[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TheIcahnist The Icahnist Private equity investors are shifting their approach, with some achieving significant returns through strategies like equity-led buyouts, roll-up acquisitions, and a focus on employee and customer satisfaction. One approach involves letting experienced young professionals run portfolio companies, which has led to impressive results. The industry is seeing a trend of consolidation and scaling in specific sectors, such as water services and malls. ### Engagements: XXXXXX [#](/creator/twitter::1661140531274031105/interactions)  - X Week XXXXXXX -X% - X Month XXXXXXX -XX% - X Months XXXXXXXXXX +202% - X Year XXXXXXXXXX +1,630% ### Mentions: XX [#](/creator/twitter::1661140531274031105/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +66% - X Year XXX +1,895% ### Followers: XXXXXX [#](/creator/twitter::1661140531274031105/followers)  - X Week XXXXXX +0.45% - X Month XXXXXX +2% - X Months XXXXXX +53% - X Year XXXXXX +239% ### CreatorRank: XXXXXXX [#](/creator/twitter::1661140531274031105/influencer_rank)  ### Social Influence [#](/creator/twitter::1661140531274031105/influence) --- **Social category influence** [finance](/list/finance) #5334 [travel destinations](/list/travel-destinations) [stocks](/list/stocks) [countries](/list/countries) [currencies](/list/currencies) [technology brands](/list/technology-brands) [la liga](/list/la-liga) [luxury brands](/list/luxury-brands) [fashion brands](/list/fashion-brands) **Social topic influence** [playbook](/topic/playbook), [saas](/topic/saas) #96, [private equity](/topic/private-equity), [addons](/topic/addons), [money](/topic/money), [6969](/topic/6969), [london](/topic/london), [boring](/topic/boring), [rollup](/topic/rollup), [acquisition](/topic/acquisition) **Top assets mentioned** [Spotify Technology (SPOT)](/topic/$spot) [Lazard Ltd. Class A (LAZ)](/topic/$laz) ### Top Social Posts [#](/creator/twitter::1661140531274031105/posts) --- Top posts by engagements in the last XX hours "Thoma Bravo Smells Blood Theyve invested in Europe for XX years But in 2023 they got serious: Opened London office Launched dedicated European strategy Closed X platform deals + X add-ons in just XX months Now theyre hunting bigger game"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1948550040685084999) 2025-07-25 01:05:06 UTC 20.9K followers, XXX engagements "Valuation Arbitrage = Opportunity While U.S. software trades at 4.1x revenue European peers sit at 3.3x. Thats a XX% discount. Same mission-critical software. Same AI tailwinds. Just cheaper"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1948550043750781425) 2025-07-25 01:05:07 UTC 20.9K followers, XXX engagements "Europes waste sector is XX years behind. XX% undervalued Fragmented. Recurring. Aging owners. Thread"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1947417246046851477) 2025-07-21 22:03:47 UTC 20.9K followers, 37.3K engagements "Software Investing Playbook How to turn boring vertical SaaS into 40%+ margin cash machines. Thread"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1949094664042135559) 2025-07-26 13:09:14 UTC 20.9K followers, 11.4K engagements "The PE Landscape EQT: Bought AMCS (waste mgmt software) for 900M Summa Equity: Built 1.2B Nordic platform (Fortum + NG Group) Macquarie: 707M Renewi acquisition + BCI partnership Nordic Capital: Sortera roll-up across UK Nordics Most platforms are doing XX bolt-ons/year Goal: regional density + vertical integration"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1947417258973679897) 2025-07-21 22:03:50 UTC 20.9K followers, 1747 engagements "Measure what matters Dont just stare at revenue. Obsess over metrics that directly drive EV: Organic growth + EBITA margin XX% Working capital down XX% YoY Customer attrition X% Unit revenue growth (incl. M&A) 20%Maintenance flow-through XX% IRR on acquisitions XX% Hit these and you can print equity value almost on autopilot"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1949094667670188094) 2025-07-26 13:09:15 UTC 20.9K followers, XXX engagements "Name a Private Equity take that would get you jumped"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1949232702873297186) 2025-07-26 22:17:46 UTC 20.9K followers, 5009 engagements "What is the most successful SPAC in history"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1949200215346385189) 2025-07-26 20:08:40 UTC 20.9K followers, 3357 engagements "Navy SEALs of Finance When others ran from chaos they wrote billion-dollar checks: - Spotify bleeding cash. - Airbnb days from collapse. - FC Barcelona out of money. The $110B Sixth Street playbook:"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1946721116069781759) 2025-07-19 23:57:37 UTC 20.9K followers, 9356 engagements "The $4.6B Exit In 198586 Kluge sold off Metromedia in pieces: 📺 X TV stations Rupert Murdoch ($1.5B) 📺 Boston station Hearst ($450M) 🎪 Globetrotters + Ice Capades $30M 🎧 Radio network $285M 🧱 Billboards $710M 📞 Telecom Southwestern Bell ($1.65B)"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1936418124569395445) 2025-06-21 13:37:12 UTC 20.9K followers, 2436 engagements "EU HVAC will create new Billionaires. European HVAC roll-ups are cheaper more skilled and less crowded. Thread"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1946643628786397212) 2025-07-19 18:49:42 UTC 20.9K followers, 76K engagements "Private Equity Legend: Ted Forstmann - Buy a dying jet company. - Make it the Rolex of aviation. - Sell it for $5.5B. Now every billionaire wants one"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1946617040170541097) 2025-07-19 17:04:03 UTC 20.9K followers, 24.8K engagements "The Tailwinds EU Circular Economy Plan 10B+ public-private investments Mandatory XX% recycling target by 2030 Extended Producer Responsibility (EPR) laws Carbon pricing Germany: 50/ton in 2025 Adds urgency to innovate or consolidate Waste-to-energy boom Biofuel heat recovery methane capture = new monetization layers"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1947417255223959999) 2025-07-21 22:03:49 UTC 20.9K followers, 1860 engagements "European Playbook X. Identify profitable vertical SaaS firms X. Carve them out from industrial groups X. Fix GTM inefficiencies X. Stack synergistic add-ons X. Scale margins from X% 38%+ Yes really: X% vs XX% EBITDA"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1948550050793357357) 2025-07-25 01:05:09 UTC 20.9K followers, XXX engagements "Lessons from Merchant Banking: Speak Money into Existence Giffons ideal business: Getting paid hundreds of millions for your words. Merchant banks like Lazard and Allen & Co. got it right. No capital needed. Pure advisory. Leverage of reputation. PE recap deals Same model but you get equity and control"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1938263106704072828) 2025-06-26 15:48:30 UTC 20.9K followers, 1570 engagements "Thoma Bravos European Investment Strategy 4000 profitable software firms Valuations XX% lower Margins ripe for SaaS transformation The most underpriced software market in the world Thread"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1948550031465730331) 2025-07-25 01:05:04 UTC 20.9K followers, 16.1K engagements "Your Edge Just Showing Up A key line: If you show up first with cash in hand you get the deal. Like Craigslist for companies. Its not always the highest bid that wins its the buyer who understands the psychology the pain points and closes"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1938263101633089730) 2025-06-26 15:48:29 UTC 20.9K followers, XXX engagements "The John Kluge Playbook - Buy cash-generating assets (media radio - Use leverage to go private secure - Replace senior bank debt with junk bonds - Break the business into verticals - Sell each piece to the right buyer at peak value - Pocket the arbitrage"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1936418127627055124) 2025-06-21 13:37:13 UTC 20.9K followers, 2326 engagements "What You Do: Acquire XX firms at 57x Centralize ops marketing and dispatch Add subscription-based maintenance plans Exit to an infrastructure buyer at 1416x Thanks for reading DMs always open"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1946643647698489393) 2025-07-19 18:49:47 UTC 20.9K followers, 2451 engagements "EU waste market is worth 394B Fragmented under-digitized and succession-heavy. XX% of firms are SMEs. Valuations are stuck at 68x. PE penetration is XX% in most regions. In the U.S: Waste Management & Republic Services control 55%+ of the market at 12x+ multiples"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1947417249406431652) 2025-07-21 22:03:48 UTC 20.9K followers, 2007 engagements "AI-Ready Assets = Force Multipliers Thoma Bravo sees GenAI not as hype but as a margin unlock. Target firms that: Already serve verticals like healthcare or logistics Are migrating to cloud Can embed AI in ops pricing & support"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1948550053934891062) 2025-07-25 01:05:09 UTC 20.9K followers, XXX engagements "Private Equity Legend: Alpine Investors How do you get 5x returns in X funds in a row You let 28-year-olds run $20M plumbing companies. Heres how Alpine hit 5x returns. 🧵"  [@TheIcahnist](/creator/x/TheIcahnist) on [X](/post/tweet/1929207153916612836) 2025-06-01 16:03:23 UTC 20.9K followers, 139.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TheIcahnist The Icahnist
Private equity investors are shifting their approach, with some achieving significant returns through strategies like equity-led buyouts, roll-up acquisitions, and a focus on employee and customer satisfaction. One approach involves letting experienced young professionals run portfolio companies, which has led to impressive results. The industry is seeing a trend of consolidation and scaling in specific sectors, such as water services and malls.
