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# ![@TheIcahnist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1661140531274031105.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +98%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +1,247%

### Mentions: XX [#](/creator/twitter::1661140531274031105/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +22%
- X Months XXX +33%
- X Year XXXXX +1,480%

### Followers: XXXXXX [#](/creator/twitter::1661140531274031105/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:followers.svg)

- X Week XXXXXX +2.10%
- X Month XXXXXX +17%
- X Months XXXXXX +46%
- X Year XXXXXX +263%

### CreatorRank: XXXXXXX [#](/creator/twitter::1661140531274031105/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661140531274031105/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1661140531274031105/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[playbook](/topic/playbook) #51, [private equity](/topic/private-equity) #16, [investment](/topic/investment) #5073, [wall street](/topic/wall-street) #169, [banking](/topic/banking) #261, [money](/topic/money) 0.54%, [hotels](/topic/hotels) #794, [infrastructure](/topic/infrastructure) #1791, [rates](/topic/rates) 0.36%, [deposit](/topic/deposit) #504

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@orlandobravotb](/creator/undefined) [@bigba11r](/creator/undefined) [@lockedinsnow](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@irr_not](/creator/undefined) [@glen_nqdc](/creator/undefined) [@deanfiacco](/creator/undefined) [@matebarzo](/creator/undefined) [@sidecarcap](/creator/undefined) [@edgecgroup](/creator/undefined) [@mrfamilyoffice](/creator/undefined) [@threadreaderapp](/creator/undefined) [@malbeth101](/creator/undefined) [@hushmoneyz](/creator/undefined) [@310value](/creator/undefined) [@illiquidinsight](/creator/undefined) [@greyhairopsguy](/creator/undefined) [@michaeldell](/creator/undefined) [@peoperator](/creator/undefined)

**Top assets mentioned**
[Spotify Technology (SPOT)](/topic/$spot) [Bitcoin (BTC)](/topic/bitcoin) [Bank of America (BAC)](/topic/bank-of-america) [Hilton Hotels Corporation Common Stock (HLT)](/topic/hilton-hotels) [IBM (IBM)](/topic/ibm) [Dell Technologies, Inc. (DELL)](/topic/dell)
### Top Social Posts [#](/creator/twitter::1661140531274031105/posts)
---
Top posts by engagements in the last XX hours

"The Public-Sector Opportunity They are clustering around Gov & Infra clients. Three core clusters now drive growth: X. Public Sector Tech X. Financial Technology X. Cybersecurity Cyber risk is a high-margin must-have upsell"  
[X Link](https://x.com/TheIcahnist/status/1978083972744683589) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-14T13:02Z 26.7K followers, 1659 engagements


"KKR Letter points to where the biggest opportunities are right now: 1.Carve-outs 2.Take-privates 3.Private Investment Grade 4.European securitization Heres why these matter"  
[X Link](https://x.com/TheIcahnist/status/1968747291113673114) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-18T18:41Z 26.7K followers, 4696 engagements


"The richest men in history used this model Rockefeller Gillette Jobs. Same playbook different century"  
[X Link](https://x.com/TheIcahnist/status/1977413960120013201) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-12T16:40Z 26.8K followers, 80.1K engagements


"The Marine Banker Who Conquered Wall Street He fought in Vietnam. Then used battlefield tactics to buy 100+ banks The playbook of Hugh McColl"  
[X Link](https://x.com/TheIcahnist/status/1979220729380900890) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T16:19Z 26.7K followers, 3006 engagements


"Governance Flywheel Backed by some of the best operators in the world: Mitch Rales (Danaher) Daniel Ek (Spotify) Will Thorndike (The Outsiders) The Endgame: I want to build a NASDAQ-listed European tech champion"  
[X Link](https://x.com/TheIcahnist/status/1978084009474216106) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-14T13:02Z 26.8K followers, 2193 engagements


"WOW @OrlandoBravoTB just dropped a masterclass on Software Private Equity AI. Valuations. Exits. Notes from his latest interview"  
[X Link](https://x.com/TheIcahnist/status/1975701812448526521) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T23:16Z 26.8K followers, 263.5K engagements


"The Most Underestimated Dealmaker Jared Kushner just pulled off Wall Streets biggest buyout. From Fifth Avenue to the Abraham Accords to $55B Buyout The Dealmaking Playbook of Jared Kushner Thread"  
[X Link](https://x.com/TheIcahnist/status/1973026742005879018) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:06Z 26.8K followers, 254.4K engagements


