#  @ReustleMatt Matt Reustle Matt Reustle posts on X about in the, business, market, if you the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1369275484035547142/interactions)  - [--] Week [-----] -39% - [--] Month [-----] +32% - [--] Months [------] -78% - [--] Year [-------] +35% ### Mentions: [--] [#](/creator/twitter::1369275484035547142/posts_active)  - [--] Months [--] -36% - [--] Year [--] +1.20% ### Followers: [-------] [#](/creator/twitter::1369275484035547142/followers)  - [--] Week [-----] +0.03% - [--] Month [-----] +0.15% - [--] Months [-----] -20% - [--] Year [-----] +13% ### CreatorRank: [---------] [#](/creator/twitter::1369275484035547142/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [fashion brands](/list/fashion-brands) [countries](/list/countries) [luxury brands](/list/luxury-brands) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) **Social topic influence** [in the](/topic/in-the), [business](/topic/business), [market](/topic/market), [if you](/topic/if-you), [company](/topic/company), [insurance](/topic/insurance), [thank you](/topic/thank-you), [this is](/topic/this-is), [fun](/topic/fun), [the most](/topic/the-most) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Spotify Technology (SPOT)](/topic/$spot) [IBM (IBM)](/topic/ibm) [Home Depot, Inc. (HD)](/topic/$hd) [Copart, Inc. (CPRT)](/topic/$cprt) ### Top Social Posts Top posts by engagements in the last [--] hours "Worth all $830mn when you call it like that" [X Link](https://x.com/ReustleMatt/status/1516560607385899023) 2022-04-19T23:33Z [----] followers, [--] engagements "In an era that glorified sales growth Home Depot outperformed the market with its own playbook. - Differentiated customer mix - Store productivity over store count - Eating shares for breakfast lunch and dinner I had a blast breaking down HD with Sean @IntrinsicInv" [X Link](https://x.com/anyuser/status/1587761092234723329) 2022-11-02T10:58Z [----] followers, [---] engagements "Ep2 @MakingMediaPod dives into the $$ equation of media w/ @seangriffey of @industrydive You see [---] pieces on audience growth for every [--] piece on the value of that audience (and it's usually Sean). Not easy to talk about these realities which is EXACTLY why it's valuable" [X Link](https://x.com/ReustleMatt/status/1620173567911665665) 2023-01-30T21:34Z [----] followers, [----] engagements "NYC parking garages are a cult investment class. Just read [---] Perry St traded at $65mn last year. built in [--] renovated in [--]. I honestly doubt that thing spit off cash flow - I bet it sprayed like fire from a dragons mouth. Yet itll surely be converted. NYC parking" [X Link](https://x.com/ReustleMatt/status/1673885141909790724) 2023-06-30T00:33Z [----] followers, 23.6K engagements "The [----] @Om Brunello Cucinelli interview cuts deep We were fortunate to speak with Om about the experience. As a natural skeptic I was legitimately worried wed reveal some mirage NOT THE CASE Om was the proper skeptic with the right curiosity conducting this at a unique moment in his career. Listen here: http://pod.link/1662094664 http://pod.link/1662094664" [X Link](https://x.com/anyuser/status/1676906689667256322) 2023-07-06T10:51Z [----] followers, 49K engagements "@libovness The Bear feels head and shoulders above the rest. The Netflix episode - "Untold: The Race of the Century" had similar vibes of startup battling incumbent. Great episode. And more of a stretch but Season [--] of [---] Foot Wave" [X Link](https://x.com/ReustleMatt/status/1678794886466662400) 2023-07-11T18:16Z [----] followers, [---] engagements "Copart is another excellent case study. Most notably Willis Johnson has that junkyard-dog in him. The vehicle auction market is a unique duopoly (80%-90% mkt share b/w CPRT and IAA) Insurance companies create unique supply-side of marketplace Global buyer base creates increasingly liquid marketplace Lots to learn from and @BRK_Student covers it all" [X Link](https://x.com/anyuser/status/1684139017053282305) 2023-07-26T09:50Z [----] followers, 40.1K engagements "UPS (most senior) drivers will go from $145k to $175k over the next [--] years. This is based on hourly work not a salary. It's long been a blue-collar job where you can earn $100k. But it takes time (4 years once you get that full-time driver role) and it is not an easy job" [X Link](https://x.com/ReustleMatt/status/1689003706384257025) 2023-08-08T20:00Z [----] followers, [----] engagements "Every business story has lessons. But why not learn them through the fun lens I present you Take-Two Interactive (TTWO). To say I peppered Eric Kress with questions would be an understatement. He worked in the industry and as an investor - that ideal balance of understanding what's happening. I treated him like the unfortunate soul that needs to sit across from me at dinner. Realities of Mobile vs. Console World Building Hollywood vs Gaming Free-to-Play Death Spirals Release Cadence Multiple Expansion" [X Link](https://x.com/anyuser/status/1691798009888100694) 2023-08-16T13:04Z [----] followers, 42.3K engagements "As a self-identified roadtripper I was excited to dive into Caseys General Store on @bizbreakdowns. I highly recommend grabbing your preferred road trip snacks for this one (beef jerky + gatorade + combos) We covered: Convenience store industry (hello 7-Eleven Wawa Circle K) Fuel vs. Retail Fresh Food margins Carwash opportunity Geographical opportunity" [X Link](https://x.com/ReustleMatt/status/1694317929280504178) 2023-08-23T11:57Z [----] followers, 24.9K engagements "This episode is equal parts informational and inspirational. I expect traditional media will increasingly look at new media as a talent sourcing ground. I love the passion of @DavidLawTennis his push to make this a reality and his closing story on Federer" [X Link](https://x.com/ReustleMatt/status/1694697467978068417) 2023-08-24T13:05Z [----] followers, [----] engagements "Loved this from Tom Hanks on competition (slightly edited) "In auditions if there were [---] people I'd say I'm better than [--] of you and just as good as [--] of you. There's [--] of you that I cannot touch because you're geniuses. but if I watch carefully I can hit that level." If you weren't born with irrational confidence this is a nice way to balance your self-awareness without being self-limiting" [X Link](https://x.com/ReustleMatt/status/1703922477770891562) 2023-09-19T00:02Z [----] followers, [----] engagements "If I had to pick [--] creators for public investors to study - Kevin would be inked on the list. The content creation speaks for itself but his understanding of all mediums is unique. He built/acquired a real product business that extends into the enterprise/wholesale category. There's an awareness of when to buy vs. build and an EQ of when to operate vs delegate. There are so many of these "business breakdown" videos these days on YouTube and X and while fun (I've done a few) they make for relatively poor education. So here's a list of hyper-specific ways I grew @epicgardening over the years." [X Link](https://x.com/ReustleMatt/status/1708823857954427059) 2023-10-02T12:38Z [----] followers, [----] engagements "Equifax could be a 10-part series but @NimbleOpinions packed everything into this episode: History of the credit bureaus Lots of market structure talk The regulatory "shaping" of the industry Data verification as a business The Work Number crown jewel Excellent @bizbreakdowns" [X Link](https://x.com/anyuser/status/1709544822422351892) 2023-10-04T12:23Z [----] followers, 38.1K engagements "I knew you'd have some good old financial reports but I was really hoping you had one of these: (and yes. I did look last night without success) Cator a former bank employee and Guy a lawyer employed simple notations to reflect merchants comments about their shoppers payment habits: Prompt Slow or Requires Cash. They published these findings as The Merchants Guide sold it for $25 and offered individual credit reports" [X Link](https://x.com/ReustleMatt/status/1709570705837142117) 2023-10-04T14:06Z [----] followers, [---] engagements "Listen to today's @MakingMediaPod at 1.3x and you'll learn everything you need to know about media in [--] minutes. [--] guests on [--] topics: 👁🗨Industry Structure 👁🗨Brand vs. Institution 👁🗨Buy vs. Build 👁🗨IP building 👁🗨Good/Bad content 👁🗨Niche topics 👁🗨Getting your hat on Jay-Z's head" [X Link](https://x.com/anyuser/status/1709895519395361229) 2023-10-05T11:37Z [----] followers, 28.1K engagements "Can we take a moment to appreciate the Key West from @FoundersPodcast on Jimmy Buffett. The text doesn't do the justice of Captain Senra delivering it: "These are wild men in a wild place during wild times" "The citizens of Key West at that time. They were dedicated to two pursuits: inebriation and fornication." "I mean there's insane stories about this like this guy is walking around the bar. He has an aspirin bottle. He took out all the pills and filled it up with cocaine and put a straw in it." "There's a story in the book where somebody spikes all the alcohol with LSD so everybody is" [X Link](https://x.com/ReustleMatt/status/1710352016030024013) 2023-10-06T17:51Z [----] followers, [----] engagements "Fitting to have the second @artofinvest episode with @AcquiredFM on the same day they release an episode with Jensen Huang. 👁🗨The power of side projects 👁🗨Growth charts shadow consequential early days 👁🗨Quality over everything (the new QOE) And most importantly they don't overlook the necessary nuance" [X Link](https://x.com/ReustleMatt/status/1713897867939660069) 2023-10-16T12:41Z [----] followers, [----] engagements "Today's @InvestLikeBest has an honesty that I rarely see or hear in public forums. I wish we could have more "say the quiet part out loud" back-and-forths. But if I'm being honest (in honor of the episode) there's way more downside than upside in doing it" [X Link](https://x.com/ReustleMatt/status/1721858670529552873) 2023-11-07T11:54Z [----] followers, [----] engagements "All these years later I can finally say.it was not a rigged game. It was just an intellectually dishonest short report that blew up my vacation. $GS "Buy" $XPO today fueling the perception that Wall St research is a rigged game. Director Kingshott (who hid his role at Dreir's Ponzi Scheme) is a former Goldman MD. $XPO Chief Strategy Officer Fassler is ex-Goldman. Ex-Goldman CEO Thornton is CEO Jacob's palm beach neighbor $GS "Buy" $XPO today fueling the perception that Wall St research is a rigged game. Director Kingshott (who hid his role at Dreir's Ponzi Scheme) is a former Goldman MD. $XPO" [X Link](https://x.com/ReustleMatt/status/1725162487920701681) 2023-11-16T14:42Z [----] followers, 14.4K engagements "@fatehsmann A match made in Radiohead heaven" [X Link](https://x.com/ReustleMatt/status/1726654604744770011) 2023-11-20T17:31Z [----] followers, [--] engagements "@BrockHBriggs Every once in a while I need to swerve out of my lane just to keep everyone on their toes" [X Link](https://x.com/ReustleMatt/status/1728235334524391584) 2023-11-25T02:13Z [----] followers, [---] engagements "When Dom got his Rolls Royce I thought it was leased. Then he bought that new Ferrari" [X Link](https://x.com/ReustleMatt/status/1734926129457238320) 2023-12-13T13:19Z [----] followers, [----] engagements "Always respect using your geography to create exclusivity and fight commoditization. - Harris Tweed - San Marzano Tomatoes - Scotch vs Whiskey - Barolo vs Nebbiolo - Persian Rugs - Champagne vs Sparkling - Every Gold Coast in real estate" [X Link](https://x.com/ReustleMatt/status/1737502351110410674) 2023-12-20T15:56Z [----] followers, [----] engagements "Live Oak Bank is quite the story. Thank you to @svafier for bringing this one to @bizbreakdowns 2007: LOB receives its bank charter. Timing FDIC Chairman Sheila Bair nicknames LOB "the doggy bank" Why They were niche. Really niche. Loans to veterinarians. Founder Chip Mahan was a banking veteran. Worked at Wachovia in 70s and 80s and started the first online bank Security First Network Bank in [----]. LOB immediately became a big SBA lender w/ 7A loans 75% guaranteed by the govt (in exchange for extra paperwork). They expanded into other small business niches that are known to pay back loans" [X Link](https://x.com/anyuser/status/1742529135484788799) 2024-01-03T12:51Z [----] followers, 18.3K engagements "He's a unicorn. You'll rarely encounter someone like @FreightAlley Building Freightwaves Impressive enough But listen to him talk about capital markets fundraising valuation mismatches - and THEN the connecting of the dots to the respective opportunities. It's fluent - not rehearsed - it's how his brain works. Perhaps that trucking DNA forces you to be nimble and opportunistic. We (with @domcooke) got the full story on @MakingMediaPod Freightwaves Software vs Media Buying Audiences Connecting Audiences to Products" [X Link](https://x.com/anyuser/status/1742902490738086061) 2024-01-04T13:35Z [----] followers, 32.5K engagements "Make watch casebacks great again. Chris Rock for Tina Fey Joanne Woodward for Paul Newman Stas Radziwill for Jackie Kennedy John Landis for a Producer (the GOAT in this category)" [X Link](https://x.com/anyuser/status/1744137660715655297) 2024-01-07T23:23Z [----] followers, 12.6K engagements "You are incredibly perceptive about how work cultures differ across different geographies. If I wanted to work remotely for [--] month - I'd trust your opinion equally if not more than anyone. I could see a narrative book about that topic (ala Barbarian Days/surfing and The Optimist/fly fishing). And eventually your annual guide. FODORs but for nomad workers" [X Link](https://x.com/anyuser/status/1744881589052424416) 2024-01-10T00:39Z [--] followers, [---] engagements "This is very good. Joel doesn't overcomplicate anything but it's not for lack of insight. Also. flipping multiples into yields always makes things more digestible. That's a hill I will die on. My interview with a true GOAT Joel Tillinghast of @Fidelity. One of the most amazing pieces of investor education I've ever been a part of. You could create a robust Joel Tillinghast Stock Screen from this. He tells you the exact P/E ratio and FCF yields he wants to pay & more https://t.co/1wrT04vkDF My interview with a true GOAT Joel Tillinghast of @Fidelity. One of the most amazing pieces of investor" [X Link](https://x.com/ReustleMatt/status/1744887815928742377) 2024-01-10T01:04Z [----] followers, [----] engagements "Trane Technologies This company embodies the irresistible allure of industrial pureplays Thank you to Brett Larson and @NZSCapital for bringing this one to @bizbreakdowns $50bn market cap (TT) yet rarely discussed 100+ year history of between independence and "conglomeration"(Ingersol) Epic father+ son founder combo with James and Reuben Trane Textbook equipment vs. aftermarket mix-shift story (70%/30%) Resi vs. Commercial segments highlights unique demand dynamics Customer cost is split: 10% equipment 10% maintenance 80% energy costs (.think about how that drives pricing vs product" [X Link](https://x.com/anyuser/status/1745075054470148200) 2024-01-10T13:28Z [----] followers, 15K engagements "@NZSCapital @bizbreakdowns Link to the episode and transcript: https://www.joincolossus.com/episodes/62691365/larson-trane-technologies-hvac-solutionstab=transcript https://www.joincolossus.com/episodes/62691365/larson-trane-technologies-hvac-solutionstab=transcript" [X Link](https://x.com/ReustleMatt/status/1745088615233786315) 2024-01-10T14:22Z [----] followers, [---] engagements "I love hidden forces that drive company success. Patek Philippe is synonymous with craftsmanship. Production is limited. Watches are handmade. Since [----] EVERY Patek watch produced has been recorded in its archives. The archive was mostly used for internal purposes (data collection) like tracking movements production info R&D etc. But in the late 1980s Patek was under pressure. Quartz (e.g. Timex) was killing mechanical/luxury. More accurate and much cheaper Patek goes on the offensive. Project: Tradition is our Future They frame their watches similar to art. They create an active secondary" [X Link](https://x.com/anyuser/status/1750135476231500190) 2024-01-24T12:36Z [----] followers, [----] engagements "I love the quarterly recaps with @ericgoldenx because they reflect today yet act as time capsules for tomorrow Come for the Bitcoin ETF approval chat (aka the reason for the delayed release) - Stay for the cross-asset (cross-market) discussion Link here:" [X Link](https://x.com/ReustleMatt/status/1750910997156536372) 2024-01-26T15:58Z [----] followers, [----] engagements "yes yes yes - when your competition is your strength - loved this anecdote: "When I was working for Patek Philippe I asked the President of Patek Philippe USA: "What in your opinion is Patek Philippe's greatest competition" And I thought the answer was going to be Rolex. I was very wrong. I was quietly informed that Patek Philippe's greatest competition is Patek Philippe from the past. And that's a very interesting way of looking at things" [X Link](https://x.com/ReustleMatt/status/1750956179524596022) 2024-01-26T18:57Z [----] followers, [--] engagements "TOMORROW 👀 Samsung is a great subject to study vertical integration. Today we commonly reference Amazon creating AWS for themselves and then selling it to others. But Samsung has quite a history of creating for others and then selling it themselves. (Check out this 80s ad when.marketing messages were different). In your pod players bright and early" [X Link](https://x.com/ReustleMatt/status/1752465540570812820) 2024-01-30T22:55Z [----] followers, [----] engagements "@JayCoDon @bizbreakdowns Oh yes Samsung is proof that "it's what's on the inside that counts" I failed to appreciate how components were the true profit pool here. (all those TVs washing machines and fridges are just a drop in the bucket)" [X Link](https://x.com/ReustleMatt/status/1752469322457297132) 2024-01-30T23:10Z [----] followers, [--] engagements "What is it worth to be the exclusive seller of Rogan ad inventory And can you use that to your advantage beyond just selling Rogan's inventory (e.g. you want Joe you take this too). They built the subs. Now they need to build the ad business. (not saying you have to agree with any of this)" [X Link](https://x.com/ReustleMatt/status/1755029283808895334) 2024-02-07T00:42Z [----] followers, [---] engagements "@Alex__Pitti @SpikeEskin Then maybe you still want to listen to him on Spotify or Apple" [X Link](https://x.com/ReustleMatt/status/1755034819690369155) 2024-02-07T01:04Z [----] followers, [--] engagements "@Alex__Pitti @SpikeEskin Hes getting $250 million how did we go from debating why Spotify is paying him to debating why hed take the deal What else are they paying him for" [X Link](https://x.com/ReustleMatt/status/1755035971698020747) 2024-02-07T01:09Z [----] followers, [--] engagements "Mr. Duck spitting the truth $SMSN - A recommended listen if you want to know about Samsung's business that is beyond TV and smartphones. Shoutout: @ReustleMatt #DavidSamra https://t.co/Z1WojNKBk5 $SMSN - A recommended listen if you want to know about Samsung's business that is beyond TV and smartphones. Shoutout: @ReustleMatt #DavidSamra https://t.co/Z1WojNKBk5" [X Link](https://x.com/ReustleMatt/status/1757172511731544330) 2024-02-12T22:39Z [----] followers, [---] engagements "Listing some of my favorite behind-the-scenes moments/thoughts below. Ill admit I was skeptical this would work as a weekly show. My fear was coordination with so many people - guests hosts editors designers etc - every week. BUT thats easily the most fulfilling part the success cant be attributed to any single person its truly a humungous team effort. And each host and guest gets etched into some history (like SNL 😉) In no particular order: Favorite guest request: The story I tell about REDACTED is super boring and you will lose listeners if it is not removed. It is very likely the worst" [X Link](https://x.com/anyuser/status/1760462247250243829) 2024-02-22T00:31Z [----] followers, 33.9K engagements "TOMORROW on @bizbreakdowns Youve lived your entire life thinking rock bottom was a bad thing. Thats about to change" [X Link](https://x.com/ReustleMatt/status/1762590819494552038) 2024-02-27T21:29Z [----] followers, [----] engagements "Favorite recent discovery Spruce Pine North Carolina. Because of its sheer purity nearly every computer chip on the planet is manufactured using quartz from Spruce Pine. - Formed