Engagements: XXXXXX #
- X Week XXXXXXX -X%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXXX +202%
- X Year XXXXXXXXXX +1,630%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +66%
- X Year XXX +1,895%
Followers: XXXXXX #
- X Week XXXXXX +0.45%
- X Month XXXXXX +2%
- X Months XXXXXX +53%
- X Year XXXXXX +239%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #5334 travel destinations stocks countries currencies technology brands la liga luxury brands fashion brands
Social topic influence playbook, saas #96, private equity, addons, money, 6969, london, boring, rollup, acquisition
Top assets mentioned Spotify Technology (SPOT) Lazard Ltd. Class A (LAZ)
Top Social Posts #
Top posts by engagements in the last XX hours
"Thoma Bravo Smells Blood Theyve invested in Europe for XX years But in 2023 they got serious: Opened London office Launched dedicated European strategy Closed X platform deals + X add-ons in just XX months Now theyre hunting bigger game"
@TheIcahnist on X 2025-07-25 01:05:06 UTC 20.9K followers, XXX engagements
"Valuation Arbitrage = Opportunity While U.S. software trades at 4.1x revenue European peers sit at 3.3x. Thats a XX% discount. Same mission-critical software. Same AI tailwinds. Just cheaper" @TheIcahnist on X 2025-07-25 01:05:07 UTC 20.9K followers, XXX engagements
"Europes waste sector is XX years behind. XX% undervalued Fragmented. Recurring. Aging owners. Thread" @TheIcahnist on X 2025-07-21 22:03:47 UTC 20.9K followers, 37.3K engagements
"Software Investing Playbook How to turn boring vertical SaaS into 40%+ margin cash machines. Thread" @TheIcahnist on X 2025-07-26 13:09:14 UTC 20.9K followers, 11.4K engagements
"The PE Landscape EQT: Bought AMCS (waste mgmt software) for 900M Summa Equity: Built 1.2B Nordic platform (Fortum + NG Group) Macquarie: 707M Renewi acquisition + BCI partnership Nordic Capital: Sortera roll-up across UK Nordics Most platforms are doing XX bolt-ons/year Goal: regional density + vertical integration" @TheIcahnist on X 2025-07-21 22:03:50 UTC 20.9K followers, 1747 engagements
"Measure what matters Dont just stare at revenue. Obsess over metrics that directly drive EV: Organic growth + EBITA margin XX% Working capital down XX% YoY Customer attrition X% Unit revenue growth (incl. M&A) 20%Maintenance flow-through XX% IRR on acquisitions XX% Hit these and you can print equity value almost on autopilot" @TheIcahnist on X 2025-07-26 13:09:15 UTC 20.9K followers, XXX engagements
"Name a Private Equity take that would get you jumped" @TheIcahnist on X 2025-07-26 22:17:46 UTC 20.9K followers, 5009 engagements
"What is the most successful SPAC in history" @TheIcahnist on X 2025-07-26 20:08:40 UTC 20.9K followers, 3357 engagements
"Navy SEALs of Finance When others ran from chaos they wrote billion-dollar checks: - Spotify bleeding cash. - Airbnb days from collapse. - FC Barcelona out of money. The $110B Sixth Street playbook:" @TheIcahnist on X 2025-07-19 23:57:37 UTC 20.9K followers, 9356 engagements
"The $4.6B Exit In 198586 Kluge sold off Metromedia in pieces: 📺 X TV stations Rupert Murdoch ($1.5B) 📺 Boston station Hearst ($450M) 🎪 Globetrotters + Ice Capades $30M 🎧 Radio network $285M 🧱 Billboards $710M 📞 Telecom Southwestern Bell ($1.65B)" @TheIcahnist on X 2025-06-21 13:37:12 UTC 20.9K followers, 2436 engagements
"EU HVAC will create new Billionaires. European HVAC roll-ups are cheaper more skilled and less crowded. Thread" @TheIcahnist on X 2025-07-19 18:49:42 UTC 20.9K followers, 76K engagements
