@TBEBullet Profile picture

Alex

@TBEBullet

20 | Don't take me seriously

Joined April 2015
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Alex Reposted

The Fed's worst nightmare is officially here: Today's data confirms ALL 3 inflation metrics are back on the rise. For the first time since February 2022, Core CPI, PCE and PPI inflation are now rising at the SAME time. Did the Fed spark a new wave of inflation? (a thread)


Alex Reposted

So Cal player of the week Anto Balian from Pilibos Four wins and 151 points, including two 40-point performances 37.5 a game average Wins over Glendale and Crespi on back-to-back nights with 40 each night 30 against Paraclete on Wednesday

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Alex Reposted

Bro these are some of the toughest buckets I’ve ever seen

Great win against Crespi!! 40 points 6 rebounds and 4 assists.



Alex Reposted

Great win against Crespi!! 40 points 6 rebounds and 4 assists.


Alex Reposted

One proud family tonight The Balian crew Anto, mom, dad (coach), brother Biggest win in school history for Pilibos 69-67 on the road against Mission League member Crespi Anto poured in 40 points, one night after scoring 40 against Glendale What a week!!!!!!

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Alex Reposted

This is the #1 tiktok of all time. It will go down in cinema history as one of mankind's greatest achievements


Alex Reposted

50 win opponents beaten in the playoffs : Kobe: 25 Jordan : 20 Duncan : 20 Shaq : 18 Lebron : 17 Magic : 13 Kareem : 13 Nowitzki : 11 Drexler : 11 Hakeem : 10 Bird : 10 Malone : 10 The average number of wins their opponents had in the playoffs : Kobe: 54.4 Jordan :…

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Alex Reposted

Outstanding ClearLake's slide from Dec-23 that I just received which includes detailed realization information over the last few years Exact figures are not disclosed but it seems that the 7x MOIC we estimated in the tweet below for Wheel Pros is fairly accurate In addition,…

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A quick recap of ClearLake investment in Wheels Pros - Buys company in 2018 for $130mm - Dividend recaps to start to return equity - Deal exited to continuation vehicle for $2.4bn (one of their biggest sales in recent years) - Deal nets $1b in profit to ClearLake (over 7x MOIC)…

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Alex Reposted

Not sure how this report by Moody’s is surprising Clearlake did several blunders over the last 5 years, and the funny thing is that the bag holder are now the new LPs of the continuation vehicles Check out the post below for the insane MOICs of the continuation vehicles whose…

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Outstanding ClearLake's slide from Dec-23 that I just received which includes detailed realization information over the last few years Exact figures are not disclosed but it seems that the 7x MOIC we estimated in the tweet below for Wheel Pros is fairly accurate In addition,…

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Alex Reposted

Miyamoto on AI in video games: “It might seem like we are just going the opposite direction for the sake of going in the opposite direction, but it really is trying to find what makes Nintendo special. There is a lot of talk about A.I., for example. When that happens, everyone…

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Alex Reposted

Nintendo was founded 135 years ago today

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Alex Reposted

Taxonomy of Moats Source : Jerry Neumann

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Alex Reposted

i asked a friend in finance how he was feeling about his recent breakup and he said it was priced in


Alex Reposted

Luol Deng has been funding South Sudan's national basketball program out of his own pocket for four years, per Royal Ivey “Luol Deng has been funding this thing for four years out of his own pocket. He pays for gyms, hotels, plane tickets—everything. Kudos to Luol and the…

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Alex Reposted

Thoma Bravo is one of the best software PE firms in the world at $183BN in AUM and 75 portfolio companies that generated $27BN of revenues in 2023 Their Founder and Managing Partner, Orlando Bravo, was recently interviewed by David Rubenstein on software PE Recommend giving a…


Alex Reposted

The smile says it all.. 😊


Alex Reposted

TRiANGLE OFFENSE - (3P) My first body of work is officially out now 🗣️all PLATFORMS! (keep in mind this just the appetizer) recorded/mixed/mastered by @NOENTRYAVE 📛™️ APPRECiATE every pair of ears that listens 🫶 RUN THiS ONE uP FoR Me! 🔁🎶 tr.ee/Im2vYm4FRN

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Alex Reposted

All CIF-SS Division 2A First team: Avand Dorian Second Team: Matthew Sahnazoglu Two Armenian school guards in D2 📈 @pollonpreps @Tarek_Fattal @latsondheimer @LAVarsity

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Alex Reposted

Incredible run. Came into playoffs unranked and Fell short in the CIF-SS div 2A semifinal game vs Rancho Christian. Made a 2nd state playoff appearance in 3 years and finished with a 23-6 record. 🇦🇲A small Armenian school with big goals. @pollonpreps @latsondheimer

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Alex Reposted

today was my last day of coding bootcamp. that was fucking insane. one of the best experiences of my life hands down😆. Cool stuff coming soon


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