from the PANGEA collision (350mn yrs ago) - Minerals first used by Edison in [----] - Owned by Sibelco (Belgian co.) "Whenever possible the company splits up the work among different contractors so that no individual can learn too much."" [X Link](https://x.com/ReustleMatt/status/1763554834257506682) 2024-03-01T13:20Z [----] followers, [----] engagements "Experimental format with todays @bizbreakdowns We went inside the FTX Chapter [--] with Erin Broderick of @ESgloballaw who represents the ad-hoc committee for non-US customers. There are tons of interesting dynamics here: fraudulent movement of money dollarization of claims lack of traditional players in the cap table privacy for claims holders etc. My suspicion was "this isn't a typical Chapter 11" and Erin helped separate the facts and the fiction. Any and all feedback is welcome" [X Link](https://x.com/ReustleMatt/status/1767147215133216963) 2024-03-11T11:15Z [----] followers, [----] engagements "Wow. $DIS running podcast ads encouraging shareholders to re-elect the board. PSA to all activists and boards - my DMs are open Seriously.wild world" [X Link](https://x.com/ReustleMatt/status/1768713066546344009) 2024-03-15T18:57Z [----] followers, [----] engagements "@LibertyRPF No Hes Lebron and RC Bray is Durant" [X Link](https://x.com/ReustleMatt/status/1769884202365804806) 2024-03-19T00:30Z [----] followers, [---] engagements "A top addition to my content diet: Feed Me by @Emily_Sundberg - Why are blue Saratoga water bottles everywhere - What makes a beauty/wellness product take off - What is a24 up to Read today about things that will be mainstream in [--] months. @MakingMediaPod out now" [X Link](https://x.com/ReustleMatt/status/1770796436407349557) 2024-03-21T12:55Z [----] followers, 10.1K engagements "🎯 thread. I can't speak to the 80s/90s/00s era of distressed but the game today is insanely litigious. There is no simple "good company bad balance sheet" by the time restructuring happens it's "maybe good assets but really complex balance sheets with power players" [--]. I just read this book which is [--] years old so may be late to the party. It is a bit technical with many players so a tough slog if you are not familiar with credit markets but a must read for anyone involved in credit. some thoughts below: https://t.co/nEJ5h3sEPi [--]. I just read this book which is [--] years old so may be late to" [X Link](https://x.com/ReustleMatt/status/1775551669436092701) 2024-04-03T15:51Z [----] followers, [----] engagements "@minderbinderLLC All post GFC I'm sure it was never"simple but it's wild how institutionalized "layering liquidity" has become w/ the restructuring lawyers private credit behemoths and sponsors. I suppose it's the natural evolution of the market but the way it works took me by surprise" [X Link](https://x.com/ReustleMatt/status/1775564149914829159) 2024-04-03T16:40Z [----] followers, [--] engagements "@valuedelay Why won't the balance sheet ever change Management" [X Link](https://x.com/ReustleMatt/status/1777706514800644596) 2024-04-09T14:33Z [----] followers, [---] engagements "@BenClaremon Definitely overkill but definitely table stakes. You get used to it over time. I had the same experience" [X Link](https://x.com/ReustleMatt/status/1780756974079975534) 2024-04-18T00:35Z [----] followers, [---] engagements "I knew Gartner but never looked at $IT prior to this episode. My two cents: - A willingness to conduct TAM math gets you paid - Access (to analysts) is 2x+ the value of reports (evident on sell-side as well) - B2B Wirecutter is a marketplace (if you squint a little) - CEO coming from ADP makes total sense. and salesforce must be impressive - "You don't get fired for buying IBM" was so accurate that there was a company built on reviewing "what IBM to buy" My opinion of the research was "fine" so the business performance meaningfully exceeded my expectations. And my gut tells me this salesforce" [X Link](https://x.com/ReustleMatt/status/1783243553046470705) 2024-04-24T21:16Z [----] followers, 26.7K engagements "To each their own theres something about the immediacy to this vs posting to a Reddit where everyone says have you tried searching this subreddit before and/or you get this scattered in various answers. The mix of speed personalization and information is helpful. Signed Someone who is constantly looking for more specific use cases" [X Link](https://x.com/ReustleMatt/status/1789351074475729284) 2024-05-11T17:45Z [----] followers, [--] engagements "@Tyler_Rongione @BoringBiz_ You drop the Fixed Income branding when the income is no longer fixed" [X Link](https://x.com/ReustleMatt/status/1793381308883742921) 2024-05-22T20:39Z [----] followers, [--] engagements "ConocoPhillips (COP) buys Marathon Oil (MRO) which previously spun-off Marathon Petroluem (MPC) and Marathon Midstream (MPLX) similar to when Conoco bought Phillips and spun off Phillips [--] (PSX) and Phillips [--] spun off Phillips Midstream (PSXP) only for PSX to later remerge with PSXP. John D. Rockefeller must be smiling down watching his family tree evolve" [X Link](https://x.com/ReustleMatt/status/1795816449342115851) 2024-05-29T13:56Z [----] followers, [----] engagements "Over the years I've heard a handful of investors express insecurity about their modeling skills. Almost every one is very good at actual investing (measured by performance). These people have 10-15 years of experience. Mostly public investors (though I have [--] private equity people in mind). Context is always a conversation around "if" they had to find their next role" [X Link](https://x.com/ReustleMatt/status/1797047195947983131) 2024-06-01T23:26Z [----] followers, 12.8K engagements "They keep it simple. And fwiw I think that's the right approach 98% of the time. But they see the "banking trained" person whip up the [--] tab model from scratch - with scenario analysis that can drive all [--] statements - with all types of bells and whistles. I think the insecurity is probably what makes them good - but I also laugh when they see they'd need to take a modeling course" [X Link](https://x.com/ReustleMatt/status/1797059112926134286) 2024-06-02T00:14Z [----] followers, [----] engagements "And I think your approach is right. I had a detailed model template that I'd use - but it was really made for Oil and Gas. And using that in Transportation (let alone in some of the random private deals I did) was silly. The more I simplified - the more effective it was (and "effectiveness" was pitching internally - not that actual analysis)" [X Link](https://x.com/ReustleMatt/status/1797059934883881165) 2024-06-02T00:17Z [----] followers, [---] engagements "@Speedwell_LLC Let me be the first to say "the stock market is not the economy" 😉 . and I'm afraid if you dig more you might rename yourself KarlMarx4ever Capital I think if you wanted to poke a hole - the sustainability of margins or "peak margin" argument is probably the obvious one" [X Link](https://x.com/ReustleMatt/status/1797436796869165070) 2024-06-03T01:15Z [----] followers, [---] engagements "I guess I dont see any pricing power in that world. Its all getting a customer to wager more dollars. The concept of status feels different in digital world vs 5-star property but maybe offering higher bet sizes bespoke lines etc is the equivalent. I find it interesting for sure" [X Link](https://x.com/ReustleMatt/status/1798725896519491898) 2024-06-06T14:37Z [----] followers, [--] engagements "So many interesting angles with Rolls Royce Another aerospace duopoly (GE/RR) but quite the contrast to TDG/HEI performance Shift to MRO contracts requires ability to underwrite those contracts. Everyone wants an insurance business. not everyone knows how to underwrite insurance. At 52-week high but still down 50% over 5-years and down 75% from peak Its rare to hear a CEO call his own company a burning platform or share that every investment we make we destroy value. But that is how new CEO Tufan Erginbilgic described Rolls-Royce when he took over last January. The company was founded in 1906" [X Link](https://x.com/ReustleMatt/status/1813545553768128657) 2024-07-17T12:05Z [----] followers, [----] engagements "Put me in a conference room with [--] other people that find this interesting. I think we could spend a 9-5 day talking about all the angles before I get bored. QXO the Brad Jacobs shell company whose current sole asset is a cash balance of $5bn has a current market cap of. $100bn. The $150mn that Jared Kushner invested on Monday is now worth $2200mn: https://t.co/PPzZ6VNThh https://t.co/4NFbFykjNt QXO the Brad Jacobs shell company whose current sole asset is a cash balance of $5bn has a current market cap of. $100bn. The $150mn that Jared Kushner invested on Monday is now worth $2200mn:" [X Link](https://x.com/anyuser/status/1816136175440257063) 2024-07-24T15:39Z [----] followers, 26.6K engagements "This is "you don't build a church for Easter" on steroids BUT the relative success of the [----] Barcelona games may be the most interesting case study here. 🥇 gold medal episode 🥇 Today we break down the Olympics. Every Olympics since [----] has run over budget and not just by a little. The typical cost overrun is 250%. We explore the complexity behind hosting the games the structure of the IOC why the host city earns only a fraction of the revenue https://t.co/PripBKePb8 Today we break down the Olympics. Every Olympics since [----] has run over budget and not just by a little. The typical cost" [X Link](https://x.com/ReustleMatt/status/1818607037846110540) 2024-07-31T11:18Z [----] followers, [----] engagements "@CultishCreative So many distinct "vibes" from those games. I say I've lived a life with no regrets but that's not true. My uncle got me a Lithuania t-shirt from those games. At some point I lost it. Devastating" [X Link](https://x.com/ReustleMatt/status/1818626274543219028) 2024-07-31T12:34Z [----] followers, [--] engagements "i don't know if it's hindsight bias - but it was a shirt that was iconic in the moment and was a natural for vintage nostalgia only other example i can think of from that era is the charlotte hornets starter jacket which is less wearable. but now ill spend the rest of my day pondering today's equivalent" [X Link](https://x.com/ReustleMatt/status/1818629552706334746) 2024-07-31T12:47Z [----] followers, [--] engagements "Matt what are your favorite answers from episodes Funny you should ask. Todays @bizbreakdowns captures them. A buffet featuring: - My favorite market description (one I expect to be increasingly common) - Importance of choosing (then obsessing over) your customer - Nuances of Hard Asset Oligopolies - Searching for consortium-funded giants - My favorite gray area strategy" [X Link](https://x.com/ReustleMatt/status/1826236942461084105) 2024-08-21T12:36Z [----] followers, [----] engagements "@ReplyGuy_Cap @PedroLamento That red tape did stop me from selling winners.which turned out to be a positive aspect during a decade+ long bull market. Compliance compounders" [X Link](https://x.com/ReustleMatt/status/1831375756490117233) 2024-09-04T16:56Z [----] followers, [---] engagements "@EquityDiamonds @GlueGuys_Pod @ShaneBattier @GuptaRK22 @andre @RKHorry @joshhart Kudos on the excellent list" [X Link](https://x.com/ReustleMatt/status/1833204162194247739) 2024-09-09T18:01Z [----] followers, [--] engagements "The rare Japanese conglomerate that is NOT 100+ years old. A fun look at (slower) digitization abroad and how that impacted capital markets + winners/losers. And kudos to a guest who isolated "the most important thing" for Rakuten. Today we break down the Japanese internet conglomerate Rakuten. Rakuten's digital ecosystem integrates commerce finance and mobile services creating a one-stop platform for modern life that is tied together by a loyalty points system. Founded by Hiroshi Mikitani in the https://t.co/fc1gYh1Cra Today we break down the Japanese internet conglomerate Rakuten. Rakuten's" [X Link](https://x.com/ReustleMatt/status/1833829774252273740) 2024-09-11T11:27Z [----] followers, [----] engagements "@rhunterh then they just roll right off the tongue hang around the hoop mindshare leads to marketshare more shots on goal" [X Link](https://x.com/ReustleMatt/status/1834282136431714353) 2024-09-12T17:25Z [----] followers, [---] engagements "This is a thought-provoking piece that goes well beyond the "this is a steady cash flow stream it should be securitized" forecast. He mentions the popularity of equity stakes in GPs - and I could see a similar path. Start slow and strategic (e.g. Lehman/Neuberger in DE Shaw GLG etc.) before becoming a popular outlet for capital. Could you securitize the fee stream of a real estate sponsor I expect we'll find out soon. https://t.co/1rmPUQyWg3 Could you securitize the fee stream of a real estate sponsor I expect we'll find out soon. https://t.co/1rmPUQyWg3" [X Link](https://x.com/ReustleMatt/status/1835328185455534322) 2024-09-15T14:41Z [----] followers, [----] engagements "Finally saw the $LTH (after hearing about it non-stop) and was feeling some Peter Lynch in me. But there's a certain threshold of financial "savvyness" that just tells you to dig more and more and more.and you should never stop. They are building something that fits perfectly in a post-COVID society. if only the stock came with less baggage" [X Link](https://x.com/ReustleMatt/status/1835491118588281277) 2024-09-16T01:29Z [----] followers, [---] engagements "In some ways I think its more like NCAA vs Professionals. You can scout the field and draft whoever you like rather than doing it in house. In your example guests dont have any exclusivity to your podcast so the itd be more akin the NFL practice squad or Basketball G-League. But I do agree with the general premise" [X Link](https://x.com/ReustleMatt/status/1836174906330951986) 2024-09-17T22:46Z [----] followers, [---] engagements "@VijarKohli @GregorysCoffee Love it. Another example of a founder solving their own problem" [X Link](https://x.com/ReustleMatt/status/1844040887875383419) 2024-10-09T15:43Z [----] followers, [--] engagements "@Foulke_David @choffstein Sourcing funnel (all sponsored direct any concentration by source) Historical exits (Called/refi'ed early Any cross-fund transfers / refis) Asset class or sector exposure Underwriting standards Initial flexibility in docs can create "built-in" amendments" [X Link](https://x.com/ReustleMatt/status/1844396345899221138) 2024-10-10T15:15Z [----] followers, [---] engagements "The picture of IBM is the classic big incumbent org that just loses its way. The Microsoft wound seemed to really hurt" [X Link](https://x.com/ReustleMatt/status/1852065389909275035) 2024-10-31T19:09Z [----] followers, [---] engagements "You get the full VC experience. Underwriting. Making things happen for the business. Doing their fiduciary duty ;)" [X Link](https://x.com/ReustleMatt/status/1852065391943573751) 2024-10-31T19:09Z [----] followers, [---] engagements "Finally have a [--] bagger in the portfolio. Now we just need a double* and I will own at least one share until my life ends. *I am barking at the market gods and their karma. It only took [--] years. and if I didn't tweet about it did it really happen" [X Link](https://x.com/anyuser/status/1854334139341885583) 2024-11-07T01:24Z [----] followers, 30.4K engagements "@InnocenceCapit1 Real business. Indefensible valuation and many of the characteristics (big SBC) that would qualify" [X Link](https://x.com/ReustleMatt/status/1854517465574752563) 2024-11-07T13:33Z [----] followers, [---] engagements "@zbfuss I consider my signal as my civic duty. Im looking out for the people" [X Link](https://x.com/ReustleMatt/status/1854878787558584591) 2024-11-08T13:28Z [----] followers, [--] engagements "It is amazing how many emerging film directors mention "watching directors' commentary on DVDs" as a key part of their learning" [X Link](https://x.com/ReustleMatt/status/1856530086557630777) 2024-11-13T02:50Z [----] followers, [----] engagements "Parent teacher conference. Officially renaming him Oedipus" [X Link](https://x.com/ReustleMatt/status/1857545717440565440) 2024-11-15T22:06Z [----] followers, [---] engagements "The collectible boom created lots of new "dealers". Everyone seems to have learned the same lesson - holding onto inventory is a killer. If you're brave enough to use your balance sheet make sure you understand all of the costs" [X Link](https://x.com/ReustleMatt/status/1858674772529336768) 2024-11-19T00:52Z [----] followers, [---] engagements "This anonymous quote from @JayCoDon 's Media Operator Slack captures why Informa is so interesting: "I have a theory that if you work in media you either: -currently work at informa -previously worked at informa -will someday work at informa" Now pair that with the reality that I can't find any investor discussion on the business. Today we break down Informa. $INF is built around the most valuable audience in the world. Today they own and operate: [----] live events assets (2.5x larger than #2) [---] digital B2B media brands Taylor & Francis: leading academic publisher TechTarget: the B2B 1P data" [X Link](https://x.com/ReustleMatt/status/1859230551380480200) 2024-11-20T13:41Z [----] followers, [----] engagements "I cant just rely on the Fed. So I am back to stimulate the economy. No affiliations. No links. Just my favorite product investments in the comments. I did this last year. the result My favorite sweater was sold out for the next [--] months. But I do it for the people. I did this last year. the result My favorite sweater was sold out for the next [--] months. But I do it for the people" [X Link](https://x.com/anyuser/status/1861871911841468479) 2024-11-27T20:37Z [----] followers, 21.1K engagements "MIR threaded the needle with the Investor Day. Conservative while still outlining the holy trinity: - AcceleratingRevenue Growth (MSD to HSD) - 600bps of margin expansion - Improving free-cash-flow conversion (60% vs 35%) Valuation doesn't scream at you (13-14x [--] EBITDA) but 70%+ recurring revenue strong long-cycle tailwinds in nuclear and medical category leader in niche segments (#1 in 17/19 categories) and acquisition potential" [X Link](https://x.com/ReustleMatt/status/1864344948436279679) 2024-12-04T16:24Z [----] followers, [---] engagements "AWS funding Amazons logistics (and other) buildout has become the case study for infrastructure expansion. But Starlinks impact on SpaceX deserves more attention [--] million subs at low-end ($120/month) thats $5.8bn of revenue (reports at $6bn in revenue). Annual costs are somewhere in the $2-$3bn range. Not too shabby. Today we break down SpaceX. The SpaceX story is well-documented YET deserving of every feature. But how has SpaceX turned rockets into a revenue stream Luke Ward from @BaillieGifford joined @ReustleMatt to detail the story of engineering innovation intersecting with" [X Link](https://x.com/ReustleMatt/status/1864663512854724980) 2024-12-05T13:29Z [----] followers, [----] engagements "@BrockHBriggs Dewalt (or any brand) Battery Powered tools. The battery powered stuff actually has the juice you need nowadays. Drills Polesaws Air Compressor Sander Leaf Blower. Interchangeable battery and no gas is gamechanger" [X Link](https://x.com/ReustleMatt/status/1865451239313379807) 2024-12-07T17:40Z [----] followers, [--] engagements "@BoringBiz_" [X Link](https://x.com/anyuser/status/1866099582477746261) 2024-12-09T12:36Z [----] followers, [----] engagements "We've got a good one on @bizbreakdowns tomorrow" [X Link](https://x.com/anyuser/status/1869132781709934785) 2024-12-17T21:29Z [----] followers, [----] engagements "@CatNyanpital @bizbreakdowns Very close Inditex" [X Link](https://x.com/ReustleMatt/status/1869186067037061358) 2024-12-18T01:01Z [----] followers, [---] engagements "@CatNyanpital @bizbreakdowns Uniqlo is surprisingly good quality. But it's a "staples" brand. To me it's a different category than Zara. Zara has to innovate and stay on trend - but it's VERY interesting how their vertical integration makes that possible" [X Link](https://x.com/ReustleMatt/status/1869189478360977848) 2024-12-18T01:14Z [----] followers, [--] engagements "@CatNyanpital @bizbreakdowns I think Uniqlo has a great model so not arguing it. I have purchased 10x as much from Uniqlo as from Zara. But I'd still stand by my trendy vs staple point - even with those collabs" [X Link](https://x.com/ReustleMatt/status/1869193584446226676) 2024-12-18T01:30Z [----] followers, [--] engagements "Inditex is 2x the market cap of Intel