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Steve Eisman on the issues in Software lending in Private Credit: “When it’s time to get them refinanced, who’s going to want to lend to them when the equity is less than half?” “The equity value has been obliterated.”

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Wall Street Rollup

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91,633 просмотров • 3 месяцев назад •via X (Twitter)

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Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.
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Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.

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The Big Short’s Steve Eisman roasts Software Private Equity investors: "Never underestimate the importance of an excel spreadsheet in the way people think about companies.”
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The Big Short’s Steve Eisman roasts Software Private Equity investors: "Never underestimate the importance of an excel spreadsheet in the way people think about companies.”

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I went on The Moment Live podcast to talk about how the Big Beautiful Bill is a gift to private equity. It strips health care institutions of funding, leaving them vulnerable to takeovers. And when private equity takes over a hospital or nursing homes, quality plummets.
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I went on The Moment Live podcast to talk about how the Big Beautiful Bill is a gift to private equity. It strips health care institutions of funding, leaving them vulnerable to takeovers. And when private equity takes over a hospital or nursing homes, quality plummets.

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So insurance companies & pension funds have invested in private equity & credit companies through the Cayman Islands, and they're currently 35x levered on their obligations... Did I hear that correctly? When private credit blows up this is going to be worse than 2008.
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So insurance companies & pension funds have invested in private equity & credit companies through the Cayman Islands, and they're currently 35x levered on their obligations... Did I hear that correctly? When private credit blows up this is going to be worse than 2008.

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397,200 просмотров • 5 месяцев назад

My 1st non-Southwest Airlines domestic flight in almost 7 years thanks to the Private Equity monsters that are destroying the brand. I’m so sick of Private Equity destroying everything: but we get to decide if we take our business away! Four other people in line with me were on their first non-Southwest flight in years & one had just canceled her Southwest credit card and opened an United Airlines card. Activist investment group, Elliott management has infiltrated @Southwest Airlines and the greed that they are exhibiting is going to cost Southwest everything! We have the power to fight back against private equity when we can and we should!
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My 1st non-Southwest Airlines domestic flight in almost 7 years thanks to the Private Equity monsters that are destroying the brand. I’m so sick of Private Equity destroying everything: but we get to decide if we take our business away! Four other people in line with me were on their first non-Southwest flight in years & one had just canceled her Southwest credit card and opened an United Airlines card. Activist investment group, Elliott management has infiltrated @Southwest Airlines and the greed that they are exhibiting is going to cost Southwest everything! We have the power to fight back against private equity when we can and we should!

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Soros Fund Management CIO Dawn Fitzpatrick on why there is a massive culling coming for managers in private equity and credit From her conversation at Bloomberg Invest "Investors are overallocated to private assets. Their private equity is not cash flowing, and now they are going to have a similar issue in private credit. I think it is going to be a painful 18 to 24 months"
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Soros Fund Management CIO Dawn Fitzpatrick on why there is a massive culling coming for managers in private equity and credit From her conversation at Bloomberg Invest "Investors are overallocated to private assets. Their private equity is not cash flowing, and now they are going to have a similar issue in private credit. I think it is going to be a painful 18 to 24 months"

Boring_Business

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KKR Co-Founder George Roberts on where he sees value right now: "Infrastructure. There’s probably no better time to invest. We have a lot less competition there than in private equity."
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KKR Co-Founder George Roberts on where he sees value right now: "Infrastructure. There’s probably no better time to invest. We have a lot less competition there than in private equity."

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🚨Private equity is CRASHING — and now they want to raid YOUR retirement savings to bail them out!! 🤬
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🚨Private equity is CRASHING — and now they want to raid YOUR retirement savings to bail them out!! 🤬

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Replit CEO Amjad Masad on wealth in the AI age: "There are a lot of different ways to build wealth, but all of them revolve around ownership as opposed to getting salaries." "When I got my first job in the US working for Codecademy... I told them, you can just pay me enough to eat. Just give me as much equity as you can give me." "I was paid $70,000 in New York City. You know how painful that was? I was living in a studio with other people." "But who cares?" "Your job is to build equity." "The best way to build equity is to start a business. The second best way to build equity is to join a business that someone else started and get equity in it." Amjad Masad with
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Replit CEO Amjad Masad on wealth in the AI age: "There are a lot of different ways to build wealth, but all of them revolve around ownership as opposed to getting salaries." "When I got my first job in the US working for Codecademy... I told them, you can just pay me enough to eat. Just give me as much equity as you can give me." "I was paid $70,000 in New York City. You know how painful that was? I was living in a studio with other people." "But who cares?" "Your job is to build equity." "The best way to build equity is to start a business. The second best way to build equity is to join a business that someone else started and get equity in it." Amjad Masad with

