5K engagements
"Two centuries after Waterloo history takes an unexpected twist: Jean-Christophe Napoleon Bonaparte & Arthur Mornington are now rival investment managers in London's private equity industry. Their ancestors were Napoleon and the Duke of Wellington. 👀"
X Link 2024-12-13T18:51Z [----] followers, 15K engagements
"Instead of musket & cannon they now compete with billion-euro funds and boardroom strategies. Bonaparte is with Advent International. Mornington works at Charterhouse Capital Partners"
X Link 2024-12-13T18:51Z [----] followers, 14K engagements
"Despite their historical baggage the two are actually friends. Bonaparte: Its amusing to see we both work in the same industry but dont replicate the rivalry of our ancestors. Mornington: Jean-Christophe is a great guy. Talk about burying the hatchet"
X Link 2024-12-13T18:51Z [----] followers, 11K engagements
"This modern-day rivalry couldnt be more symbolic: Both manage billions in investments Their families symbolize one of the most iconic conflicts in history Now theyre shaping the future of Europes private equity market"
X Link 2024-12-13T18:51Z [----] followers, 10.2K engagements
"Interestingly Bonaparte lives in London and critiques Frances competitiveness: "France is forcing talent out. London offers a more stimulating environment for youth and work experience." Somehow Napoleons descendant finds his future in Britain ironic isnt it"
X Link 2024-12-13T18:52Z [----] followers, [----] engagements
"As Europe reflects on Waterloo the rivalry continues. Not with armies or empires but with IRR LBOs and AUM. History has a way of repeating itself just in unexpected ways"
X Link 2024-12-13T18:52Z [----] followers, [----] engagements
"Developments in recent years Bonaparte is Managing Partner at his firm Leon Capital. Mornington is Partner at Oakley Capital. Both have the same industry focus: Tech and Business Services Who will come out on top this time"
X Link 2024-12-14T03:49Z [----] followers, [---] engagements
"Cum Ex: A Group of Bankers Stole Billions Bankers and Hedge Funds made over $55 Billion by exploiting a dividend loophole. German chancellor Olaf Scholz had testify about his involvement with Germany's largest private bank. This is the story of the biggest heist in history🧵👇"
X Link 2024-12-14T21:50Z 12K followers, 15.5K engagements
"2/ Cum-Ex was legal frauduntil it wasnt. A network of banks hedge funds and lawyers exploited a tax loophole to pocket billions in refunds for taxes that were never paid. How did the scheme work Let me explain. 👇"
X Link 2024-12-14T21:50Z [----] followers, [---] engagements
"3/ At its core Cum-Ex was about double dipping tax refunds. When companies paid dividends a withholding tax was deducted. This tax could be reclaimed by shareholders. But the scam made it look like multiple parties paid the taxso they all claimed refunds"
X Link 2024-12-14T21:50Z [----] followers, [---] engagements
"4/ The name "Cum-Ex" comes from Latin: "Cum" = with "Ex" = without It referred to trading stocks with dividends (cum-dividend) and without dividends (ex-dividend). This rapid trading created confusion over who owned the stockand who paid the tax"
X Link 2024-12-14T21:50Z [----] followers, [---] engagements
"5/ Heres how the Cum-Ex scheme worked step by step: [--] Stocks were traded between multiple parties (banks hedge funds brokers) just before dividend day. [--] Ownership was deliberately blurred creating paper trails. [--] Multiple tax refund claims were filed for the same dividend tax"
X Link 2024-12-14T21:50Z [----] followers, [---] engagements
"6/ Key players in Cum-Ex: Banks facilitated the trades. Hedge funds provided the capital. Lawyers designed the legal frameworks. Brokers executed the trades"
X Link 2024-12-14T21:50Z [----] followers, [---] engagements
"7/ In Germany alone taxpayers lost [----] billion. Across Europe its estimated at [--] billion. Countries like Denmark Belgium and Austria were also hit. This wasnt just a loophole. It was weaponized fraud"
X Link 2024-12-14T21:50Z [----] followers, [---] engagements
"Thatchers favorite businessman. Margaret Thatcher loved Hansons capitalism. She once said she wanted to run Britain like Hanson ran his businesses. He was a major donor to her party and famously opposed Britain joining the Euro currency"
