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An inspiration engine for ideas
Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA
Daniel Loeb of Third Point on $BN
"We believe Brookfield is a business that has both a rerating opportunity and strong earnings compounding in the underlying asset." https://t.co/nYTtQEN3D5
Home - Access Industries
accessindustries.com
Harmonic starting to show unannounced rounds.
Interesting.
@harmonic_ai https://t.co/EXu96Ae8fD
ICONIQ | Home
iconiqcapital.com
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
Enjoyed the River Oaks Capital H2 2023 Letter:
h/t @Whit_Huguley
https://t.co/DP3n5jscjJ https://t.co/clRbWAgFgS
Just learned Akre Capital Management holds semi-annual investor calls where they answer questions about their current holdings & investment philosophy
Replays of the calls starting from 2021:
https://t.co/RBQ4GCtz9p
h/t @Anrosenblum @goodinvestingc https://t.co/bj59Po3DpJ