Inditex is not your typical fashion company and not just because it's the world's largest clothing retailer. It's headquartered in La Corua a small city in northwestern Spain. Its founder became one of the world's richest people while remaining so private that no public photo https://t.co/jqqiCJ6O0F Inditex is not your typical fashion company and not just because it's the world's largest clothing retailer. It's headquartered in La Corua a small city in northwestern Spain. Its founder became one of the world's richest people while remaining so private that" [X Link](https://x.com/ReustleMatt/status/1869409732953551126) 2024-12-18T15:49Z [----] followers, [---] engagements "In a vacuum I think that's a fair conclusion (robotaxis relationships having lower margins than individual drivers). I'd just caveat that Rails were able to successfully navigate this dynamic. Most of that intermodal growth came from taking share from trucks - so it was net volume growth (not internal mix shift)" [X Link](https://x.com/ReustleMatt/status/1869744577474928788) 2024-12-19T14:00Z [----] followers, [---] engagements "Incredible James Cameron and Gale Ann Hurd interview on @TheBigPic I now associate Big Jim with @FoundersPodcast so when he details going "budget first" to make Terminator happen - I then think of how David would tie this into @tryramp. I'm not even mad that's amazing" [X Link](https://x.com/ReustleMatt/status/1869935279571698104) 2024-12-20T02:38Z [----] followers, [---] engagements "@techbrospod Some of us had big eyes for this sale. but couldn't stomach the heat of negotiations" [X Link](https://x.com/ReustleMatt/status/1870200360251404697) 2024-12-20T20:11Z [----] followers, [--] engagements "@techbrospod Annualized IRR is my power law" [X Link](https://x.com/ReustleMatt/status/1870201234231050648) 2024-12-20T20:14Z [----] followers, [--] engagements "Getting comfortable with selling is hard to overstate. Ive even noticed that while its very common that investors were collectors when younger (cards or some popular item) - many greats were always selling or trading those items at the same time. Not simply collectors. Perhaps anecdotal or confirmation bias but it makes logical sense to me" [X Link](https://x.com/ReustleMatt/status/1870988206155485633) 2024-12-23T00:22Z [----] followers, [---] engagements "@azar47_ Big soup guy for all of my life. Lived in Belgium for months next to a couple that made homemade soups every day. It was glorious. Ive learned to make a good beef stew recently - just need to get the rest of the family on board" [X Link](https://x.com/ReustleMatt/status/1871582847359922211) 2024-12-24T15:44Z [----] followers, [--] engagements "@zbfuss When you cant find a table for a printer - you contact Reustoration Hardware for a custom build. In NJ - we have quarry guys for all the best granite and quartz" [X Link](https://x.com/ReustleMatt/status/1871596828170543231) 2024-12-24T16:40Z [----] followers, [---] engagements "I predict Webster will update its examples of "juxtaposition" in the [----] dictionary courtesy of the @bizbreakdowns on Kering Inditex and LVMH. Gucci and Zara make for an interesting juxtaposition in apparel as Gucci designs take years to hit shelves while Inditex cycles in weeks. The french luxury houses of Kering and LVMH make for an interesting juxtaposition with the fashion-forward Gucci showing more cyclicality versus the timeless leather across LVMH's portfolio. Today we break down Kering. You know the business from its brands: Gucci YSL Bottega Veneta Balenciaga and the list keeps" [X Link](https://x.com/ReustleMatt/status/1874606586108211346) 2025-01-02T00:00Z [----] followers, [----] engagements "He Tom Ford is the defibrillator of fashion. - Natalie Massenet Tom Ford really was a savage in business. Gucci was missing payroll in [----] he was appointed Creative Director in [----]. [--] Gucci Valuation $0.75bn [--] Gucci Valuation: $8.75bn Kudos to Dawn Mello for hiring the young unknown designer. In her own words In [----] no one would dream of wearing Gucci. Then selling his own business in [----] for $2.8bn.not too shabby. These are the safe quotes - but I recommend you read more" [X Link](https://x.com/ReustleMatt/status/1875004376181289269) 2025-01-03T02:20Z [----] followers, [----] engagements "@LennyIce The poor guy does what he can Yves Saint Laurent referencing Tom Ford A lot in that quote" [X Link](https://x.com/ReustleMatt/status/1875179945502421256) 2025-01-03T13:58Z [----] followers, [--] engagements "Over the past [--] years I've come to appreciate that great IP requires great creative talent to succeed. Marvel required Kevin Feige Gucci required Tom Ford Similar to land value in real estate - it puts a floor on your value - but the cash flows only come with thoughtful strategy. Gucci is in a sales slump. Can lessons from its tumultuous past help a new CEO stage another turnaround https://t.co/33FDKHY50G Gucci is in a sales slump. Can lessons from its tumultuous past help a new CEO stage another turnaround https://t.co/33FDKHY50G" [X Link](https://x.com/ReustleMatt/status/1875965250434212320) 2025-01-05T17:59Z [----] followers, 12K engagements "@ActAccordingly "elegant blunt instrument" is such a perfect description" [X Link](https://x.com/ReustleMatt/status/1875967796087226747) 2025-01-05T18:09Z [----] followers, [---] engagements "One of my first memories in HY Energy was an investor saying Ah Apollo is the sponsor Shit I need to think about this some more They are as buttoned-up as anyone. They will use creative complexity to their benefit. Their lawyers will find (or create) any loophole to meet their fiduciary duty to their investors. They are unafraid of conflict with bankers other lenders companies etc. And their flexibility across the cap structure while not unique nowadays is flexed to their advantage. Its not the used car salesman sleezing you over. Its the polished team that will relentlessly push their power" [X Link](https://x.com/ReustleMatt/status/1876072633407504653) 2025-01-06T01:05Z [----] followers, [----] engagements "@PythiaR @ekmokaya @compoundpapi It'd be a lot more fun if he wasn't selected left and tapped into his father's DNA" [X Link](https://x.com/ReustleMatt/status/1876468068718883317) 2025-01-07T03:17Z [----] followers, [---] engagements "Add it to the list of drive-by titans like Autozone and Sherwin Williams Ross Stores has a $50bn mkt cap" [X Link](https://x.com/ReustleMatt/status/1877145577730740402) 2025-01-09T00:09Z [----] followers, [---] engagements "I always wanted an 🚨EMERGENCY POD🚨 The Nintendo @bizbreakdowns (conveniently) drops tomorrow. It's console season. Switch [--] already confirmed to have something PS5 doesnt. https://t.co/XZMuV0dGKp Switch [--] already confirmed to have something PS5 doesnt. https://t.co/XZMuV0dGKp" [X Link](https://x.com/ReustleMatt/status/1880059932822925345) 2025-01-17T01:09Z [----] followers, [----] engagements "Special thank you to @EricJorgenson who connected me with @AboveAvgOdds - a true treasure trove of Nintendo knowledge. Today we break down Nintendo. Ryan O'Connor (@AboveAvgOdds) - founder of CrossRoads Capital - is a connoisseur of the cartridge. He joined us for episode [--] of our console miniseries. We cover the rich history evolving business model and Switch [--] implications. Enjoy https://t.co/p9nwgjFSNr Today we break down Nintendo. Ryan O'Connor (@AboveAvgOdds) - founder of CrossRoads Capital - is a connoisseur of the cartridge. He joined us for episode [--] of our console miniseries. We" [X Link](https://x.com/ReustleMatt/status/1880245818533482721) 2025-01-17T13:28Z [----] followers, [----] engagements "Every quarter I get to pepper Eric with questions about the markets. It's a joy. He has worn many hats - trad fixed income PM crypto champion and most recently Founder. He never lets me down. Quarterly Wrap Up and [----] Outlook 📈 [----] Highlights: S&P up 23% Bitcoin up 150%risk assets soared despite recession fears. The Magnificent Seven (led by NVIDIA up 171%) dominated markets. AI investment reached unprecedented levels fueling growth but raising https://t.co/A2Sx1Kzj3g Quarterly Wrap Up and [----] Outlook 📈 [----] Highlights: S&P up 23% Bitcoin up 150%risk assets soared despite recession" [X Link](https://x.com/ReustleMatt/status/1880287376905523227) 2025-01-17T16:13Z [----] followers, [----] engagements "A trader once brought me as a sacrificial lamb to a position blowing up meeting on an illiquid CDS position. The big dog saw right through it and only talked to the trader: You are very good at what you do. Last year you crushed it. But I always tell you guys you dont walk on water. This year its bad but that doesnt make last year luck. You are still good at what you do. So figure it out. Is this position going to impact all of your other trading Then get out. Are you convicted Then stay in. But get your head right. For an insanely intimidating guy he knew how to manage all types of risk." [X Link](https://x.com/ReustleMatt/status/1885038847379050584) 2025-01-30T18:54Z [----] followers, [----] engagements "Tomorrow's @bizbreakdowns: Jack Henry & Associates $JKHY Special shout out to @turtlebay_io - consistently gathering GREAT materials that you won't find anywhere else. Constellation Software's ideal VMS business Jack Henry & Associates They call it "Our Gold Standard for VMS Companies." Bernard Anzarouth CSI's CIO wrote a memo about Jack Henry in [----]. https://t.co/bfvrCdtyph Constellation Software's ideal VMS business Jack Henry & Associates They call it "Our Gold Standard for VMS Companies." Bernard Anzarouth CSI's CIO wrote a memo about Jack Henry in [----]. https://t.co/bfvrCdtyph" [X Link](https://x.com/anyuser/status/1886955702738149592) 2025-02-05T01:51Z [----] followers, [----] engagements "Who is Guccis next savior What are the most high-profile + impactful public company roles that are NOT CEO Gucci creative director is high on the list Over the past [--] years I've come to appreciate that great IP requires great creative talent to succeed. Marvel required Kevin Feige Gucci required Tom Ford Similar to land value in real estate - it puts a floor on your value - but the cash flows only come with thoughtful Over the past [--] years I've come to appreciate that great IP requires great creative talent to succeed. Marvel required Kevin Feige Gucci required Tom Ford Similar to land value" [X Link](https://x.com/ReustleMatt/status/1888245833922933151) 2025-02-08T15:17Z [----] followers, [----] engagements "@CultishCreative @MonocleMan1 @frazerrice Always helps to have a good partner to bail you out too https://www.youtube.com/watchv=2dSzjIKtVcA https://www.youtube.com/watchv=2dSzjIKtVcA" [X Link](https://x.com/ReustleMatt/status/1890145757212061926) 2025-02-13T21:07Z [----] followers, [--] engagements "Tip of the cap to Michael Barrett on the $MGNI call addressing the $TTD remarks. Proactively addressed it in prepared remarks Not all shade acknowledged points of agreement Shined light on the economic nuance Spelled out the motive The best defense is a good offense" [X Link](https://x.com/ReustleMatt/status/1895167229358153957) 2025-02-27T17:40Z [----] followers, [----] engagements "Last night I thought Id be scooping $RHLD at $20 instead I sold my rinky dink allotment at $43. Why didnt this get puked" [X Link](https://x.com/ReustleMatt/status/1895584792059789664) 2025-02-28T21:20Z [----] followers, [----] engagements "Ah quants make sense. And I am sure big CMPO insiders (Cote Knott) weren't selling. I even tried selling RHLDV even at [--] on Thursday just assuming it'd be puked out. I wasn't able to execute (.sometimes you get lucky). I thought this would be a fun low-float lotto ticket to stash. Something tells me I'll have a hard time every building a position" [X Link](https://x.com/ReustleMatt/status/1895928652627423562) 2025-03-01T20:06Z [----] followers, [---] engagements "Watching QXO BECN play out makes you realize there are good books behind many of these situations. Fortunately Brad Jacobs is delivering (one side of) it directly vs. the old model of using media outlets. Perfect double-feature with Predators Ball. Felix Rohatyn gets a glowing review. Jay Pritzker does NOT. Idealistic narrator but refreshingly pulls no punches. Captures the end of conglomerate era banks shift from corporates to investors and corporate raider mania. https://t.co/ZSt3nn2e5J Perfect double-feature with Predators Ball. Felix Rohatyn gets a glowing review. Jay Pritzker does NOT." [X Link](https://x.com/ReustleMatt/status/1897663715127771547) 2025-03-06T15:01Z [----] followers, [----] engagements "@modestproposal1 Decent paper on this "Does Lowball Guidance Work An Analysis of Firms That Consistently Beat Their Guidance by Large Margins" from Jing Chen Conclusion is that it diminishes after [--] quarters. Study looks at entire market - would be nice to see it focused on IPOs" [X Link](https://x.com/ReustleMatt/status/1897677395907211624) 2025-03-06T15:55Z [----] followers, [----] engagements "1/ Rare thread with the Apollo $APO @bizbreakdowns in your feeds. @rhunterh REALLY nailed this episode. He covered: Post Drexel/Milken DNA Crdit Lyonnais beginnings Evolutions including Ares VAIL Caesars The Reign of Marc Rowan Athene Athene the Insurance Dream Questions on Private Credit" [X Link](https://x.com/anyuser/status/1900630507915812910) 2025-03-14T19:29Z [----] followers, 122.1K engagements "6/ There were plenty of highly levered shale companies with high-quality Permian acreage. Apollo had EP Energy with not quite Tier [--] Permian Eagle Ford Utah's infamous Uinta basin. I would never say they were bad operators - they just picked differently - and their brilliance was in the balance sheets" [X Link](https://x.com/ReustleMatt/status/1900631191004598586) 2025-03-14T19:32Z [----] followers, [----] engagements "7/ That credit/restructuring/PE is only a piece of the story today and you get the natural: Next Berkshire And while finance hipsters love the early complexity in Buffet's deals. He's an equity man" [X Link](https://x.com/ReustleMatt/status/1900631193948979437) 2025-03-14T19:32Z [----] followers, [----] engagements "@CCM_Brett The fact that I thought he was talking about the MicroStrategy Bitcoin keys is. telling" [X Link](https://x.com/ReustleMatt/status/1904701885744894363) 2025-03-26T01:08Z [----] followers, [---] engagements "@hitsamty Meanwhile I can't stop thinking about how absurd this regulatory moat is for Moodys/S&P/Fitch. 2000s Banks: Well we can outsmart those agencies and find creative ways to make things IG-rated. Will 2020s Alts give us a "Hold my beer" moment" [X Link](https://x.com/ReustleMatt/status/1905425256937828654) 2025-03-28T01:02Z [----] followers, [--] engagements "Daniel Suarez is GREAT science-fiction for expanding the mind. Closest Ive encountered to Crichton thriller style (in other words easy reads). And while MCs work holds up this is written in modern times. Daemon is a great one to start" [X Link](https://x.com/ReustleMatt/status/1906375996581744786) 2025-03-30T16:00Z [----] followers, [---] engagements "@LennyIce @Beutty There is a special type of person who can be abrasive in getting answers while still being liked. It helps to work for Capital but Havas seems like he always had "it"" [X Link](https://x.com/ReustleMatt/status/1916843426982568420) 2025-04-28T13:14Z [----] followers, [--] engagements "May move to Bermuda just to start a furniture company Caned and Abel" [X Link](https://x.com/ReustleMatt/status/1921202954893160755) 2025-05-10T13:57Z [----] followers, [----] engagements "I had always believed "going public" was a natural progression for a company. But between increased private market liquidity and public market distractions. 🤷♂" [X Link](https://x.com/ReustleMatt/status/1921974304238940623) 2025-05-12T17:02Z [----] followers, [----] engagements "The auditing process of going public is a net positive for companies (although a bigger positive for investors). The "cash out" opportunity is more readily available while private these days. Regardless the positives come with a lot of headaches and the limits to operating while being private are increasingly being removed" [X Link](https://x.com/ReustleMatt/status/1921995070468735322) 2025-05-12T18:25Z [----] followers, [--] engagements "@JerryCap @SleepwellCap @brentmuio DHR certainly has the precedent. TDG and HEI would be interesting" [X Link](https://x.com/ReustleMatt/status/1922388790028484812) 2025-05-13T20:29Z [----] followers, [---] engagements "@simcity31 It was an activist play on Chubu they failed and sold out in September [----]. My main point was this PM/Analyst dynamic happens everywhere" [X Link](https://x.com/ReustleMatt/status/1923215288897528234) 2025-05-16T03:13Z [----] followers, [----] engagements "To me this stems from what @stratechery laid out in the screenshot. Attention is the only scarce resource in the digital world - and since digital has taken over the entire world - attention is a scarce resource broadly. So whether they "want to" or not if you have attention and are not monetizing it you creep into "fiduciary duty" territory" [X Link](https://x.com/ReustleMatt/status/1925180871289589918) 2025-05-21T13:24Z [----] followers, [---] engagements "Cold soliciting me via email is fine. Its like leaving a flyer in my mailbox. But cold texting me about [--] year no collateral credit facilities is like showing up in my bedroom. Please make this stop" [X Link](https://x.com/ReustleMatt/status/1925576863482855509) 2025-05-22T15:37Z [----] followers, [---] engagements "Nice to see $IBKR sharing the knowledge with what I can only assume is their "Whale Account Distribution List"" [X Link](https://x.com/ReustleMatt/status/1925933125147729932) 2025-05-23T15:13Z [----] followers, [----] engagements "When fashion meets function. Moncler has always threaded the needle: - First summit of K2 by the Italians - Brigitte Bardot - Jackie Kennedy - This guy Tomorrow on @bizbreakdowns Get (the finest white goose) down" [X Link](https://x.com/ReustleMatt/status/1928166702308601952) 2025-05-29T19:09Z [----] followers, [----] engagements "@domcooke @Moncler After hiking one mountain (glorified hill) with you I can't say that I am surprised. I trust I can tap your knowledge for the luxury umbrellas in the Riviera" [X Link](https://x.com/ReustleMatt/status/1928463261927624959) 2025-05-30T14:47Z [----] followers, [--] engagements "Incredible $CVNA story in here. If you take pleasure in reading merger backgrounds in the 14a this is gold. My conversation with John Zito co-president at Apollo on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest funniest and most creative people Ive met in this https://t.co/FOBRwWEpOq My conversation with John Zito co-president at Apollo on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is" [X Link](https://x.com/anyuser/status/1929909516927123524) 2025-06-03T14:34Z [----] followers, 25.6K engagements "I went to LL I own a (Big) Barker I know who to call if I need a Delaware beach house or get into an accident. I doom scroll Briggs (and would subscribe to a CJ Briggs spinoff). The retention speaks for itself but they also show up at events and donate to charities as part of the community" [X Link](https://x.com/ReustleMatt/status/1931071629192528238) 2025-06-06T19:32Z [----] followers, [--] engagements "@CultishCreative @morganranstrom @jasoncbuck That's like naming a favorite child Billy Reid Shoals has been a casual staple for years. Paynter Italian Denim has been a recent A+ addition. Proper Cloth for dressed up. Poncho for the fishermen. No one ever looked bad in unbuttoned denim with a thermal underneath" [X Link](https://x.com/ReustleMatt/status/1933547400230261142) 2025-06-13T15:29Z [----] followers, [--] engagements "TOMORROW: In typical @bizbreakdowns fashion while everyone was gassing up Chris Hohn we wanted to learn about the other guest on stage: $EQT I loved the answers on my two most important topics: How do you take a view on [--]. Fundraising [--]. Returns keeping pace with scale" [X Link](https://x.com/ReustleMatt/status/1935136577585369207) 2025-06-18T00:44Z [----] followers, [----] engagements "@johncoogan You run the IRR math on Saquon's [--] months in VC.it's his race to lose" [X Link](https://x.com/ReustleMatt/status/1935157448618262543) 2025-06-18T02:07Z [----] followers, [---] engagements "Planter Fascinatis only has one cure" [X Link](https://x.com/ReustleMatt/status/1936433338299883700) 2025-06-21T14:37Z [----] followers, [---] engagements "@amandaorson @rustbeltkid1 @bizbreakdowns We have not but certainly agree it is an interesting study. Not just on the industry itself but how unions impact these industries. My strongest memories of $CLF are from sitting next to the analyst when this happened. That was an interesting one https://www.cnbc.com/2018/10/19/ceo-berates-analysts-you-are-a-disasterthey-will-have-to-commit-suicide.html https://www.cnbc.com/2018/10/19/ceo-berates-analysts-you-are-a-disasterthey-will-have-to-commit-suicide.html" [X Link](https://x.com/ReustleMatt/status/1940423358442836228) 2025-07-02T14:52Z [----] followers, [--] engagements "@patrick_oshag Daemon by Daniel Suarez - hes the closest Ive found to modern Crichton. Like a great sci-fi author he seems to see the world 10+ years in advance. Youd likely enjoy Change Agent too" [X Link](https://x.com/ReustleMatt/status/1941842014372303160) 2025-07-06T12:49Z [----] followers, [----] engagements "@AdamB1438 @blueprintsmb22 If I am being honest with myself I would have bet wrong on Medallions even in the early days of Uber. Regulatory bodies would always push to limit new supply in the market. So Uber needed to be SUCH a better product to get past those hurdles.and they were" [X Link](https://x.com/ReustleMatt/status/1942194859785232411) 2025-07-07T12:11Z [----] followers, [---] engagements "Matt Caldwell CEO of Florida Panthers is getting a lot of well deserved shine with the Stanley Cups. This also gives me an excuse to share one of my favorite Trading Floor stories" [X Link](https://x.com/ReustleMatt/status/1943416598741516704) 2025-07-10T21:06Z [----] followers, [----] engagements "@SRS91839430 @joincolossus I absolutely love the family tree stuff. The regulatory ones are a little less fun (e.g. Standard Oil/AT&T) but even simple ones like Netflix/Roku and Microsoft/Expedia are neat" [X Link](https://x.com/ReustleMatt/status/1945481757437857914) 2025-07-16T13:52Z [----] followers, [--] engagements "I am almost certain he knew the market leader $EXPD had a $10bn market cap at the time. Genuinely curious why he didnt mention that seemingly big enough and gives the market context Also this was entertaining. Watch @typesfast pitch Flexport to Paul Graham and Sam Altman for the first time at Startup School 2013: https://t.co/4KbVmCKpdb Watch @typesfast pitch Flexport to Paul Graham and Sam Altman for the first time at Startup School 2013: https://t.co/4KbVmCKpdb" [X Link](https://x.com/ReustleMatt/status/1946310448061563282) 2025-07-18T20:45Z [----] followers, [---] engagements "While I am more of a catch-and-release guy this is a fun read. Kudos to TheMaterialReview for consistently finding entertaining reads. https://www.life.com/destinations/journey-to-a-vanished-fishermans-paradise/ https://www.life.com/destinations/journey-to-a-vanished-fishermans-paradise/" [X Link](https://x.com/ReustleMatt/status/1946602300979479015) 2025-07-19T16:05Z [----] followers, [---] engagements "While most people tighten up to look credible @PabloTorre is showing us there is another way. It's hard to find better investigative work out there" [X Link](https://x.com/ReustleMatt/status/1947658993813303513) 2025-07-22T14:04Z [----] followers, [----] engagements "@milken_cookies @UpslopeCapital Just one example but PE needed to exit a $10bn business. Limited IPO appetite because it was too levered and investors didn't want UOP as debt paydown. Public company buys them for 12x while trading at 17x (now north of that)" [X Link](https://x.com/ReustleMatt/status/1948011212555325456) 2025-07-23T13:24Z [----] followers, [--] engagements "$MIR beat raise and the M&A show has returned. If you're fading after hours on organic growth and valuation have at it" [X Link](https://x.com/ReustleMatt/status/1951021405253804296) 2025-07-31T20:45Z [----] followers, [---] engagements "In the spirit of intellectual honesty if you lower org growth guid and only provide commentary in this slide you need more than this. The [--] comps were already known so what actually changed Does it really matter No but it explains an 8% selloff until the 10am conf call" [X Link](https://x.com/ReustleMatt/status/1951077811218780582) 2025-08-01T00:29Z [----] followers, [---] engagements "This episode covers a ton: the value of CEOs scaling through acquisition the dynamics driving driving insurance brokerage success. BUT it was Aaron's intellectually honest conviction that got me. It shines throughout the convo but particularly in his answer on risks. Today's episode covers all angles of insurance brokers. GTCR's recent sale of AssuredPartners to $AJG for $13.4bn was a catalyst for this episode but our guest Aaron Cohen is a true veteran investor in this space. Whether you're a public or private investor you'll enjoy https://t.co/EUboFxVEe3 Today's episode covers all angles of" [X Link](https://x.com/ReustleMatt/status/1953445117664129123) 2025-08-07T13:16Z [----] followers, [----] engagements "@KairosPraxis Dave Cote is giving it a go" [X Link](https://x.com/ReustleMatt/status/1960794111214002351) 2025-08-27T19:58Z [----] followers, [---] engagements "Kudos to @itsDanielWu for bringing his machette and navigating us through the weeds of $MELI My US brain has really come to appreciate the credit/fintech opportunity for EM ecommerce businesses. Today we break down LatAm's $120bn e-commerce titan:Mercado Libre $MELI @itsDanielWu of Bristlemoon Capitalcovers how this fintech and e-commerce flywheel emerged into the leading ecosystem of LatAm America Enjoy https://t.co/265mijUeBu Today we break down LatAm's $120bn e-commerce titan:Mercado Libre $MELI @itsDanielWu of Bristlemoon Capitalcovers how this fintech and e-commerce flywheel emerged into" [X Link](https://x.com/ReustleMatt/status/1963960639996440703) 2025-09-05T13:41Z [----] followers, [----] engagements "How long does it take for the disruption to show up in the numbers (search revenue) The AI Overview has improved user experience but that is only cannibalizing clicks and the return on spend seems to be weakening. If budgets have nowhere else to go the fallout can take time and that may give them an opportunity to improve the model but it doesn't feel like they are "out of the woods" quite yet" [X Link](https://x.com/ReustleMatt/status/1968683914513219779) 2025-09-18T14:29Z [----] followers, [---] engagements "@auren I lost my shirt investing in $RENT (while private) this way. BUT I would still side towards "agree" on this advice" [X Link](https://x.com/ReustleMatt/status/1970902152068649068) 2025-09-24T17:24Z [----] followers, [--] engagements "@jtgator77 @UnoMasReactor @Surfing2freedom They also brought down organic growth guidance inside the press release. Tough look especially when it is hidden" [X Link](https://x.com/ReustleMatt/status/1970950885695197322) 2025-09-24T20:38Z [----] followers, [--] engagements "For [--] years Blake Saunders has been my reliable connector and information source for all things Media. He finally came out of the shadows to chat about industry dynamics. - Addictive UGC vs Premium IP - "Google Zero" publishers - Legacy Media🤝 Newsletter/YT M&A - More" [X Link](https://x.com/ReustleMatt/status/1976272310677225726) 2025-10-09T13:03Z [----] followers, [----] engagements "@CultishCreative @bizbreakdowns Unintentionally relevant GIF it was Mr. Saunders who connected me with @Emily_Sundberg back in [----]. The days when she was a cult hero not yet the global icon of today" [X Link](https://x.com/ReustleMatt/status/1976279930049789972) 2025-10-09T13:33Z [----] followers, [--] engagements "There is technologyand there is TECHNOLOGY ASML defines that second category Their system blasts molten drops of tin with a laser [-----] times a second - twice (of course) - which creates plasma [--] times hotter than the surface of the sun. Do I know what any of that means Im fairly certain thats why our phones have exponentially more computing power than the Apollo missions. ASML is keeping Moores Law alive by enabling smaller chips denser chips with billions of transistors. They enable precision that is borderline impossible to comprehend. Precision that costs $150mn+ per machine (holy AOV)" [X Link](https://x.com/anyuser/status/1674004980204724230) 2023-06-28T10:41Z [----] followers, 96.9K engagements "Fun SEC filing alert. Rarely are the finance folks anything but the villain. But David Maisel an overlooked character in Marvel's success pulled off a $525mn collateralized loan facility in [----] which sparked the MCU magic. Exhibits 10-4 10-8 and [----] are the most interesting. https://www.sec.gov/Archives/edgar/data/933730/000111667905002263 Let's talk Marvel. Today's @MakingMediaPod was a deep dive into the MCU. @jowrotethis wrote an EXCELLENT book and joined us for the convo. We covered: We covered the key topics (IP Feige VFX Actors) and much more (Maisel's magical financing)." [X Link](https://x.com/ReustleMatt/status/1726960339286110522) 2023-11-21T13:46Z [----] followers, [----] engagements "Kelce Brothers podcast grew 4.5x post Taylor Swift (h/t Podnews) You might say she created $77mn in value for them. But in the podcast world of "haves" and "have nots" the spreadsheet (again) underestimates reality" [X Link](https://x.com/ReustleMatt/status/1828778529078890957) 2024-08-28T12:55Z [----] followers, [---] engagements "Herman Miller knew how to do corporate offsites. Cant go wrong with a summer picnic. Make event posters great again. h/t Laurent Laporte / Where is the cool food issue" [X Link](https://x.com/ReustleMatt/status/1885853058833187116) 2025-02-02T00:49Z [----] followers, [---] engagements "4Q24 earnings with the subtle but notable shift from "we have an M&A track record to keep in mind for the future" to "balance sheet milestones have been met we are positioned for M&A" Not surprising. But deliberate tone" [X Link](https://x.com/ReustleMatt/status/1889668266861134174) 2025-02-12T13:29Z [----] followers, [----] engagements "@ChrisPavese Ugh looks like he sold out on Ebay" [X Link](https://x.com/ReustleMatt/status/1891631056735916097) 2025-02-17T23:29Z [----] followers, [----] engagements "Looks like @RockwoodNotes is working on a big project around Pritzker. There are a lot of anecdotes in various books - Autopsy of a Merger Snowball ITT Wars Art of the Deal etc. The best reading may come from the various legal filings over the years. And you can gain some info from his family breakup (post his death) when they battled over the inheritance" [X Link](https://x.com/ReustleMatt/status/1891850359435350472) 2025-02-18T14:00Z [----] followers, [---] engagements "@kouroshshafi As I have dug more I think this has to do with JG's study/obession with Amazon + Bezos. He has made several quotes about their focus on supply chain - but that ties into focusing on customers not competitors. I think it's mostly semantics unless Ventura backfires" [X Link](https://x.com/ReustleMatt/status/1891943220705177944) 2025-02-18T20:09Z [----] followers, [---] engagements "@brookeleblanc Can confirm. My tweet about a book got 70x more reach vs. my tweet about old (and absolutely phenomenal) Herman Miller corporate offsite posters. For the record I take more pride in the latter" [X Link](https://x.com/ReustleMatt/status/1892044188461543750) 2025-02-19T02:51Z [----] followers, [---] engagements "@sidecarcap I'd love to examine whether there is a perfect balance of value capture between shareholders employees suppliers and customers over the long term. I know those buckets overlap but I'm curious if there are similarities in enduring businesses" [X Link](https://x.com/ReustleMatt/status/1892045365425176665) 2025-02-19T02:55Z [----] followers, [---] engagements "$MIR showing they aren't just an operating show. $300mn convert $0.04-$0.05 of EPS pickup on interest savings $50mn buyback to withstand convert arbs $450mn TL refinancing with some added flexibility for M&A. Stock will move on nuclear headlines but they are executing" [X Link](https://x.com/ReustleMatt/status/1930986942570659875) 2025-06-06T13:55Z [----] followers, [---] engagements "This is another $30bn+ market ap company that I didn't know existed. (Note: There are [---] so give me a pass) Marc was excellent - and especially for explaining "chromatography" in simplified terms. Today we break down Agilent. Agilent is a leader in instruments software and services to 285k labs - or the "picks and shovels" to Biopharma Pharma and Diagnostics. Marc de Vos Fund Manager at Troy Asset Management joined to cover this HP-born market leader. https://t.co/H8kuFe5r6r Today we break down Agilent. Agilent is a leader in instruments software and services to 285k labs - or the "picks and" [X Link](https://x.com/ReustleMatt/status/1945475417818702315) 2025-07-16T13:27Z [----] followers, [----] engagements "For all of the bashing of the education system I had yet to hear of something better. This is the first insanely detailed example with the test data AND social dynamics I craved. That alone is enough but might be burying the lede the writing here does not hold back. It doesnt shy away from any character's historical or potential controversy. It paints the FULL picture good and bad. You form your own opinion rather than having a publication do it for you. Bravo @JeremySternLA Our profile of @jliemandt founder of Trilogy and ESW and now principal (and backer) of the much discussed Alpha School" [X Link](https://x.com/ReustleMatt/status/1958552519006929128) 2025-08-21T15:31Z [----] followers, 15K engagements "@ClarkSquareCap You are right on the EV at $220mn I had the wrong cash input. I get your framing. I still think the $300mn EV is unreliable as an anchor when the equity was essentially a call option implying this wasn't getting acquired (and EV was inflated by nominal value of debt)" [X Link](https://x.com/ReustleMatt/status/1958597300219171316) 2025-08-21T18:29Z [----] followers, [---] engagements "It's silly to guess the catalyst that breaks mkt euphoria but isn't Google THE company that matters most If $GOOG 3Q shows ad/search rev weakness the (known) AI ROI uncertainty is put in focus. Yes great 1H25 execution but they are still the proxy walking the tight rope" [X Link](https://x.com/ReustleMatt/status/1977464112566206538) 2025-10-12T19:59Z [----] followers, [---] engagements "Amphenol is basically a $150bn business focused on capturing signal and suppressing noise. Amphenol $APH builds mission-critical parts for electronics. @andy_gardner_ PM at Fiera Capital joined @ReustleMatt to cover: Connectors sensors and interconnect systems Exposure to AI EVs and more 100+ years of decentralized innovation M&A powering the engine Enjoy https://t.co/xmLg9iFxFr Amphenol $APH builds mission-critical parts for electronics. @andy_gardner_ PM at Fiera Capital joined @ReustleMatt to cover: Connectors sensors and interconnect systems Exposure to AI EVs and more 100+ years of" [X Link](https://x.com/ReustleMatt/status/1978413833904357879) 2025-10-15T10:53Z [----] followers, [---] engagements "I often get asked "What do you learn from the podcast that you can actually apply" This is my first episode where I own the stock. Simply put I wouldn't have bought $CMPO without lessons from the episodes. To be clear this is NOT investment advice. Please please please do your own work. I thought Parsa Kiai from Steamboat was perfect here. My involvement started after Dave Cote and Tom Knott. Meanwhile Parsa was in the weeds with John Wilk well before this new era. Lastly a special shoutout to Andrew Peters from @RVLRPartners. His network constantly accumulates great investor ideas" [X Link](https://x.com/ReustleMatt/status/1981709149848125543) 2025-10-24T13:07Z [----] followers, [----] engagements "Puck markets its "executive level" audience but consists of mass-market advertisers. So I am sure they have tried and failed. And both brands still make 50%+ from ads + that customer base can theoretically support an events strategy. I do know it is hard to get luxury brands to take digital publications seriously but I have zero idea if there's attractive economics waiting if you ever break through" [X Link](https://x.com/ReustleMatt/status/1986199945297162731) 2025-11-05T22:32Z [----] followers, [--] engagements "@AdamB1438 On the surface I like the process of 2021: interested 2024: LP in [--] deals 2025: GP in [--] deals The scoreboard will always conquer everything else but I am still a sucker for healthy evolution" [X Link](https://x.com/ReustleMatt/status/1988659571829973300) 2025-11-12T17:26Z [----] followers, [---] engagements "Shout out to my guy @tschrack. He never stops. - Met while living in Belgium - Formed a 2-man Brett Easton Ellis reading club - He lived the accounting life at EY for a decade - Relearns skateboarding in his 30s - Learns screenplays and filming https://www.youtube.com/watchv=59wgFUKzB4s https://www.youtube.com/watchv=59wgFUKzB4s" [X Link](https://x.com/ReustleMatt/status/1991881763367657805) 2025-11-21T14:49Z [----] followers, [----] engagements "@Jack_Raines Already a $100mn biz for HOOD but notably 55% of their volume goes through Kalshi" [X Link](https://x.com/ReustleMatt/status/1993349819319066909) 2025-11-25T16:03Z [----] followers, [---] engagements "Trust that I am always fishing for your commerce needs. The fourth annual inaugural "Now That's What Matt Calls Great Products" I cant just rely on the Fed. So I am back to stimulate the economy. No affiliations. No links. Just my favorite product investments in the comments. I cant just rely on the Fed. So I am back to stimulate the economy. No affiliations. No links. Just my favorite product investments in the comments" [X Link](https://x.com/ReustleMatt/status/1994833580665799029) 2025-11-29T18:19Z [----] followers, [----] engagements "Whether it's pool floats or car tires a portable battery-powered inflater has you covered. Now you can live like Steve McQueen in the Thomas Crown Affair. Rip around on that beach" [X Link](https://x.com/ReustleMatt/status/1994833586202267911) 2025-11-29T18:19Z [----] followers, [---] engagements "An old shelf clock will cost you $100-$200. Some grandfather clock vibes but a bit more discreet. It's about time you showed the kids how mechanics work" [X Link](https://x.com/ReustleMatt/status/1994833609614922039) 2025-11-29T18:19Z [----] followers, [---] engagements "Miscellaneous: Portuguese Flannel chore coat old Woolrich shirts Casio watches for kids CultureKings for hats and a dog. Now go support that economy" [X Link](https://x.com/ReustleMatt/status/1994833614220194300) 2025-11-29T18:19Z [----] followers, [---] engagements "@BillBrewsterTBB Bought a big chunk of MPLX in [----] and add to it here and there. It won't have the same ride it had but 8% tax advantaged yield + some appreciation clears the hurdle rate. I know the MLP structure keeps institutions away but it also answers the "why can I buy this here"" [X Link](https://x.com/ReustleMatt/status/2008666410608980312) 2026-01-06T22:26Z [----] followers, [---] engagements "Databricks was definitely my "least understood" business of the private Mag7. If you feel that way Alan was gracious enough to answer all of my basic obscure and nuanced questions. Today we break down @databricks Alan Tu PM for the private strategy atWCM Investment Management joined@ReustleMatt for an appropriate follow-up to our [----] episode. Learn: -What the Databricks platformactually does for customers and their data -What role they play in the https://t.co/E70YaBJ3PP Today we break down @databricks Alan Tu PM for the private strategy atWCM Investment Management joined@ReustleMatt for an" [X Link](https://x.com/ReustleMatt/status/2009265816571715816) 2026-01-08T14:07Z [----] followers, [----] engagements "If only all ACID journeys ended this way. This was the answer that really painted the Databricks picture to me. The entire episode is loaded with detail but it captures how they've evolved deeper with customers and against competition (which explains a lot)" [X Link](https://x.com/ReustleMatt/status/2009277764415701456) 2026-01-08T14:55Z [----] followers, [----] engagements "@MichaelRedd_ Jrue Holiday had a bit of this. Tanking couldn't breakthrough with AD in NO [--] years between All Star games and then two titles later in his career. Very different but Boris Diaw also really unique career" [X Link](https://x.com/ReustleMatt/status/2009629196453323072) 2026-01-09T14:11Z [----] followers, [---] engagements "Growing up my great-grandfather's Mark Twain and Charles Dickens collections were always displayed on our bookshelves. I borrowed a few over the years. Today my mom sent me a September [----] league leaflet she found inside David Copperfield. And to think about what was happening then" [X Link](https://x.com/ReustleMatt/status/2009658306722234661) 2026-01-09T16:07Z [----] followers, [---] engagements "@FromLtoW @firstadopter @ContrarianCurse Posted elsewhere in the thread but https://x.com/ReustleMatt/status/1923105778946216065s=20 Don't worry Chris Hohn is just like your PM. https://t.co/BD5K3KBTaZ https://x.com/ReustleMatt/status/1923105778946216065s=20 Don't worry Chris Hohn is just like your PM. https://t.co/BD5K3KBTaZ" [X Link](https://x.com/ReustleMatt/status/2013792033224180167) 2026-01-21T01:53Z [----] followers, [---] engagements "@YouInsane2 @FromLtoW @firstadopter @ContrarianCurse https://www.sec.gov/Archives/edgar/data/277948/000095015708000443/ex99-2.htm https://www.sec.gov/Archives/edgar/data/277948/000095015708000443/ex99-2.htm" [X Link](https://x.com/ReustleMatt/status/2014018139764257054) 2026-01-21T16:51Z [----] followers, [--] engagements "Had a blast revisiting my E&P days with @Josh_Young_1 . With crude over $100bbl Baytex offers a good lens into capital allocation decisions basin differentiators and capital structure. Enjoy Oil prices are high and volatile and so we felt it a good time to explore the world of oil and gas Rather than do so via a major we picked a small $3B company that has wells across the US and Canada @ReustleMatt and Josh Young break it down: https://t.co/xprGsCnALi https://t.co/1xdwn2NtyR Oil prices are high and volatile and so we felt it a good time to explore the world of oil and gas Rather than do so" [X Link](https://x.com/ReustleMatt/status/1521827477504540672) 2022-05-04T12:21Z [----] followers, [--] engagements "Enjoyed breaking down the heavily contested MTCH with @GHadjia on @bizbreakdowns We cover industry dynamics business model dynamics and what broke the stock. Make sure to check out George's research as well. https://www.joincolossus.com/episodes/73711642/hadjia-match-group-swipe-right https://www.joincolossus.com/episodes/73711642/hadjia-match-group-swipe-right" [X Link](https://x.com/anyuser/status/1717135771272966529) 2023-10-25T11:07Z [----] followers, 36.8K engagements "@marketplunger1 I'm admittedly at peak on the Dunning Kruger curve but the evolution is clear. The low-hanging fruit is being picked. But I'd really like to lock myself in a room for [--] weeks and figure out the longer-term angles (beyond the go-privates)" [X Link](https://x.com/ReustleMatt/status/1869191609075851496) 2024-12-18T01:23Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ReustleMatt Matt Reustle
Matt Reustle posts on X about in the, business, market, if you the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -39%