X Link 2024-12-15T23:57Z [----] followers, [----] engagements
"Lord Hansons Legacy He changed the way businesses operate: cash flow shareholder value and lean management became standard practice. His ruthless focus on cash flow and cost-cutting resembles todays Private Equity strategies"
X Link 2024-12-15T23:57Z [----] followers, [----] engagements
"Lots of DMs asking where to find the great biography of Hanson written by @albrummer. Heres a fantastic analysis of Lord Hanson's acquisition strategy available for free: http://strategy.sjsu.edu/www.stable/cases/Hanson%20(A).pdf You buy companies to make money not to win popularity contests. The only thing that matters is cash flow. Its the blood of a business. The key to a good deal is knowing when to walk awayand when to double down People called me an asset stripper. I call myself a value https://t.co/nYDqm1kcV2 http://strategy.sjsu.edu/www.stable/cases/Hanson%20(A).pdf You buy companies"
X Link 2024-12-16T17:12Z 11.7K followers, [----] engagements
"As data centers multiply and scale the demand for critical infrastructure explodes. Power. Cooling. Connectivity. Services. Essential. Scalable. Recession-proof. The best part These businesses are fragmented perfect for a Buy-and-Build play"
X Link 2024-12-17T22:35Z [----] followers, [----] engagements
"1. Tech Support IT maintenance hardware installation software upgrades. 🔵Recurring Revenue Streams: Contracts for maintenance and support provide predictable cash flows. 🔵Low CapEx Requirements: Service-based businesses typically have high margins with minimal reinvestment needs. 🔵High Stickiness: Strong switching costs as data centers are reluctant to change IT partners due to operational risks"
X Link 2024-12-17T22:35Z 20.3K followers, [----] engagements
"2. Power Backup power systems battery solutions uninterruptible power supplies (UPS) and renewable energy systems. 🔵Demand Driven by Regulation: Energy efficiency and sustainability mandates drive continued investment. 🔵High Asset Utilization: Providers often benefit from long-term contracts and recurring revenue streams. 🔵Scalable Unit Economics: Renewable power and backup systems can scale with data center growth"
X Link 2024-12-17T22:35Z [----] followers, [----] engagements
"5. Cleaning Specialized cleaning for servers racks and data center environments. 🔵Low Cyclicality: Regular cleaning and maintenance are required regardless of market conditions. 🔵Opportunities for Automation: Investing in robotics and automation can boost operational efficiency and margins. 🔵Scalable Business Model: Cleaning companies can expand their geographic footprint or diversify into adjacent facility services"
X Link 2024-12-17T22:35Z [----] followers, [----] engagements
"Why These Opportunities Work for Private Equity 🔵Stable and Growing Demand: Data centers are a backbone of the digital economy driving consistent demand for these services. 🔵Fragmented Markets: Many companies in these sectors are local or regional players making them ideal targets for consolidation strategies. 🔵Predictable Cash Flows: Recurring revenue models and long-term contracts offer stability reducing risks and improving leverage potential. 🔵High Margins: Critical services command premium pricing supporting strong EBITDA margins 🔵Low CapEx High ROI: Most of these opportunities"
X Link 2024-12-17T22:35Z [----] followers, [----] engagements
"Golden Era of Finance: MR. BIG DEAL He built a $2.5 billion financing empire from scratch. Turned his first deal into a 9000% return. Pulled off the biggest offshore buyout and became the richest Black man in America. The unbelievable story of Mr. Big Deal:"
X Link 2024-12-18T01:13Z [----] followers, 40.2K engagements
"The first Deal: 9000% return. In [----] Lewis eyed McCall Pattern Companya struggling sewing pattern business in a declining industry. It was: [--]. Cash flow positive [--]. Mismanaged [--]. Overlooked in a shrinking industry The plan Acquire streamline and exit"
X Link 2024-12-18T01:13Z [----] followers, [----] engagements
