direct 🅱️ender @directsender
Downside guy / prince of darkness. Glorified debt collector covering the private credit markets. Ain’t shit change but the weather. Whistling past the graveyard Joined March 2023-
Tweets97
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Following940
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Likes39K
you’re either drinking a beer with me or drinking a beer against me
Hard to pick a favorite passage but this one struck me as particularly timeless:
Hard to pick a favorite passage but this one struck me as particularly timeless: https://t.co/sunoESZXTh
Deferred comp was an idea created in hell by the devil himself.
Blackstone is the SoftBank of private credit. Either don’t know how to price risk or don’t care
Healthcare bond/loan analysts that avoided shitco physician practice roll ups, MPW, assorted scams and other raccoonery should be given massive bonuses and extra week off during ski season, permission to wear shorts during summer, and other things of value.
god almighty..
Mantra as I send out term sheets for deals I will get hung on in Q4: the leveraged loan market is about having fun and making memories to last a lifetime
Guys who had to quit drinking/doing drugs love getting really into UFC. Many such cases
A cool thing about direct lending is if you wish you had restructuring experience, don’t worry, you’ll get it
Dave Portnoy forrest gumping himself into the most one-sided deal of all time has to be the funniest possible outcome. Gotta respect it
If you’re a $10B PE fund in NYC looking to add an associate to your healthcare royalties investing team, can you please fill that fucking role already. Or at least fire mercury partners?
it’s cool that some guys read von clausewitz and musashi And machiavelli in hopes of getting better at working at Oracle
It’s so over
Happy Mother’s Day to all the moms and single dads out there holding it down every single day
5 minutes late, I walk into a 10-on-1 group mtg with the CEO and squeeze past the 8 dudes from P72 and the 1 guy from Harris. I flick a piece of lint off my half-zip Loro Piana cazh sweater, lean back in the chair, and ask the 60 yr old CEO, “what keeps you up at night”?

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