Discover and read the best of Twitter Threads about #privateequity

Most recents (15)

Private Equity compensation, a thread

1/ PE compensation is, in my opinion, one of the most misunderstood concepts in PE most especially by young investment professionals that are joining firms who provide little insights into the long-term compensation schemes, which by the way vary greatly by PE firm. Let's start
2/ with the basics and for now I am only going to focus on mid-level investment professionals.. Partner-level schemes that include other comp like mgmt. fees, etc. will not be relevant for the majority of PE folks. At a high-level, PE comp will be comprised of 3 things: cash,
Read 24 tweets
What key 8 difference between permissioned #blockchain #setcoin & public blockchain #bitcoin?
Check the thread 🧵 👇

#investing #Finance #finanstwitter #cryptotrading #cryptocurrencies #cryptocurrency #cryptoart #defi #altcoin #CryptoNews #ethereum #Dodgers Image
1. #ESG Compatible with limited energy usage to deploy and run ledgers and nodes.
2. #Scalability: much faster validation, and transaction execution;
3. Generating income from real sector #assets;
Next 👇

#fintech #banking #cbdc #CryptoTownEU #DigitalCurrency #NFTgaming
4. Advanced #identity system for #digital #assets owners #validation;
5. Facilitating #green & #cycling economy transition
6. Diversification between income of green buildings, #renewables, #smartcities, #agtech, vertical farming, technology sector private equity assets
Next 👇
Read 10 tweets
"In a 2011 Times Op-Ed, Warren #Buffett decried the treatment of #carriedinterest, which allowed him to report a lower tax rate than his secretary. A minimum tax on millionaires was proposed shortly thereafter & dubbed the '#BuffettRule.'”… #PrivateEquity
1. "The #carriedinterestloophole might finally disappear. Profits earned from funds owned by real estate investors & mgrs of #privateequity & #venturecapital firms are taxed as #capitalgains at about 20%, instead of as regular income, which is taxed at more than double that rate"
2. "#Privateequity executives are also worried that the Biden administration may limit the tax deductibility of corporate interest payments, which would be another hit to their business model."
Read 4 tweets
Think it’s bad that U.S. companies supply repressive regimes with physical weapons?

There’s also technology, thanks to #PrivateEquity-owned government surveillance and censorship technology firms.…
After #PirateEquity🏴‍☠️ firm Francisco Partners bought technology company Sandvine, they fired staff, replaced leadership and started dealing with surveillance states & dictatorships

Between 2018-20, Sandvine raked in $100M from countries with horrible human rights track records
Last year, Belarus used technology provided by Sandvine to shut down the news websites, block social media platforms, and ban messaging apps while torturing protestors nationwide.

Sandvine asked for the product back too late — the damage had been done.…
Read 5 tweets
CTFN's #ICYMI weekend edition: #Merger and deal activity are expected to be robust in 2021, and regulator scrutiny is expected to be rigorous.

(thread) #antitrust #investming #stocks
In the meantime, key changes will occur under the new #Biden administration at the U.S. Federal Trade Commission that is anticipated to weigh heavily on big pharma deals, @dalter28 wrote

#FTC #antitrust #MnA
Further for one big pharma deal, Surani Fernando wrote that while @AstraZeneca's $39 billion bid for @AlexionPharma has drawn a number of critics, a strategic build-out of immunology may prove an important rationale for the deal

#mergers #healthcare $ALXN $AZN
Read 9 tweets
Daily Bookmarks to GAVNet 12/19/2020…
Albert Edwards: The 10-Year Yield is Heading to Zero - Articles - Advisor Perspectives…

#investing #deflation #forecast
Optimization is as hard as approximation – Machine Learning Research Blog…

#optimization #MachineLearning
Read 8 tweets
As @narendramodi ji completes 20 remarkable yrs of being at the helm,it is time to re-plug my book #TruthandDare,which captures everything--from the #Gujarat model of development,which saw 15% growth in 2005-06,to new age #Modinomics,which has lifted over 75mn people from poverty
Price of #NaturalGas will be determined by market forces,to increase affordability👇

It will debottleneck E&P sector& make e-bidding,competitive &transparent

Will reduce demand-supply anomalies&imports

Bridge Trade deficit in Oil&gas

#CabinetDecisions by @narendramodi govt💪
Another decision by @narendramodi gov is the approval for 16.6km Kolkata East West rail corridor,that will connect Howrah on West Bank of Hoogly river,with Salt Lake City on East bank