"Lewis orchestrated a $22.5M leveraged buyout with minimal equity. He controlled McCall with 2% equitythe rest was other peoples money. Lewis immediately boosted cash flow: 🔵Cost Discipline: Stopped unprofitable discounts to maintain margins. 🔵Efficiency: Tightened working capitalpaid bills in [--] days instead of immediately. 🔵Revenue Growth: Used idle printing presses to produce greeting cards (a profitable add-on). 🔵Incentives: Management hit aggressive targets and earned big bonuses"
X Link 2024-12-18T01:13Z [----] followers, [----] engagements
"The Exit Operating profit doubled (from $6M to $14M) Cash flow surged In [----] Lewis sold McCall for $65M to a British buyer. Return: 90-to-1 on equity"
X Link 2024-12-18T01:13Z [----] followers, [---] engagements
"Mega Deal #2: Beatrice International Foods Lewis turned his sights on Beatrice International Foodsa $2.5B business with [--] subsidiaries across [--] countries. It was being sold off by KKR after their $8B Beatrice LBO. Lewis had one goal: win the deal no matter what"
X Link 2024-12-18T01:13Z [----] followers, [---] engagements
"Step 2: Securing the Financing This deal was 40x larger than McCall. Lewis needed heavyweight backing. Enter Michael Milken the Junk Bond King of Drexel Burnham Lambert. When KKRs Henry Kravis doubted Lewis. Milkens vote of confidence sealed the financing"
X Link 2024-12-18T01:13Z [----] followers, [---] engagements
"Step 3: International Dealmaking Beatrice was global. That meant navigating: [--] countries tax codes. Complex holding structures Lewis personally negotiated with the French Ministry of Finance to optimize taxes using a French holding company. This was next-level dealmaking"
X Link 2024-12-18T01:13Z [----] followers, [---] engagements
"The Outcome: TLC Beatrice After the purchase Lewis moved fast: 🔵Sold non-core divisions to pay down debt 🔵Focused on Europes high-margin businesses Within [--] years: 🔵$1.8B revenue 🔵Operating profit surged 50%+ TLC Beatrice became the first Black-owned company to surpass $1B in annual sales"
X Link 2024-12-18T01:13Z [----] followers, [----] engagements
"Private Equity Intern after the first deal. Golden Era of Finance: MR. BIG DEAL He built a $2.5 billion financing empire from scratch. Turned his first deal into a 9000% return. Pulled off the biggest offshore buyout and became the richest Black man in America. The unbelievable story of Mr. Big Deal: https://t.co/Bpr3OTAfU4 Golden Era of Finance: MR. BIG DEAL He built a $2.5 billion financing empire from scratch. Turned his first deal into a 9000% return. Pulled off the biggest offshore buyout and became the richest Black man in America. The unbelievable story of Mr. Big Deal:"
X Link 2024-12-18T01:17Z [----] followers, [---] engagements
"I meant mid-market IT service/support firms that primarily provide services like software upgrades and maintenance rather than the capital-intensive operations of data center providers like $DLR and $EQIX. These mid-market IT service firms typically focus on providing labor- and expertise-driven services rather than owning or operating large-scale infrastructure like data centers. Youre absolutely right that data centers operate under a completely different dynamic with substantial CapEx requirements"
X Link 2024-12-18T16:29Z 20.3K followers, [---] engagements
"Schulich started humbly as a chemical engineering grad from McGill. He worked as a reservoir engineer for Shell earning just $15k/year. But his true genius Spotting opportunities no one else saw"
X Link 2024-12-18T23:41Z [----] followers, [---] engagements
"Billion-Dollar Hack: The Royalty Model In the 1980s he realized: Owning mines & rigs = risky expensive operational headaches. Owning royalties = cash flows without the drama. If royalties worked for oil and gas why couldnt they work for gold"
X Link 2024-12-18T23:41Z [----] followers, [---] engagements
"Schulich started humbly as a chemical engineering grad. He worked as a reservoir engineer for Shell earning just $15k/year. But his true genius Spotting opportunities no one else saw"
X Link 2024-12-19T18:34Z [----] followers, [---] engagements
"Billion-Dollar Hack: The Royalty Model In the 1980s he realized: Owning mines & rigs = risky expensive operational headaches. Owning royalties = cash flows without the drama. If royalties worked for oil and gas why couldn't they work for gold"
X Link 2024-12-19T18:34Z [----] followers, [---] engagements
"Private Equity Aviation Opportunities Carlyle Aviation just shared new insights. Here are [--] game-changing opportunities👇"
