No longer a banker. No longer at a hedge fund. But doing a third thing.
Joined June 2023
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It's all fun and games until the 1L TL Syndication is making draft day decisions for the in the breach of covenant default Cleveland Browns.
Just went to my very first Urban Air trampoline park. How are these things legal?????
Are kids not killing themselves here??!?
Do I think i'm better than you Anon?
Well...every day countless real and serious people email me that a Family Office would like to invest $$ in MY company.
So yeah... I'm kind of the man.
It's funny how many "Small Businesses" in America is just someone pouring a bunch of (leveraged) CAPEX into some retail entity that was in vogue for a minute but it's highly saturated and does break-even to negative cash flow and then gets tossed on some broker website to die.
I never understood why men became alcoholics until I got older.
Women don’t care about your stress. You are the one who has the responsibility to repress the burden.
So men have to choose their outlets, and some outlets are healthier than others.
Your wife will complain and nag you all the time.
But as a man, you must bury any complaint you have deep into your soul. Never to surface.
It is weak to argue back. Never show that you are bothered.
The not getting a return offer to getting called a coffee boy on X pipeline.
Alright, gang, here’s the latest bullshit from Kalshi.
Apparently, Kalshi has been sending emails to tribal leaders across Indian Country asking for meetings at G2E. Of course, I got my hands on the email.
So, who do you think they’re sending to Las Vegas? The A Team? B Team? D Team? Gotta be the best, right?
Nope. They’re sending the coffee boy. Meet Nicholas Hull, the Intern. I think this might be his first big boy job.
We’ve asked several tribes to take the meetings so we can compare deals. We want to know everything
We’re also asking tribes to make appointments and then no-show.
Let's have fun with this.
You ever look at a guys profile picture on X and go yeah this guy would absolutely not have an answer for me in the paint.
I would eat his lunch.
When I started on Fintwit I felt like my entire feed was really sharp anon accounts who were tweeting valuable equity research insights.
Not sure if I messed up the algo, or what, but it's entirely gone. Like a distant past.
Another day, another guy who doesn’t know what PE is
The one element of private equity that feels under discussed is its almost always a race to see how much money can be stolen before the market corrects. You have a product people love and trust (Jersey Mike) and you exploit the love for it. People will eventually revolt but not before someone gets rich. The lie outpaces the discovery (hey the product is shit, used to love this) just fast enough. The brand gets wrecked, and the vampire squid moves on to its next host. Intentionally enshitifying things people love might as well be financial cancer.
It’s crazy that PE killed the shopping mall and Christmas lol 😂
It’s actually criminal how many of these are gone. Amazon and private equity killed so much of American life.
Readers added context they thought people might want to know
This video is AI generated. The Sears logo shown was intreoduced in 2004, not 1996. In 1996, Sears was spelled in all caps. The date overlay misspells the month DEC as DIC.
logos.fandom.com/wiki/Sears
I could be wrong... but I feel like there is major Alpha for companies that give you a real US based Customer Service member vs some AI voice bot slop or someone outsourced overseas.
99% of Chicken Meat that you consume comes from the Cornish Cross chicken a type of chicken that was bred in a lab specifically to grow bigger and faster chickens.
Because of this unnatural growth, 10-15% of these chicken die of heart failure before they can even be slaughtered.
We didn't evolve to grow as unaturally big as we do today, which is why you see countless bodybuilders drop dead from heart attacks in their 40's and 50's.
Bodybuilder and Celebrity Trainer Einar Méndez Dies Suddenly During Workout
generationiron.com/bodybuild…
I can't take anyone serious that says "-figure business"
It's either you're running a business successfully or you're not.
Putting the "-figure business" sounds grifty and insecure.
My favorite business podcasts I find helpful as CEO of a 9-figure omnichannel CPG business @ketone, grouped into 2 buckets, macro and micro:
Macro = big picture strategy, how companies are built over decades. Positioning, strategy, founder mindset, etc.
- Acquired
- Founders / Senra
- Diary of a CEO
- Invest Like The Best
- How I Built This
Micro = alpha on tactics of how the best businesses are being built right now in 2026. Analytics, tiktok/meta platform execution, AI tooling, media buying, winning the attention economy, etc.
- Open Residency
- Operators
- My First Million