JV (@AyyouEm) header
JV (@AyyouEm) profile picture

JV

@AyyouEm

Leverage is the Beverage. TMT, Healthcare & misc generalist deathtraps. Credit of all flavors.

 Outside the Restricted Group
Joined April 2015
  • Tweets3.9K
  • Following859
  • Followers9.3K
1.2KMedia
Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)Photo by JV (@AyyouEm)
1
5
794
Image from JV (@AyyouEm)
2
256
Replying to @junkbondanalyst
@junkbondanalyst
Image from Anchovy Capital (@anchovycapital)
2
2
52
3,032
all the ORCL CDS thinkbois who have never heard the term CDS before tweeting about it.... Have a day.
Image from JV (@AyyouEm)
1
32
2,194
You’ve got to be kidding me. Cheers to whoever at HIG had the balls to suggest such an insanely brazen idea…. also go f*ck yourself.
Image from JV (@AyyouEm)
41
55
29
980
221,539
Hard to recall a public filing that's done a better job of separating those who understand finance & basic accounting concepts from those who just love to hear themselves talk. The confidence-to-competence ratio is remarkable. Keep the Big Important Thoughts™️coming!
7
5
1
83
19,105
Wasn't everyone concerned about how much distillation was inflating numbers?
Image from JV (@AyyouEm)
12
2,798
Suing your creditors... how did that work out?
Image from JV (@AyyouEm)
3
17
2,803
Wondering how long until this is removed for some unexplained reason.
Image from JV (@AyyouEm)
3
1
14
1,801
Evergreen CV's. Lol. Lmao even. Might be the least-serious group of LPs in any asset class...
Image from JV (@AyyouEm)
10
9
7
170
76,152
Someone tell me what’s going on with Corweave bonds. Preferably someone who has no ideas how credit works. @chamath care to discuss further following the pod?
9
2
1
133
15,330
Listening to VCs talk about bond markets is like listening to Joe Rogan talk about vaccine science.
19
20
2
330
42,461
World Series Ticket prices the last time the Brewers were in the World Series (1982): Box Seats — $24 Grandstand — $18 Bleacher — $8
25
64
14
529
57,118
Brewers sweep the dodgers to win the pennant, limit up tomorrow.
4
1,097
note Charlie Ergen who needs the FCC to not seize his wireless spectrum so he can sell it to SpaceX for $20 billion (a deal partially negotiated in the Oval Office):
Tommy Vietor (@TVietor08) profile pictureTommy Vietor
@TVietor08Oct 15
The @wapo got ahold of the ballroom bribe list. Here's just the top donors.
Image from Tommy Vietor (@TVietor08)
7
31
4,786
A week before anyone else & assuming you could trade freely upon it, would you rather have exclusive access to: CPI print Anthropic/OAI ARR number
31%CPI
69%Ant/Oai ARR
65 votes • Final results
1
1
3
1,211
How can you avoid being at least a little cynical when things like this are the norm? CFTC analysts: "hey guys this looks like crime, here's the report" CFTC politically-appointed sr advisor: "Nope. shut it down nothing to see here. Do not follow up on this."
Image from JV (@AyyouEm)
1
1
19
2,009
Dental rollups 🤝 PE owners 🤝PC lenders DSOs have been serial value destroyers in BSL/HY markets for a decade+ but thankfully no issue in PC. Heartland, Aspen Dental, Benevis, Carestream, Allcare, DCA,Absolute Dental, Great expressions, SDB.. endless list of trash.
Kieran Goodwin (@kieranwgoodwin) profile pictureKieran Goodwin
@kieranwgoodwinApr 3
294 DENTAL CLINIC!! I had the over/under line at 100
9
1
2
62
26,074
In b4 a dozen of you broccoli cut 26yr old bozos tell me I don't get it. Here's an idea: go back to doing REAL value-add /op improvement for the biz AND the customer instead of starting at "how can I squeeze a few more bucks out of the client offering nothing in return".
1
15
1,380
teapawt.net/owennfa/status/2106860…
Owen (@Owennfa) profile pictureOwen
@OwennfaOct 4
My sister's longtime dentist practice got bought out by a private equity-backed dental group four months ago. Same office. Same hygienists. Same chairs. Zero new equipment. Last week they sent the new fee schedule for anyone with insurance. A routine cleaning that used to run $120 is now billed at $310, with the group quietly dropping several insurance plans they used to accept. When patients asked why, the new regional manager gave a scripted line about "aligning with market standards." Private equity figured out the same trick everywhere. They're buying up the things you can't opt out of: dental, veterinary care, urgent care, hospice, because they know you can't just skip your kid's cavity or your dog's surgery. This isn't inflation. It's leveraged debt getting loaded onto places you have no choice but to keep paying.
2
2
328
loudounnow.com/news/loudoun-… “We did a legal analysis, and the question is, is it legal to repeal a grandfathering resolution that the board's implemented? And our legal conclusion is that it's a gray area" So much clownish political posturing over datacenters... see also: TX/ERCOT
Loudoun Supervisors May Pivot to Data Center Vesting Audit Amid Grandfathering Concerns

Loudoun Supervisors May Pivot to Data Center Vesting Audit Amid Grandfathering Concerns

Poised to vote tonight on a proposal to revoke grandfathering protections from pending data center applications, county supervisors are expected to consider an alternate strategy that puts them on...

loudounnow.com
3
1
4
1,268
Wait you mean the permits granted legally to developers that have broke ground sinking 100s of millions of capital into them can't just be revoked because "the vibes are bad before midterms"? 🤯
2
522
Load more