InfraAllocator @InfraAllocator

Investments in the infrastructure sector. Joined July 2019

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InfraAllocator @InfraAllocator

5 months ago

Question for the community: To what extent will AI make asset management/closed end funds more cost-efficient, and to what extent will this efficiency translate into lower fees to LPs over time?

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InfraAllocator @InfraAllocator

6 months ago

Infra secondaries (and all secondaries) are long volatility. Fall in public equities: - Triggers denominator effect: driver of LP-leds - Reduces M&A strategic alternative viability: driver of GP-leds

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InfraAllocator @InfraAllocator

10 months ago

Wall of infra debt maturing over the next couple of years. Opportunity for mid market debt managers to step in?

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InfraAllocator @InfraAllocator

10 months ago

What part of capital allocating is ripe for disruption?

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CMac @InvestmentTalkk

3 years ago

One of the most legendary shareholder letters there ever was. Lahde Capital, 2008. If you read anything today, make it this.

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Compensation for Investment Banking Associates ranges from $200-400K. I spent 3 years at $GS, working on some of the largest tech deals at $NVDA, $UBER, $TSLA. Here are my Top 8 hard-earned pieces of advice on how you can succeed in the industry.

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Dickie Bush 🚢 @dickiebush

3 years ago

7 mental models you can use to actually make decisions (instead of just reading about mental models):

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Alex Brogan @_alexbrogan

3 years ago

14 of the wisest things that have ever been said on living a fulfilling life:

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InfraAllocator @InfraAllocator

3 years ago

Allocators… 👇🏼👇🏼👇🏼

Nice Quarter Guys @NiceQuarterGuys

3 years ago

Allocators… 👇🏼👇🏼👇🏼

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BRV @willrayvalentin

3 years ago

This checks out actually

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Nathan Barry @nathanbarry

3 years ago

Struggling to connect on your remote team? We’ve built a 68 person remote team that’s driving $30 million in annual revenue. Here are 10 ideas for building great culture in a distributed team: 💻🌐

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Romeen Sheth @RomeenSheth

4 years ago

I’ve interviewed 120 legendary investors, founders and executives on my podcast. Collectively, they have created over $1 trillion of value for the world. Here are the best 20 lessons they have shared with me:

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@Grainsurgeon @GrainSurgeon

4 years ago

Car rental agreement says if I don't bring it back full, they'll charge $3.99/gallon Gas here is $6/gallon

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Max Gagliardi @max_gagliardi

4 years ago

1/ The history of energy transitions and why we are not in a new one right now 🧵

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Christopher Bloomstran @ChrisBloomstran

4 years ago

Who would believe that Tesla is now "worth" more than two Berkshire Hathaways? Today’s 8.5% gain added $106 billion in market cap, 2.3x Tesla’s annual REVENUE in a single day. Mr. Market now values the car company at $1.36 trillion, 29.5 times annual trailing revenues. Insane. 1/

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Andrew Wilkinson @awilkinson

4 years ago

I read a book that blew my mind a little and I can’t stop telling people about it. It explains why so many people dedicate their lives to achieving things that make them miserable. This might sound crazy, but an unseen force is pushing you towards empty and unfulfilling goals…