Acquire a Business with Zero Cash Using Vendor Finance
double your business overnight without spending a dollar: – find retiring owner in your sector – structure 100% vendor finance – business pays for itself – personal capital: $0
Why Airlines Lose Money and How to Minimize Losses
Airlines Are A Terrible Business — Here’s How I’d Lose Less Money Starting One - View from the Wing https://t.co/LR7DhQKqRt
Treasury Swaps Shield GCC, Preventing UST Yield Spike
An important point of view (on Treasury-supplied USD swaps for GCC countries) comes from our very own, @GraphCall: https://t.co/RHN9TFGR1f This exchange of currency - without selling held collateral - avoids a GCC-forced dump of UST to get liquidity while oil revenue sales...
Outcome-Based AI Pricing Still Rare, HubSpot Leads Shift
HubSpot just cut its Breeze customer agent from $1 to 50¢ per resolved conversation. That's not a price drop. It's a risk transfer. I went into SEC filings to see how many public tech companies have actually adopted true outcome-based...
Improved Spread Levels Shave a Percentage Point
If we had the worst mortgage spread levels of 2023, mortgage rates would be 7.50% today, not 6.32%. If we had the worst levels of 2024, mortgage rates would be 7.12% today. If we had the worst levels of 2025, mortgage rates...
BoE's Rapid Bond Unwind Fuels UK's Higher Yields
The UK isn't the fiscal basket case it's made out to be. During the LDI crisis in 2022, the Bank of England kicked asset managers to the curb. It's also unwound its gov't bond holdings way faster than other central...
Macron Calls EU Debt Rollover Essential, Not Optional
Macron says it would be ‘silly’ not to roll over EU Covid-era debt https://t.co/7Nctd2XiKo via @Newsbaum @NikasSotiris https://t.co/62p9hqman4
OneStream Beats Generic ERPs for Finance Professionals
Designed for finance and accounting pros, OneStream offers specialized capabilities unlike ERPs built for manufacturing. High customer satisfaction from Gartner reviews proves its value. #FinanceTech #Accounting https://t.co/9rVyncDKyB
School Boards Stall Deficit Fixes, Dismiss Superintendents
They’re kicking the can down the road in shocking ways. Look at Oakland Unified. More than 40 principals wrote a letter this week telling the union-controlled board to close schools to fix a $100M budget deficit after the board pushed...
Turn Due Diligence Findings Into Price‑Cut Leverage
the cold blooded approach to due diligence: finding 1: owner add-backs → reprice finding 2: declining margins → restructure finding 3: key person risk → earn-out finding 4: customer concentration → discount every problem: a negotiating tool every finding: a price reduction never skip it never be emotional about it
Deal with Certainty: Decisive, Cold, Never Flinching
being masculine in M&A: not: – apologising for your offer – softening your structure – backing down from your price – accepting bad terms to close being: – decisive on the NBIO – direct in the LOI – cold in due diligence – willing to walk the deal respects certainty not flexibility the...
Rare Judgment: Knowing When Not to Deploy Capital
What is rare: Judgment. Knowing: — When not to deploy capital — When risk is mispriced — When alignment is missing
Unprecedented Wave of Accounting Restatements Looming Ahead
FWIW - I don't think it is too soon to suggest that the volume of accounting restatements ahead will be unprecedented.
AI‑Powered ALM Tool Cuts Planning to 10 Minutes
I spent a lot of 2025 using a clunky version of GPT to build a pretty sophisticated 3 stage asset-liability matching tool. *TODAY* I took the framework of that tool and used Claude to reconfigure it into a single stage...
Shriram Finance Q4 Profit Surges 41% Amid Steady AUM Growth
Shriram Finance reported strong Q4 FY26 results 💰 Profitability Net Profit: ₹3,013.57 Cr (+40.86% YoY) 👉 Strong earnings growth 📈 Growth AUM: ₹3,02,273.75 Cr (+14.85% YoY) 👉 Healthy but not hyper growth 🏦 Income Net Interest Income (NII): ₹6,994.08 Cr (+15.58% YoY) Net Interest Margin (NIM): 8.61% Growth Guidance...
Better Employee Experience Directly Boosts EBITDA
#TimTalk - For the cynical CFO, what is the direct correlation between Employee Experience Design and a company’s EBITDA? with Dean E. Carter https://t.co/Gii3tiBtQn via @DLAIgnite #SocialSelling #DigitalSelling #Leadership #FutureofWork #HumanResources #HR #EX #Culture #WorkPlace #EmployeeWellbeing
US May Weaponize Dollar Swap Lines Amid Tensions
🧵Some other important swap line factoids: 1/ Robert McCauley has been warning about the potential weaponisation of dollar swap lines for quite a while. In this view, the US is likely to apply statecrafty terms and conditions on dollar...