X Link 2024-12-19T19:22Z 10.7K followers, 39.3K engagements
"Secondary Trading The $35 billion aircraft trading market is heating up. Savvy players can: [--]. Flip assets or portfolios to create liquidity. [--]. Profit from market dislocations as rates stabilize. [--]. Leverage expertise to outperform less experienced competitors"
X Link 2024-12-19T19:22Z [----] followers, [----] engagements
"M&A: The Race for Scale The industrys mantra: Bigger is better. Sub-scale lessors and underperforming platforms are ripe for the picking. Scale drives lower costs and higher margins in this capital-intensive industry. Aging fleets and operational complexity will push weaker players toward exits. The result: A consolidation wave"
X Link 2024-12-19T19:22Z [----] followers, [----] engagements
"Born in Detroit in [----] to a family of modest means Boeskys early life was far from glamorous. His family ran strip clubs before going bankrupt. But young Ivan was determined to rise above it all"
X Link 2024-12-20T18:14Z [----] followers, [----] engagements
"He dropped out of multiple colleges before finally earning a law degree. Struggling to find his footing he worked odd jobs as a lawyer and accountant always with one goal: to make money"
X Link 2024-12-20T18:14Z 10.2K followers, [----] engagements
"Boesky convinced his wealthy father-in-law to stake him $700000 to launch his own arbitrage firm. He specialized in merger arbitrage betting on stocks of firm involved in M&A. Boesky made a $15MILLION profit in less than [--] HOURS by timing his position in Nabisco during its merger. His biggest single win came when he gambled $200 million on Texaco's takeover of Getty Oil netting him $50MILLION in just weeks"
X Link 2024-12-20T18:14Z 10.2K followers, [----] engagements
"His playbook was simple and aggressive: 🔵 "The Art of the Rumor": Boesky scoured whisper networks and corporate filings to anticipate takeover targets. 🔵Leverage to the Max: Using borrowed money he amplified his positions turning modest profits into massive wins. 🔵Heads I Win Tails I Win More Strategy: By acquiring stakes in both sides of a merger he could hedge his bets and win regardless of the outcome"
X Link 2024-12-20T18:14Z 10.3K followers, [----] engagements
"Wall Streets Biggest Risk-Taker Boesky managed a $3 billion portfolio making him one of the largest arbitrage players in history. His lifestyle: A $7.5 million Manhattan penthouse filled with fine art. A sprawling Connecticut estate complete with gold-plated fixtures. Rolls-Royces in pink"
X Link 2024-12-20T18:14Z 10.3K followers, [----] engagements
"The Insiders Edge Boeskys real edge was his network of insider informants. He cultivated a web of corporate insiders lawyers and investment bankers who fed him confidential information. He paid handsomely for these tips: 🔵Briefcases stuffed with cash exchanged in hotel lobbies. 🔵Code words to disguise deals. 🔵Elaborate meetings to avoid detection. Insider information allowed Boesky to act on mergers before they were public guaranteeing massive profits. It was a system so airtight that no competitor could replicate itbecause it was illegal"
X Link 2024-12-20T18:14Z [----] followers, [----] engagements
"The Fall The empire began to crumble in [----]. A whistleblower tipped off the SEC. When the investigation reached his doorstep he made a desperate move to save himself: cooperation. Boesky struck a deal with federal investigators: Wore a wire to incriminate Michael Milken the Junk Bond King. Provided insider details on Drexel Burnham Lambert Wall Street's junk bond powerhouse. Paid a then-record $100 million penalty and agreed to a 3.5-year prison sentence (he served just [--] months)"
X Link 2024-12-20T18:16Z [----] followers, [----] engagements
"Private Equity Strategy: Pet Care Boom Your dogs wagging tail is a $143 BILLION opportunity. Private Equity is unleashing the cash and consolidating. Heres the Private Equity Pet Care Playbook:"
X Link 2024-12-21T18:52Z 12.6K followers, 64.5K engagements
"Privately owned companies dominate the market 75% of companies are privately owned. 54% are bootstrapped. This means high fragmentationperfect playground for roll-ups and consolidation"
X Link 2024-12-21T18:52Z 15.7K followers, [----] engagements
