Amine Tazi
@AmineTazi17investment professional, strategic advisor, digital, media, telco & ICT, fintech views & comments are my own
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Talabat Eyes IPO That May Value It More Than Delivery Hero bloomberg.com/news/articles/…
Check out the market section presentation from @MeritechCapital's 2024 Annual Meeting. We cover the public and private markets and the opportunity in AI. Some of our favorite slides in this thread and link to full preso below: drive.google.com/file/d/1-FPheP…
5) Upgrades and Downgrades across PE Shops “Portfolio companies of Clearlake and Platinum did not see a single CFR upgrade and experienced the highest shares of CFR downgrades.”
Après 10 ans de travail, Mark Zuckerberg dévoile enfin le produit du futur. Meta Orion : une claque technologique
The Semiconductor Value Chain We have just updated one of our most acclaimed infographics, mapping out how 100+ companies such as $NVDA, $ASML, and $ARM fit into the semiconductor ecosystem:
BlackRock and Microsoft plan $30bn fund to invest in AI infrastructure via @FT on.ft.com/3XLoQrx
The transformation imperative for midcap companies mck.co/3STtDUT via @McKinsey
SEO gurus don't want you to know this Ecom SEO strategy! They usually charge $5k/month for this… Let me give it to you for FREE! ✅ ONLY For the next 24hrs, I'm giving away the secret sauce for FREE! 1. Follow me (so I can DM) 2. Like AND Retweet 3. Comment "Shopify"
Private equity firms are sitting on $3.2T of unsold assets and struggling to exit axios.com/2024/05/25/pri…
Buy and Build: A Key to PE Value Creation europeanfinancialreview.com/buy-and-build-… via @The European Financial Review
Q2 2024 Global M&A Report | PitchBook pitchbook.com/news/reports/q… via @PitchBook Private equity jump starts m&a recovery
La fin du monopole et du sous investissement a peu être sonné…. Plus très Swiss Standard… lematin.ch/story/cff-coin…
Les entreprises européennes sont désormais valorisées douze années d'Ebitda, et le prix offert pour les PME se redresse lui aussi. Mais toutes ne profitent pas … Source : Les Échos search.app/LwxtYsoe2wQikn…
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