Procedural Ghost Undermined RM200B Infrastructure Deal
A RM200,000,000 "regional infrastructure dream" is rarely a business failure when the foundations were never actually laid—it’s a 14-year countdown to a Monday morning in court. While the market sees a standard MACC arrest of a former director in his 70s,...
SpaceX IPO Rumor Sparks $20 B Funding Questions
I heard SpaceX was going public within the next two months. Why do they need to borrow $20b? Seems odd?
GPU Lifespans Stretch to 8 Years, Boosting Margins
the 7-8 year thing is massive implies that current -- and criticized -- tech depreciation schedules for current capex boom are not bullshit, and thus the current numbers aren't hiding the ball also wrote about flat GPUs prices a lil here...
Kalshi's $19B Valuation Seems Frothy Amid Regulatory Uncertainty
Kalshi doing a private offering at a $19B valuation. Feels about right but a little frothy for a company whose regulatory regime could pivot quickly
United CEO Negotiating Purchase of Rival Airline Assets
United CEO Says He’s In Talks To Buy Assets From Another Airline - View from the Wing https://t.co/Ow68rGKOE9
Funding Shifts to Top Three Revenue Sports, Others Threatened
The money will be focused on the three revenue sports. All other are at risk.
JP Morgan Sees Tokenized ETFs Reshaping the Funds Industry
*JP Morgan* says "looking at proof of concepts around tokenizing ETFs"... "We believe tokenization will certainly drive how the market changes, not just for ETFs but across the funds industry as a whole." https://t.co/rpwk2HqHHC
S&P 500 Forward P/E Tops 5‑Year and 10‑Year Averages
The forward 12-month P/E ratio for the S&P 500 is 20.9. This P/E ratio is above the 5-year average (19.9) and above the 10-year average (18.9). @factset https://t.co/spURH0fHEF
Python Powers Modern Finance: Automation, Modeling, and AI
Importance of Python in Finance Domain: * Automates financial data analysis and reduces manual work * Widely used for building financial models and forecasting * Essential for quantitative finance, trading strategies, and risk analysis * Helps in handling large datasets using libraries like Pandas...
Free Bloomberg Terminal Built in Minutes, No Setup
A Bloomberg Terminal costs $30,000 a year. Someone just built one for free. In minutes. With no local setup.
FT: Treasury's ESF Cash‑strapped Compared to Emirates' Central Bank
The FT notes that the Treasury's ESF appears cash constrained relative to even the Emirates' central bank, let alone the Emirates sovereign funds 1/ https://t.co/pOSa75xpDy
VC Funding Accelerates Global Competition Over Control
Bootstrapping = control. VC = speed. But if a VC-backed competitor enters your space… what happens next? In Ep. 247, George Nichkov shares why they chose VC to compete globally & build a category leader. Watch 👇 https://t.co/rBv5AOvECt #SaaS #Startups #VentureCapital https://t.co/eE0qu9LVh4
10-Year Yield Rises After Powell Probe Dropped
10yr bond yield relative to CNBC's announcement at 10:17am ET that investigation into Powell has been dropped (clearing the way for Warsh) src for intra-day chart: BBG https://t.co/TpnqqO9bLw https://t.co/UOy5Qt22Dt
Hidden Sales‑tax Compliance Erodes Margins as You Scale
Your finance team is spending more time on sales tax than you think. It's almost never the obvious stuff that compresses margin as you scale. CAC is fine, conversion is holding, and new channels are producing. The top line looks great. What's...
2‑Year Yield Leads Curve Steepening After DOJ News
No great surprise that the curve steepened on the DOJ news. 2y the king here outpacing the belly with even 2s5s a touch steeper
From Funding Fears to Unsolicited Share Offers
Boom always used to have hard time raising money. Investors are terrified of funding anything that's not like existing hot startups. And now, after 10 years of lean times, I'm getting unsolicited offers to buy Boom shares. It's so great.
Cash Flow Beats Leverage: Keep Working Capital Strong
Working capital is the oxygen of a business. Yes, you can buy a business with 95% leverage - here is why you shouldn’t… Running out of cash is the single biggest reason businesses fail. You will likely never be mad you...