- [--] Month [-----] +32%
- [--] Months [------] -78%
- [--] Year [-------] +35%
Mentions: [--] #
- [--] Months [--] -36%
- [--] Year [--] +1.20%
Followers: [-------] #
- [--] Week [-----] +0.03%
- [--] Month [-----] +0.15%
- [--] Months [-----] -20%
- [--] Year [-----] +13%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands fashion brands countries luxury brands social networks cryptocurrencies automotive brands celebrities
Social topic influence in the, business, market, if you, company, insurance, thank you, this is, fun, the most
Top assets mentioned Bitcoin (BTC) Spotify Technology (SPOT) IBM (IBM) Home Depot, Inc. (HD) Copart, Inc. (CPRT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Worth all $830mn when you call it like that"
X Link 2022-04-19T23:33Z [----] followers, [--] engagements
"In an era that glorified sales growth Home Depot outperformed the market with its own playbook. - Differentiated customer mix - Store productivity over store count - Eating shares for breakfast lunch and dinner I had a blast breaking down HD with Sean @IntrinsicInv"
X Link 2022-11-02T10:58Z [----] followers, [---] engagements
"Ep2 @MakingMediaPod dives into the $$ equation of media w/ @seangriffey of @industrydive You see [---] pieces on audience growth for every [--] piece on the value of that audience (and it's usually Sean). Not easy to talk about these realities which is EXACTLY why it's valuable"
X Link 2023-01-30T21:34Z [----] followers, [----] engagements
"NYC parking garages are a cult investment class. Just read [---] Perry St traded at $65mn last year. built in [--] renovated in [--]. I honestly doubt that thing spit off cash flow - I bet it sprayed like fire from a dragons mouth. Yet itll surely be converted. NYC parking"
X Link 2023-06-30T00:33Z [----] followers, 23.6K engagements
"The [----] @Om Brunello Cucinelli interview cuts deep We were fortunate to speak with Om about the experience. As a natural skeptic I was legitimately worried wed reveal some mirage NOT THE CASE Om was the proper skeptic with the right curiosity conducting this at a unique moment in his career. Listen here: http://pod.link/1662094664 http://pod.link/1662094664"
X Link 2023-07-06T10:51Z [----] followers, 49K engagements
"@libovness The Bear feels head and shoulders above the rest. The Netflix episode - "Untold: The Race of the Century" had similar vibes of startup battling incumbent. Great episode. And more of a stretch but Season [--] of [---] Foot Wave"
X Link 2023-07-11T18:16Z [----] followers, [---] engagements
"Copart is another excellent case study. Most notably Willis Johnson has that junkyard-dog in him. The vehicle auction market is a unique duopoly (80%-90% mkt share b/w CPRT and IAA) Insurance companies create unique supply-side of marketplace Global buyer base creates increasingly liquid marketplace Lots to learn from and @BRK_Student covers it all"
X Link 2023-07-26T09:50Z [----] followers, 40.1K engagements
"UPS (most senior) drivers will go from $145k to $175k over the next [--] years. This is based on hourly work not a salary. It's long been a blue-collar job where you can earn $100k. But it takes time (4 years once you get that full-time driver role) and it is not an easy job"
X Link 2023-08-08T20:00Z [----] followers, [----] engagements
"Every business story has lessons. But why not learn them through the fun lens I present you Take-Two Interactive (TTWO). To say I peppered Eric Kress with questions would be an understatement. He worked in the industry and as an investor - that ideal balance of understanding what's happening. I treated him like the unfortunate soul that needs to sit across from me at dinner. Realities of Mobile vs. Console World Building Hollywood vs Gaming Free-to-Play Death Spirals Release Cadence Multiple Expansion"
X Link 2023-08-16T13:04Z [----] followers, 42.3K engagements
"As a self-identified roadtripper I was excited to dive into Caseys General Store on @bizbreakdowns. I highly recommend grabbing your preferred road trip snacks for this one (beef jerky + gatorade + combos) We covered: Convenience store industry (hello 7-Eleven Wawa Circle K) Fuel vs. Retail Fresh Food margins Carwash opportunity Geographical opportunity"
X Link 2023-08-23T11:57Z [----] followers, 24.9K engagements
"This episode is equal parts informational and inspirational. I expect traditional media will increasingly look at new media as a talent sourcing ground. I love the passion of @DavidLawTennis his push to make this a reality and his closing story on Federer"
X Link 2023-08-24T13:05Z [----] followers, [----] engagements
"Loved this from Tom Hanks on competition (slightly edited) "In auditions if there were [---] people I'd say I'm better than [--] of you and just as good as [--] of you. There's [--] of you that I cannot touch because you're geniuses. but if I watch carefully I can hit that level." If you weren't born with irrational confidence this is a nice way to balance your self-awareness without being self-limiting"
X Link 2023-09-19T00:02Z [----] followers, [----] engagements
"If I had to pick [--] creators for public investors to study - Kevin would be inked on the list. The content creation speaks for itself but his understanding of all mediums is unique. He built/acquired a real product business that extends into the enterprise/wholesale category. There's an awareness of when to buy vs. build and an EQ of when to operate vs delegate. There are so many of these "business breakdown" videos these days on YouTube and X and while fun (I've done a few) they make for relatively poor education. So here's a list of hyper-specific ways I grew @epicgardening over the years."
X Link 2023-10-02T12:38Z [----] followers, [----] engagements
"Equifax could be a 10-part series but @NimbleOpinions packed everything into this episode: History of the credit bureaus Lots of market structure talk The regulatory "shaping" of the industry Data verification as a business The Work Number crown jewel Excellent @bizbreakdowns"
X Link 2023-10-04T12:23Z [----] followers, 38.1K engagements
"I knew you'd have some good old financial reports but I was really hoping you had one of these: (and yes. I did look last night without success) Cator a former bank employee and Guy a lawyer employed simple notations to reflect merchants comments about their shoppers payment habits: Prompt Slow or Requires Cash. They published these findings as The Merchants Guide sold it for $25 and offered individual credit reports"
X Link 2023-10-04T14:06Z [----] followers, [---] engagements
"Listen to today's @MakingMediaPod at 1.3x and you'll learn everything you need to know about media in [--] minutes. [--] guests on [--] topics: 👁🗨Industry Structure 👁🗨Brand vs. Institution 👁🗨Buy vs. Build 👁🗨IP building 👁🗨Good/Bad content 👁🗨Niche topics 👁🗨Getting your hat on Jay-Z's head"
X Link 2023-10-05T11:37Z [----] followers, 28.1K engagements
"Can we take a moment to appreciate the Key West from @FoundersPodcast on Jimmy Buffett. The text doesn't do the justice of Captain Senra delivering it: "These are wild men in a wild place during wild times" "The citizens of Key West at that time. They were dedicated to two pursuits: inebriation and fornication." "I mean there's insane stories about this like this guy is walking around the bar. He has an aspirin bottle. He took out all the pills and filled it up with cocaine and put a straw in it." "There's a story in the book where somebody spikes all the alcohol with LSD so everybody is"
X Link 2023-10-06T17:51Z [----] followers, [----] engagements
"Fitting to have the second @artofinvest episode with @AcquiredFM on the same day they release an episode with Jensen Huang. 👁🗨The power of side projects 👁🗨Growth charts shadow consequential early days 👁🗨Quality over everything (the new QOE) And most importantly they don't overlook the necessary nuance"
X Link 2023-10-16T12:41Z [----] followers, [----] engagements
"Today's @InvestLikeBest has an honesty that I rarely see or hear in public forums. I wish we could have more "say the quiet part out loud" back-and-forths. But if I'm being honest (in honor of the episode) there's way more downside than upside in doing it"
X Link 2023-11-07T11:54Z [----] followers, [----] engagements
"All these years later I can finally say.it was not a rigged game. It was just an intellectually dishonest short report that blew up my vacation. $GS "Buy" $XPO today fueling the perception that Wall St research is a rigged game. Director Kingshott (who hid his role at Dreir's Ponzi Scheme) is a former Goldman MD. $XPO Chief Strategy Officer Fassler is ex-Goldman. Ex-Goldman CEO Thornton is CEO Jacob's palm beach neighbor $GS "Buy" $XPO today fueling the perception that Wall St research is a rigged game. Director Kingshott (who hid his role at Dreir's Ponzi Scheme) is a former Goldman MD. $XPO"
X Link 2023-11-16T14:42Z [----] followers, 14.4K engagements
"@fatehsmann A match made in Radiohead heaven"
X Link 2023-11-20T17:31Z [----] followers, [--] engagements
"@BrockHBriggs Every once in a while I need to swerve out of my lane just to keep everyone on their toes"
X Link 2023-11-25T02:13Z [----] followers, [---] engagements
"When Dom got his Rolls Royce I thought it was leased. Then he bought that new Ferrari"
X Link 2023-12-13T13:19Z [----] followers, [----] engagements
"Always respect using your geography to create exclusivity and fight commoditization. - Harris Tweed - San Marzano Tomatoes - Scotch vs Whiskey - Barolo vs Nebbiolo - Persian Rugs - Champagne vs Sparkling - Every Gold Coast in real estate"
X Link 2023-12-20T15:56Z [----] followers, [----] engagements
"Live Oak Bank is quite the story. Thank you to @svafier for bringing this one to @bizbreakdowns 2007: LOB receives its bank charter. Timing FDIC Chairman Sheila Bair nicknames LOB "the doggy bank" Why They were niche. Really niche. Loans to veterinarians. Founder Chip Mahan was a banking veteran. Worked at Wachovia in 70s and 80s and started the first online bank Security First Network Bank in [----]. LOB immediately became a big SBA lender w/ 7A loans 75% guaranteed by the govt (in exchange for extra paperwork). They expanded into other small business niches that are known to pay back loans"
X Link 2024-01-03T12:51Z [----] followers, 18.3K engagements
"He's a unicorn. You'll rarely encounter someone like @FreightAlley Building Freightwaves Impressive enough But listen to him talk about capital markets fundraising valuation mismatches - and THEN the connecting of the dots to the respective opportunities. It's fluent - not rehearsed - it's how his brain works. Perhaps that trucking DNA forces you to be nimble and opportunistic. We (with @domcooke) got the full story on @MakingMediaPod Freightwaves Software vs Media Buying Audiences Connecting Audiences to Products"
X Link 2024-01-04T13:35Z [----] followers, 32.5K engagements
"Make watch casebacks great again. Chris Rock for Tina Fey Joanne Woodward for Paul Newman Stas Radziwill for Jackie Kennedy John Landis for a Producer (the GOAT in this category)"
X Link 2024-01-07T23:23Z [----] followers, 12.6K engagements
"You are incredibly perceptive about how work cultures differ across different geographies. If I wanted to work remotely for [--] month - I'd trust your opinion equally if not more than anyone. I could see a narrative book about that topic (ala Barbarian Days/surfing and The Optimist/fly fishing). And eventually your annual guide. FODORs but for nomad workers"
X Link 2024-01-10T00:39Z [--] followers, [---] engagements
"This is very good. Joel doesn't overcomplicate anything but it's not for lack of insight. Also. flipping multiples into yields always makes things more digestible. That's a hill I will die on. My interview with a true GOAT Joel Tillinghast of @Fidelity. One of the most amazing pieces of investor education I've ever been a part of. You could create a robust Joel Tillinghast Stock Screen from this. He tells you the exact P/E ratio and FCF yields he wants to pay & more https://t.co/1wrT04vkDF My interview with a true GOAT Joel Tillinghast of @Fidelity. One of the most amazing pieces of investor"
X Link 2024-01-10T01:04Z [----] followers, [----] engagements
"Trane Technologies This company embodies the irresistible allure of industrial pureplays Thank you to Brett Larson and @NZSCapital for bringing this one to @bizbreakdowns $50bn market cap (TT) yet rarely discussed 100+ year history of between independence and "conglomeration"(Ingersol) Epic father+ son founder combo with James and Reuben Trane Textbook equipment vs. aftermarket mix-shift story (70%/30%) Resi vs. Commercial segments highlights unique demand dynamics Customer cost is split: 10% equipment 10% maintenance 80% energy costs (.think about how that drives pricing vs product"
X Link 2024-01-10T13:28Z [----] followers, 15K engagements
"@NZSCapital @bizbreakdowns Link to the episode and transcript: https://www.joincolossus.com/episodes/62691365/larson-trane-technologies-hvac-solutionstab=transcript https://www.joincolossus.com/episodes/62691365/larson-trane-technologies-hvac-solutionstab=transcript"
X Link 2024-01-10T14:22Z [----] followers, [---] engagements
"I love hidden forces that drive company success. Patek Philippe is synonymous with craftsmanship. Production is limited. Watches are handmade. Since [----] EVERY Patek watch produced has been recorded in its archives. The archive was mostly used for internal purposes (data collection) like tracking movements production info R&D etc. But in the late 1980s Patek was under pressure. Quartz (e.g. Timex) was killing mechanical/luxury. More accurate and much cheaper Patek goes on the offensive. Project: Tradition is our Future They frame their watches similar to art. They create an active secondary"
X Link 2024-01-24T12:36Z [----] followers, [----] engagements
"I love the quarterly recaps with @ericgoldenx because they reflect today yet act as time capsules for tomorrow Come for the Bitcoin ETF approval chat (aka the reason for the delayed release) - Stay for the cross-asset (cross-market) discussion Link here:"
X Link 2024-01-26T15:58Z [----] followers, [----] engagements
"yes yes yes - when your competition is your strength - loved this anecdote: "When I was working for Patek Philippe I asked the President of Patek Philippe USA: "What in your opinion is Patek Philippe's greatest competition" And I thought the answer was going to be Rolex. I was very wrong. I was quietly informed that Patek Philippe's greatest competition is Patek Philippe from the past. And that's a very interesting way of looking at things"
X Link 2024-01-26T18:57Z [----] followers, [--] engagements
"TOMORROW 👀 Samsung is a great subject to study vertical integration. Today we commonly reference Amazon creating AWS for themselves and then selling it to others. But Samsung has quite a history of creating for others and then selling it themselves. (Check out this 80s ad when.marketing messages were different). In your pod players bright and early"
X Link 2024-01-30T22:55Z [----] followers, [----] engagements
"@JayCoDon @bizbreakdowns Oh yes Samsung is proof that "it's what's on the inside that counts" I failed to appreciate how components were the true profit pool here. (all those TVs washing machines and fridges are just a drop in the bucket)"
X Link 2024-01-30T23:10Z [----] followers, [--] engagements
"What is it worth to be the exclusive seller of Rogan ad inventory And can you use that to your advantage beyond just selling Rogan's inventory (e.g. you want Joe you take this too). They built the subs. Now they need to build the ad business. (not saying you have to agree with any of this)"
X Link 2024-02-07T00:42Z [----] followers, [---] engagements
"@Alex__Pitti @SpikeEskin Then maybe you still want to listen to him on Spotify or Apple"
X Link 2024-02-07T01:04Z [----] followers, [--] engagements
"@Alex__Pitti @SpikeEskin Hes getting $250 million how did we go from debating why Spotify is paying him to debating why hed take the deal What else are they paying him for"
X Link 2024-02-07T01:09Z [----] followers, [--] engagements
"Mr. Duck spitting the truth $SMSN - A recommended listen if you want to know about Samsung's business that is beyond TV and smartphones. Shoutout: @ReustleMatt #DavidSamra https://t.co/Z1WojNKBk5 $SMSN - A recommended listen if you want to know about Samsung's business that is beyond TV and smartphones. Shoutout: @ReustleMatt #DavidSamra https://t.co/Z1WojNKBk5"
X Link 2024-02-12T22:39Z [----] followers, [---] engagements
"Listing some of my favorite behind-the-scenes moments/thoughts below. Ill admit I was skeptical this would work as a weekly show. My fear was coordination with so many people - guests hosts editors designers etc - every week. BUT thats easily the most fulfilling part the success cant be attributed to any single person its truly a humungous team effort. And each host and guest gets etched into some history (like SNL 😉) In no particular order: Favorite guest request: The story I tell about REDACTED is super boring and you will lose listeners if it is not removed. It is very likely the worst"
X Link 2024-02-22T00:31Z [----] followers, 33.9K engagements
"TOMORROW on @bizbreakdowns Youve lived your entire life thinking rock bottom was a bad thing. Thats about to change"
X Link 2024-02-27T21:29Z [----] followers, [----] engagements
"Favorite recent discovery Spruce Pine North Carolina. Because of its sheer purity nearly every computer chip on the planet is manufactured using quartz from Spruce Pine. - Formed from the PANGEA collision (350mn yrs ago) - Minerals first used by Edison in [----] - Owned by Sibelco (Belgian co.) "Whenever possible the company splits up the work among different contractors so that no individual can learn too much.""
