Charles | PE | Incentives @_PE_Charles
PE | Portco Value Creation | Decoding why people, companies, and markets behave the way they do. Making hidden incentives visible. US Joined January 2022-
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Binary outcome for me which is usually: If I remove all concentrated revenue, would I buy at this price? The answer is usually no
Binary outcome for me which is usually: If I remove all concentrated revenue, would I buy at this price? The answer is usually no
The real scary part. Will prediction markets start to shape outcomes?
The real scary part. Will prediction markets start to shape outcomes?
Solid gold. Now apply this to your job, it works
Solid gold. Now apply this to your job, it works
I believe it. Paying higher will make it work... Obviously. But how much more before company moves offshore? $18-19 is nothing for lifting heavy bags - wreck our body for $6 more? I believe employees want to earn $12 at in and out instead. But, $25+? What's the right…
Fantastic two-pager on talent, if you think about value creation from a first principles stand point, people are always first.
Fantastic two-pager on talent, if you think about value creation from a first principles stand point, people are always first.
Yo wtf is this, an actual good take? Great story - family is everything
Yo wtf is this, an actual good take? Great story - family is everything
Hell yea love this Couldn't be more true Not that I am perfect, I have to remind myself to touch grass as well. But it's the intention
Hell yea love this Couldn't be more true Not that I am perfect, I have to remind myself to touch grass as well. But it's the intention
It’s incredibly confusing trying to figure out how much to save for college for my kids It feels like it’s either going to be a million dollars or zero dollars
It’s incredibly confusing trying to figure out how much to save for college for my kids It feels like it’s either going to be a million dollars or zero dollars
Timely post considering numbers released this morning ...
Timely post considering numbers released this morning ...
Okay, if I wanted to start a PE value creation blog... 1. Start my own site 2. Substack 3. Beehiv? 4. Other? Requirements: - Need to be able to organize into VC sections (e.g., revenue, cost) and by industries - Email functionality helpful, but.. Really just looking to…
This feels like such an easy bet to place What are the odds??
This feels like such an easy bet to place What are the odds??
@BoringBiz_ funny story on this: during my early analyst era / days there was a kid that got canned from a top performance financial sponsors team and they needed a replacement immediately from the existing pool of fresh analysts (was in FIG at the time) — nobody put their hand up to avoid…
Ask Jeeves must be turning in it's grave
Ask Jeeves must be turning in it's grave https://t.co/KQzSrIs3IL
Yikes is right
This makes me worried for society...
I love all your posts and I get the frustration... But playing devils advocate here - I know the market for the role I apply for, I want to know if YOU the company is in the ballpark or are trying to lowball. Simply negotiation IMO - happy to be wrong.
I love all your posts and I get the frustration... But playing devils advocate here - I know the market for the role I apply for, I want to know if YOU the company is in the ballpark or are trying to lowball. Simply negotiation IMO - happy to be wrong.
This is it. I've never seen an employee census / payroll NOT provided during diligence. You want this information for raises but also avg tenure, attrition and growth YoY. So many reasons
This is it. I've never seen an employee census / payroll NOT provided during diligence. You want this information for raises but also avg tenure, attrition and growth YoY. So many reasons
PE firms need to look at Big four track record of M&A and their history of buying middle market firms, figuring out it doesnt work, then selling the same book back to middle market.
PE firms need to look at Big four track record of M&A and their history of buying middle market firms, figuring out it doesnt work, then selling the same book back to middle market.
So true - hear it every day. Nevermind the fact that these shops specifically want churn, it's part of their business model for a variety of reasons. Amazing post.
So true - hear it every day. Nevermind the fact that these shops specifically want churn, it's part of their business model for a variety of reasons. Amazing post.
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