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“People who compare Bending Spoons to private equity have a simplistic, superficial view of the world.” 3 main differences between Bending Spoons and private equity: 1. They buy to hold: “We have never sold a material business. We buy to hold and operate forever.” 2. They deeply transform the...

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David Senra

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89,329 Aufrufe • vor 1 Tag •via X (Twitter)

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Profilbild von archy
archyvor 1 Tag

Constellation Software is the more interesting comparison: permanent capital and buy-and-hold, but without the shared operating platform.

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Brendan Leevor 1 Tag

How many stand up espressos did he make you have?

Profilbild von Crio Songo
Crio Songovor 1 Tag

这么看差别确实很大，PE赚的是转手差价，它是踏踏实实长期做业务，本质上就不是一回事。

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Private Equity Firms are DESTROYING American Businesses they same way they bankrupted Toys "R" Us and put them out of business Here’s how they did it - After signing for Toys "R" Us, they sold all of the land under every store they own in the United States - Private Equity sold it to their sister firms that they also own, their real estate investment trust - They sell the land to themselves for cheap and then lease the land back to Toys”R”Us for expensive rates - So now Toys”R”Us has a lease they didn't have when they were still successful - So next private equity went to look at all Toys”R”Us’ warehouses where they have backstock that carries them over in economic downturn. They began to sell that to a liquidator, all of the extra stock - Next private equity sold all the Toys”R”Us’ warehouses, to their own real estate investment firms - Private equity now leases back all of the infrastructure Toys”R”Us had built over the last 100 years to become the successful powerhouse it was “They decimated Toys”R”Us in literally 2 years. At the end of this, Toys”R”Us can no longer make their payments to the bank, so they're going to have to file bankruptcy. And then what's going to happen is all of the assets that Toys R Us had left, which is largely only the intellectual property at this point, we're going to have a fire sale. And you know who's going to buy it for pennies on the dollar? One of our sister private equity firms. And they're going to get the intellectual property, then we're going to sell that to Macy's to use, and then we're going to go buy Macy's and we're going to start over again.” This happens to business after business in America and it must be stopped.
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Private Equity Firms are DESTROYING American Businesses they same way they bankrupted Toys "R" Us and put them out of business Here’s how they did it - After signing for Toys "R" Us, they sold all of the land under every store they own in the United States - Private Equity sold it to their sister firms that they also own, their real estate investment trust - They sell the land to themselves for cheap and then lease the land back to Toys”R”Us for expensive rates - So now Toys”R”Us has a lease they didn't have when they were still successful - So next private equity went to look at all Toys”R”Us’ warehouses where they have backstock that carries them over in economic downturn. They began to sell that to a liquidator, all of the extra stock - Next private equity sold all the Toys”R”Us’ warehouses, to their own real estate investment firms - Private equity now leases back all of the infrastructure Toys”R”Us had built over the last 100 years to become the successful powerhouse it was “They decimated Toys”R”Us in literally 2 years. At the end of this, Toys”R”Us can no longer make their payments to the bank, so they're going to have to file bankruptcy. And then what's going to happen is all of the assets that Toys R Us had left, which is largely only the intellectual property at this point, we're going to have a fire sale. And you know who's going to buy it for pennies on the dollar? One of our sister private equity firms. And they're going to get the intellectual property, then we're going to sell that to Macy's to use, and then we're going to go buy Macy's and we're going to start over again.” This happens to business after business in America and it must be stopped.

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PRESIDENT TRUMP'S TAKE ON WINDMILLS: "There are windmills all over the place and they are losers." "China is very smart. They make them, they sell them for a fortune. They sell them to the stupid people that buy them, but they don't use them themselves." "They're shocked that people continue to buy those damn things. They killed the birds. They ruined your landscapes. Other than that, I think they're fabulous, by the way. Stupid people buy them."
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PRESIDENT TRUMP'S TAKE ON WINDMILLS: "There are windmills all over the place and they are losers." "China is very smart. They make them, they sell them for a fortune. They sell them to the stupid people that buy them, but they don't use them themselves." "They're shocked that people continue to buy those damn things. They killed the birds. They ruined your landscapes. Other than that, I think they're fabulous, by the way. Stupid people buy them."

Fox News

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Asmongold Updates

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The world is a vampire. This is why I give them nothing, never self censor, take the arrows, never back down, because I have a very deep understanding of dealing with narcissists. They expect perfection and they believe whatever they want to be true is true. There is no pleasing or meeting of the minds with these people. And the narcissist is always lonely needy and motivated by a deep shame. The key is to not only never appease them, but to genuinely live a happy life. See them for what they are. Broken. I wouldn’t even be describing them or engaging if it wasn’t for my job. Comedian in an online world attracts the rage of narcissists. Because we make them feel small or ashamed. And they can lash out anonymously. They are playing a different game than you. Their game is to get a reaction or to humiliate. You think they want to actually debate or know truth or that they want to know if they’re wrong. Nope. They live in hell. In my personal life I have zero that I communicate with. They give nothing and take everything. And they want you to hate them. It makes them feel like they matter. Livestream 1230 pm pst
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Owen Benjamin 🐻

