Hammer @SceneInTO
Infra PE Joined August 2021-
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We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
$FTAI -2Q revenues 676mm vs 545mm consensus -EPS $1.58 vs $1.34 Consensus -1H Modules 322.....2Q up 33% vs 1Q 25 -2H Module guide now 428...up another 33% from 1H25 -FY25 Free Cash Flow target now $750mm from 650 -Aero prod EBITDA 2Q $165mm... +26% Q/Q -Leasing EBITDA 2Q…
The worst thing imo of working in privates is working on a deal that lasts more than 5-6 months. I’ll take the endless comments over that any day
Every time we draft a contract for an exec, I wonder if someone will one day put in the same effort to structure a tax-efficient lucrative payout for me. Back to the grind
Investment committee
Anyone here cover Ambulatory Service Centers and can point me to some primers / resources to get acquainted with the space?
Late to the party but damn ChatGPT is damn helpful when reviewing drafts / markups of legal docs
Interesting/unexpected deal. Would’ve thought they’d go after a larger platform. Maybe playing consolidator in the LMM/MM space?
Interesting/unexpected deal. Would’ve thought they’d go after a larger platform. Maybe playing consolidator in the LMM/MM space?
Whatever happened to a potential bid from Steve Mnuchin-led investor group
Whatever happened to a potential bid from Steve Mnuchin-led investor group
Best case Suns make R2 of playoffs if they get Jimmy. Team chemistry & all roundedness > super teams
Best case Suns make R2 of playoffs if they get Jimmy. Team chemistry & all roundedness > super teams
Wonder if $CEG sells off some assets from Calpine deal e.g. C&I biz which idk if fits well with utility scale gen assets in rest of portfolio
Imagine confirming receipt here
Flight delayed by a day? -15C outside? Nothing a Guinness can’t fix
Need a Canadian DOGE asap
Bringing back American manufacturing is one of the most important challenges we face as a nation, and @garrytan is being delusional. That’s okay, btw; VCs have to be delusional—it’s part of their job. The source of his (and many VCs') delusion is that they think bringing back…
Bringing back American manufacturing is one of the most important challenges we face as a nation, and @garrytan is being delusional. That’s okay, btw; VCs have to be delusional—it’s part of their job. The source of his (and many VCs') delusion is that they think bringing back…
Need to stop tricking myself into believing hotel breakfast will be any good
For those in private markets, at what point did in your career did you lead your first deal / enough runway to lead most of it? Did you work with anyone senior besides the partner sponsoring the deal?
With all this capital, aren’t they basically transitioning from an active manager to a passive/beta manager? Seems like they’re already there
With all this capital, aren’t they basically transitioning from an active manager to a passive/beta manager? Seems like they’re already there
Deal I’d sourced and slaved for is likely gonna die despite seller confirming day1 they’re ok with structure and value. Time to delete some drinks

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