Katuok @app192

Joined March 2009

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Katuok @app192

4 years ago

@LBO_Analysis @LiquidityCycle @tono_fundlo Imagino que tienen bastantes sinergias identificadas con General Life. Habrá tenido bastante que ver con el precio / apalancamiento y ganar el proceso.

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Katuok @app192

4 years ago

@rankandyank No te compres muchos trajes. Incluso sin teletrabajo, el traje tiene de pinta de acabar limitado a los abogados (como ya pasa con las corbatas).

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@MrtnzAlvrz +1 Yo sigo viendo a muy pocos (fuera de H&F y Bain), pero imagino que hay bastante autoselección. El trabajo en muchos fondos es menos operativo de lo que se dice - especialmente en MFs. Pero queda bien de cara a los LPs.

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Katuok @app192

5 years ago

@levmauc

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Jared Sleeper @JaredSleeper

5 years ago

This one was fun! Continuing my SaaS framework series: a thread on how TAM tailwinds drive excess growth for scaled SaaS companies, with a case study on $SHOP and a list of the top five trends I see putting wind into the sails of software companies today.🧵👇

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Katuok @app192

5 years ago

@MrtnzAlvrz Estoy de acuerdo… de hecho ves a bastante gente de oxbridge en B4 o boutiques pequeñas. Imagino que no pasa tanto en USA.

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Katuok @app192

5 years ago

@LBO_Analysis Allí echan a la mayor parte de asociados en 2 años. Ese es el proceso de selección real. En Europa no existe el 2+2 prácticamente.

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Katuok @app192

5 years ago

@ThomasWLamont Much better than WSO but I still prefer BIWS for modeling case studies.

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Katuok @app192

5 years ago

@NYCJ3 Mostly from Directors or Junior MDs. Guess there is some grass is greener syndrome too.

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Katuok @app192

5 years ago

@NYCJ3 Exactly, to juniors who want to be career bankers (generally not the case for most people).

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Katuok @app192

5 years ago

@LeverSellOut Deals in which your bank / group had a leading role.

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Katuok @app192

5 years ago

@LeverSellOut Once you’ve worked on 2-3 deals, time is better spent preparing for interviews, imo. Creating a very strong reputation among a few key seniors (while not pissing the rest) also helps.

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Katuok @app192

5 years ago

@LeverSellOut Have you gone through on-cycle recruiting already?

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Katuok @app192

5 years ago

@LFCCapital7 @milken_cookies @sparefootballer @hjb_0 @4amCapIQSupport These guys also tend to be the nicest seniors to hang out with - when you're not on a deal.

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Katuok @app192

5 years ago

@patrick_oshag Sound of metal

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Katuok @app192

5 years ago

@LongOnly6 @DadInvest @PythiaR Apollo is not exactly representative of your typical PE gig...

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Katuok @app192

5 years ago

@NYCJ3 @ShortSightedCap @CundillCapital Completely different experience for analysts who started during the pandemic vs. 2nd and 3rd years. The lack of facetime and not having to eat a sandwich in front of your screen for lunch / dinner makes life much more enjoyable.

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Lyall Taylor @LT3000Lyall

5 years ago

There is a popular notion hot fast-growing software companies that are losing money are doing so because they are "investing through the income statement", spending $ to acquire customers, & R&D on new product features. Investors believe losses reflect investment not competition.