"PRIVATE EQUITY IS COOKED @OrlandoBravoTB just dropped the hammer: Were in the middle of the shakeout The issue is underperformance & liquidity Notes from his latest interview"  
[X Link](https://x.com/TheIcahnist/status/1976638467892261003) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-10T13:18Z 26.8K followers, 68K engagements


"Step by step Kushner carved out value. He sold XX% of the retail condo to Carlyle and the Chera family for $525m & unlocked more than $1bn Survive the downturn and youll own the upside. Trust often outperforms brinkmanship. Focus on the next deal not the last dollar"  
[X Link](https://x.com/TheIcahnist/status/1973026762033594376) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:06Z 26.8K followers, 10.8K engagements


"Case Study 2: Israel During geopolitical turmoil in 2023 Israeli stocks sold off sharply. Affinity quietly acquired XX% of Phoenix Insurance at depressed multiples. The market priced in politics not fundamentals. Kushner bet on Israels long-term economic resilience. Today the stake is worth far more. They invest where political complexity deters others"  
[X Link](https://x.com/TheIcahnist/status/1973026800558109117) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:07Z 26.8K followers, 8157 engagements


"The greatest dealmakers in capitalist history. My favorite two books this year"  
[X Link](https://x.com/TheIcahnist/status/1979258331437965427) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T18:48Z 26.8K followers, 14.5K engagements


"How We Got Here For decades BASF acquired hundreds of divisions. Capital was cheap and diversification sounded smart on earnings calls The Rising rates supply-chain insecurity and regulatory overreach are crushing them. Simplify or be punished by markets"  
[X Link](https://x.com/TheIcahnist/status/1976670161475362902) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-10T15:24Z 26.7K followers, XXX engagements


"Origins of a Warrior Banker McColl grew up on discipline faith and ambition. He joined the Marines and learned his first principle: You win by moving forward. Always. When he joined North Carolina National Bank (NCNB) in 1959 he treated every market like a battlefield"  
[X Link](https://x.com/TheIcahnist/status/1979220733394932134) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T16:19Z 26.7K followers, XXX engagements


"The Exit Joe Rice earned $17M personally. Total proceeds: $877M. Gain: $672M. Gross IRR: 45%. The real payoff was reputation. The Lexmark deal made CD&R the firm Fortune XXX CEOs trusted"  
[X Link](https://x.com/TheIcahnist/status/1975636234832879799) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T18:55Z 26.6K followers, XXX engagements


"Private Equity Journey After leaving government he launched Affinity Partners. The strategy: find global mispricings created by politics or perception and turn them into durable businesses. The firms philosophy: competitive with no one collaborative with everyone"  
[X Link](https://x.com/TheIcahnist/status/1973026790848528826) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:06Z 26.7K followers, 8393 engagements


"Focus and Opportunity Transforming $1B software companies is now a bigger opportunity than ever. AI gives them more to sell: Agentic solutions and better customer engagement. Thats the new tailwind"  
[X Link](https://x.com/TheIcahnist/status/1975701820207964433) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T23:16Z 26.7K followers, 5702 engagements


"Turnaround Mechanic: 250K into 10M Bethesda Research Laboratories. Losing $1M a month. Fred invested $250K. A year later the company went public and Fred walked away with $XX million. ROI: 40x. Timeline: XX months"  
[X Link](https://x.com/TheIcahnist/status/1979356283498303559) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-18T01:18Z 26.8K followers, 1237 engagements


"Best Software Investors in the World Silver Lake Thoma Bravo Vista Equity Partners Francisco Partners HgCapital Constellation Software Trilogy / ESW Capital Who else would you add"  
[X Link](https://x.com/TheIcahnist/status/1960848827726094702) [@TheIcahnist](/creator/x/TheIcahnist) 2025-08-27T23:36Z 26.7K followers, 55.3K engagements


"Forget gold forget Bitcoin. The next trillion-dollar market will be compute futures. $XXX trillion in data center investment over X years. The Playbook"  
[X Link](https://x.com/TheIcahnist/status/1972270899706621964) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-28T12:03Z 26.7K followers, 52.8K engagements


"Corporate Orphan: BASF COATING The biz makes the paints and surface technologies used in cars aircraft and industrial equipment. Healthy margins but buried inside a bureaucracy built for chemicals. Its a cash generator with sticky customers and global footprint"  
[X Link](https://x.com/TheIcahnist/status/1976670165745225869) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-10T15:24Z 26.7K followers, XXX engagements


