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Private EquityPrivate Equity
🍋 The Golden Age of SPVs

🍋 The Golden Age of SPVs

Plus: Another AI rebrand moons 130%, quantum stocks are ripping too, and private capital is circling the NBA's European expansion.

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🍋 Josh Harris Broke PE Fundraising

🍋 Josh Harris Broke PE Fundraising

Plus: Goldman’s record quarter, Thoma Bravo exits growth equity, Chicago’s "cheap big city" reputation is failing, and how much protein you actually need.

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Private EquityPrivate Equity
🍋 Private Equity Winter

🍋 Private Equity Winter

Plus: TACO trade is back, Ackman wants to buy world’s largest music company, Blackstone raises its largest credit fund in history, and theaters post their strongest run since COVID.

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Private EquityPrivate Equity
🍋 Blackstone Going After Mini-Millionaires

🍋 Blackstone Going After Mini-Millionaires

Plus: Ackman pumping stocks on X, private credit's software exposure is coming into focus, and SpaceX's IPO is shaping up to be the most consequential market event in years.

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Private EquityPrivate Equity
🍋 Apollo's Taking Wall Street South

🍋 Apollo's Taking Wall Street South

Plus: Citi execs weighing regional bank acquisition to fuel growth, markets entering correction territory, and private credit's retail experiment is hitting a wall.

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🍋 The Team for PE’s Biggest Problem

🍋 The Team for PE’s Biggest Problem

Plus: Wall Street bonus pool hits a record high, KKR set to make 15x on a data center investment, and Corebridge and Equitable’s financial megadeal.

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Private EquityPrivate Equity
🍋 KKR’s $2B Bundt Cake Deal

🍋 KKR’s $2B Bundt Cake Deal

Plus: SpaceX getting ready for a record IPO, Barclays is retreating from small borrowers, and Blackstone makes its first sports investment.

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Private EquityPrivate Equity
🍋 Kirkland's Record $11M Partner Pay

🍋 Kirkland's Record $11M Partner Pay

Plus: Trump's border wall has minted a billionaire family, memory chip demand booming, and Meta is literally paying people to use Facebook.

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Private EquityPrivate Equity
🍋 Private Equity's AI Distribution Engine

🍋 Private Equity's AI Distribution Engine

Plus: Apollo co-president calls out “arrogance” in private markets, Nvidia’s trillion-dollar order book, and Manhattan median rent crosses $5,000.

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Private EquityPrivate Equity
🍋 Private Equity Pay Scheme Challenged

🍋 Private Equity Pay Scheme Challenged

Plus: PE can't even beat the market without Mag7, hedge funds struggling, UBS junior bankers are losing the WFH battle, robot dishwashers are worth over a billion dollars.

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🍋 Pentagon Capital Partners

🍋 Pentagon Capital Partners

Plus: David Protein faces class action lawsuit for understating calories as much as 83%, Qatari investors eye Papa John’s, and is the slop bowl era over?

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Private EquityPrivate Equity
🍋 Coffee Roll-Ups?

🍋 Coffee Roll-Ups?

Plus: Morgan Stanley is laying off 2,500 employees, Apple drops $599 MacBook, and Nvidia done investing in OpenAI?

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