X Link 2024-03-01T13:20Z [----] followers, [----] engagements
"Experimental format with todays @bizbreakdowns We went inside the FTX Chapter [--] with Erin Broderick of @ESgloballaw who represents the ad-hoc committee for non-US customers. There are tons of interesting dynamics here: fraudulent movement of money dollarization of claims lack of traditional players in the cap table privacy for claims holders etc. My suspicion was "this isn't a typical Chapter 11" and Erin helped separate the facts and the fiction. Any and all feedback is welcome"
X Link 2024-03-11T11:15Z [----] followers, [----] engagements
"Wow. $DIS running podcast ads encouraging shareholders to re-elect the board. PSA to all activists and boards - my DMs are open Seriously.wild world"
X Link 2024-03-15T18:57Z [----] followers, [----] engagements
"@LibertyRPF No Hes Lebron and RC Bray is Durant"
X Link 2024-03-19T00:30Z [----] followers, [---] engagements
"A top addition to my content diet: Feed Me by @Emily_Sundberg - Why are blue Saratoga water bottles everywhere - What makes a beauty/wellness product take off - What is a24 up to Read today about things that will be mainstream in [--] months. @MakingMediaPod out now"
X Link 2024-03-21T12:55Z [----] followers, 10.1K engagements
"🎯 thread. I can't speak to the 80s/90s/00s era of distressed but the game today is insanely litigious. There is no simple "good company bad balance sheet" by the time restructuring happens it's "maybe good assets but really complex balance sheets with power players" [--]. I just read this book which is [--] years old so may be late to the party. It is a bit technical with many players so a tough slog if you are not familiar with credit markets but a must read for anyone involved in credit. some thoughts below: https://t.co/nEJ5h3sEPi [--]. I just read this book which is [--] years old so may be late to"
X Link 2024-04-03T15:51Z [----] followers, [----] engagements
"@minderbinderLLC All post GFC I'm sure it was never"simple but it's wild how institutionalized "layering liquidity" has become w/ the restructuring lawyers private credit behemoths and sponsors. I suppose it's the natural evolution of the market but the way it works took me by surprise"
X Link 2024-04-03T16:40Z [----] followers, [--] engagements
"@valuedelay Why won't the balance sheet ever change Management"
X Link 2024-04-09T14:33Z [----] followers, [---] engagements
"@BenClaremon Definitely overkill but definitely table stakes. You get used to it over time. I had the same experience"
X Link 2024-04-18T00:35Z [----] followers, [---] engagements
"I knew Gartner but never looked at $IT prior to this episode. My two cents: - A willingness to conduct TAM math gets you paid - Access (to analysts) is 2x+ the value of reports (evident on sell-side as well) - B2B Wirecutter is a marketplace (if you squint a little) - CEO coming from ADP makes total sense. and salesforce must be impressive - "You don't get fired for buying IBM" was so accurate that there was a company built on reviewing "what IBM to buy" My opinion of the research was "fine" so the business performance meaningfully exceeded my expectations. And my gut tells me this salesforce"
X Link 2024-04-24T21:16Z [----] followers, 26.7K engagements
"To each their own theres something about the immediacy to this vs posting to a Reddit where everyone says have you tried searching this subreddit before and/or you get this scattered in various answers. The mix of speed personalization and information is helpful. Signed Someone who is constantly looking for more specific use cases"
X Link 2024-05-11T17:45Z [----] followers, [--] engagements
"@Tyler_Rongione @BoringBiz_ You drop the Fixed Income branding when the income is no longer fixed"
X Link 2024-05-22T20:39Z [----] followers, [--] engagements
"ConocoPhillips (COP) buys Marathon Oil (MRO) which previously spun-off Marathon Petroluem (MPC) and Marathon Midstream (MPLX) similar to when Conoco bought Phillips and spun off Phillips [--] (PSX) and Phillips [--] spun off Phillips Midstream (PSXP) only for PSX to later remerge with PSXP. John D. Rockefeller must be smiling down watching his family tree evolve"
X Link 2024-05-29T13:56Z [----] followers, [----] engagements
"Over the years I've heard a handful of investors express insecurity about their modeling skills. Almost every one is very good at actual investing (measured by performance). These people have 10-15 years of experience. Mostly public investors (though I have [--] private equity people in mind). Context is always a conversation around "if" they had to find their next role"
X Link 2024-06-01T23:26Z [----] followers, 12.8K engagements
"They keep it simple. And fwiw I think that's the right approach 98% of the time. But they see the "banking trained" person whip up the [--] tab model from scratch - with scenario analysis that can drive all [--] statements - with all types of bells and whistles. I think the insecurity is probably what makes them good - but I also laugh when they see they'd need to take a modeling course"
X Link 2024-06-02T00:14Z [----] followers, [----] engagements
"And I think your approach is right. I had a detailed model template that I'd use - but it was really made for Oil and Gas. And using that in Transportation (let alone in some of the random private deals I did) was silly. The more I simplified - the more effective it was (and "effectiveness" was pitching internally - not that actual analysis)"
X Link 2024-06-02T00:17Z [----] followers, [---] engagements
"@Speedwell_LLC Let me be the first to say "the stock market is not the economy" 😉 . and I'm afraid if you dig more you might rename yourself KarlMarx4ever Capital I think if you wanted to poke a hole - the sustainability of margins or "peak margin" argument is probably the obvious one"
X Link 2024-06-03T01:15Z [----] followers, [---] engagements
"I guess I dont see any pricing power in that world. Its all getting a customer to wager more dollars. The concept of status feels different in digital world vs 5-star property but maybe offering higher bet sizes bespoke lines etc is the equivalent. I find it interesting for sure"
X Link 2024-06-06T14:37Z [----] followers, [--] engagements
"So many interesting angles with Rolls Royce Another aerospace duopoly (GE/RR) but quite the contrast to TDG/HEI performance Shift to MRO contracts requires ability to underwrite those contracts. Everyone wants an insurance business. not everyone knows how to underwrite insurance. At 52-week high but still down 50% over 5-years and down 75% from peak Its rare to hear a CEO call his own company a burning platform or share that every investment we make we destroy value. But that is how new CEO Tufan Erginbilgic described Rolls-Royce when he took over last January. The company was founded in 1906"
X Link 2024-07-17T12:05Z [----] followers, [----] engagements
"Put me in a conference room with [--] other people that find this interesting. I think we could spend a 9-5 day talking about all the angles before I get bored. QXO the Brad Jacobs shell company whose current sole asset is a cash balance of $5bn has a current market cap of. $100bn. The $150mn that Jared Kushner invested on Monday is now worth $2200mn: https://t.co/PPzZ6VNThh https://t.co/4NFbFykjNt QXO the Brad Jacobs shell company whose current sole asset is a cash balance of $5bn has a current market cap of. $100bn. The $150mn that Jared Kushner invested on Monday is now worth $2200mn:"
X Link 2024-07-24T15:39Z [----] followers, 26.6K engagements
"This is "you don't build a church for Easter" on steroids BUT the relative success of the [----] Barcelona games may be the most interesting case study here. 🥇 gold medal episode 🥇 Today we break down the Olympics. Every Olympics since [----] has run over budget and not just by a little. The typical cost overrun is 250%. We explore the complexity behind hosting the games the structure of the IOC why the host city earns only a fraction of the revenue https://t.co/PripBKePb8 Today we break down the Olympics. Every Olympics since [----] has run over budget and not just by a little. The typical cost"
X Link 2024-07-31T11:18Z [----] followers, [----] engagements
"@CultishCreative So many distinct "vibes" from those games. I say I've lived a life with no regrets but that's not true. My uncle got me a Lithuania t-shirt from those games. At some point I lost it. Devastating"
X Link 2024-07-31T12:34Z [----] followers, [--] engagements
"i don't know if it's hindsight bias - but it was a shirt that was iconic in the moment and was a natural for vintage nostalgia only other example i can think of from that era is the charlotte hornets starter jacket which is less wearable. but now ill spend the rest of my day pondering today's equivalent"
X Link 2024-07-31T12:47Z [----] followers, [--] engagements
"Matt what are your favorite answers from episodes Funny you should ask. Todays @bizbreakdowns captures them. A buffet featuring: - My favorite market description (one I expect to be increasingly common) - Importance of choosing (then obsessing over) your customer - Nuances of Hard Asset Oligopolies - Searching for consortium-funded giants - My favorite gray area strategy"
X Link 2024-08-21T12:36Z [----] followers, [----] engagements
"@ReplyGuy_Cap @PedroLamento That red tape did stop me from selling winners.which turned out to be a positive aspect during a decade+ long bull market. Compliance compounders"
X Link 2024-09-04T16:56Z [----] followers, [---] engagements
"@EquityDiamonds @GlueGuys_Pod @ShaneBattier @GuptaRK22 @andre @RKHorry @joshhart Kudos on the excellent list"
X Link 2024-09-09T18:01Z [----] followers, [--] engagements
"The rare Japanese conglomerate that is NOT 100+ years old. A fun look at (slower) digitization abroad and how that impacted capital markets + winners/losers. And kudos to a guest who isolated "the most important thing" for Rakuten. Today we break down the Japanese internet conglomerate Rakuten. Rakuten's digital ecosystem integrates commerce finance and mobile services creating a one-stop platform for modern life that is tied together by a loyalty points system. Founded by Hiroshi Mikitani in the https://t.co/fc1gYh1Cra Today we break down the Japanese internet conglomerate Rakuten. Rakuten's"
X Link 2024-09-11T11:27Z [----] followers, [----] engagements
"@rhunterh then they just roll right off the tongue hang around the hoop mindshare leads to marketshare more shots on goal"
X Link 2024-09-12T17:25Z [----] followers, [---] engagements
"This is a thought-provoking piece that goes well beyond the "this is a steady cash flow stream it should be securitized" forecast. He mentions the popularity of equity stakes in GPs - and I could see a similar path. Start slow and strategic (e.g. Lehman/Neuberger in DE Shaw GLG etc.) before becoming a popular outlet for capital. Could you securitize the fee stream of a real estate sponsor I expect we'll find out soon. https://t.co/1rmPUQyWg3 Could you securitize the fee stream of a real estate sponsor I expect we'll find out soon. https://t.co/1rmPUQyWg3"
X Link 2024-09-15T14:41Z [----] followers, [----] engagements
"Finally saw the $LTH (after hearing about it non-stop) and was feeling some Peter Lynch in me. But there's a certain threshold of financial "savvyness" that just tells you to dig more and more and more.and you should never stop. They are building something that fits perfectly in a post-COVID society. if only the stock came with less baggage"
X Link 2024-09-16T01:29Z [----] followers, [---] engagements
"In some ways I think its more like NCAA vs Professionals. You can scout the field and draft whoever you like rather than doing it in house. In your example guests dont have any exclusivity to your podcast so the itd be more akin the NFL practice squad or Basketball G-League. But I do agree with the general premise"
X Link 2024-09-17T22:46Z [----] followers, [---] engagements
"@VijarKohli @GregorysCoffee Love it. Another example of a founder solving their own problem"
X Link 2024-10-09T15:43Z [----] followers, [--] engagements
"@Foulke_David @choffstein Sourcing funnel (all sponsored direct any concentration by source) Historical exits (Called/refi'ed early Any cross-fund transfers / refis) Asset class or sector exposure Underwriting standards Initial flexibility in docs can create "built-in" amendments"
X Link 2024-10-10T15:15Z [----] followers, [---] engagements
"The picture of IBM is the classic big incumbent org that just loses its way. The Microsoft wound seemed to really hurt"
X Link 2024-10-31T19:09Z [----] followers, [---] engagements
"You get the full VC experience. Underwriting. Making things happen for the business. Doing their fiduciary duty ;)"
X Link 2024-10-31T19:09Z [----] followers, [---] engagements
"Finally have a [--] bagger in the portfolio. Now we just need a double* and I will own at least one share until my life ends. *I am barking at the market gods and their karma. It only took [--] years. and if I didn't tweet about it did it really happen"
X Link 2024-11-07T01:24Z [----] followers, 30.4K engagements
"@InnocenceCapit1 Real business. Indefensible valuation and many of the characteristics (big SBC) that would qualify"
X Link 2024-11-07T13:33Z [----] followers, [---] engagements
"@zbfuss I consider my signal as my civic duty. Im looking out for the people"
X Link 2024-11-08T13:28Z [----] followers, [--] engagements
"It is amazing how many emerging film directors mention "watching directors' commentary on DVDs" as a key part of their learning"
X Link 2024-11-13T02:50Z [----] followers, [----] engagements
"Parent teacher conference. Officially renaming him Oedipus"
X Link 2024-11-15T22:06Z [----] followers, [---] engagements
"The collectible boom created lots of new "dealers". Everyone seems to have learned the same lesson - holding onto inventory is a killer. If you're brave enough to use your balance sheet make sure you understand all of the costs"
X Link 2024-11-19T00:52Z [----] followers, [---] engagements
"This anonymous quote from @JayCoDon 's Media Operator Slack captures why Informa is so interesting: "I have a theory that if you work in media you either: -currently work at informa -previously worked at informa -will someday work at informa" Now pair that with the reality that I can't find any investor discussion on the business. Today we break down Informa. $INF is built around the most valuable audience in the world. Today they own and operate: [----] live events assets (2.5x larger than #2) [---] digital B2B media brands Taylor & Francis: leading academic publisher TechTarget: the B2B 1P data"
X Link 2024-11-20T13:41Z [----] followers, [----] engagements
"I cant just rely on the Fed. So I am back to stimulate the economy. No affiliations. No links. Just my favorite product investments in the comments. I did this last year. the result My favorite sweater was sold out for the next [--] months. But I do it for the people. I did this last year. the result My favorite sweater was sold out for the next [--] months. But I do it for the people"
X Link 2024-11-27T20:37Z [----] followers, 21.1K engagements
"MIR threaded the needle with the Investor Day. Conservative while still outlining the holy trinity: - AcceleratingRevenue Growth (MSD to HSD) - 600bps of margin expansion - Improving free-cash-flow conversion (60% vs 35%) Valuation doesn't scream at you (13-14x [--] EBITDA) but 70%+ recurring revenue strong long-cycle tailwinds in nuclear and medical category leader in niche segments (#1 in 17/19 categories) and acquisition potential"
X Link 2024-12-04T16:24Z [----] followers, [---] engagements
"AWS funding Amazons logistics (and other) buildout has become the case study for infrastructure expansion. But Starlinks impact on SpaceX deserves more attention [--] million subs at low-end ($120/month) thats $5.8bn of revenue (reports at $6bn in revenue). Annual costs are somewhere in the $2-$3bn range. Not too shabby. Today we break down SpaceX. The SpaceX story is well-documented YET deserving of every feature. But how has SpaceX turned rockets into a revenue stream Luke Ward from @BaillieGifford joined @ReustleMatt to detail the story of engineering innovation intersecting with"
X Link 2024-12-05T13:29Z [----] followers, [----] engagements
"@BrockHBriggs Dewalt (or any brand) Battery Powered tools. The battery powered stuff actually has the juice you need nowadays. Drills Polesaws Air Compressor Sander Leaf Blower. Interchangeable battery and no gas is gamechanger"
X Link 2024-12-07T17:40Z [----] followers, [--] engagements
"@BoringBiz_"
X Link 2024-12-09T12:36Z [----] followers, [----] engagements
"We've got a good one on @bizbreakdowns tomorrow"
X Link 2024-12-17T21:29Z [----] followers, [----] engagements
"@CatNyanpital @bizbreakdowns Very close Inditex"
X Link 2024-12-18T01:01Z [----] followers, [---] engagements
"@CatNyanpital @bizbreakdowns Uniqlo is surprisingly good quality. But it's a "staples" brand. To me it's a different category than Zara. Zara has to innovate and stay on trend - but it's VERY interesting how their vertical integration makes that possible"
X Link 2024-12-18T01:14Z [----] followers, [--] engagements
"@CatNyanpital @bizbreakdowns I think Uniqlo has a great model so not arguing it. I have purchased 10x as much from Uniqlo as from Zara. But I'd still stand by my trendy vs staple point - even with those collabs"
X Link 2024-12-18T01:30Z [----] followers, [--] engagements
"Inditex is 2x the market cap of Intel Inditex is not your typical fashion company and not just because it's the world's largest clothing retailer. It's headquartered in La Corua a small city in northwestern Spain. Its founder became one of the world's richest people while remaining so private that no public photo https://t.co/jqqiCJ6O0F Inditex is not your typical fashion company and not just because it's the world's largest clothing retailer. It's headquartered in La Corua a small city in northwestern Spain. Its founder became one of the world's richest people while remaining so private that"
X Link 2024-12-18T15:49Z [----] followers, [---] engagements
"In a vacuum I think that's a fair conclusion (robotaxis relationships having lower margins than individual drivers). I'd just caveat that Rails were able to successfully navigate this dynamic. Most of that intermodal growth came from taking share from trucks - so it was net volume growth (not internal mix shift)"
X Link 2024-12-19T14:00Z [----] followers, [---] engagements
