PE_Charles
pe-charles.bsky.social
PE_Charles
@pe-charles.bsky.social
PE | Portfolio Company Value Creation | Decoding why people, companies, and markets behave the way they do. Making hidden incentives visible.
Pinned
First post!

I work at a major consulting firm.

I support mid-market PE porticos on value creation (revenue, cost, anything tactical really).

I love talking value creation and finding different, interesting incentive structures that push people to behave a certain way, in business and life!
My favourite chart from a recent KKR report on alternative asset landscape.

Operational value creation IS creation the most important measure to produce returns.

Also, KKR projects PE growth in double digits
November 27, 2024 at 2:30 AM
It's so comeptitive out there.

Suh low margin businesses, I bet it's hard trying to find good talent as well.
. @Target and @CVSHealth : Leading the race to lose investor dollars—thanks to unhelpful hires or …. ?

$TGT $CVS
@Walmart @amazon
November 27, 2024 at 2:28 AM
Reposted by PE_Charles
"Private credit has grown up with a ZIRP silver spoon in its mouth"

on.ft.com/4g4liHl
Banks and private credit: best of frenemies?
[FREE TO READ] Morgan Stanley doesn’t want us to look where it’s pointing
on.ft.com
November 24, 2024 at 9:01 AM
And how will PE feel about this? Every one of their companies will most likely have lower margins.

Going to be interesting if this goes through
They have no idea that tariffs will make everything more expensive
November 25, 2024 at 2:31 AM
First post!

I work at a major consulting firm.

I support mid-market PE porticos on value creation (revenue, cost, anything tactical really).

I love talking value creation and finding different, interesting incentive structures that push people to behave a certain way, in business and life!
November 25, 2024 at 1:30 AM