Private Equity

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Private EquityPrivate Equity
🍋 The Carry Crunch

🍋 The Carry Crunch

Plus: Millennium raised $30 billion, Oura is four times oversubscribed, and a JPMorgan alum made $640,000 running a NYC run club.

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Private EquityPrivate Equity
🍋 PE’s Exit Problem Just Got Worse

🍋 PE’s Exit Problem Just Got Worse

Plus: Barclays hit by staff backlash over return-to-office rules, JPMorgan can't model oil, and private credit default rates vary by 18 percentage points depending on the source.

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Private EquityPrivate Equity
🍋 PE-Backed Tacos

🍋 PE-Backed Tacos

Plus: Nvidia is buying Hugging Face, Blackstone is rationing redemptions for the second time, and Bitcoin crossed $80,000.

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Private EquityPrivate Equity
🍋 PE’s AI Consulting Firm Era

🍋 PE’s AI Consulting Firm Era

Plus: Nvidia crushes earnings and projects 70% revenue growth in 2028, FDA approves drug that doubles pancreatic cancer survival, and Bill Gates wants to pump the brakes on AI.

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Investment BankingInvestment Banking
+1+1
🍋 IPO, Please

🍋 IPO, Please

Plus: Anthropic is gearing up to match or beat SpaceX's record IPO, Ackman gave $400 million to brain research after a family health scare, and California pulled in $366 billion in venture funding.

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InvestingInvesting
+1+1
🍋 Private Credit’s Salt Era

🍋 Private Credit’s Salt Era

Plus: a16z under DOJ investigation, General Atlantic is going public, and Nvidia is backing a $105 billion data center in Ohio.

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Investment BankingInvestment Banking
+3+3
🍋 The $12.5B Mona Lisa

🍋 The $12.5B Mona Lisa

Plus: Africa is having a record funding year, Goldman buys ETF provider for $2.3B and Alex Cooper raises at a $500M valuation.

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Private EquityPrivate Equity
🍋 PE’s Dating Bull Market

🍋 PE’s Dating Bull Market

Plus: The jobs report missed badly, private credit defaults hit a record, and inside one of Berkshire’s first big post-Buffett bets on housing.

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Private EquityPrivate Equity
🍋 The Proprietary CEO

🍋 The Proprietary CEO

Plus: Tesla just had its worst single-day market cap loss, peptides about to go more mainstream, and Substack is betting on humans.

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Private EquityPrivate Equity
🍋 AI Just Ran a Sell-Side Process

🍋 AI Just Ran a Sell-Side Process

Plus: A startup that builds AI agents used one to raise $100M, Apollo outbids a rival for budget airline, and private chef salaries reach $300,000.

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Private EquityPrivate Equity
🍋 PE Becoming Heat Detectives

🍋 PE Becoming Heat Detectives

Plus: Nvidia lost $1 trillion in market value and is now its cheapest since before the AI boom, Blue Origin valued at $130 billion, and BofA is lending OpenAI half a billion.

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Private EquityPrivate Equity
🍋 No exits? No problem

🍋 No exits? No problem

Plus: Singapore is becoming a major Wall Street hub, Balogun red card rescinded after Trump call, and Elliott is minting the next generation of hedge fund giants.

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