"Incredible James Cameron and Gale Ann Hurd interview on @TheBigPic I now associate Big Jim with @FoundersPodcast so when he details going "budget first" to make Terminator happen - I then think of how David would tie this into @tryramp. I'm not even mad that's amazing"
X Link 2024-12-20T02:38Z [----] followers, [---] engagements
"@techbrospod Some of us had big eyes for this sale. but couldn't stomach the heat of negotiations"
X Link 2024-12-20T20:11Z [----] followers, [--] engagements
"@techbrospod Annualized IRR is my power law"
X Link 2024-12-20T20:14Z [----] followers, [--] engagements
"Getting comfortable with selling is hard to overstate. Ive even noticed that while its very common that investors were collectors when younger (cards or some popular item) - many greats were always selling or trading those items at the same time. Not simply collectors. Perhaps anecdotal or confirmation bias but it makes logical sense to me"
X Link 2024-12-23T00:22Z [----] followers, [---] engagements
"@azar47_ Big soup guy for all of my life. Lived in Belgium for months next to a couple that made homemade soups every day. It was glorious. Ive learned to make a good beef stew recently - just need to get the rest of the family on board"
X Link 2024-12-24T15:44Z [----] followers, [--] engagements
"@zbfuss When you cant find a table for a printer - you contact Reustoration Hardware for a custom build. In NJ - we have quarry guys for all the best granite and quartz"
X Link 2024-12-24T16:40Z [----] followers, [---] engagements
"I predict Webster will update its examples of "juxtaposition" in the [----] dictionary courtesy of the @bizbreakdowns on Kering Inditex and LVMH. Gucci and Zara make for an interesting juxtaposition in apparel as Gucci designs take years to hit shelves while Inditex cycles in weeks. The french luxury houses of Kering and LVMH make for an interesting juxtaposition with the fashion-forward Gucci showing more cyclicality versus the timeless leather across LVMH's portfolio. Today we break down Kering. You know the business from its brands: Gucci YSL Bottega Veneta Balenciaga and the list keeps"
X Link 2025-01-02T00:00Z [----] followers, [----] engagements
"He Tom Ford is the defibrillator of fashion. - Natalie Massenet Tom Ford really was a savage in business. Gucci was missing payroll in [----] he was appointed Creative Director in [----]. [--] Gucci Valuation $0.75bn [--] Gucci Valuation: $8.75bn Kudos to Dawn Mello for hiring the young unknown designer. In her own words In [----] no one would dream of wearing Gucci. Then selling his own business in [----] for $2.8bn.not too shabby. These are the safe quotes - but I recommend you read more"
X Link 2025-01-03T02:20Z [----] followers, [----] engagements
"@LennyIce The poor guy does what he can Yves Saint Laurent referencing Tom Ford A lot in that quote"
X Link 2025-01-03T13:58Z [----] followers, [--] engagements
"Over the past [--] years I've come to appreciate that great IP requires great creative talent to succeed. Marvel required Kevin Feige Gucci required Tom Ford Similar to land value in real estate - it puts a floor on your value - but the cash flows only come with thoughtful strategy. Gucci is in a sales slump. Can lessons from its tumultuous past help a new CEO stage another turnaround https://t.co/33FDKHY50G Gucci is in a sales slump. Can lessons from its tumultuous past help a new CEO stage another turnaround https://t.co/33FDKHY50G"
X Link 2025-01-05T17:59Z [----] followers, 12K engagements
"@ActAccordingly "elegant blunt instrument" is such a perfect description"
X Link 2025-01-05T18:09Z [----] followers, [---] engagements
"One of my first memories in HY Energy was an investor saying Ah Apollo is the sponsor Shit I need to think about this some more They are as buttoned-up as anyone. They will use creative complexity to their benefit. Their lawyers will find (or create) any loophole to meet their fiduciary duty to their investors. They are unafraid of conflict with bankers other lenders companies etc. And their flexibility across the cap structure while not unique nowadays is flexed to their advantage. Its not the used car salesman sleezing you over. Its the polished team that will relentlessly push their power"
X Link 2025-01-06T01:05Z [----] followers, [----] engagements
"@PythiaR @ekmokaya @compoundpapi It'd be a lot more fun if he wasn't selected left and tapped into his father's DNA"
X Link 2025-01-07T03:17Z [----] followers, [---] engagements
"Add it to the list of drive-by titans like Autozone and Sherwin Williams Ross Stores has a $50bn mkt cap"
X Link 2025-01-09T00:09Z [----] followers, [---] engagements
"I always wanted an 🚨EMERGENCY POD🚨 The Nintendo @bizbreakdowns (conveniently) drops tomorrow. It's console season. Switch [--] already confirmed to have something PS5 doesnt. https://t.co/XZMuV0dGKp Switch [--] already confirmed to have something PS5 doesnt. https://t.co/XZMuV0dGKp"
X Link 2025-01-17T01:09Z [----] followers, [----] engagements
"Special thank you to @EricJorgenson who connected me with @AboveAvgOdds - a true treasure trove of Nintendo knowledge. Today we break down Nintendo. Ryan O'Connor (@AboveAvgOdds) - founder of CrossRoads Capital - is a connoisseur of the cartridge. He joined us for episode [--] of our console miniseries. We cover the rich history evolving business model and Switch [--] implications. Enjoy https://t.co/p9nwgjFSNr Today we break down Nintendo. Ryan O'Connor (@AboveAvgOdds) - founder of CrossRoads Capital - is a connoisseur of the cartridge. He joined us for episode [--] of our console miniseries. We"
X Link 2025-01-17T13:28Z [----] followers, [----] engagements
"Every quarter I get to pepper Eric with questions about the markets. It's a joy. He has worn many hats - trad fixed income PM crypto champion and most recently Founder. He never lets me down. Quarterly Wrap Up and [----] Outlook 📈 [----] Highlights: S&P up 23% Bitcoin up 150%risk assets soared despite recession fears. The Magnificent Seven (led by NVIDIA up 171%) dominated markets. AI investment reached unprecedented levels fueling growth but raising https://t.co/A2Sx1Kzj3g Quarterly Wrap Up and [----] Outlook 📈 [----] Highlights: S&P up 23% Bitcoin up 150%risk assets soared despite recession"
X Link 2025-01-17T16:13Z [----] followers, [----] engagements
"A trader once brought me as a sacrificial lamb to a position blowing up meeting on an illiquid CDS position. The big dog saw right through it and only talked to the trader: You are very good at what you do. Last year you crushed it. But I always tell you guys you dont walk on water. This year its bad but that doesnt make last year luck. You are still good at what you do. So figure it out. Is this position going to impact all of your other trading Then get out. Are you convicted Then stay in. But get your head right. For an insanely intimidating guy he knew how to manage all types of risk."
X Link 2025-01-30T18:54Z [----] followers, [----] engagements
"Tomorrow's @bizbreakdowns: Jack Henry & Associates $JKHY Special shout out to @turtlebay_io - consistently gathering GREAT materials that you won't find anywhere else. Constellation Software's ideal VMS business Jack Henry & Associates They call it "Our Gold Standard for VMS Companies." Bernard Anzarouth CSI's CIO wrote a memo about Jack Henry in [----]. https://t.co/bfvrCdtyph Constellation Software's ideal VMS business Jack Henry & Associates They call it "Our Gold Standard for VMS Companies." Bernard Anzarouth CSI's CIO wrote a memo about Jack Henry in [----]. https://t.co/bfvrCdtyph"
X Link 2025-02-05T01:51Z [----] followers, [----] engagements
"Who is Guccis next savior What are the most high-profile + impactful public company roles that are NOT CEO Gucci creative director is high on the list Over the past [--] years I've come to appreciate that great IP requires great creative talent to succeed. Marvel required Kevin Feige Gucci required Tom Ford Similar to land value in real estate - it puts a floor on your value - but the cash flows only come with thoughtful Over the past [--] years I've come to appreciate that great IP requires great creative talent to succeed. Marvel required Kevin Feige Gucci required Tom Ford Similar to land value"
X Link 2025-02-08T15:17Z [----] followers, [----] engagements
"@CultishCreative @MonocleMan1 @frazerrice Always helps to have a good partner to bail you out too https://www.youtube.com/watchv=2dSzjIKtVcA https://www.youtube.com/watchv=2dSzjIKtVcA"
X Link 2025-02-13T21:07Z [----] followers, [--] engagements
"Tip of the cap to Michael Barrett on the $MGNI call addressing the $TTD remarks. Proactively addressed it in prepared remarks Not all shade acknowledged points of agreement Shined light on the economic nuance Spelled out the motive The best defense is a good offense"
X Link 2025-02-27T17:40Z [----] followers, [----] engagements
"Last night I thought Id be scooping $RHLD at $20 instead I sold my rinky dink allotment at $43. Why didnt this get puked"
X Link 2025-02-28T21:20Z [----] followers, [----] engagements
"Ah quants make sense. And I am sure big CMPO insiders (Cote Knott) weren't selling. I even tried selling RHLDV even at [--] on Thursday just assuming it'd be puked out. I wasn't able to execute (.sometimes you get lucky). I thought this would be a fun low-float lotto ticket to stash. Something tells me I'll have a hard time every building a position"
X Link 2025-03-01T20:06Z [----] followers, [---] engagements
"Watching QXO BECN play out makes you realize there are good books behind many of these situations. Fortunately Brad Jacobs is delivering (one side of) it directly vs. the old model of using media outlets. Perfect double-feature with Predators Ball. Felix Rohatyn gets a glowing review. Jay Pritzker does NOT. Idealistic narrator but refreshingly pulls no punches. Captures the end of conglomerate era banks shift from corporates to investors and corporate raider mania. https://t.co/ZSt3nn2e5J Perfect double-feature with Predators Ball. Felix Rohatyn gets a glowing review. Jay Pritzker does NOT."
X Link 2025-03-06T15:01Z [----] followers, [----] engagements
"@modestproposal1 Decent paper on this "Does Lowball Guidance Work An Analysis of Firms That Consistently Beat Their Guidance by Large Margins" from Jing Chen Conclusion is that it diminishes after [--] quarters. Study looks at entire market - would be nice to see it focused on IPOs"
X Link 2025-03-06T15:55Z [----] followers, [----] engagements
"1/ Rare thread with the Apollo $APO @bizbreakdowns in your feeds. @rhunterh REALLY nailed this episode. He covered: Post Drexel/Milken DNA Crdit Lyonnais beginnings Evolutions including Ares VAIL Caesars The Reign of Marc Rowan Athene Athene the Insurance Dream Questions on Private Credit"
X Link 2025-03-14T19:29Z [----] followers, 122.1K engagements
"6/ There were plenty of highly levered shale companies with high-quality Permian acreage. Apollo had EP Energy with not quite Tier [--] Permian Eagle Ford Utah's infamous Uinta basin. I would never say they were bad operators - they just picked differently - and their brilliance was in the balance sheets"
X Link 2025-03-14T19:32Z [----] followers, [----] engagements
"7/ That credit/restructuring/PE is only a piece of the story today and you get the natural: Next Berkshire And while finance hipsters love the early complexity in Buffet's deals. He's an equity man"
X Link 2025-03-14T19:32Z [----] followers, [----] engagements
"@CCM_Brett The fact that I thought he was talking about the MicroStrategy Bitcoin keys is. telling"
X Link 2025-03-26T01:08Z [----] followers, [---] engagements
"@hitsamty Meanwhile I can't stop thinking about how absurd this regulatory moat is for Moodys/S&P/Fitch. 2000s Banks: Well we can outsmart those agencies and find creative ways to make things IG-rated. Will 2020s Alts give us a "Hold my beer" moment"
X Link 2025-03-28T01:02Z [----] followers, [--] engagements
"Daniel Suarez is GREAT science-fiction for expanding the mind. Closest Ive encountered to Crichton thriller style (in other words easy reads). And while MCs work holds up this is written in modern times. Daemon is a great one to start"
X Link 2025-03-30T16:00Z [----] followers, [---] engagements
"@LennyIce @Beutty There is a special type of person who can be abrasive in getting answers while still being liked. It helps to work for Capital but Havas seems like he always had "it""
X Link 2025-04-28T13:14Z [----] followers, [--] engagements
"May move to Bermuda just to start a furniture company Caned and Abel"
X Link 2025-05-10T13:57Z [----] followers, [----] engagements
"I had always believed "going public" was a natural progression for a company. But between increased private market liquidity and public market distractions. 🤷♂"
X Link 2025-05-12T17:02Z [----] followers, [----] engagements
"The auditing process of going public is a net positive for companies (although a bigger positive for investors). The "cash out" opportunity is more readily available while private these days. Regardless the positives come with a lot of headaches and the limits to operating while being private are increasingly being removed"
X Link 2025-05-12T18:25Z [----] followers, [--] engagements
"@JerryCap @SleepwellCap @brentmuio DHR certainly has the precedent. TDG and HEI would be interesting"
X Link 2025-05-13T20:29Z [----] followers, [---] engagements
"@simcity31 It was an activist play on Chubu they failed and sold out in September [----]. My main point was this PM/Analyst dynamic happens everywhere"
X Link 2025-05-16T03:13Z [----] followers, [----] engagements
"To me this stems from what @stratechery laid out in the screenshot. Attention is the only scarce resource in the digital world - and since digital has taken over the entire world - attention is a scarce resource broadly. So whether they "want to" or not if you have attention and are not monetizing it you creep into "fiduciary duty" territory"
X Link 2025-05-21T13:24Z [----] followers, [---] engagements
"Cold soliciting me via email is fine. Its like leaving a flyer in my mailbox. But cold texting me about [--] year no collateral credit facilities is like showing up in my bedroom. Please make this stop"
X Link 2025-05-22T15:37Z [----] followers, [---] engagements
"Nice to see $IBKR sharing the knowledge with what I can only assume is their "Whale Account Distribution List""
X Link 2025-05-23T15:13Z [----] followers, [----] engagements
"When fashion meets function. Moncler has always threaded the needle: - First summit of K2 by the Italians - Brigitte Bardot - Jackie Kennedy - This guy Tomorrow on @bizbreakdowns Get (the finest white goose) down"
X Link 2025-05-29T19:09Z [----] followers, [----] engagements
"@domcooke @Moncler After hiking one mountain (glorified hill) with you I can't say that I am surprised. I trust I can tap your knowledge for the luxury umbrellas in the Riviera"
X Link 2025-05-30T14:47Z [----] followers, [--] engagements
"Incredible $CVNA story in here. If you take pleasure in reading merger backgrounds in the 14a this is gold. My conversation with John Zito co-president at Apollo on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest funniest and most creative people Ive met in this https://t.co/FOBRwWEpOq My conversation with John Zito co-president at Apollo on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is"
X Link 2025-06-03T14:34Z [----] followers, 25.6K engagements
"I went to LL I own a (Big) Barker I know who to call if I need a Delaware beach house or get into an accident. I doom scroll Briggs (and would subscribe to a CJ Briggs spinoff). The retention speaks for itself but they also show up at events and donate to charities as part of the community"
X Link 2025-06-06T19:32Z [----] followers, [--] engagements
"@CultishCreative @morganranstrom @jasoncbuck That's like naming a favorite child Billy Reid Shoals has been a casual staple for years. Paynter Italian Denim has been a recent A+ addition. Proper Cloth for dressed up. Poncho for the fishermen. No one ever looked bad in unbuttoned denim with a thermal underneath"
X Link 2025-06-13T15:29Z [----] followers, [--] engagements
"TOMORROW: In typical @bizbreakdowns fashion while everyone was gassing up Chris Hohn we wanted to learn about the other guest on stage: $EQT I loved the answers on my two most important topics: How do you take a view on [--]. Fundraising [--]. Returns keeping pace with scale"
X Link 2025-06-18T00:44Z [----] followers, [----] engagements
"@johncoogan You run the IRR math on Saquon's [--] months in VC.it's his race to lose"
X Link 2025-06-18T02:07Z [----] followers, [---] engagements
"Planter Fascinatis only has one cure"
X Link 2025-06-21T14:37Z [----] followers, [---] engagements
"@amandaorson @rustbeltkid1 @bizbreakdowns We have not but certainly agree it is an interesting study. Not just on the industry itself but how unions impact these industries. My strongest memories of $CLF are from sitting next to the analyst when this happened. That was an interesting one https://www.cnbc.com/2018/10/19/ceo-berates-analysts-you-are-a-disasterthey-will-have-to-commit-suicide.html https://www.cnbc.com/2018/10/19/ceo-berates-analysts-you-are-a-disasterthey-will-have-to-commit-suicide.html"
X Link 2025-07-02T14:52Z [----] followers, [--] engagements
"@patrick_oshag Daemon by Daniel Suarez - hes the closest Ive found to modern Crichton. Like a great sci-fi author he seems to see the world 10+ years in advance. Youd likely enjoy Change Agent too"
X Link 2025-07-06T12:49Z [----] followers, [----] engagements
"@AdamB1438 @blueprintsmb22 If I am being honest with myself I would have bet wrong on Medallions even in the early days of Uber. Regulatory bodies would always push to limit new supply in the market. So Uber needed to be SUCH a better product to get past those hurdles.and they were"
X Link 2025-07-07T12:11Z [----] followers, [---] engagements
"Matt Caldwell CEO of Florida Panthers is getting a lot of well deserved shine with the Stanley Cups. This also gives me an excuse to share one of my favorite Trading Floor stories"
X Link 2025-07-10T21:06Z [----] followers, [----] engagements
"@SRS91839430 @joincolossus I absolutely love the family tree stuff. The regulatory ones are a little less fun (e.g. Standard Oil/AT&T) but even simple ones like Netflix/Roku and Microsoft/Expedia are neat"
X Link 2025-07-16T13:52Z [----] followers, [--] engagements
