@Liam_BPM Profile picture

Liam

@Liam_BPM

Joined April 2020
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Liam Reposted

C’mon, don’t make me tap the sign… 🙄

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Liam Reposted

ELLIOTT - HONEYWELL $5B ACTIVIST CAMPAIGN This week, Elliott sent a letter to Honeywell board disclosing its $5B investment in the stock and asking for change.  What is their thesis and how do they plan to create $75B of equity value: 1) Elliott Investment in Honeywell  2)…

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Liam Reposted

I know this doesn’t directly answer your question, and it might sound weird, but the most important moral principle for humanity is cooperation


Liam Reposted

One-Pager on The Intelligent Investor:

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Liam Reposted

i'm going to keep it real with you investment bankers the best thing you can do with your extra time is pound the f***ing phones your MD really doesn't care how good you are at modeling past like the 60th percentile I certainly don't care You know what they will care about?…


Liam Reposted

Cada vez que hay un huracán en USA, vemos casas de madera derribadas por el viento. ¿Pero por qué construyen así? Pues porque si lo hubieran hecho de otra manera, no existirían los Estados Unidos y, probablemente, tampoco los rascacielos. Os cuento en #LaBrasaTorrijos 🧵⤵️


Liam Reposted

Remember, for every paid SaaS, there is a free open-source self-hosted alternative: Notion -> Appflowy Zoom -> Jitsi Jira -> Plane Airtable -> NocoDB Vercel -> Coolify Heroku -> Dokku Firebase -> Pocketbase/Appwrite/Convex/Supabase Shopify -> Prestashop GitHub -> GitLab Slack ->…


Liam Reposted

Lo que es el pinche destino. Ahora resulta que el futuro de la Nación y de 130 millones de mexicanos está en un Yunes. Veremos.


Liam Reposted

Results of a totally unscientific poll of my high-achieving, all-male, prep school friend group: Everyone who heard his parents fighting about $$ devoted his career to making $$. Everyone who didn’t, didn’t.


Liam Reposted

Así que con la reforma judicial, donde los jueces dependerán de votos y ya no de la ley, y la nueva Constitución que cambia la “propiedad privada” por el “bienestar común”, el gobierno de morena ha creado su plan perfecto, ¿Cómo? Sencillo, te quitan tu propiedad y si te…


Liam Reposted

Tech hyperscaling is not a new phenomenon. For comparison to today’s hyperscalers, we want to look at the four leading capex spending companies during the late 1990s Internet boom. Our Bloomberg research confirms those to have been AT&T, SBC Communications, Worldcom, and Qwest.…

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Liam Reposted

La gente joven cree que el fácil acceso a tecnología, ropa de marca, contenido audiovisual siempre estuvo ahí y estará. Rompan el tratado y van a conocer el México fayuquero de los años 80s


Estarán los demócrata haciendo la estrategia de The New Coke?


Liam Reposted

¿Quieres saber que está pasando en los mercados internacionales? ¿Por qué tanta volatilidad el viernes y hoy? Te lo explico con peras y manzanas en este hilo, que incluye un preámbulo y dos actos. 👇👇👇


Liam Reposted

In my 20+ year PE career, I have found the easiest way to consistently make money is to play the multiple arbitrage between different size deals. Let me explain. ​ The data below is from GPScout on deals between 1996 and 2024. It is about 12K observations. Deals <$100M EV (think…

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Liam Reposted

Hedge Fund launches reach New Lows --headwinds of fee pressures + cheap beta, difficulty of launching and operating a business, and the push to private markets by asset allocators all reinforcing this trend From: chartstorm.info/p/weekly-s-and…

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Liam Reposted

Unfortunately, I think I was right about Vance I was right about Biden getting the boot We’ll see if I’m right about Harris being a terrible candidate…eventually the bloom will be off the rose But I was right that we need to wait until after the DNC to make any predictions

Election 2024 Analysis - Update If I was extremely confident that Trump would be President on Monday, I’m less sure today Three major things have changed in the calculus 1) JD Vance was an overconfident pick meant to secure Trump’s legacy rather than the election. His social…



Liam Reposted

Is Europe even relevant anymore? -Or is it only good for Harry Potter, the Louvre and fancy cheese?  Let's take a whimsical jaunt through things that Europe still does quite well… And where it might stand to improve.

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Liam Reposted

HARRIS TOP CHOICE TO REPLACE BIDEN IF HE STEPS ASIDE, ACCORDING TO SOURCES


Liam Reposted

Quote of the Day - “The end may justify the means as long as there is something that justifies the end.” – Leon Trotsky


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