Decarbonization investor. Former shale capital incinerator. All investments marked at a gentleman’s 1.2x until fundraising completed.
Texas, USA
Joined January 2019
- Tweets2.7K
- Following192
- Followers2.5K
- Likes48.5K
Unquantified Upside retweeted
Food for thought: what if LPs in private equity funds were required to mark their funds at the last traded value in the secondary markets?
Unquantified Upside retweeted
If you work in PE and one of your portcos came into ur office in NYC today.
They’re at the bar and they hate u and think you’re retarded
Unquantified Upside retweeted
A lot of folks in the Permian don’t know the Rice Energy story. Imagine if John and Cody went hostile against $FANG, with the backing of a major activist fund, and won control. That’s exactly what Rice did with EQT. Mad respect @Shalennial @DoUEvenFracBro et al. 🫡
Unquantified Upside retweeted
One of the most remarkable divergences in outcomes related to energy- Europe & America. Europe looked to the wind and sun, while America looked to the oilfield. Guess who found energy independence?
Bonus: Guess who led the world in lowering emissions? Now guess which path found the most resistance..
#UnleashAmericanEnergy
20 years ago, Europe & America imported similar energy amounts, but the shale revolution in 2008 changed that. America achieved energy independence & became a global energy powerhouse, thanks to the efforts of wildcatters & roughnecks, CEO @Shalennial shared on @AMPotentialPod.
Unquantified Upside retweeted
Asset allocators like private equity because those marks haven't change in the past week.
Unquantified Upside retweeted
Blackrock is reportedly to lay off approximately 600 employees, mainly from their ESG division, per Fox Business
Unquantified Upside retweeted
VC firm: Don’t worry we’ll definitely promote you as soon as one of the partners retires
The partners:
Unquantified Upside retweeted
O&G CEO who didn’t graduate high school telling HBS grad PE investor it doesn’t matter if the capex numbers don’t tie so long as the drilling’s good
Unquantified Upside retweeted
Construction of wind & solar installations has slowed to a crawl in the U.S., despite billions of dollars in federal tax credits.
Supply-chain snags, long waits to connect to the grid, & fierce local community opposition contribute to the slowdown.
wsj.com/articles/investors-p…
Unquantified Upside retweeted
The problem with nuclear energy is it’s *too good*. And if you solve the “clean energy problem” activists lose their favorite Trojan Horse for advancing “global equity” by penalizing the West. That’s what the climate change debate is about.
Unquantified Upside retweeted
You’re right Cathie, getting added to the index of the 100 largest companies in the Nadsaq is your clearest sign yet of oil demand destruction. Great work!
Unquantified Upside retweeted
Another delay on an offshore wind project?
Ya don’t say…
Major Massachusetts offshore wind project no longer viable newbedfordlight.org/major-ma…