RP Capacity @RPCapacity

Credit Investor Joined April 2018

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Nancy Spumoni @bushido_thot

5 months ago

This country is run like a Papa John's franchise

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Daniel S. Loeb @DanielSLoeb1

5 months ago

Every investor listening to administration description of tariff policy.

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junkbondinvestor @junkbondinvest

6 months ago

Associate explaining why they accepted all of the sponsor’s EBITDA add-backs even though half are clearly accounting fraud:

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sophie @netcapgirl

11 months ago

private equity is different than i expected

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Turner Novak 🍌🧢 @TurnerNovak

a year ago

the last thing you see before getting offered $300k for 40% with a 3x liq pref, super pro rata, and board control

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Imagine you spent your teenage years, early 20s, and mid 20s grinding through AP studying, SATs, top 10 college coursework, an investment banking analyst stint, and maybe a PE gig all to end up in a small conference room w/30 ppl asking how AI impacts selling dog food

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High Yield Harry @HighyieldHarry

2 years ago

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RP Capacity @RPCapacity

2 years ago

Any healthcare focused guys or gals look at some of the VBC enablers like Apollo Medical ($AMEH)? Seems like an interesting business -- trades at a reasonable multiple and is growing 20%+. What am I missing?

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Kenneth Dredd @KennethDredd

2 years ago

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Robert Smith @BondHack

2 years ago

late to this, but this is pure gold in the FT comment section

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RP Capacity @RPCapacity

2 years ago

~50% of sponsor backed companies in Lincoln’s database have sub 1 FCCR pro forma for 5.5% SOFR Curious to see how this will play out if no Fed cuts. Sponsors supporting cos when revolver not enough, companies raising junior debt, or lots of defaults? lincolninternational.com/perspectives/a…

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Timothy Liu @timothyhliu5

2 years ago

Fascinating, essential reading for those of us who never did software PE - Delaware Mindbody decision goes deep into the inside baseball of a sale. Lots of internal emails and texts from Vista, MB CEO, and bankers. Lessons on: - how VCs may become misaligned w/ public holders

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JL @spooky_JL

2 years ago

@Jason Idk man McDonald’s is a globally recognized brand with a fantastic business model that has stood the test of time and most software companies are adult daycares peddling fake products to other software companies. Maybe nature is just healing?