A10CAPITAL @signalbased
Not investment advice. West Joined December 2014-
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Tahoe RE - great location, sold for $1.2 in 18. Pre 18 houses like this were available for $700k. Listed 120 days ago for $1.8, now $1.5m after 3 $100k price drops. Much higher inventory now. Could erase all post 18 gains.
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I love being an analyst. Often a Zero terminal value career but reasonable current. I think about that a lot. And often advise junior folks to consider that in their career choice. Seeing my friends sell their financial advisor business 3-4 times in their career…
I love being an analyst. Often a Zero terminal value career but reasonable current. I think about that a lot. And often advise junior folks to consider that in their career choice. Seeing my friends sell their financial advisor business 3-4 times in their career…
Defaults in Fitch’s Private Monitored Ratings. Spicy. “Highest default rate…since tracking began in 2017.” Note includes interest deferrals, cash to PIK and maturity extensions under stress.
I spoke to a large PE secondary fund manager. Does essentially no real due diligence on the accuracy of the marks. Only discount to NAV of “good managers”. Never seen a job for analysts looking at underlying of PC back leverage or LP loans. Running blind in a few areas.
Need help with data center research, build out, drivers, occupancy, ai v cloud demand. Has anyone one seen research they thought was useful?
If I claim to be an insta influencer, can I write off my travel expenses?
People without spatial awareness should be identified and be made to sit next to each other or banned from all air travel. Thinking ban.
A10CAPITAL retweeted
Private equity. Buddy is a big sailor. He said he “hates PE” because “ some douche bought all the sail manufacturers” and continually raise the prices.
Insanely impressive
Tweets like this are a stark reminder that I’m completely mid intelligence. Not that I really thought differently.
Tweets like this are a stark reminder that I’m completely mid intelligence. Not that I really thought differently.
A10CAPITAL retweeted
Behold: the hardest hitting A-10 reel ever made.
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