"Daycare & Boarding: Explosive Growth Revenue growth: 26.3% annuallydriven by: [--]. Hybrid work & office returns. [--]. Single households (28.9% of US). Playbook: 🔵Consolidate small operators into regional/national brands. 🔵Expand services: Add grooming training or retail to boost revenue. 🔵Focus on urban areas where premium pricing is possible"
X Link 2024-12-21T18:52Z 10.8K followers, [----] engagements
"The Key Players Southern Veterinary Partners: Acquiring small vet clinics across the US. Altano Gruppe: Focused on both vet clinics and equine care. Pet Resort Hospitality Group: Specializing in grooming and daycare roll-ups. Rover Group & Wag Group: Public companies dominating pet services platforms. PetSmart: A giant in pet supplies with $18.6B in annual revenue"
X Link 2024-12-21T18:52Z 18.1K followers, [----] engagements
"Blackstones $2.3B Move into Pet Tech Blackstone secured Rover Group for $2.3B at a 61% premium (Take Private). Rover is a platform connecting pet owners with services like dog walking daycare and pet sitting. Why this deal makes strategic sense: [--]. Scalable Platform Asset: Rovers tech-first model supports asset-light growth and operational efficiency. [--]. Recurring Revenue: Subscriptions and repeat bookings provide steady and predictable cash flows. [--]. Growth Opportunities: Rising pet care spend and underpenetrated international markets offer room for expansion"
X Link 2024-12-21T18:52Z 18.1K followers, [----] engagements
"Got a few DMs asking if its possible to interview one or two Pet Care Private Equity firms and ask them some questions. Does that sound interesting to you If so drop a comment and share the questions you have. Private Equity Strategy: Pet Care Boom Your dogs wagging tail is a $143 BILLION opportunity. Private Equity is unleashing the cash and consolidating. Heres the Private Equity Pet Care Playbook: https://t.co/wJMJOEwgAr Private Equity Strategy: Pet Care Boom Your dogs wagging tail is a $143 BILLION opportunity. Private Equity is unleashing the cash and consolidating. Heres the Private"
X Link 2024-12-22T03:56Z 12.6K followers, [----] engagements
"$100000 Finder's Fee in Business School Asher Edelman a legendary corporate raider offered Columbia MBA students $100k for identifying a company he could take over. His class titled "Corporate Raiding: The Art of War" Here are some insights:"
X Link 2024-12-22T15:28Z 12.7K followers, 76.8K engagements
"100K Finders Fee Columbias Dean shut down the offer after faculty backlash claiming it threatened the schools academic integrity. "Our purpose is the exchange of ideas not chasing deals" . Edelman dismissed the criticism as "jealousy" saying: "Students are more in touch with the real world than the faculty. Edelman continued teaching and his course became legendary"
X Link 2024-12-22T15:28Z 12.4K followers, [----] engagements
"Anyone here who took Asher Edelmans "Corporate Raiding: The Art of War" at Columbia or knows someone who did Would love to hear about it"
X Link 2024-12-22T15:28Z 12.3K followers, [----] engagements
"@joehas I completely agreetransparency is key and the more aligned with actual business practices the better the outcomes for students. Links: https://www.nytimes.com/1988/04/03/nyregion/follow-up-on-the-news-corporate-war-at-columbia.html https://www.nytimes.com/1987/08/05/business/business-people-edelman-as-professor-4-r-s-include-raiding.html https://www.nytimes.com/1988/04/03/nyregion/follow-up-on-the-news-corporate-war-at-columbia.html https://www.nytimes.com/1987/08/05/business/business-people-edelman-as-professor-4-r-s-include-raiding.html"
X Link 2024-12-22T20:23Z 11.8K followers, [--] engagements
"The Acquisition Mastermind How do you turn a dying firm into a cash-printing empire This guy cracked the codeand delivered 5700% returns. Lets break it down. 🧵"
X Link 2024-12-23T01:55Z 10.2K followers, 18.2K engagements
"The Best Wall Street Documentary A Must-Watch"
X Link 2024-12-23T02:27Z 17.5K followers, 18.1K engagements
"The Master of Hype: $1 Billion Tech Empire This guy needed $750k to buy a tiny electronics firm. No assets. No revenue. No guarantees. He transformed it into a $1B conglomerate. Heres how he did it. 👇"
X Link 2024-12-23T18:51Z [----] followers, [----] engagements
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