"The Inflection Point In 1998 he bought BankAmerica for $61.6B. That deal created the new Bank of America a coast-to-coast financial empire. It was the largest U.S. banking merger of its time. By his retirement (2001) McColls empire had: 5000+ branches Largest deposit base in the U.S"  
[X Link](https://x.com/TheIcahnist/status/1979220766018228710) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T16:19Z 26.7K followers, XXX engagements


"Opportunity 3: Private Investment Grade (Private IG). This is the new frontier for scale allocators. - $11T U.S. IG market - Insurers already hold $850B in private placements - Premium: +150200bps vs public bonds"  
[X Link](https://x.com/TheIcahnist/status/1968747326798704950) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-18T18:41Z 26.7K followers, 1295 engagements


"The Gentleman of Private Equity Joe Rice made Billions by rebelling. Against everything Wall Street worshipped. The Playbook of the Gentleman who Beat the Barbarians Thread"  
[X Link](https://x.com/TheIcahnist/status/1975636203564380430) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T18:55Z 26.7K followers, 9304 engagements


"Europes Next Danaher Backed by Spotifys Daniel Ek and Danahers Mitch Rales. Jan Mohr acquired XX software firms and 10d his stock in five years. Goal: NASDAQ-listed European Tech Champion The Chapters Group story"  
[X Link](https://x.com/TheIcahnist/status/1978083965387894828) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-14T13:02Z 26.8K followers, 37.7K engagements


"Buying at the Top 2007 felt like a fever dream. Money was free and Banks were begging you to borrow. Jonathan Gray saw Hilton Hotels as his future goldmine"  
[X Link](https://x.com/TheIcahnist/status/1977512424275394966) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-12T23:11Z 26.7K followers, 2457 engagements


"2. Know Your Edge Schulich calls this the single most important business principle: Know exactly where you cant lose. Coca-Cola tried shrimp farming. Gillette drilled for oil. They failed because they had no edge"  
[X Link](https://x.com/TheIcahnist/status/1977884204101701925) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-13T23:48Z 26.7K followers, 2622 engagements


"Worlds most powerful business model Buy small companies. Decentralize. Reinvest cash. In the Nordics firms like Addtech Indutrade Lifco Lagercrantz compounded at XX% CAGR for XX years. The Nordic Way"  
[X Link](https://x.com/TheIcahnist/status/1963233043180667384) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-03T13:30Z 26.8K followers, 134.9K engagements


"The Private Equity Pioneer A broke Hebrew teacher learned to buy companies with their own money He acquired billion-dollar empires without putting up cash Every buyout king used his playbook Thread🧵"  
[X Link](https://x.com/TheIcahnist/status/1974103068380987468) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-03T13:23Z 26.7K followers, 83K engagements


"1. Read like your life depends on it At eight years old Schulich discovered the public library allowed him three books every three weeks. He never stopped. It compounded more than his three degrees. Reading is the highest-leverage habit"  
[X Link](https://x.com/TheIcahnist/status/1977884196375757099) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-13T23:48Z 26.8K followers, 2747 engagements


"What They Buy Chapters buys boring but essential niche software: Police & fire dispatch systems Gun-license & civic-registry platforms Fintech rails for payments & compliance Cybersecurity infrastructure for municipalities Retention XX %"  
[X Link](https://x.com/TheIcahnist/status/1978083968659468447) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-14T13:02Z 26.8K followers, 1841 engagements


"Strategic Edge Affinity operates in spaces where politics perception or complexity create hesitation for other investors. Traditional PE often avoids geopolitically sensitive markets. Affinity seeks them out. This blend makes Affinity less like a buyout shop and more like a merchant bank for global transitions"  
[X Link](https://x.com/TheIcahnist/status/1973026805943500803) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:07Z 26.7K followers, 7452 engagements


"Case Study 1: Brazil Affinity saw opportunity in distressed quick-service restaurants post-COVID. Malls were shuttered revenues collapsed and debt crushed operators. Affinity acquired Burger King Popeyes later Subway and Starbucks Brazil at 5x cash flow. Then added operating leverage: AI and computer vision cut food waste by XX% lifting margins. A distressed asset became a compounding platform"  
[X Link](https://x.com/TheIcahnist/status/1973026794677698850) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:06Z 26.7K followers, 8673 engagements


