@hoerpi.bsky.social
It says just that in the article? That people are criticizing the DoJ for not releasing the full cache.
December 20, 2025 at 3:29 PM
It says just that in the article? That people are criticizing the DoJ for not releasing the full cache.
Good for tourism.
December 10, 2025 at 2:40 PM
Good for tourism.
Someone took it at face value.
December 9, 2025 at 8:54 AM
Someone took it at face value.
Using 2035 EBITDA as the basis for implied multiple is batshit crazy.
December 8, 2025 at 7:00 PM
Using 2035 EBITDA as the basis for implied multiple is batshit crazy.
Väldigt stockholmscentrerad åsikt. Känns snarare som att vi borde normalisera mer svenska på arbetsplatserna för att göra det lättare för icke svensktalande att komma in i samhället.
December 1, 2025 at 9:25 AM
Väldigt stockholmscentrerad åsikt. Känns snarare som att vi borde normalisera mer svenska på arbetsplatserna för att göra det lättare för icke svensktalande att komma in i samhället.
Feel bad for retail pouring money into private markets here. If you can't do co-investments the fees will eliminate the chance of beating public markets.
November 24, 2025 at 7:02 AM
Feel bad for retail pouring money into private markets here. If you can't do co-investments the fees will eliminate the chance of beating public markets.
Aldrig förstått hur de lyckats locka så många småsparare, extremt komplicerad produkt och marknad.
November 18, 2025 at 1:44 PM
Aldrig förstått hur de lyckats locka så många småsparare, extremt komplicerad produkt och marknad.
Tyvärr är det alldeles för lätt att locka med folk när alla drömmer om det snabba klippet. Ingen drömmer om 10-12% om året.
November 18, 2025 at 12:43 PM
Tyvärr är det alldeles för lätt att locka med folk när alla drömmer om det snabba klippet. Ingen drömmer om 10-12% om året.
Sometimes it becomes very obvious where in the K shaped economy the finance community is, and that some of us is out of touch with the general public.
November 18, 2025 at 11:50 AM
Sometimes it becomes very obvious where in the K shaped economy the finance community is, and that some of us is out of touch with the general public.
Typing "JP Morgan, Chase" is wild, the merger was a while ago now.
November 14, 2025 at 4:21 PM
Typing "JP Morgan, Chase" is wild, the merger was a while ago now.
The funny thing with all these own evergreen vehicles for PC and PE is that they will show that the returns are far from the IRR touted by the fund managers. Especially when you take the cash component and non instan reinvestment into consideration
November 14, 2025 at 4:19 PM
The funny thing with all these own evergreen vehicles for PC and PE is that they will show that the returns are far from the IRR touted by the fund managers. Especially when you take the cash component and non instan reinvestment into consideration
It's so weird that they say that they only want to do M&A in weight loss and insuline. I mean, this is your chance to broaden your portfolio.
November 14, 2025 at 10:37 AM
It's so weird that they say that they only want to do M&A in weight loss and insuline. I mean, this is your chance to broaden your portfolio.
+1! And they are geographically closer than Australia that's been a fun addition. And we get one more country that can beat UK.
November 12, 2025 at 9:24 PM
+1! And they are geographically closer than Australia that's been a fun addition. And we get one more country that can beat UK.
IS there a simple way to track incorporations? Since companies based in e.g. Texas and Nevada is non investable it would be nice to track this easily.
November 12, 2025 at 2:36 PM
IS there a simple way to track incorporations? Since companies based in e.g. Texas and Nevada is non investable it would be nice to track this easily.
Sjukt stark lineup igen. Och kul att Sven får lite revansch efter att ha fått oerhört mycket kritik ett tag.
November 12, 2025 at 6:38 AM
Sjukt stark lineup igen. Och kul att Sven får lite revansch efter att ha fått oerhört mycket kritik ett tag.
The worst thing is that they don't communicate this. They should just say: okay GOP, we give you two months to actually do what you said, now it's up to you, or else. A clear hard message. Not some "we will keep fighting" bullshit.
November 10, 2025 at 2:52 PM
The worst thing is that they don't communicate this. They should just say: okay GOP, we give you two months to actually do what you said, now it's up to you, or else. A clear hard message. Not some "we will keep fighting" bullshit.
Then ofc xAI is in a hopeless spot being clearly behind OpenAI, Gemini and Claude in US and don't have the Mistral edge of being able to deliver a local solution to the EU. And give it 5 years it's probably quite simple and relatively cheap for companies to train an LLM putting a pressure on price.
November 7, 2025 at 12:18 PM
Then ofc xAI is in a hopeless spot being clearly behind OpenAI, Gemini and Claude in US and don't have the Mistral edge of being able to deliver a local solution to the EU. And give it 5 years it's probably quite simple and relatively cheap for companies to train an LLM putting a pressure on price.
$10B now at $500B, $10B more at $750B in six months and everyone will be happy to but in more money in the inevitable Tesla ATM offering.
November 7, 2025 at 12:14 PM
$10B now at $500B, $10B more at $750B in six months and everyone will be happy to but in more money in the inevitable Tesla ATM offering.
That said, there really is a case for arguing about the returns you actually get from PE compared to stock picking. It will be very interesting to see the development in the everegreen PWM vehicles a few years out. Not a buyer.
November 6, 2025 at 11:09 AM
That said, there really is a case for arguing about the returns you actually get from PE compared to stock picking. It will be very interesting to see the development in the everegreen PWM vehicles a few years out. Not a buyer.
That comparsion between Carlyle and Blackstone is really useless without information on vintages, fund sizes and deployment. I will never understand the US fascination with absolute numbers instead of relative. Who cares how many points the Dow moves? (noone since noone cares about the Dow)
November 6, 2025 at 11:06 AM
That comparsion between Carlyle and Blackstone is really useless without information on vintages, fund sizes and deployment. I will never understand the US fascination with absolute numbers instead of relative. Who cares how many points the Dow moves? (noone since noone cares about the Dow)
Stark uppställning!
November 5, 2025 at 1:02 PM
Stark uppställning!
This should really be talked about more, investing in non-Delaware is really scary.
November 4, 2025 at 12:48 PM
This should really be talked about more, investing in non-Delaware is really scary.
2-2 i 104 minuten :( hade varit sköna poäng för Sverige som du säger.
October 23, 2025 at 6:49 PM
2-2 i 104 minuten :( hade varit sköna poäng för Sverige som du säger.
It's a sad thing to say but we are in desperate need of centrist influencers who, the society is rapidly being pulled apart now and I think people aren't as extremist as the (social) media portray society.
October 22, 2025 at 8:26 AM
It's a sad thing to say but we are in desperate need of centrist influencers who, the society is rapidly being pulled apart now and I think people aren't as extremist as the (social) media portray society.
It's time for more people to just ignore him now, someone making gay jokes at 50+ years old is not someone to take seriously.
October 21, 2025 at 10:20 AM
It's time for more people to just ignore him now, someone making gay jokes at 50+ years old is not someone to take seriously.