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This is how capitalism works.
Learn more at Inside the Cartoonishly Evil World of Private Equity.
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Interesting take by FT
๐๐ ๐๐๐ฉ๐๐ฑ ๐๐ฎ๐ฉ๐๐ซ๐๐ฒ๐๐ฅ๐ ๐๐ง๐๐ฌ ๐ญ๐ก๐ ๐๐๐ฌ๐กโ๐๐๐๐ก๐ข๐ง๐ ๐๐ซ๐
โฌ๏ธ
AI = regime shift in capital formation.
Hyperscaler capex ramps 6ร โ $815B (โ23โโ27), driving โ70% FCF from prior $233B printโrate.
Big Techโs $800B buyback engine stalls โ reโequitisation replaces 20yrs of deโequitisation.
SpaceX burn $9B/Q1; IPO wave (GOOG $85B raise + Meta/OpenAI/Anthropic) โ $400โ500B gross issuance.
AI/tech/data infra spend = $2T+, ~7% GDP, matching โ07 housing > โ99 tech.
IPO waves historically โ subโavg forward returns, โvol, valuation compression risk.
US capex boom widens CA deficit; global savings pulled into USD assets โ marginal โrates, crowdโout risk for energy/defense capex.
Street models hyperscaler FCF inflecting โ27 โ parabolic, requires heroic ROIC in a risingโcapex, fallingโmoat environment.
Lateโcycle confidence + Giffenโgood equity dynamics = classic boomโtoโbust setup.
Old regime (cashโmachine tech) โ new regime (capitalโhungry 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. Danโs Market Outlook, International Value & "Foolโs 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 NASDAQโs 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 smallโcap markets faceโespecially 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"โwhere high fixed-income yields may flag unacceptable default risk. Why elevated AI costs are pressuring bigโtech margins and discuss Verdad's investment emphasis on international value, leveraging quantitative and fundamental approaches across Europe and Japan.
philippe laffont
๐ผ 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 โข No registration required โข HD streaming
Fortumex | โHow to Get Client for Your Business AND Increase Your Profit, Scalability, and Braning...โ 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 Yorkโs 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 Bowlย ย ย ย ย ย ย ย ย ย 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 Minimalismย https://www.newyorker.com/magazine/2020/02/03/the-pitfalls-and-the-potential-of-the-new-minimalism
Wuhanโs signature noodles become a symbol of solidarity amid the coronavirus outbreakย 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 #Europe๐ช๐บ #Egypt๐ช๐ฌ #Westafrica #latinamerica #Mexico๐ฒ๐ฝ #Cuba๐จ๐บ #Saudiarabia๐ธ๐ฆ #Japan๐ฏ๐ต #India๐ฎ๐ณ #China๐จ๐ณ #Venturecapitalist #Privateequity #Riskmanagement #Bullmarket #Beefent #Doddfrank #Dowjones #Blockchain #Liquidity #Finance #REALESTATE #Reit #Bitcoin #Business https://www.instagram.com/p/BvQ7XS5DyaO/?igshid=1fhp7mllz6agf
