Kyle Tucker @kylehtucker
Fmr Apollo PE, Viking HF, (junior). Now operate small holding vehicle in Bermuda focused on goats cheese and rollups. tuckersfarm.com Bermuda Joined June 2024-
Tweets88
-
Followers578
-
Following271
-
Likes48
my wife often reminds me that the only thing in this world that is less interesting than my deals, is my fantasy football roster. But the below auction results might be the best thing i've ever done (granted 8 team league and I had some awesome keeper contracts coming into this…
i increasingly think a meaningful barrier to financial entrepreneurship is an unwillingness to suffer indignities (which are constant). The upside is immense - freedom, wealth creation, fulfillment, status etc (theoretically(1)) But when you’re the 35yo leaving kkr to start…
Star Gas in 2003 (rollup, $sgu). I think @BrentBeshore awesomely describes the issues w centralization in his annual letter (at some point I’ll share Brent’s take and credit brent in small font at the bottom of my post). ‘shared services’, ‘centralization’, ‘synergies’ etc –…
i guess i just assumed Matt and Alex or like Greg Flynn invented the sale leaseback but looks like uncle carl etc were old hats w the techmology (snip from King Ichan, 1982) (And per chatgpt, ancient rome had slbs?) Love creative RE financing but I do think the new generation…
the boys just looking for a juicy SOTP or AGI (respectively) or any good game to play. Happy bday uncle Warren! 1 Long live Fierce Nerds (@paulg, 2021) -- pls be in touch if you're selling $3m+ EBIT (esp if in rollupable category)
Not super interesting, but never noticed this little Teledyne (~180x net MOIC, >20% net IRR 1963-90) callout in Margin of Safety (Klarman/1991)
Live shot of our AI implementations at Tucker's Farm Corporation I feel like I’m taking crazy pills hearing all the AI/VC + boring-business narratives I can’t tell if it’s all a grift or we’re just bad at AI (v possible) But we’ve invested a wild amount of $, time, energy…
when I started in this game (small asset aggregations) I used to repeat finance guy canon “there’s a price for everything”. Mostly because I thought it sounded smart. Partly because I thought it was true. But man I have totally changed my mind on this. Sure if there’s like…
like 6 different hedge fund folks sent me this story of the OpenAI 23yo raising $1.5bn on launch (goat farming is natural adjacency to AI hedge funds) I think it’s just another example of the life rule (besides continued goofy flows/valuations around AI): 𝘖𝘧𝘵𝘦𝘯 𝘵𝘩𝘦…
🚨new CEO-in-training on the farm! I told my wife that Cameron Sarnevesht has young quarterback energy (she said I have ‘old kicker energy’ – think that means I’m reliable right🤔) Don’t know Cam well yet but he’s a couple weeks in and has already dialed-up the finance guy…
and they said koch didn't have a rollup in her! (actually a de novo story but nonetheless high reinvestment/ROI play in uniform assets) As usual pls reach out to if you're selling a $4m+ EBIT biz, especially if in a fragmented/rollupable category! (snip from kochland,…
I guess I always figured Standard Oil was the 1st rollup / aggregation in the US and a totally novel move (different story for EU – see basically anything from adam smith - asset pooling super common way back) but of course it wasn’t! (snip from Chernow/Titan)
I saw this and thought it was funny: “Daughter from California is often described as angry, articulate, and uninformed” Think something similar happens in our business (rollups / small asset aggregations) At some point the seller brings in her deal wiz friend or her nephew or…
sneaky good searchfund piece from aj wasserstein (yale). Empirically, 1) margins go down and stay down (jcurve isn’t real), 2) revenue/EBITDA growth is still real (~35% IRR, ~4.5 MOIC) 3) acquisition mults don’t vary with size (this is odd as it doesn’t really jive with…
Live shot of me running our Monday deal meeting at Tucker's Farm Corp. I think of this Seinfeld quote a lot (but re rollup incubation / investing generally) – “So I have two phases. There is the free-play creative phase. Then there is the polish and construction phase…[In…
man one of those tough days…lost a deal we spent ungodly time and $ on 🥴. It was kinda the dad-bod of LBO’s/biz quality – charming and signs of once-greatness, but soft fundamentals underneath And there were some yellow-seller-flags early on (his house smelled like my 4yo's…
SBF - “𝘐𝘧 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘵𝘰𝘭𝘥 𝘮𝘦 3 𝘺𝘳𝘴 𝘢𝘨𝘰 𝘵𝘩𝘢𝘵 𝘐’𝘥 𝘣𝘦 𝘩𝘢𝘯𝘨𝘪𝘯𝘨 𝘸𝘪𝘵𝘩 𝘋𝘪𝘥𝘥𝘺, 𝘐’𝘥 𝘣𝘦 𝘭𝘪𝘬𝘦, 𝘐 𝘸𝘰𝘯𝘥𝘦𝘳 𝘩𝘰𝘸 𝘵𝘩𝘢𝘵’𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘩𝘢𝘱𝘱𝘦𝘯, 𝘐 𝘨𝘶𝘦𝘴𝘴 𝘩𝘦 𝘨𝘦𝘵𝘴 𝘪𝘯𝘵𝘰 𝘤𝘳𝘺𝘱𝘵𝘰 𝘰𝘳 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨" Know…
