PE in SE Asia @lumos_pe

Shining a light on private equity in Southeast Asia lumosprivateequity.com Singapore Joined April 2023

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Acquired Podcast @AcquiredFM

2 months ago

This video perfectly lays out Jamie Dimon's "fortress balance sheet" strategy and why you need to be prepared for the worst. Insanely, it is from 2006, two years before the 2008 financial crisis! Unbelievably prescient. "It will happen again... don't be surprised."

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The Compounding Tortoise @CompTortoise

2 months ago

Long-term reminder: exceptional growth mean-reverts, while high ROICs tend to be structural. #qualityinvesting

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Rose Celine Investments 🌹 @realroseceline

2 months ago

What Happens When Garbage Stocks Become 10 Baggers We’re in a market where pure junk is going parabolic. It’s not just that the S&P is at all time highs. It’s that companies with no profits and no path are turning into 10 baggers, and their holders think that means they’re…

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Leyla @LeylaKuni

2 months ago

This train is coming to your 401k, and it's not a good thing. Let me explain: Private markets are all the rage. For that, you can thank David Swensen of Yale: the guy pioneered heavy allocation to alts... BACK IN THE 80s. 1. Returns Things have since changed, to say the…

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Shane Parrish @ShaneAParrish

2 months ago

13 Lessons from Les Schwab: 1. Get the Incentives Right: Les gave store managers 50% of profits but made them keep every penny invested until their stake equaled his. "If I share half but the store is more successful, my half is worth more than my whole used to be." By locking…

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Arnaud Bertrand @RnaudBertrand

4 months ago

I just read this WSJ article on why Europe's tech scene is so much smaller than the US's and China's. I'm afraid that, like most articles on this topic, it largely misses the mark. Which in itself illustrates a key reason why Europe is lagging behind: when you fail to…

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Restructuring @Restructuring

11 months ago

KKR Launches a PE Middle Market Fund - My Thoughts as a Mega-Fund PE Associate This past week, KKR announced closing its $4.6bn Ascendant Fund, the first KKR vehicle solely focused on opportunities in the middle market. PE firms usually achieve greater success by progressively…

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The Compounding Tortoise @CompTortoise

a year ago

One of the best ways to create wealth via the stock-market: choosing companies that benefit from a steadily growing installed base. This one-slider will help you on the way to finding high-quality growth compounders. 5 must-known examples 🧵

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Peter Lehrman @petelehrman

a year ago

We just finished a review of 60 deals that broke under LOI. These 60 deals: + were all lower middle market U.S. businesses + between $500K and $9M of EBITDA + already had a signed LOI + fell apart in diligence 8 preventable mistakes killed these deals. Nothing new in these 8,…

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Eli Albrecht @Eli_Albrecht

2 years ago

M&A Monday: Sellers' Attempt to Limit Liability: Indemnification Caps * An explanation of indemnification caps and why the "market" position is wrong for sub-$50m deals (you need to know this). Shockingly, deals die over the cap on indemnification. This is an issue that lawyers…

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Massimo @Rainmaker1973

2 years ago

34 years ago #Today, Voyager 1 took its famous #PaleBlueDot photo of Earth from 6 billion km away from home. This is the result in an awesome poster collecting the famous words by Carl Sagan.

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modest proposal @modestproposal1

2 years ago

Around 2016, an acquaintance asked which person, in a long life, he felt most grateful to. “My second wife’s first husband,” Munger said instantly.

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Andrew Wilkinson @awilkinson

2 years ago

I was sad to learn that Charlie Munger died today at age 99. What a life. He would likely roll his eyes and argue that none of us should be too surprised, based on the actuarial tables, but we’ve lost one of the 20th century’s greatest investors and businessmen. Chris and I…

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PE in SE Asia @lumos_pe

2 years ago

Running a small business is hard if you cannot afford to be 100% in it. Grateful to @JoeCassandra for generously sharing the ups and downs of running one.

Joe Cassandra @JoeCassandra

2 years ago

Running a small business is hard if you cannot afford to be 100% in it. Grateful to @JoeCassandra for generously sharing the ups and downs of running one.

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Joe Cassandra @JoeCassandra

2 years ago

We sold our children’s brick-and-mortar retail business… But it was ultimately a failure... Ending with our manager yelling at us in front of the new buyers about how we’re the ‘worst bosses she’s ever had’ Bought it after seeing a tweet on here about biz for sale on…

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Rihard Jarc @RihardJarc

2 years ago

Almost 1 year since the post: $AMZN +60% $GOOGL +59.7% $META +242% The smile is definitely there for us $AMZN, $GOOGL & $META long term holders…

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Rihard Jarc @RihardJarc

2 years ago

Really insightful interview with a former $GOOGL employee and ad industry expert explains what he is seeing from clients right now when it comes to ad spend - $META, $GOOGL & others: - The expert gathers data from 190 advertisers who together spend $600M a year in US, Canada and…

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Andrew 🇺🇦 @moneyandmore72

2 years ago

Fundsmith Equity Fund - Estee Lauder $EL sold after it declined circa 60% from the top. Marriott $MAR was bought when $IHG was previously sold as business travel will see less growth. $EL sale - weak execution due to holding at a high P/E before and missing warning signs? 1/n.