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Winter Mead of Coolwater on Building the YC for GPs

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Excellent pitch highlighting a classical, overlooked spin-off play by Sohra Peak. Thanks for sharing the memo @JonCukierwar FYI, It's a 59-page deep dive. https://t.co/uICilpydz5... See more

Dalius - Special Sits

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Venture Manager Selection: Capitalising on Arbitrage Windows

Jordan jordsnel.substack.com

From Wall Street to Main Street: how Avenue One connects local pros with institutional capital

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New investment idea from Sohra Peak Capital Partners👇 American Coastal Insurance Corporation ($ACIC) - a commercial P&C insurance carrier in Florida trading at 4x FY24 P/E. Investment Thesis: - $ACIC is a solid business that has dominated its niche (has captured... See more

Idea Hive

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$NRP is a royalty business with no capital needs and consistent FCF. I think it's a case study on effective capital allocation and management stewardship. I wrote some notes on its evolution: "hardly recognizable to anyone who hadn't followed the transformation" -COO Link in bio https://t.co/GyWHsqnCLJ

John Huber

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company builders, not financiers. We

Patrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist

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An $11B harem of hairy deals: Rialto Capital Rialto is Blackstone's partner on the winning bid for Signature's $17B CRE loan book. A fascinating company, spinning gold in the muddiest trenches of the business. * • Founder Jeff Krasnoff came out of Lennar, where he co-founded special servicer LNR, one of th... See more

Hiten Samtani 🗞️

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