Arnold Vinick @SantosVinick
37 Followers 1K Following
RP @worldzbestd
74 Followers 799 Following
Serenity now @Arb_Now
60 Followers 238 Following Bald, unemployed and living with my parents. Living my best life.
StillesLeben @q86J5jS58yi920h
4 Followers 328 Following
Thu Minh @Thu2003Thu
0 Followers 316 Following
Zufriedenheit @SqHl43W64J4et
10 Followers 355 Following
Reece Elmer @RLElmer
3K Followers 863 Following Acquired & growing a facilities maintenance company in SLC —former roof sales & ops, pest control sales. Sharing the ups, downs & in between | ❄️ ⛷ 🎣
lucasrudzit @lucasrudzit
16 Followers 365 Following
Etienne Arsenault @JETAR9
1.7M Followers 1.7M Following 🙏#BeHappy🙏#SoyezHeureux🙏 LA VIE Claire comme de l'eau de roche, Transparente & Pure A Journey of a Thousand Miles Begin With A First Step
Tom Sietsema @tom_sietsema
512 Followers 345 Following USMC Veteran | Former IB/PE/Operator | Building a long duration holding company
JoPrice @fBsu8mQ4u8Kk7A
4 Followers 116 Following
نوف | Nouf @Nouf0633
68K Followers 49K Following أسأل الله أن لا يحرمني ولا يحرمكم :رزقه ، وتوفيقه ، ورحمته ، ومغفرته ، ورضوانه ،وجنته ، وصحبة نبيه ﷺ ،...
Clemence @Xiuluib565
23 Followers 966 Following Keep shining, beautiful one. The world needs your light.
BeatriceMaltz @ati7Qu5c7BU56g
6 Followers 381 Following
Catherine Rogers @CATHYROGERS1986
353 Followers 312 Following
Auseacsi @Auseacsi351
0 Followers 195 Following Focused on investing in U.S. stocks, happy to discuss stock market trends.
Vicente Garrido @vgarridocordoba
153 Followers 1K Following solving the execution bottleneck in energy
Nouda @Nouda413
105 Followers 4K Following
Neefall @Neefall576
102 Followers 4K Following
Doruitem @Doruitem279
108 Followers 3K Following
Katrine @Tiitew1915
16 Followers 927 Following She shines not because she wants to be seen, but because she cannot help it.
Geheimnisvolle Nacht @4t3X5o9O5M7v8
6 Followers 365 Following
André W. @allptsb
4 Followers 53 Following
Diane @Afwooirsaw8205
17 Followers 949 Following Don’t be the girl who needs a man, be the girl a man needs.
MarketProfileX🇺�... @Teaqir11635
31 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
trey anderson @Flsocks
1 Followers 467 Following
Matt Bennett @MattBennettTC
7K Followers 269 Following family office private investments // tweet about buying & building great companies alongside great entrepreneurs and operators
SajjadSadigh @SadighSajjad
45 Followers 164 Following VP @deutschebank #fintech #payment #ecommerce #growth
Steve Wiesner @SteveWiesnerSMB
15K Followers 711 Following Twenty years in IB and mid-market PE. Sharing my journey to scale a fast-growing B2B negotiations training and advisory firm. Proudly 🇨🇦 | 🇺🇲
Hyder🏴☠️ @RockyTopD
2K Followers 1K Following Husband,Father,Brother,Son &ArmyVet. SweetTeaConnoisseur #GBO #TitanUp #BeHereForIt
