Apr 29
This is how capitalism works.
Learn more at Inside the Cartoonishly Evil World of Private Equity.
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This is how capitalism works.
Learn more at Inside the Cartoonishly Evil World of Private Equity.
Anya is live and ready to show you everything. Watch her strip, dance, and perform exclusive shows just for you. Interact in real-time and make your fantasies come true.
Free to watch • No registration required • HD streaming
Interesting take by FT
𝐀𝐈 𝐂𝐚𝐩𝐞𝐱 𝐒𝐮𝐩𝐞𝐫𝐜𝐲𝐜𝐥𝐞 𝐄𝐧𝐝𝐬 𝐭𝐡𝐞 𝐂𝐚𝐬𝐡‑𝐌𝐚𝐜𝐡𝐢𝐧𝐞 𝐄𝐫𝐚
⬇️
AI = regime shift in capital formation.
Hyperscaler capex ramps 6× → $815B (’23–’27), driving –70% FCF from prior $233B print‑rate.
Big Tech’s $800B buyback engine stalls → re‑equitisation replaces 20yrs of de‑equitisation.
SpaceX burn $9B/Q1; IPO wave (GOOG $85B raise + Meta/OpenAI/Anthropic) → $400–500B gross issuance.
AI/tech/data infra spend = $2T+, ~7% GDP, matching ’07 housing > ’99 tech.
IPO waves historically → sub‑avg forward returns, ↑vol, valuation compression risk.
US capex boom widens CA deficit; global savings pulled into USD assets → marginal ↑rates, crowd‑out risk for energy/defense capex.
Street models hyperscaler FCF inflecting ’27 → parabolic, requires heroic ROIC in a rising‑capex, falling‑moat environment.
Late‑cycle confidence + Giffen‑good equity dynamics = classic boom‑to‑bust setup.
Old regime (cash‑machine tech) → new regime (capital‑hungry AI).
https://x.com/mohossain/status/2065923394751570050?s=46
#innovation #Productivity #growth #investments @ennovance
Private equity has just about declared victory in its decades-long war on community pharmacies, consolidating pharmacy ownership nationwide into just a few chains that are the poster-children for understaffing.
Understaffing as a form of enshittification
Private Equity Strategies That Work On Wall Street
Hedge manager Dan Rasmussen, Partner at Verdad Advisers on my latest WealthWise episode on Biz Talk Today TV (BTT) CrossCheck Media Inc. Dan’s Market Outlook, International Value & "Fool’s Yield" Strategy
We dissect the current market landscape and forward-looking strategy. Explore the implications of a mid-year rally and a likely Q3 pullback driven by geopolitical trade concerns and NASDAQ’s recent MACD sell signal. Highlight historically weak seasonal periods while preparing for possible October buying opportunities. Dan shares his evolution from journalism to investment, his shift in private equity into growth-focused strategies, and the headwinds small‑cap markets face—especially declines in U.S. listings versus undervalued international markets, including Japan and Europe. He introduces innovative tools like Mahalanobis distance for macro evaluation, critiques the Efficient Market Hypothesis, and coins the concept of "fool's yield"—where high fixed-income yields may flag unacceptable default risk. Why elevated AI costs are pressuring big‑tech margins and discuss Verdad's investment emphasis on international value, leveraging quantitative and fundamental approaches across Europe and Japan.
philippe laffont
💼 1. Championing Private-to-Public Shift
Philippe emphasized at a recent podcast that many large private companies should consider going public, highlighting benefits like increased transparency and broader wealth creation opportunities
Anya is live and ready to show you everything. Watch her strip, dance, and perform exclusive shows just for you. Interact in real-time and make your fantasies come true.
Free to watch • No registration required • HD streaming
Fortumex | “How to Get Client for Your Business AND Increase Your Profit, Scalability, and Braning...” Reach, Impact, and Influence to clien
Reading List 02/09/2020
CollegeHumor Helped Shape Online Comedy. What Went Wrong https://www.wired.com/story/collegehumor/
How Private Equity Ruined New York’s Favorite Grocery Store https://www.bloomberg.com/opinion/articles/2020-01-23/fairway-was-mismanaged-and-looted-by-private-equity
Goshen College didn't want her coaching because she's gay. Now she's in the Super Bowl https://www.indystar.com/story/sports/nfl/colts/2020/01/28/katie-sowers-49-ers-coach-rejected-coaching-role-indiana-college/4597571002/
The Pitfalls And The Potential Of The New Minimalism https://www.newyorker.com/magazine/2020/02/03/the-pitfalls-and-the-potential-of-the-new-minimalism
Wuhan’s signature noodles become a symbol of solidarity amid the coronavirus outbreak https://www.washingtonpost.com/news/voraciously/wp/2020/02/06/wuhans-signature-noodles-become-a-symbol-of-solidarity-amid-the-coronavirus-outbreak/
#Madmen #Advertising #Marketing #Bbc #Europe🇪🇺 #Egypt🇪🇬 #Westafrica #latinamerica #Mexico🇲🇽 #Cuba🇨🇺 #Saudiarabia🇸🇦 #Japan🇯🇵 #India🇮🇳 #China🇨🇳 #Venturecapitalist #Privateequity #Riskmanagement #Bullmarket #Beefent #Doddfrank #Dowjones #Blockchain #Liquidity #Finance #REALESTATE #Reit #Bitcoin #Business https://www.instagram.com/p/BvQ7XS5DyaO/?igshid=1fhp7mllz6agf