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Topics:
- Global Trends, post-lockdown edition
- The Growth of Growth Equity
- Ethics, Regulation & Government
- Industry deep dives (sport; tech; medicine)
- Special Purpose Acquisition Companies (SPACs)
Topics:
- Global Trends, post-lockdown edition - The Growth of Growth Equity - Ethics, Regulation & Government - Industry deep dives (sport; tech; medicine) - Special Purpose Acquisition Companies (SPACs)
5 Themes for #PrivateEquity Companies in a Post-Lockdown World
This thread discusses1. Virtual IPOs
2. The growth of growth equity
3. Shopstreaming - the new DTC channel
4. Cash war rooms
5. PE-backed firms investing relatively more https://twitter.com/PEBullseye/status/1271154859698462725?s=20
Some private equity funds are on a 2020 spending spree for WHO / WHAT / WHY / HOW https://twitter.com/PEBullseye/status/1273539882527461376?s=20
- 3 reasons to be optimistic about the state of #privateequityThis thread:1. Bonds are unattractive so investor demand remains
2. Being a public company is a headache
3. The US DOJ ruling that $9tn of pensions plans could include Private Equity https://twitter.com/PEBullseye/status/1277561747864502275?s=20
- The continued growth of growth equity for why growth funds have raised more in 2020 than 2019 https://twitter.com/PEBullseye/status/1277565449509666816?s=20
- Global M&A volume is at a ten-year lowfor why buyers remorse is rife & the share PE takes in global M&A https://twitter.com/PEBullseye/status/1278327254280536066?s=20
- LPs have 'flown to quality' in the coronavirus crisis for why investors have refocused on mega cap funds https://twitter.com/PEBullseye/status/1280549248162058240?s=20
- The rise of the Special Purpose Acquisition Companies (SPAC) for shareholders, SPACs effectively amount to wagers on the acumen of the sponsoring dealmakers https://twitter.com/PEBullseye/status/1282645342614413313?s=20
- Company deepdives@oatly - https://twitter.com/PEBullseye/status/1285575217872592901?s=20
@eBay - https://twitter.com/PEBullseye/status/1285232889152626691?s=20
@reliancejio - https://twitter.com/PEBullseye/status/1287720464555618306?s=20
The Co-op - https://twitter.com/PEBullseye/status/1290254998878617601?s=20
The AA - https://twitter.com/PEBullseye/status/1290611388457656321?s=20
@Gymshark - https://twitter.com/PEBullseye/status/1294186922634616832?s=20
- Sport and Private Equity - a brief history for #Formula1, #Rugby & #Football https://twitter.com/PEBullseye/status/1285902783913361412?s=20
- Every casual restaurant brand below is either in administration, appointing advisors or doing a CVA for the 20 (TWENTY!!!) victims https://twitter.com/PEBullseye/status/1286264265054265349?s=20
- The case for a tax on debt financing for the consequences of tax-deductible interest payments https://twitter.com/PEBullseye/status/1282641322457935872?s=20
- Internal Rate of Return vs Multiple of Invested Capital for which one of these is a flawed metric and why https://twitter.com/PEBullseye/status/1287725116017782784?s=20
- "Ethical Problems Areas" in Private Equity for the SEC's 3 key areas:1. Conflicts of Interest
2. Fees and expenses
3. Code of Ethics
- The extension of #EU loans to #PrivateEquity companiesfor why #EU rules state that companies whose losses exceed 50% of share capital are ineligible for government support https://twitter.com/PEBullseye/status/1295330826150871041?s=20