Trey Knighton @knighton_trey
206 Followers 543 Following I tweet what I want to re-read (better than PDFing) as well as some funny stuff.
Vince Sweeney @sweeney_vi49866
4 Followers 31 Following
Olivia @Olivia3457603
254 Followers 323 Following
Amaan Furniturewala @AmaanIrfan25
144 Followers 527 Following
krish @krishkhubchand
2K Followers 2K Following building something new | ex @sturgeoncapital @CCIDotCity
Elizabeth Holmes @ElizabethHolmes
47K Followers 54 Following Building a better world for my two children. Inventor. Former Theranos Founder and CEO Mostly my words, posted by others
Jon Matzner @MatznerJon
22K Followers 2K Following Building @saganpassport. Used to chase terrorists & WMDs for Uncle Sam. Semi-Retired.
alz @alz_zyd_
30K Followers 16K Following pfp by @ShizzyAizawa. Inventor of the John Von Neumann hypothesis for LLM scaling limits
Jake Wurzak @JWurzak
21K Followers 538 Following The Hotel Investor , $1.5 billion + Hotel AUM 🚀 | CEO of DoveHill - Own, Develop, Manage | Masters of Moments Podcast | YPO’er
Brandon Turner @BeardyBrandon
49K Followers 2K Following 🏠 I help people build wealth through real estate investing… without losing their soul 🏢 14,000+ units ❤️ Jesus, Family, Beard (in that order)
Sam Rosati @Sam_Rosati
20K Followers 688 Following Sharing SMB insights as an owner of two dozen small companies. Day job: co-founder of Perimeter Solutions Group. Founder: @SMBootcamp_
Chris Williams @CTW_SMB
6K Followers 619 Following Lucky to be CEO @Systemsixbooks. Finance & accounting for SMBs. Acquired via ETA; doubled in 3 years. BHAG=$50M rev by 2030. Ex PE & MBA. Golf when I can. 0.3
Marcus Lemonis @marcuslemonis
710K Followers 13K Following Unconditional lover of Business | #TheProfit | #TheFIXER on @FOXtv @hulu @FoxBusiness
One Man LBO @OneManLBO
4K Followers 216 Following Former investment banker | 10Y at value hedge fund | next: self-funded search for SMB (Mountain West). Posts opinions, not advice.
SMB Attorney @SMB_Attorney
138K Followers 3K Following Eric Pacifici | Helping folks buy, sell and operate enduringly profitable businesses at @SMBLawGroup | Over $1 billion in SMB deals closed
Alex Klein @alexklein0x
2K Followers 1K Following Founder @Nucleus_Talent | Exec search for VC + startups | SF lover, golfer(ish), tech junkie | Big on vibes, vision & people who give a sh*t.
Brett Caughran @FundamentEdge
45K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
BreakingBuyside @BreakingBuyside
415 Followers 282 Following 9 yrs long-only HF analyst, now simultaneously self-funding a SMB acquisition. The arc of the modern fundamental investor — breaking into & out of the buyside.
yetanothersearcher @yetanothrsearch
4K Followers 128 Following Yet another searcher. Chronicling the journey of purchase. And the dumb, crazy, and occasionally offensive things that come with it.
Peter Attia @PeterAttiaMD
500K Followers 139 Following Former national level tic-tac-toe player. Still play for fun, but not quite as good. Also, play a LOT of Uno.
Paul Enright @pmje73
21K Followers 194 Following
Internal Tech Emails @TechEmails
584K Followers 886 Following Internal tech industry emails that surface in public records. 🔍
Tyler Tringas @tylertringas
31K Followers 2K Following Calm companies: https://t.co/ldlavAFtLO Send PDFs: https://t.co/j9IzRa6uZk Spark connections: https://t.co/HTjs2GHyvW Rock climb: https://t.co/BtJ4xsSBL2 Writing: https://t.co/zuWgXOoP4j
Sam Jones @SamJonesKCBiz
596 Followers 326 Following Preflight | 10u & 11u Baseball Coach | Deal QB | SBA Loan “Expert” | Certified M&A Professional | Iowa Hawkeye | What They Don’t Tell You About SBA Loans
Will Schryver @Will_Schryver
12K Followers 1K Following Former Investment Banker turned Home Services SMB Owner | Founder & Managing Partner, Longboat Partners | Marine Corps Veteran
Nate Silver @NateSilver538
3.3M Followers 2K Following New Book, On The Edge, #5 NYT Bestseller! https://t.co/WeCLEOd4Be
X @EquityHaze
259 Followers 201 Following Ex-bulge bracket IB + large-cap PE. Now pouring shots, not spreadsheets—acquired a 20-spot bar chain. My first solo deal. Chronicling the ride here.