Lower Earnings Drive P/E Ratio Higher
Has it occurred to anyone what happens to the P/E ratio when E goes down?
PMVP Poised for Sale After Strong Phase 2 Results
Some movement on $PMVP worth flagging. Strong Phase 2 results, the market gave zero credit. But something is stirring. Board just appointed Laurie Stelzer as Chairman. CFO track record across multiple major pharma buyouts. Clear corporate finance chops. PMVP might be prepping for...
Foreign Private Capital Now Outpaces Central Banks in Treasuries
Yup, Foreign Private Capital Has Overtaken Central Banks in the Treasury Market h/t Apollo/Slok And @Econimica has the breakdown below https://t.co/O8Md1T2160
Most Bursa Malaysia Stocks Undervalued; Regulator's Fix Doubtful
Six in ten stocks on Bursa Malaysia trade below book value. Some are worth less than the CASH sitting on their balance sheets. The SC just released a master plan to fix this. It probably won’t.
Morgan Stanley Unveils Regulated Stablecoin Reserves Fund
NEW: Morgan Stanley launches "Stablecoin Reserves Portfolio," a government money market fund offering stablecoin issuers a regulated, low-risk place to hold reserves https://t.co/kx3yYKDt3X
Spirit CEO Gets $3.8M Bonus Pre‑bankruptcy, Exposing Industry Greed
Spirit Airlines gave its CEO a $3.8 million bonus a week before its last bankruptcy. The whole industry is poorly regulated and run by short-sighted greedheads. https://t.co/jseNO8DJHY
25% All‑
BofA on Asset Allocation: - The “sleep like a baby” portfolio (25% Stocks/Bonds/Commodities/Cash) is having the best year since *1933*. - Up 26% YTD, its third-best outperformance versus 60/40 (Stocks/Bonds) in a *century*. - Commodities have shined, despite remaining a significant underweight in...
China Bars Unapproved US Tech Investment After Meta Deal
China to Curb US Investment in Tech Companies After Meta Deal Agencies including the National Development and Reform Commission have told several private firms they should reject capital of US origin in funding rounds unless explicitly approved https://t.co/2vTEIkjAgp
Three Rate Hikes Flatten Curve, Buying Duration Risk
+ 1 ... at more than two hikes priced, the curve really should be flat as a pancake if not inverted (in Z6/Z7 space). At +3 hikes, I think you are buying the belly/duration.
VOO on Track to Become First $1T ETF
MILESTONE WATCH: $VOO is now at $913b which is mindboggling considering it had $595b only 12mo ago. That's $1.25b a day in aum growth. Based on this pace it is scheduled to become the first ETF ever to hit $1T...
Dashboards Still Essential for Better FP&A Decision-Making
Some say dashboards in FP&A should disappear. If a chart doesn’t drive a decision, it should be deleted. But Adam Szuly explains why dashboards still matter — as part of the journey toward better data, clearer KPIs and structured reporting: https://t.co/S64DCTkZxg #fpatrends...
CYIENT Announces ₹720 Cr Buyback at Premium
CYIENT Tender Buyback Announced Buyback Price : 1,125 ₹ Today's Closing Price : 936 ₹ Buyback Size ₹ : 720 Crore ₹ Buyback Size in Shares : 64,00,000 Shares Retail Quota : 9,60,000 Shares Record Date for Buyback : To be announced Note : Promoters not Participating...
Distressed Sellers Price Anxiety, Not Asset Value
FTX sold a 5% stake in Cursor for $200K during bankruptcy. SpaceX just bought Cursor for $60B. That stake: now worth $3B. Distressed sellers don't price assets. They price their anxiety. The record was always in the bargain bin. https://t.co/EGR4YqhZKc
SQZ Beats Expectations, Reaffirms Guidance, Plans Organic Growth
Looks like #SQZ operating much better and reiterates FY Guidance. On 2nd June will do a Capital Markets Day and that will focus on "organic" growth options such as infill drilling.
US Tariff Revenue Plummets to $23B, Fiscal Risks Loom
🇺🇸 Another problem looming in the US is the decline in tariff revenues, to just $23bn in April. Maximum uncertainty following SCOTUS ruling, new sections, and refunds, but ultimately the drop in tariff revenues may become an issue again from...
BNDES Funds CBA Aluminum Upgrade for Efficiency and Sustainability
Bndes will fund CBA’s aluminum unit upgrade in Brazil to improve efficiency, logistics, and environmental performance. https://www.metalnomist.com/2026/04/brazil-aluminum-unit-upgrade-gains.html