Total project cost,8575Cr;will boost mass transit system&be ready by Dec2021
Read 8 tweets
#TweetStorm - Example of how punting happened due to #SmallcapRules and how illiquid and #lowfloat some #smallcaps are. #SheelaFoams. This company came at the 251st number on the categorization of #Stocks by SEBI - Link Btw new list would come in January
Yesterday - #NSE #Volumes up to 1.29 lakhs against 20-30k average with 45% delivery volumes. Deliverable qty also 2x-4x the average. Today it has traded only 23703 shares and 37% delivery volumes. Apart from recent volumes it has even traded only a few 1000 shares often. Image
Company is like a #PrivateEquity investment for #MFs. It is like "Iski Topi Uske Sar" ( Will keep shifting Hands.). Promoters =75%. #MutualFunds= 19.68% #FIIs=2.81% #Insurance+AIF=.45 Sum Total = 97.96%. Wow 2% available Float !! 10 lakh shares or 150 cr value on 7000 cr mkt cap
Read 3 tweets
In the early days of the coronavirus’ arrival in the U.S., nursing homes quickly became epicenters for the pandemic. By mid-July, 51,000 residents of long-term care facilities had died, representing approx. one-quarter of the total deaths in the U.S. (1/4)…
Pre-pandemic, private equity-owned long-term care facilities were short-staffed & provided a lower quality of care. According to a Gupta study, the total nursing & staff hours fell by 1.4 & 2.4 %, mostly driven by cuts to those providing “front line” care like CNAs and LPNs (2/4)
The way #Medicare and #Medicaid pay for nursing home coverage gets exploited by bad actors, creating a game of hot potato between the nursing homes and hospitals for people that are eligible for both programs. (3/4)
Read 4 tweets
Higher costs for patients, predatory billing practices, and recent cuts to staffing and resources in the midst of a pandemic. Early evidence shows that private equity’s model in health care seems to value profits over patients. (1/3)
In 2018 alone, private equity firms made 855 deals in health care, investing $100 billion in the sector, a historic high and a 20-fold increase since 2000. (2/3) Image
In a three-part series, we examine the impacts of #privateequity’s increasing investment in #healthcare, beginning with an overview of private equity’s acquisition of and practices in hospitals, physician practices, nursing homes, and ambulances. (3/3)…
Read 3 tweets
@BainInsights shares some interesting #Insights on the state of affairs in #PE -… #GlobalTrends #Investing #Credit #CapitalFlows #PrivateEquity Some takeaways...(1/3) ImageImageImage
2/3 Overview of #PE space in 2020...#Credit #GlobalTrends ImageImageImage
3/3 Overview of #PE in 2020... ImageImageImage
Read 3 tweets
1/ I've been having a few conversations with people in #VC about the denominator problem and I wanted to share this bit of math to put things in perspective:
If you run a $1B endowment, you may have a 15% #PrivateEquity target . . .
2/ So that means you're looking to have $150M in NAV of private holdings . . . and on top of that, you've got undrawn commitments of another 50 cents to $1.50 for every dollar of NAV depending on your positioning ands assumptions
3/ An old rule of thumb says that you should have $1 of undrawn for every $1 of NAV, but Dean Takahashi and Seth Alexander wrote a great paper a while back that refined that thinking, although the rule of thumb still seems to work for most people
Read 10 tweets

1/ Venture capital is a very difficult strategy.

We are all mesmerized by those few who've achieved success in the area but deal outcomes usually look like this:

• 65% fail with a capital loss
• 25% barely any return
• 6% a good return
• 4% incredible return
2/ While 94% of all investments don't have any decent returns, striking a home run (4% of deals) could be extremely rewarding.

Keep in mind successful VC investors usually make their profits in one lump sum — sometimes waiting 5 to 10 years at the time without any cash flow.
3/ Additionally, remember that selling privately owned business in start-up stages is a daunting task.

Sure, in recent years VC trends have become very popular, but traditionally these strategies score very low liquidity ranking. It's not easy to exit.

Read 4 tweets
Tune in now to the @FSCDems' hearing, "America for Sale? An Examination of the Practices of Private Funds."


We'll be live-tweeting the hearing in the thread below 👇
@FSCDems @EileenAppelbaum of @ceprdc:

“Toys R Us failed, its stores were shuttered, and 33,000 workers lost their jobs. It is this reckless loading of debt that the #StopWallStLooting Act would end.”
@FSCDems @EileenAppelbaum @ceprdc Wayne Moore: “Public pension funds will pay up to $45 billion in fees and expenses to the industry this year, a massive transfer of wealth from workers to Wall Street”

"While just 10% of our portfolio, #PrivateEquity makes up half of our investment costs"
Read 18 tweets
"The Homestead "temporary influx facility" is the largest shelter for migrant children in the country. Homestead is the only such facility run by a for-profit corporation. It is also the only one that receives no oversight from state regulators."
"The operator is Comprehensive Health Services. The FL-based company dispatched medical teams to the Gulf Coast after Hurricane Katrina, to Haiti after the earthquake, & to Balad Air Base in Iraq. And in 2016, it entered the migrant shelter business."
"The current Homestead contract with the Department of Health and Human Services is worth up to $220 million."
Read 103 tweets

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