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🚨 NEW: Trump’s war on windmills continues 😂 “There are windmills all over Europe. There are windmills all over the place. And they are losers. The more windmills a country has the more money that country loses and the worse than country is doing. China makes almost all the windmills and yet I haven’t been able to find any windfarms in China. China is smart. They make them, they sell them for a fortune, and they sell them to the stupid people that buy them. They don’t use them themselves. They have a couple, but they just use them to show people. They don’t even spin. China is shocked people continue to buy these damn things. They kill the birds, they ruin your landscape, but other than that I think they’re fabulous.” 💀
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Autism Capital 🧩

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Zlatti71

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Milk Road

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"Anytime a government goes to a social media platform, Google, YouTube, Twitter, whatever, and they tell someone you need to take this down because it's hate speech or misinformation or whatever fancy label they want to throw on speech they don't like. First off, those tech companies should tell them to take a hike; we don't censor anyone. We're a platform, we're not a content company. And then number two, I think they should have to disclose it to the public and the people who were targeted" -Sean Davis
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"Anytime a government goes to a social media platform, Google, YouTube, Twitter, whatever, and they tell someone you need to take this down because it's hate speech or misinformation or whatever fancy label they want to throw on speech they don't like. First off, those tech companies should tell them to take a hike; we don't censor anyone. We're a platform, we're not a content company. And then number two, I think they should have to disclose it to the public and the people who were targeted" -Sean Davis

The Federalist

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Warren Buffett: "I like to buy stocks. I don't wish ill on anybody else, but if they want to sell them to me cheaper [during a market downturn] I prefer it." "I don't know how many 3% declines I've had in my lifetime, but there have been a lot of them — and I can't think of one that you shouldn't have bought on." "That doesn't mean stocks are going to go up or down next week or next month or next year — but if you like to own Americans businesses, you're getting a chance to buy it 3% cheaper." "How can it be bad news unless you *have* to sell stocks?" (CNBC || 2020)
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Warren Buffett: "I like to buy stocks. I don't wish ill on anybody else, but if they want to sell them to me cheaper [during a market downturn] I prefer it." "I don't know how many 3% declines I've had in my lifetime, but there have been a lot of them — and I can't think of one that you shouldn't have bought on." "That doesn't mean stocks are going to go up or down next week or next month or next year — but if you like to own Americans businesses, you're getting a chance to buy it 3% cheaper." "How can it be bad news unless you *have* to sell stocks?" (CNBC || 2020)

Kevin Carpenter

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Private equity has apparently started buying up youth sports facilities and banning parents from filming their kids' games. Instead, they’re pushed to buy the facility’s paid subscription for official footage, with some even warned about blacklists or team penalties if they record anyway. We react: “Every kid’s sports team should have a dad or a mom that’s the CTO, and their job is just to rig the entire field with cameras and then provide crazy edits for each kid after, even if they lose” “Well, what they need to do is they need to form some sort of union basically where they all say 'We all are going to film, or none of us are going to attend, and we’re going to take our business elsewhere.'”
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Private equity has apparently started buying up youth sports facilities and banning parents from filming their kids' games. Instead, they’re pushed to buy the facility’s paid subscription for official footage, with some even warned about blacklists or team penalties if they record anyway. We react: “Every kid’s sports team should have a dad or a mom that’s the CTO, and their job is just to rig the entire field with cameras and then provide crazy edits for each kid after, even if they lose” “Well, what they need to do is they need to form some sort of union basically where they all say 'We all are going to film, or none of us are going to attend, and we’re going to take our business elsewhere.'”

TBPN

241,222 Aufrufe • vor 9 Monaten

This is serious: BlackRock is no longer just investing in stocks, they’re beginning to purchase critical infrastructure in America BlackRock is trying to buy Minnesota Power, which provides powepto over 150,000 people They want to profit off of the soaring electricity demand from Al data centers. If they win, and if it's profitable, your power company could be next The higher they can skyrocket energy prices, the more they’ll cash in “BlackRock acquired Global Infrastructure Partners and since that deal, they've been a lot more involved in infrastructure” “This is a test case for companies like BlackRock expanding into industries that we use every day. Things like water, hospitals, and electricity. And if they haven't already, they could be coming to your town soon.” “If we look at northern Michigan, there is a utility called the Upper Peninsula Power Company or Upco. This was acquired by a private equity firm in 2014. Upco customers have seen a spike in their rates. Many say they can't afford. After the private equity firm took it over, shortly thereafter, they raised the bills. A couple of years later, bills went up again. Then that private equity firm sold it to a different private equity firm. Once the new private equity owners were in control, they raised bills again. Since 2014, Upco, being owned by private equity, has seen four bill hikes. There's nothing stopping BlackRock from doing the same thing in Minnesota.”
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This is serious: BlackRock is no longer just investing in stocks, they’re beginning to purchase critical infrastructure in America BlackRock is trying to buy Minnesota Power, which provides powepto over 150,000 people They want to profit off of the soaring electricity demand from Al data centers. If they win, and if it's profitable, your power company could be next The higher they can skyrocket energy prices, the more they’ll cash in “BlackRock acquired Global Infrastructure Partners and since that deal, they've been a lot more involved in infrastructure” “This is a test case for companies like BlackRock expanding into industries that we use every day. Things like water, hospitals, and electricity. And if they haven't already, they could be coming to your town soon.” “If we look at northern Michigan, there is a utility called the Upper Peninsula Power Company or Upco. This was acquired by a private equity firm in 2014. Upco customers have seen a spike in their rates. Many say they can't afford. After the private equity firm took it over, shortly thereafter, they raised the bills. A couple of years later, bills went up again. Then that private equity firm sold it to a different private equity firm. Once the new private equity owners were in control, they raised bills again. Since 2014, Upco, being owned by private equity, has seen four bill hikes. There's nothing stopping BlackRock from doing the same thing in Minnesota.”

