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... See more
PrivateEquityGuy (Mikk Markus)x.comHe was Uber CEO Travis Kalanick's right-hand man.
Meet @emilmichael, Uber's former Chief Business Officer who helped the company raise $15B.
(00:00) Fighting the "Taxi Mafia" in Italy 🤬
(04:03) Tips for building on-the-ground teams
(09:56) Founders "going direct"... See more
Jason Levinx.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
Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he... See more
Patrick OShaughnessyx.com
This founder is 23 years old, dropped out of Stanford, raised $60M.
Today, he introduced the world’s first USD account for international founders that can be opened without an LLC.
Here’s why it’s truly revolutionary. International biz owners strap in (Thread 🧵) https://t.co/By0RtpyBHN
Acquiring lower-middle market companies is the best opportunity to build wealth right now.
Here’s how Permanent Equity’s 2023 shareholder letter explained the opportunity:
- The market is huge: There are 350,000 US companies classified as lower-middle market ($5m to $100m in annual... See more