"Exits and Multiples Exits are healthy. Valuations are lower. Face the reality that these software companies are not selling in the private market for 25x EBITDA. Selling closer to 15x EBITDA. You better add enough value so that you can still generate the liquidity and the returns to your investors while selling your companies. IPO market is great and wide open for the elite firms and valuations are a lot more reasonable. Not going back to 2021 revenue multiples"  
[X Link](https://x.com/TheIcahnist/status/1975701817783656827) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T23:16Z 26.7K followers, 7652 engagements


"The Strategy: Roll-Up Banking At the time U.S. banking was fragmented: thousands of local banks heavily regulated confined to single states. He started buying small banks across the South before national consolidation was legal. By the time the rules changed he had a full southern network ready to merge"  
[X Link](https://x.com/TheIcahnist/status/1979220736934924511) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T16:19Z 26.7K followers, XXX engagements


"This napkin sketch made $XX billion. The greatest private equity deal in history"  
[X Link](https://x.com/TheIcahnist/status/1977549405390868840) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-13T01:38Z 26.8K followers, 101.5K engagements


"Permanent Capital Backed by Daniel Ek Mitch Rales and Will Thorndike Chapters runs on patient equity. If you own quality businesses whats the case for selling No fund-life clock and forced exits"  
[X Link](https://x.com/TheIcahnist/status/1978084004705325299) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-14T13:02Z 26.7K followers, 1138 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"  
[X Link](https://x.com/TheIcahnist/status/1946643647698489393) [@TheIcahnist](/creator/x/TheIcahnist) 2025-07-19T18:49Z 26.7K followers, 2618 engagements


"Lessons X. Trust is an asset class. X. Politics creates price. X. Collaboration beats competition. X. The biggest deals require bridges"  
[X Link](https://x.com/TheIcahnist/status/1973026810989564339) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:07Z 26.7K followers, 7929 engagements


"The Culture Revolution CD&R dismantled the IBM logic: Managers received equity. Workers received bonuses worth XXX weekly pay. Charts were banned in meetings. Friday ties were banned in offices. At IBM product cycles took X years. Lexmark cut it to XX months"  
[X Link](https://x.com/TheIcahnist/status/1975636231242514672) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T18:55Z 26.6K followers, XXX engagements


"BREAKING: Carlyle buys BASFs 7.7B Coatings unit. The Great European Break-Up has begun. This is a massive opportunity. Industrial giants are being forced to sell world-class divisions. Thread"  
[X Link](https://x.com/TheIcahnist/status/1976670157100728594) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-10T15:24Z 26.7K followers, 7553 engagements


"Amazing Blackstone Guide Investing in the Picks and Shovels of AI Thread"  
[X Link](https://x.com/TheIcahnist/status/1972319093119439126) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-28T15:14Z 26.7K followers, 324K engagements


"Ugliest Industry in America Rusty forklifts & Muddy yards Bras Jacobs turned it into a $XX BILLION compounding machine. The United Rentals Playbook"  
[X Link](https://x.com/TheIcahnist/status/1950651240150675595) [@TheIcahnist](/creator/x/TheIcahnist) 2025-07-30T20:14Z 26.7K followers, 15K engagements


"The Playbook Step 1: Buy Distressed or Undersized Banks During the 1980s oil crash McColl bought failed Texas banks for pennies via FDIC deals. Step 2: Integrate Immediately Within weeks systems were merged executives replaced and assets redeployed. Step 3: Repeat Relentlessly Each deal increased deposit base increased capital financed the next acquisition"  
[X Link](https://x.com/TheIcahnist/status/1979220745554399657) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T16:19Z 26.7K followers, XXX engagements


"From Zombie to Compounder From worst deal to fastest-growing hotel chain on Earth By 2010 travel started crawling back. Rates dropped tourists returned Hiltons new model started printing cash. EBITDA up XX% +1180 hotels added +170 in China Europe + Middle East expansion"  
[X Link](https://x.com/TheIcahnist/status/1977512448996544873) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-12T23:11Z 26.7K followers, 1112 engagements


"KKRs $8B European Playbook Philipp Freise runs the largest standalone PE fund in Europe My fav pod episode from @HarryStebbings How KKR thinks about Europe"  
[X Link](https://x.com/TheIcahnist/status/1968357583451996548) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-17T16:53Z 26.7K followers, 3421 engagements