Wall Street Apes

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Tillman compares Zcash to CryptoPunks, a price held up by holders who don't need to sell "Here's the point I brought up earlier about like 40% of the public pool is owned by 100 wallets in Zcash." "They may all be diamond hands, like Bored Ape Yachts and CryptoPunks are. I'm just saying, that's the only reason why those things still command a price, because the people that own them are rich enough where they don't have to sell them." "And if the 40% of wallet holders on Zcash don't have to sell, because the price is up this high and they don't need the extra billion, then the price could go up higher." "But that's not real is the point. And people need to understand that." "That's not a real market, when you have concentration of that much of the currency in that few hands. What you want is a very, very shallow, very wide pool of holders."
0:55

Tillman compares Zcash to CryptoPunks, a price held up by holders who don't need to sell "Here's the point I brought up earlier about like 40% of the public pool is owned by 100 wallets in Zcash." "They may all be diamond hands, like Bored Ape Yachts and CryptoPunks are. I'm just saying, that's the only reason why those things still command a price, because the people that own them are rich enough where they don't have to sell them." "And if the 40% of wallet holders on Zcash don't have to sell, because the price is up this high and they don't need the extra billion, then the price could go up higher." "But that's not real is the point. And people need to understand that." "That's not a real market, when you have concentration of that much of the currency in that few hands. What you want is a very, very shallow, very wide pool of holders."

The Wolf Of All Streets

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Kevin O'Leary says hiding cheating destroys 50% of the equity in a relationship forever "one night you do that awful thing, you just cheat on them, you have a decision to make, do i lie to them or do i wake up call them and just hit them with the truth" "i guarantee you they will find out. could be 4 years, could be 2 months. when they find out that way, you lose 50% of the equity in that relationship forever. they will never completely trust you ever again"
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Kevin O'Leary says hiding cheating destroys 50% of the equity in a relationship forever "one night you do that awful thing, you just cheat on them, you have a decision to make, do i lie to them or do i wake up call them and just hit them with the truth" "i guarantee you they will find out. could be 4 years, could be 2 months. when they find out that way, you lose 50% of the equity in that relationship forever. they will never completely trust you ever again"

Yonan

944,138 Aufrufe • vor 4 Monaten

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3:18

AOC, Kamala, and Hillary Clinton all have to use Fake Accents On The Campaign Trail Because Democrats Are Fundamentally DISHONEST. They don't believe anything. They don't know who they are. They don't know where they're from. The only thing they know is power. So they change your accent in order to gain power based on who they're speaking to. Conservatives have a fundamental bedrock and ethos of who we are as people. We don't have to pander or be ashamed of who we are. We as Christians and conservatives know who we are because we have a relationship with the God who created us. Democrats are lying to their voters and they aren’t going to buy it.

Benny Johnson

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Today, we honor those who answered duty’s call on June 6, 1944, on the beachheads of Normandy. They came to a shoreline that none of them would have ever picked out on a map. They came to a country many of them had never seen for a people they had never met. But they came, they did their job, they fulfilled their mission, and they did their duty. They were a part of something greater than themselves.
2:31

Today, we honor those who answered duty’s call on June 6, 1944, on the beachheads of Normandy. They came to a shoreline that none of them would have ever picked out on a map. They came to a country many of them had never seen for a people they had never met. But they came, they did their job, they fulfilled their mission, and they did their duty. They were a part of something greater than themselves.

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Wale Tinubu, co-founder of Oando Plc, on how he bought his first company at $200m without any money. He collected a loan from the bank and they asked for equity. But he didn't have any. He also needed to buy an asset for the company and didn't have any money. He then went to another bank and asked them to buy the asset. And sell it to him. If he doesn't pay at a particular time, then they should reclaim the asset. He subsequently raised equity. That's how he bought the asset and Company with no money.

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Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”
1:18

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Jack

361,803 Aufrufe • vor 3 Monaten