Offshore
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Q-Cap
Super interesting story in the WSJ by Ben Cohen about how in the 90’s Nvidia was 6 months away from bankruptcy until an Ex Sega CEO handed them a lifeline of $5M that changed the course of that company’s history. https://t.co/JG8W66qj9a
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Super interesting story in the WSJ by Ben Cohen about how in the 90’s Nvidia was 6 months away from bankruptcy until an Ex Sega CEO handed them a lifeline of $5M that changed the course of that company’s history. https://t.co/JG8W66qj9a
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The Institutional Limited Partner
X-PE, I’d like your opinion. What ballpark valuation would you assign to this company?
Suits and casual chic men's apparel company (with a positioning similar to Suits Supply). The brand is well regarded by its customers and is a good value for money. Western Europe focused.
€60M revenues / €7.5M EBITDA. Steady 8% CAGR over the last ten years. The only year negative was Covid, 2020 (-€1M Ebitda)
No debt/leverage (net cash approx 1x Ebitda).
Does 95% of business in physical stores.
Light capex for store maintenance or new openings. Current good opportunities to secure prime location at low cost and attractive rents.
It's Sponsor backed with a good management in place. The sponsor is stuck with the end of fund life, and the founding family has retired and would like to cash out.
The company is doing well, but the sector is terrible. Hence, PE firms have a minimal appetite for it.
@PEoperator @piktoggle_ @privateinequity
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X-PE, I’d like your opinion. What ballpark valuation would you assign to this company?
Suits and casual chic men's apparel company (with a positioning similar to Suits Supply). The brand is well regarded by its customers and is a good value for money. Western Europe focused.
€60M revenues / €7.5M EBITDA. Steady 8% CAGR over the last ten years. The only year negative was Covid, 2020 (-€1M Ebitda)
No debt/leverage (net cash approx 1x Ebitda).
Does 95% of business in physical stores.
Light capex for store maintenance or new openings. Current good opportunities to secure prime location at low cost and attractive rents.
It's Sponsor backed with a good management in place. The sponsor is stuck with the end of fund life, and the founding family has retired and would like to cash out.
The company is doing well, but the sector is terrible. Hence, PE firms have a minimal appetite for it.
@PEoperator @piktoggle_ @privateinequity
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Clark Square Capital
RT @hfreflection: JOBS AT START-UP HEDGE FUNDS:
Prior to starting my own fund, I worked at 3 start-up funds. 1 was good but didn’t scale, 1 was bad and shut down, and 1 was amazing and made my career. I'd define a start-up fund as one with either less than 1-2yrs in business or less than 100m in aum (regardless of age). While sometimes risky or destined to fail, they can also be unusually exciting and lucrative. A 🧵:
Most hedge funds fail or close eventually, regardless of whether or not they are start-ups. I think the goal of any analyst is to find a good fund to work for run by a talented, passionate, and ethical PM. If you can find one you believe in, I think you should generally join them regardless of their size. If you aren't working for one, you should try to find one ASAP.
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RT @hfreflection: JOBS AT START-UP HEDGE FUNDS:
Prior to starting my own fund, I worked at 3 start-up funds. 1 was good but didn’t scale, 1 was bad and shut down, and 1 was amazing and made my career. I'd define a start-up fund as one with either less than 1-2yrs in business or less than 100m in aum (regardless of age). While sometimes risky or destined to fail, they can also be unusually exciting and lucrative. A 🧵:
Most hedge funds fail or close eventually, regardless of whether or not they are start-ups. I think the goal of any analyst is to find a good fund to work for run by a talented, passionate, and ethical PM. If you can find one you believe in, I think you should generally join them regardless of their size. If you aren't working for one, you should try to find one ASAP.
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Offshore
Video
Q-Cap
Throw back to the Nestle CEO saying on the record that water is not a human right. However, to be fair he clears it up by saying discretionary use of water is not a human right. Interesting take from the largest private bottled water company in the world. https://t.co/uQYP6qVY1j
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Throw back to the Nestle CEO saying on the record that water is not a human right. However, to be fair he clears it up by saying discretionary use of water is not a human right. Interesting take from the largest private bottled water company in the world. https://t.co/uQYP6qVY1j
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The Long Investor
RT @DailyCompoundng: SOME OF THE MOST BULLISH ACCOUNTS ON $BABA:
- @TheLongInvest
- @EquityBrian
- @gurgavin
- @DailyCompoundng
- @Mr_Derivatives
- @nataninvesting
-@RunAwayInvestor
- @ahern_brendan
- @_mm85
WHO AM I MISSING? 🤔
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RT @DailyCompoundng: SOME OF THE MOST BULLISH ACCOUNTS ON $BABA:
- @TheLongInvest
- @EquityBrian
- @gurgavin
- @DailyCompoundng
- @Mr_Derivatives
- @nataninvesting
-@RunAwayInvestor
- @ahern_brendan
- @_mm85
WHO AM I MISSING? 🤔
THERE ISNT A SINGLE ACCOUNT ON TWITTER THAT WAS MORE BULLISH ON ALIBABA THAN ME
UP 25% SO FAR
$BABA tweet
twitter.com
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Offshore
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The Long Investor
$AMZN 6 Year Projection.
I hold $AMZN and I want more but I won't be adding right now
A pull back is needed before it can start moving higher up Wave 3.
Especially when there are 5 clear waves in this bounce since $79.
Patience here, then aggressively add on the pull back. https://t.co/KhEB5yZw3s
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$AMZN 6 Year Projection.
I hold $AMZN and I want more but I won't be adding right now
A pull back is needed before it can start moving higher up Wave 3.
Especially when there are 5 clear waves in this bounce since $79.
Patience here, then aggressively add on the pull back. https://t.co/KhEB5yZw3s
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Offshore
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The Long Investor
$ABNB No wait, it can't just be that easy?...
A pull back to the ascending triangle breakout level and holding. https://t.co/3sOOtVyD6e
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$ABNB No wait, it can't just be that easy?...
A pull back to the ascending triangle breakout level and holding. https://t.co/3sOOtVyD6e
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The Long Investor
RT @TheLongInvest: @AjTrader7 I have a question for you:
You have 74k followers but your posts get less than 1k views, how many followers did you buy?
Do you know how obvious this is....to everyone.
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RT @TheLongInvest: @AjTrader7 I have a question for you:
You have 74k followers but your posts get less than 1k views, how many followers did you buy?
Do you know how obvious this is....to everyone.
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Offshore
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Brandon Beylo
I think these three books are required reading for mining/metals investors.
At least if you’re a generalist like myself.
• Mineral Exploration & Mining Essentials
• Pay Dirt
• The Mining Valuation Handbook https://t.co/edeO88umMT
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I think these three books are required reading for mining/metals investors.
At least if you’re a generalist like myself.
• Mineral Exploration & Mining Essentials
• Pay Dirt
• The Mining Valuation Handbook https://t.co/edeO88umMT
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