a16z

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🚨🚨PRIVATE EQUITY BAILOUT WITH YOUR 401K 🚨🚨 The Federal Government just gave Private Equity the blessing to access 14 Trillion in 401K. Just when the Private Equity Market is a full blown meltdown. "As of early 2026, private equity (PE) firms have gained significantly increased access to 401(k) plans following regulatory changes and executive actions. The Department of Labor has facilitated the inclusion of alternative assets—including private equity, real estate, and crypto—into retirement accounts, ending years of restrictions." WE THE PEOPLE ALWAYS PAY FOR THEIR MISTAKES
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The private equity bubble has popped, & Trump is delivering the bailout they’ve been begging for! Mega Thread 1/12 Trump is planning an executive order to open $12.2 TRILLION in 401(k)s to private equity. This isn’t about “opportunity.” It’s a bailout for billionaires sitting on toxic assets they can’t sell. Here’s what they’re not telling you -
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The private equity bubble has popped, & Trump is delivering the bailout they’ve been begging for! Mega Thread 1/12 Trump is planning an executive order to open $12.2 TRILLION in 401(k)s to private equity. This isn’t about “opportunity.” It’s a bailout for billionaires sitting on toxic assets they can’t sell. Here’s what they’re not telling you -

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Patrick Bet-David gives the most important piece of advice to young people trying to achieve the American Dream — ‘Pursue Equity’ “To the young kids that are watching the reality is the following… We have to redefine what the American Dream is. The American Dream to me is the word ‘equity’ — I don’t mean ESG ‘equity’ — I mean ‘equity’ as in equity could be in a home. Equity could be in crypto, in stocks, or a company you work for that has shared some equity that is building valuation with you.” “Don’t think one dimensional that equity only equals me having a home… Pursue equity. Years ago marketers convinced us that the American Dream is home ownership. It’s not, it’s equity.” “If you’re younger, buckle down, increase your valuation, increase your market valuation.”
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Patrick Bet-David gives the most important piece of advice to young people trying to achieve the American Dream — ‘Pursue Equity’ “To the young kids that are watching the reality is the following… We have to redefine what the American Dream is. The American Dream to me is the word ‘equity’ — I don’t mean ESG ‘equity’ — I mean ‘equity’ as in equity could be in a home. Equity could be in crypto, in stocks, or a company you work for that has shared some equity that is building valuation with you.” “Don’t think one dimensional that equity only equals me having a home… Pursue equity. Years ago marketers convinced us that the American Dream is home ownership. It’s not, it’s equity.” “If you’re younger, buckle down, increase your valuation, increase your market valuation.”

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JOANN Fabrics, Party City, Toys R Us, Red Lobster — private equity drove all of them to the ground. Now, Donald Trump is giving private equity the green light to keep running their destructive playbook. I'm fighting back.

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Private equity has a playbook for rolling through cities and buying up the homes on the market. The Senate just passed our bill to stop them.
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Private equity has a playbook for rolling through cities and buying up the homes on the market. The Senate just passed our bill to stop them.

Elizabeth Warren

54,505 просмотров • 2 месяцев назад

Private credit and equity: is the market overhyped? I joined Charles Payne today to discuss.
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We talked with Alex Jacobson (Co-Founder & Managing Partner) about the evolving private markets. "SpaceX gives employees equity and runs tenders regularly so that equity becomes liquidity. Although the liquidity price is lower than public market value, employees know their equity will grow because SpaceX keeps expanding. "The strategy is to give employees certainty that the equity they've been issued will be worth a lot more in the future. That is harder to do in the public markets because everything is perfectly priced. In private markets, if you run your process properly, you can have this very deterministic outcome for your employees."
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We talked with Alex Jacobson (Co-Founder & Managing Partner) about the evolving private markets. "SpaceX gives employees equity and runs tenders regularly so that equity becomes liquidity. Although the liquidity price is lower than public market value, employees know their equity will grow because SpaceX keeps expanding. "The strategy is to give employees certainty that the equity they've been issued will be worth a lot more in the future. That is harder to do in the public markets because everything is perfectly priced. In private markets, if you run your process properly, you can have this very deterministic outcome for your employees."

TBPN

11,490 просмотров • 1 год назад

When investing in equity, one often faces the problem of choosing the right segment to invest in. Watch on to discover how you can get rid of this confusion and capture multiple segments in equity by making a #SochaSamjhaNivesh. Know more:
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When investing in equity, one often faces the problem of choosing the right segment to invest in. Watch on to discover how you can get rid of this confusion and capture multiple segments in equity by making a #SochaSamjhaNivesh. Know more:

Axis Mutual Fund

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