Views
Public markets are getting a bit sniffy.
Digital transformation usually means a very expensive unused login.
Lifestyle (w/e 6/19/26)
News (w/e 6/19/26)
Deals (w/e 6/19/26)
Private equity has spent three years waiting for the market to reopen.
If I were building a sales function from zero, I would start with management.
PE has discovered a wonderful new trick.
The private equity industry is about to discover that DPI is a little harder to fake than EBITDA addbacks.
Most PE value erosion happens in the deals nobody is worried about.
Private equity fundraising has turned into a very well dressed queue outside a nightclub.