"Peak Private Equity"  
[X Link](https://x.com/TheIcahnist/status/1977521826680164361) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-12T23:48Z 26.8K followers, 47.9K engagements


"Opportunity 4: European securitization. A massively underdeveloped market. EU issuance 245B vs $1.3T in the U.S. Insurers allocate just XXX% vs XX% in the U.S. Reforms could unlock 1T+ annually This could become Europes next capital unlock"  
[X Link](https://x.com/TheIcahnist/status/1968747337431265650) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-18T18:41Z 26.7K followers, 1230 engagements


"$70 Billion: The Largest Profit in Private Equity Silver Lake & Michael Dell turned $7.8B into $70B. The largest private equity gain in history:"  
[X Link](https://x.com/TheIcahnist/status/1873876776600076326) [@TheIcahnist](/creator/x/TheIcahnist) 2024-12-30T23:40Z 26.8K followers, 694K engagements


"be Harold born 1931 Texas dirt poor saves $5k borrows $95k buys pharmacy turns it into XXX stores sells for $50m start buying cheap industrials w/ overfunded pensions = free money hack buys underwear at Wal-Mart bc muh humble roots"  
[X Link](https://x.com/TheIcahnist/status/1975668964694106155) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T21:06Z 26.8K followers, 13.4K engagements


"His startup hits were just as ruthless. He put $178000 into Advanced Technology Laboratories. Two years later sold to Squibb for $60M. Profit: $2.5M. He put $14K + $420K into Acuity Systems. Returned $3M in XX months"  
[X Link](https://x.com/TheIcahnist/status/1979356286346265035) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-18T01:18Z 26.8K followers, 1786 engagements


"Master of the LBO: Private Jet King Ted Forstmann turned a dying Gulfstream into billions. His funds earned XX% annual returns for XX years. The Playbook of the Private Equity Titan"  
[X Link](https://x.com/TheIcahnist/status/1977068817340940633) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-11T17:48Z 26.8K followers, 87.7K engagements


"Largest Private Equity Investors in the US X. Blackstone ($195B) X. KKR (143B) X. Apollo ($108B)"  
[X Link](https://x.com/TheIcahnist/status/1978990750223274184) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T01:05Z 26.8K followers, 15.4K engagements


"Instead of retreating Kushner walked straight into Tom Barracks office a man known for seizing distressed assets. The building needs new capital. Work with me and we can salvage value. Fight me and everyone loses. Barrack had expected arrogance. What he saw was realism. That meeting turned a him into a partner"  
[X Link](https://x.com/TheIcahnist/status/1973026754366242921) [@TheIcahnist](/creator/x/TheIcahnist) 2025-09-30T14:06Z 26.8K followers, 12.1K engagements


"$14 Billion: The Best Deal in History Blackstone bought Hilton for $26B. A year later the world collapsed. Blackstone still made $XX BILLION The Playbook"  
[X Link](https://x.com/TheIcahnist/status/1977512420978348290) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-12T23:11Z 26.8K followers, 60.6K engagements


"SaaS and AI Threats AI is a tailwind not a threat. After the Dot-com crash people also said software was over they were wrong. AI + software = new growth curve"  
[X Link](https://x.com/TheIcahnist/status/1975701823009759257) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-07T23:16Z 26.7K followers, 5410 engagements


"The Tactic: Pay Up Move Faster Wall Street said McColl overpaid for acquisitions. McColl knew that scale not thrift would win the new era of deregulated banking. You dont count your bullets mid-battle"  
[X Link](https://x.com/TheIcahnist/status/1979220763035963559) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T16:19Z 26.7K followers, XX engagements


"The Asset Light Strategy Owning hotels is cool until a downturn hits. Grays idea was genius: Stop owning start franchising. Turn heavy assets into fee streams. By 2013 XX% of Hiltons hotels were franchised or managed. That flipped the model"  
[X Link](https://x.com/TheIcahnist/status/1977512444860969358) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-12T23:11Z 26.7K followers, 1251 engagements


"The Playbook of a Private Equity Legend He turned $330K into $65M in just XX months. His strategy was so powerful it inspired Stephen Schwarzman to start Blackstone"  
[X Link](https://x.com/TheIcahnist/status/1979010698337259676) [@TheIcahnist](/creator/x/TheIcahnist) 2025-10-17T02:24Z 26.8K followers, 32.8K engagements