Sublime
An inspiration engine for ideas
Baron Global Advantage Fund on initiating $LOAR
- 85% proprietary aerospace parts
- 50% revenue from high-margin aftermarket
- High barriers to entry + pricing power
- 10% organic rev growth / 15% EBITDA
- Proven M&A strategy (17 deals in 13 yrs)
-... See more
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... See more
PrivateEquityGuy (Mikk Markus)x.com
Terravest Industries $TVK.TO
• Boring industry
• Highly synergistic M&A strategy
• Intelligent pivots to adjacent vertical markets
• Superb capital allocation with high insider ownership https://t.co/So3ILw6Qai
Product Management
Brian Marchky
@squidlib
LLMs
Nicolay Gerold • 119 cards
MKT
Ornella Grecco Prime • 1 card