"Private Equity Legend: Ted Forstmann - Buy a dying jet company. - Make it the Rolex of aviation. - Sell it for $5.5B. Now every billionaire wants one" @TheIcahnist on X 2025-07-19 17:04:03 UTC 20.9K followers, 24.8K engagements
"The Tailwinds EU Circular Economy Plan 10B+ public-private investments Mandatory XX% recycling target by 2030 Extended Producer Responsibility (EPR) laws Carbon pricing Germany: 50/ton in 2025 Adds urgency to innovate or consolidate Waste-to-energy boom Biofuel heat recovery methane capture = new monetization layers" @TheIcahnist on X 2025-07-21 22:03:49 UTC 20.9K followers, 1860 engagements
"European Playbook X. Identify profitable vertical SaaS firms X. Carve them out from industrial groups X. Fix GTM inefficiencies X. Stack synergistic add-ons X. Scale margins from X% 38%+ Yes really: X% vs XX% EBITDA" @TheIcahnist on X 2025-07-25 01:05:09 UTC 20.9K followers, XXX engagements
"Lessons from Merchant Banking: Speak Money into Existence Giffons ideal business: Getting paid hundreds of millions for your words. Merchant banks like Lazard and Allen & Co. got it right. No capital needed. Pure advisory. Leverage of reputation. PE recap deals Same model but you get equity and control" @TheIcahnist on X 2025-06-26 15:48:30 UTC 20.9K followers, 1570 engagements
"Thoma Bravos European Investment Strategy 4000 profitable software firms Valuations XX% lower Margins ripe for SaaS transformation The most underpriced software market in the world Thread" @TheIcahnist on X 2025-07-25 01:05:04 UTC 20.9K followers, 16.1K engagements
"Your Edge Just Showing Up A key line: If you show up first with cash in hand you get the deal. Like Craigslist for companies. Its not always the highest bid that wins its the buyer who understands the psychology the pain points and closes" @TheIcahnist on X 2025-06-26 15:48:29 UTC 20.9K followers, XXX engagements
"The John Kluge Playbook - Buy cash-generating assets (media radio - Use leverage to go private secure - Replace senior bank debt with junk bonds - Break the business into verticals - Sell each piece to the right buyer at peak value - Pocket the arbitrage" @TheIcahnist on X 2025-06-21 13:37:13 UTC 20.9K followers, 2326 engagements
"What You Do: Acquire XX firms at 57x Centralize ops marketing and dispatch Add subscription-based maintenance plans Exit to an infrastructure buyer at 1416x Thanks for reading DMs always open" @TheIcahnist on X 2025-07-19 18:49:47 UTC 20.9K followers, 2451 engagements
"EU waste market is worth 394B Fragmented under-digitized and succession-heavy. XX% of firms are SMEs. Valuations are stuck at 68x. PE penetration is XX% in most regions. In the U.S: Waste Management & Republic Services control 55%+ of the market at 12x+ multiples" @TheIcahnist on X 2025-07-21 22:03:48 UTC 20.9K followers, 2007 engagements
"AI-Ready Assets = Force Multipliers Thoma Bravo sees GenAI not as hype but as a margin unlock. Target firms that: Already serve verticals like healthcare or logistics Are migrating to cloud Can embed AI in ops pricing & support" @TheIcahnist on X 2025-07-25 01:05:09 UTC 20.9K followers, XXX engagements
"Private Equity Legend: Alpine Investors How do you get 5x returns in X funds in a row You let 28-year-olds run $20M plumbing companies. Heres how Alpine hit 5x returns. 🧵" @TheIcahnist on X 2025-06-01 16:03:23 UTC 20.9K followers, 139.1K engagements