Costa Kapothanasis @CostaKapo
17K Followers 14K Following 💼 Fastest growing oil change only QL in USA 🇺🇸 ⚙️🛢 Costa Oil™ @CostaOilCo 🦞 Formerly Portland ME 🦀 Now DC @CostaOils Racing | Over 200 Franchises sold
Kevin Gee @kevg1412
23K Followers 2K Following “Yukon Ho!” | "The enemy's gate is down." | @speedwell_llc
Derek Kuns @DerekKuns
2K Followers 1K Following Senior lending in the lower middle market. Background in private equity, credit, and restructuring #GoIrish
VCs Congratulating Th... @VCBrags
273K Followers 4K Following They're adding value™ And they're very proud of it. @BragsVentures
Pessimists Archive @PessimistsArc
93K Followers 186 Following Fear of new things in the past. Exploring technophobia and moral panic through the ages. Curated by @louisanslow
Ben Bortner @Slackwatercap
6K Followers 1K Following SMB owner, operator, and investor. Managing Partner of Slack Water Capital. CEO of GreenWorks Landscape Partners. Washed up valued-oriented HF guy.
Ayman Al-Abdullah �... @aymanalabdul
29K Followers 1K Following Former CEO of @AppSumo (grew from $3M to $80M+/yr). I help CEO's go from 7 to 9 figures by working less. Join Waiting List 👉 https://t.co/V1G67gWJYs
Sahil Khetpal @skhetpal
22K Followers 650 Following Former hedge fund investor turned entrepreneur. CEO @thetikr. Teach how to invest @super_investing. Post about stocks, entrepreneurship, and life's journey.
Arfur Rock @ArfurRock
34K Followers 3K Following anon GP at your favorite multi-stage VC // OS intel for the private markets
Dr. Parik Patel, BA, ... @ParikPatelCFA
731K Followers 999 Following Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾
Banger Archive @bangerarchive
18K Followers 4 Following The greatest posts in history. Tag @bangerarchive to nominate. Part of @tbpn
Aurelius @Aureliusltd28
12K Followers 718 Following everyone wants the view but nobody wants the climb
Mckay Wrigley @mckaywrigley
210K Followers 359 Following I build & teach AI stuff. Founder @TakeoffAI where we’re building an AI coding tutor. Come learn to code + build with AI at https://t.co/oJ8PNoAutE.
Erik Brynjolfsson @erikbryn
211K Followers 5K Following Director @DigEconLab Co-founder, @Workhelix @StanfordHAI @SIEPR @Stanford https://t.co/D2bPyxoFEf
Alexandr Wang @alexandr_wang
327K Followers 833 Following chief ai officer @meta, founder @scale_ai. rational in the fullness of time
John Carmack @ID_AA_Carmack
1.1M Followers 273 Following AGI at Keen Technologies, former CTO Oculus VR, Founder Id Software and Armadillo Aerospace
Diana S. Fleischman @sentientist
68K Followers 971 Following Evolutionary Psychologist. Married to @primalpoly. I left academia so I can say whatever I like here now. Account private while I finish my book.
Information is Beauti... @infobeautiful
119K Followers 456 Following Data-visualizations & infographics made by David McCandless @mccandelish - app @vizsweet - new project @beautiful__news - https://t.co/oVLj2XZ7nf
Michael Nielsen @michael_nielsen
110K Followers 6K Following Searching for the numinous 🇦🇺 🇨🇦, currently live in 🇺🇸 Research @AsteraInstitute https://t.co/maezekzRUb https://t.co/2dWwZKrvrn
Marlène Aviation @AviationMarlene
21K Followers 98 Following I talk about the french aviation history, aircraft, projects, and flying machines designed in France. SE-210 lover A scientific mediator in the space industry
Steve Stewart-William... @SteveStuWill
228K Followers 226 Following Psychology, evolution, science. Author of "A Billion Years of Sex Differences" (2026) and "The Ape That Understood the Universe" (2018).Trends for United States
You might like
