owneroperator @avidfinlearner
Account purely for finance, economics and business Joined September 2018-
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owneroperator retweeted
Links for many playbooks / slide decks below - over 1,000 slides & templates Repost and comment please
owneroperator retweeted
WILL AI DESTROY YOUR SOFTWARE COMPANY? OR: WHICH SOFTWARE COMPANY SHOULD I BUILD? I'm a software private equity investor. I look at 10-20 software businesses each week to acquire. I see good, bad, and everything in between. ***I am reposting this since apparently all the pods…
owneroperator retweeted
SophonInvest.substack.com Re-post this tweet, message us your email, and we’ll send through our model on Floor & Decor ($FND). If you’ve done this before and didn’t receive a model that’s our fault - DM us again and we’ll be sure to send it.
owneroperator retweeted
assorted thoughts on fintwit, on L/S equity, fund management, analyst vs pm, knowledge of self, mental capital…some lesser known, underdiscussed parts of the game…long, loooong thread.
owneroperator retweeted
ts too hilarious dawg 😭
owneroperator retweeted
I'm normally not a big fan, but this is an absolutely brilliant answer by Larry Summers to the oft-repeated argument that China is somehow "cheating" in trade. In fact it's probably the best answer I've ever heard on this. It goes back to the point I was making…
owneroperator retweeted
A collection of a few finance primers and slides I have posted on this platform for the past few months 🧵 1/ Career Advice 101: 7 Things to Consider for Private Equity & Buyside Roles
owneroperator retweeted
There are increasing signs the new admin is committed to cutting 25-35% of the federal workforce, totaling as much as 800k job losses ahead. These cuts would add 50bps to the unemployment rate even before considering knock-on consequences + contractor/consultant cuts. Thread.
owneroperator retweeted
This interviewer matched Tyler's energy so well 😭
owneroperator retweeted
One of the conundrums facing many larger PE-backed rollups today is that they don't have a lot of viable exit opportunities. It used to be that public markets offered an opportunity to sell out at a higher valuation than was available in private markets – whether that is via an…
owneroperator retweeted
Primer on Key Negotiated Terms in a Private Equity LBO
owneroperator retweeted
Our model on Games Workshop ($GAW) is live…repost/like this post for us to send it to you!
owneroperator retweeted
Warren Buffett called them the best operators in the world. Three friends turned a tiny Brazilian brewery into a $152B empire. They took over Budweiser, Heinz & Burger King. The untold story of 3G Capital 👇
owneroperator retweeted
This went in a completely different direction than I was expecting
owneroperator retweeted
This quote from Lee Kuan Yew seems more relevant than ever.
owneroperator retweeted
owneroperator retweeted
This is why it’s so important for finance pros to deeply understand their business. You can’t identify which cost is fat vs which is muscle based on a spreadsheet alone. h/t @rorysutherland
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