Sublime
An inspiration engine for ideas
King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone
amazon.com
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
🏦📉 SVB Crash Explained📉🏦
Silicon Valley Bank—#16 largest US bank with $212B — just crashed 60% in 1 day & fell 22% post-close. Stock halted now.
@BillAckman is calling a US gov bailout.
@peterthiel is calling a bank run.
JPM, BAC, WFC all dropped 6%.___LINEBRE... See more
The best hardcore investing & finance books:
“Distressed Debt Analysis” (Moyer)
“The Snowball” (Warren Buffett)
“Competitive Strategy” (Porter)
“The Alchemy of Finance” (Soros)
“Outsiders” (CEO value accretion)
“Fooling Some of…” (Einhorn) ___LIN... See more
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by Atomic
___LIN... See more