"I am almost certain he knew the market leader $EXPD had a $10bn market cap at the time. Genuinely curious why he didnt mention that seemingly big enough and gives the market context Also this was entertaining. Watch @typesfast pitch Flexport to Paul Graham and Sam Altman for the first time at Startup School 2013: https://t.co/4KbVmCKpdb Watch @typesfast pitch Flexport to Paul Graham and Sam Altman for the first time at Startup School 2013: https://t.co/4KbVmCKpdb"
X Link 2025-07-18T20:45Z [----] followers, [---] engagements
"While I am more of a catch-and-release guy this is a fun read. Kudos to TheMaterialReview for consistently finding entertaining reads. https://www.life.com/destinations/journey-to-a-vanished-fishermans-paradise/ https://www.life.com/destinations/journey-to-a-vanished-fishermans-paradise/"
X Link 2025-07-19T16:05Z [----] followers, [---] engagements
"While most people tighten up to look credible @PabloTorre is showing us there is another way. It's hard to find better investigative work out there"
X Link 2025-07-22T14:04Z [----] followers, [----] engagements
"@milken_cookies @UpslopeCapital Just one example but PE needed to exit a $10bn business. Limited IPO appetite because it was too levered and investors didn't want UOP as debt paydown. Public company buys them for 12x while trading at 17x (now north of that)"
X Link 2025-07-23T13:24Z [----] followers, [--] engagements
"$MIR beat raise and the M&A show has returned. If you're fading after hours on organic growth and valuation have at it"
X Link 2025-07-31T20:45Z [----] followers, [---] engagements
"In the spirit of intellectual honesty if you lower org growth guid and only provide commentary in this slide you need more than this. The [--] comps were already known so what actually changed Does it really matter No but it explains an 8% selloff until the 10am conf call"
X Link 2025-08-01T00:29Z [----] followers, [---] engagements
"This episode covers a ton: the value of CEOs scaling through acquisition the dynamics driving driving insurance brokerage success. BUT it was Aaron's intellectually honest conviction that got me. It shines throughout the convo but particularly in his answer on risks. Today's episode covers all angles of insurance brokers. GTCR's recent sale of AssuredPartners to $AJG for $13.4bn was a catalyst for this episode but our guest Aaron Cohen is a true veteran investor in this space. Whether you're a public or private investor you'll enjoy https://t.co/EUboFxVEe3 Today's episode covers all angles of"
X Link 2025-08-07T13:16Z [----] followers, [----] engagements
"@KairosPraxis Dave Cote is giving it a go"
X Link 2025-08-27T19:58Z [----] followers, [---] engagements
"Kudos to @itsDanielWu for bringing his machette and navigating us through the weeds of $MELI My US brain has really come to appreciate the credit/fintech opportunity for EM ecommerce businesses. Today we break down LatAm's $120bn e-commerce titan:Mercado Libre $MELI @itsDanielWu of Bristlemoon Capitalcovers how this fintech and e-commerce flywheel emerged into the leading ecosystem of LatAm America Enjoy https://t.co/265mijUeBu Today we break down LatAm's $120bn e-commerce titan:Mercado Libre $MELI @itsDanielWu of Bristlemoon Capitalcovers how this fintech and e-commerce flywheel emerged into"
X Link 2025-09-05T13:41Z [----] followers, [----] engagements
"How long does it take for the disruption to show up in the numbers (search revenue) The AI Overview has improved user experience but that is only cannibalizing clicks and the return on spend seems to be weakening. If budgets have nowhere else to go the fallout can take time and that may give them an opportunity to improve the model but it doesn't feel like they are "out of the woods" quite yet"
X Link 2025-09-18T14:29Z [----] followers, [---] engagements
"@auren I lost my shirt investing in $RENT (while private) this way. BUT I would still side towards "agree" on this advice"
X Link 2025-09-24T17:24Z [----] followers, [--] engagements
"@jtgator77 @UnoMasReactor @Surfing2freedom They also brought down organic growth guidance inside the press release. Tough look especially when it is hidden"
X Link 2025-09-24T20:38Z [----] followers, [--] engagements
"For [--] years Blake Saunders has been my reliable connector and information source for all things Media. He finally came out of the shadows to chat about industry dynamics. - Addictive UGC vs Premium IP - "Google Zero" publishers - Legacy Media🤝 Newsletter/YT M&A - More"
X Link 2025-10-09T13:03Z [----] followers, [----] engagements
"@CultishCreative @bizbreakdowns Unintentionally relevant GIF it was Mr. Saunders who connected me with @Emily_Sundberg back in [----]. The days when she was a cult hero not yet the global icon of today"
X Link 2025-10-09T13:33Z [----] followers, [--] engagements
"There is technologyand there is TECHNOLOGY ASML defines that second category Their system blasts molten drops of tin with a laser [-----] times a second - twice (of course) - which creates plasma [--] times hotter than the surface of the sun. Do I know what any of that means Im fairly certain thats why our phones have exponentially more computing power than the Apollo missions. ASML is keeping Moores Law alive by enabling smaller chips denser chips with billions of transistors. They enable precision that is borderline impossible to comprehend. Precision that costs $150mn+ per machine (holy AOV)"
X Link 2023-06-28T10:41Z [----] followers, 96.9K engagements
"Fun SEC filing alert. Rarely are the finance folks anything but the villain. But David Maisel an overlooked character in Marvel's success pulled off a $525mn collateralized loan facility in [----] which sparked the MCU magic. Exhibits 10-4 10-8 and [----] are the most interesting. https://www.sec.gov/Archives/edgar/data/933730/000111667905002263 Let's talk Marvel. Today's @MakingMediaPod was a deep dive into the MCU. @jowrotethis wrote an EXCELLENT book and joined us for the convo. We covered: We covered the key topics (IP Feige VFX Actors) and much more (Maisel's magical financing)."
X Link 2023-11-21T13:46Z [----] followers, [----] engagements
"Kelce Brothers podcast grew 4.5x post Taylor Swift (h/t Podnews) You might say she created $77mn in value for them. But in the podcast world of "haves" and "have nots" the spreadsheet (again) underestimates reality"
X Link 2024-08-28T12:55Z [----] followers, [---] engagements
"Herman Miller knew how to do corporate offsites. Cant go wrong with a summer picnic. Make event posters great again. h/t Laurent Laporte / Where is the cool food issue"
X Link 2025-02-02T00:49Z [----] followers, [---] engagements
"4Q24 earnings with the subtle but notable shift from "we have an M&A track record to keep in mind for the future" to "balance sheet milestones have been met we are positioned for M&A" Not surprising. But deliberate tone"
X Link 2025-02-12T13:29Z [----] followers, [----] engagements
"@ChrisPavese Ugh looks like he sold out on Ebay"
X Link 2025-02-17T23:29Z [----] followers, [----] engagements
"Looks like @RockwoodNotes is working on a big project around Pritzker. There are a lot of anecdotes in various books - Autopsy of a Merger Snowball ITT Wars Art of the Deal etc. The best reading may come from the various legal filings over the years. And you can gain some info from his family breakup (post his death) when they battled over the inheritance"
X Link 2025-02-18T14:00Z [----] followers, [---] engagements
"@kouroshshafi As I have dug more I think this has to do with JG's study/obession with Amazon + Bezos. He has made several quotes about their focus on supply chain - but that ties into focusing on customers not competitors. I think it's mostly semantics unless Ventura backfires"
X Link 2025-02-18T20:09Z [----] followers, [---] engagements
"@brookeleblanc Can confirm. My tweet about a book got 70x more reach vs. my tweet about old (and absolutely phenomenal) Herman Miller corporate offsite posters. For the record I take more pride in the latter"
X Link 2025-02-19T02:51Z [----] followers, [---] engagements
"@sidecarcap I'd love to examine whether there is a perfect balance of value capture between shareholders employees suppliers and customers over the long term. I know those buckets overlap but I'm curious if there are similarities in enduring businesses"
X Link 2025-02-19T02:55Z [----] followers, [---] engagements
"$MIR showing they aren't just an operating show. $300mn convert $0.04-$0.05 of EPS pickup on interest savings $50mn buyback to withstand convert arbs $450mn TL refinancing with some added flexibility for M&A. Stock will move on nuclear headlines but they are executing"
X Link 2025-06-06T13:55Z [----] followers, [---] engagements
"This is another $30bn+ market ap company that I didn't know existed. (Note: There are [---] so give me a pass) Marc was excellent - and especially for explaining "chromatography" in simplified terms. Today we break down Agilent. Agilent is a leader in instruments software and services to 285k labs - or the "picks and shovels" to Biopharma Pharma and Diagnostics. Marc de Vos Fund Manager at Troy Asset Management joined to cover this HP-born market leader. https://t.co/H8kuFe5r6r Today we break down Agilent. Agilent is a leader in instruments software and services to 285k labs - or the "picks and"
X Link 2025-07-16T13:27Z [----] followers, [----] engagements
"For all of the bashing of the education system I had yet to hear of something better. This is the first insanely detailed example with the test data AND social dynamics I craved. That alone is enough but might be burying the lede the writing here does not hold back. It doesnt shy away from any character's historical or potential controversy. It paints the FULL picture good and bad. You form your own opinion rather than having a publication do it for you. Bravo @JeremySternLA Our profile of @jliemandt founder of Trilogy and ESW and now principal (and backer) of the much discussed Alpha School"
X Link 2025-08-21T15:31Z [----] followers, 15K engagements
"@ClarkSquareCap You are right on the EV at $220mn I had the wrong cash input. I get your framing. I still think the $300mn EV is unreliable as an anchor when the equity was essentially a call option implying this wasn't getting acquired (and EV was inflated by nominal value of debt)"
X Link 2025-08-21T18:29Z [----] followers, [---] engagements
"It's silly to guess the catalyst that breaks mkt euphoria but isn't Google THE company that matters most If $GOOG 3Q shows ad/search rev weakness the (known) AI ROI uncertainty is put in focus. Yes great 1H25 execution but they are still the proxy walking the tight rope"
X Link 2025-10-12T19:59Z [----] followers, [---] engagements
"Amphenol is basically a $150bn business focused on capturing signal and suppressing noise. Amphenol $APH builds mission-critical parts for electronics. @andy_gardner_ PM at Fiera Capital joined @ReustleMatt to cover: Connectors sensors and interconnect systems Exposure to AI EVs and more 100+ years of decentralized innovation M&A powering the engine Enjoy https://t.co/xmLg9iFxFr Amphenol $APH builds mission-critical parts for electronics. @andy_gardner_ PM at Fiera Capital joined @ReustleMatt to cover: Connectors sensors and interconnect systems Exposure to AI EVs and more 100+ years of"
X Link 2025-10-15T10:53Z [----] followers, [---] engagements
"I often get asked "What do you learn from the podcast that you can actually apply" This is my first episode where I own the stock. Simply put I wouldn't have bought $CMPO without lessons from the episodes. To be clear this is NOT investment advice. Please please please do your own work. I thought Parsa Kiai from Steamboat was perfect here. My involvement started after Dave Cote and Tom Knott. Meanwhile Parsa was in the weeds with John Wilk well before this new era. Lastly a special shoutout to Andrew Peters from @RVLRPartners. His network constantly accumulates great investor ideas"
X Link 2025-10-24T13:07Z [----] followers, [----] engagements
"Puck markets its "executive level" audience but consists of mass-market advertisers. So I am sure they have tried and failed. And both brands still make 50%+ from ads + that customer base can theoretically support an events strategy. I do know it is hard to get luxury brands to take digital publications seriously but I have zero idea if there's attractive economics waiting if you ever break through"
X Link 2025-11-05T22:32Z [----] followers, [--] engagements
"@AdamB1438 On the surface I like the process of 2021: interested 2024: LP in [--] deals 2025: GP in [--] deals The scoreboard will always conquer everything else but I am still a sucker for healthy evolution"
X Link 2025-11-12T17:26Z [----] followers, [---] engagements
"Shout out to my guy @tschrack. He never stops. - Met while living in Belgium - Formed a 2-man Brett Easton Ellis reading club - He lived the accounting life at EY for a decade - Relearns skateboarding in his 30s - Learns screenplays and filming https://www.youtube.com/watchv=59wgFUKzB4s https://www.youtube.com/watchv=59wgFUKzB4s"
X Link 2025-11-21T14:49Z [----] followers, [----] engagements
"@Jack_Raines Already a $100mn biz for HOOD but notably 55% of their volume goes through Kalshi"
X Link 2025-11-25T16:03Z [----] followers, [---] engagements
"Trust that I am always fishing for your commerce needs. The fourth annual inaugural "Now That's What Matt Calls Great Products" I cant just rely on the Fed. So I am back to stimulate the economy. No affiliations. No links. Just my favorite product investments in the comments. I cant just rely on the Fed. So I am back to stimulate the economy. No affiliations. No links. Just my favorite product investments in the comments"
X Link 2025-11-29T18:19Z [----] followers, [----] engagements
"Whether it's pool floats or car tires a portable battery-powered inflater has you covered. Now you can live like Steve McQueen in the Thomas Crown Affair. Rip around on that beach"
X Link 2025-11-29T18:19Z [----] followers, [---] engagements
"An old shelf clock will cost you $100-$200. Some grandfather clock vibes but a bit more discreet. It's about time you showed the kids how mechanics work"
X Link 2025-11-29T18:19Z [----] followers, [---] engagements
"Miscellaneous: Portuguese Flannel chore coat old Woolrich shirts Casio watches for kids CultureKings for hats and a dog. Now go support that economy"
X Link 2025-11-29T18:19Z [----] followers, [---] engagements
"@BillBrewsterTBB Bought a big chunk of MPLX in [----] and add to it here and there. It won't have the same ride it had but 8% tax advantaged yield + some appreciation clears the hurdle rate. I know the MLP structure keeps institutions away but it also answers the "why can I buy this here""
X Link 2026-01-06T22:26Z [----] followers, [---] engagements
"Databricks was definitely my "least understood" business of the private Mag7. If you feel that way Alan was gracious enough to answer all of my basic obscure and nuanced questions. Today we break down @databricks Alan Tu PM for the private strategy atWCM Investment Management joined@ReustleMatt for an appropriate follow-up to our [----] episode. Learn: -What the Databricks platformactually does for customers and their data -What role they play in the https://t.co/E70YaBJ3PP Today we break down @databricks Alan Tu PM for the private strategy atWCM Investment Management joined@ReustleMatt for an"
X Link 2026-01-08T14:07Z [----] followers, [----] engagements
"If only all ACID journeys ended this way. This was the answer that really painted the Databricks picture to me. The entire episode is loaded with detail but it captures how they've evolved deeper with customers and against competition (which explains a lot)"
X Link 2026-01-08T14:55Z [----] followers, [----] engagements
"@MichaelRedd_ Jrue Holiday had a bit of this. Tanking couldn't breakthrough with AD in NO [--] years between All Star games and then two titles later in his career. Very different but Boris Diaw also really unique career"
X Link 2026-01-09T14:11Z [----] followers, [---] engagements
"Growing up my great-grandfather's Mark Twain and Charles Dickens collections were always displayed on our bookshelves. I borrowed a few over the years. Today my mom sent me a September [----] league leaflet she found inside David Copperfield. And to think about what was happening then"
X Link 2026-01-09T16:07Z [----] followers, [---] engagements
"@FromLtoW @firstadopter @ContrarianCurse Posted elsewhere in the thread but https://x.com/ReustleMatt/status/1923105778946216065s=20 Don't worry Chris Hohn is just like your PM. https://t.co/BD5K3KBTaZ https://x.com/ReustleMatt/status/1923105778946216065s=20 Don't worry Chris Hohn is just like your PM. https://t.co/BD5K3KBTaZ"
X Link 2026-01-21T01:53Z [----] followers, [---] engagements
"@YouInsane2 @FromLtoW @firstadopter @ContrarianCurse https://www.sec.gov/Archives/edgar/data/277948/000095015708000443/ex99-2.htm https://www.sec.gov/Archives/edgar/data/277948/000095015708000443/ex99-2.htm"
X Link 2026-01-21T16:51Z [----] followers, [--] engagements
"Had a blast revisiting my E&P days with @Josh_Young_1 . With crude over $100bbl Baytex offers a good lens into capital allocation decisions basin differentiators and capital structure. Enjoy Oil prices are high and volatile and so we felt it a good time to explore the world of oil and gas Rather than do so via a major we picked a small $3B company that has wells across the US and Canada @ReustleMatt and Josh Young break it down: https://t.co/xprGsCnALi https://t.co/1xdwn2NtyR Oil prices are high and volatile and so we felt it a good time to explore the world of oil and gas Rather than do so"
X Link 2022-05-04T12:21Z [----] followers, [--] engagements
"Enjoyed breaking down the heavily contested MTCH with @GHadjia on @bizbreakdowns We cover industry dynamics business model dynamics and what broke the stock. Make sure to check out George's research as well. https://www.joincolossus.com/episodes/73711642/hadjia-match-group-swipe-right https://www.joincolossus.com/episodes/73711642/hadjia-match-group-swipe-right"
X Link 2023-10-25T11:07Z [----] followers, 36.8K engagements
"@marketplunger1 I'm admittedly at peak on the Dunning Kruger curve but the evolution is clear. The low-hanging fruit is being picked. But I'd really like to lock myself in a room for [--] weeks and figure out the longer-term angles (beyond the go-privates)"
X Link 2024-12-18T01:23Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing