Irrational LBO Bros @Strictly_CF

PE laid bare. Accepting extra treats for jumping 8% hurdles. Joined January 2021

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Irrational LBO Bros @Strictly_CF

7 months ago

Good morning from US! Where the US stock performance dominance is starting to mean reverse.

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TRIGGERnometry @triggerpod

7 months ago

"We are being accused of performing terribly on the very things we lead the world in." @KonstantinKisin's HILARIOUS And INSPIRATIONAL Speech at @arc_forum

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Alexander Stahel 🌻 @BurggrabenH

7 months ago

Excellent summary by former head of MI6, Sir Alex Younger, of this new era in geopolitics…adapt or die

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Irrational LBO Bros @Strictly_CF

a year ago

So they want to tax my carry in UK. Jersey, Guernsey, got some love for a PE dog?

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“This is the great irony of U.S. maritime hegemony: America itself is less dependent on seaborne trade than almost any other country on the planet, and yet we’ve been paying most of the cost of protecting seaborne trade since the end of World War 2.” - @Noahpinion

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Irrational LBO Bros @Strictly_CF

2 years ago

DEIscrimination

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Irrational LBO Bros @Strictly_CF

2 years ago

Thank you, Brussels! When will EU socialists learn that everything has a price? there can be no real value added for free. You want regulations and security? Fine, but there is a price to pay. Nice move from Meta👏🏻. #socialism #regulations #meta

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Irrational LBO Bros @Strictly_CF

2 years ago

Seems just about right.🤡

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Irrational LBO Bros @Strictly_CF

2 years ago

Most lucrative asset class, but not for investors. #PrivateEquity #investeurope

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Irrational LBO Bros @Strictly_CF

2 years ago

Thiso only goes to show that it’s just a fundraising contest. How can LPs believe they will be able to deply the same strategy with 2bn vs the 6bn target? In any case and regardless of how poor the performance will be, they will cash in $40m of management fees annually.

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Irrational LBO Bros @Strictly_CF

2 years ago

Again on the futility of ESG scoring system. But good fee stream for many consultants.

Ale𝕏andra Merz 🇺🇲 @TeslaBoomerMama

2 years ago

Again on the futility of ESG scoring system. But good fee stream for many consultants.

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Heisenberg @Mr_Derivatives

2 years ago

$NVDA 420 to 385 pullback. Now what? Askin’ for a friend, or two, or millions…

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Irrational LBO Bros @Strictly_CF

2 years ago

"A group of 255 of the UK’s top private equity dealmakers earned £2.7bn in carried interest in a single year..." a good year at the office. on.ft.com/43AMhUm

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Matt Farley @RealMattMoney

2 years ago

Wen in doubt, if engagement is going down… post about Palantir. $pltr

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Irrational LBO Bros @Strictly_CF

2 years ago

When I started trading, most of my account was cash. Now most of my account is trash.

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Irrational LBO Bros @Strictly_CF

2 years ago

S&P500 just hit 4200. That's pretty high!

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Irrational LBO Bros @Strictly_CF

2 years ago

During our team retreat in the French Alps, we developed a complex strategy which could add at least $1bn to your start-up. It centers around adding “.ai” to company name. #vc #PrivateEquity

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Irrational LBO Bros @Strictly_CF

2 years ago

When you don’t know what to do, confuse them with regulations. In typical EU fashion the taxonomy seems to be confusing, burdensome and with no real value to investors. FT has more on this: on.ft.com/3BIP4iw #EU #taxonomy