Sublime
An inspiration engine for ideas
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public appearanc... See more
PrivateEquityGuy (Mikk Markus)x.com

Imagine being in your early 30s, starting a private equity fund and raising $450 million as your first fund.
All this with no prior track record and without your rich father or uncle.
Years later, you own 90 companies, have $147 billion in AUM, your EBITDA is growing at 15% year-over-year, a... See more
PrivateEquityGuy (Mikk Markus)x.comKing of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone
amazon.com
Identifying, Structuring, and Sizing a Value Trade
cluseau.com

Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare ... See more