The ultimate collection of our favourite threads
Topics:
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> - Global Trends, post-lockdown edition
https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack"> - The Growth of Growth Equity
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👿" title="Teufelchen" aria-label="Emoji: Teufelchen"> - Ethics, Regulation & Government
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏉" title="Rugbyball" aria-label="Emoji: Rugbyball"> - Industry deep dives (sport; tech; medicine)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛒" title="Shopping cart" aria-label="Emoji: Shopping cart"> - Special Purpose Acquisition Companies (SPACs)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌎" title="Amerika auf dem Globus" aria-label="Emoji: Amerika auf dem Globus"> 5 Themes for
#PrivateEquity Companies in a Post-Lockdown World
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">This thread discusses
1. 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">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack"> Some private equity funds are on a 2020 spending spree
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for WHO / WHAT / WHY / HOW
https://twitter.com/PEBullseye/status/1273539882527461376?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="😁" title="Grinsendes Gesicht mit lächelnden Augen" aria-label="Emoji: Grinsendes Gesicht mit lächelnden Augen">- 3 reasons to be optimistic about the state of
#privateequityhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">This 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">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📈" title="Tabelle mit Aufwärtstrend" aria-label="Emoji: Tabelle mit Aufwärtstrend"> - The continued growth of growth equity
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for why growth funds have raised more in 2020 than 2019
https://twitter.com/PEBullseye/status/1277565449509666816?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="📉" title="Tabelle mit Abwärtstrend" aria-label="Emoji: Tabelle mit Abwärtstrend"> - Global M&A volume is at a ten-year low
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">for why buyers remorse is rife & the share PE takes in global M&A
https://twitter.com/PEBullseye/status/1278327254280536066?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏃" title="Person running" aria-label="Emoji: Person running">- LPs have &
#39;flown to quality&
#39; in the coronavirus crisis
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for why investors have refocused on mega cap funds
https://twitter.com/PEBullseye/status/1280549248162058240?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🛒" title="Shopping cart" aria-label="Emoji: Shopping cart"> - The rise of the Special Purpose Acquisition Companies (SPAC)
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for shareholders, SPACs effectively amount to wagers on the acumen of the sponsoring dealmakers
https://twitter.com/PEBullseye/status/1282645342614413313?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔎" title="Nach rechts zeigende Lupe" aria-label="Emoji: Nach rechts zeigende Lupe"> - Company deepdives
@oatly -
https://twitter.com/PEBullseye/status/1285575217872592901?s=20https://twitter.com/PEBullsey... href="https://twitter.com/eBay">@eBay - https://twitter.com/PEBullseye/status/1285232889152626691?s=20
https://twitter.com/PEBullsey... href="https://twitter.com/reliancejio">@reliancejio - https://twitter.com/PEBullseye/status/1287720464555618306?s=20
The">https://twitter.com/PEBullsey... Co-op - https://twitter.com/PEBullseye/status/1290254998878617601?s=20
The">https://twitter.com/PEBullsey... AA - https://twitter.com/PEBullseye/status/1290611388457656321?s=20
https://twitter.com/PEBullsey... href="https://twitter.com/Gymshark">@Gymshark - https://twitter.com/PEBullseye/status/1294186922634616832?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏉" title="Rugbyball" aria-label="Emoji: Rugbyball"> - Sport and Private Equity - a brief history
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for
#Formula1,
#Rugby &
#Football https://twitter.com/PEBullseye/status/1285902783913361412?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🍔" title="Hamburger" aria-label="Emoji: Hamburger"> - Every casual restaurant brand below is either in administration, appointing advisors or doing a CVA
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for the 20 (TWENTY!!!) victims
https://twitter.com/PEBullseye/status/1286264265054265349?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤑" title="Gesicht mit Geld-Mund" aria-label="Emoji: Gesicht mit Geld-Mund"> - The case for a tax on debt financing
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for the consequences of tax-deductible interest payments
https://twitter.com/PEBullseye/status/1282641322457935872?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔢" title="Eingabesymbol für Ziffern" aria-label="Emoji: Eingabesymbol für Ziffern">- Internal Rate of Return vs Multiple of Invested Capital
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for which one of these is a flawed metric and why
https://twitter.com/PEBullseye/status/1287725116017782784?s=20">https://twitter.com/PEBullsey...
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👿" title="Teufelchen" aria-label="Emoji: Teufelchen"> - "Ethical Problems Areas" in Private Equity
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> for the SEC&
#39;s 3 key areas:
1. Conflicts of Interest
2. Fees and expenses
3. Code of Ethics
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏰" title="Europäisches Schloss" aria-label="Emoji: Europäisches Schloss"> - The extension of
#EU loans to
#PrivateEquity companies
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">for 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">https://twitter.com/PEBullsey...
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