1/ Thread: My twitter philosophy I have been active on fintwit for almost a year and half now. When I decided to get out of my lurking phase, I could never imagine this account could ever become such a huge part in my life. Let me share my philosophy for building this account.

1/ Want to introduce myself to everyone. I’m a young professional with experience in Investment Banking, and I’m currently a consultant at McKinsey & Co. I also have experience in PE and Public equity. Business and finance is my passion, and I love solving problems.

I've created the ultimate directory of 150+ Holding Companies so you don't have to. You can discover and get inspired by the world's leading HoldCo's. RT and comment "Holdco", and I will DM you with your FREE access. (must be following)

Probably #1, likely more value creation opportunities, then do a minority exit once I’ve created that value, use that capital to LBO company #2, then use the free cash flow of both co.’s to buy BTC. EASY.

3 healthcare services businesses you should consider acquiring (🧵 with links to industry primers) 1. Dental 2. Aesthetics / Medical Spas 3. Orthopedics Which one do you like best & why?

Business = problem solving & decision making. Here’s how you can become a better thinker

Love this approach to SMB investing

What’s the best resource out there to learn about biz acquisition and creating value in portco’s?

Academia is a finesse. Why? Double inflation. 1. Tuition prices going up in real terms 2. More graduates are being produced every year Which means you’re paying more for something that’s more common (which means less valuable).

Going through a 264 slides document to ramp up on my next study, and can’t stop but wonder: do clients actually read the material we send them?! 😂

Your business exists to pay you money. Never feel guilty about distributing cash to the owners. It’s the purpose of the business. It mitigates owner risk, and helps you stay motivated. If a quarter goes by without a distribution I call an owner meeting to see what’s up.

Building a business will teach you more about business than reading 100 books about it.

Anyone here find themselves manually inputting data from PDFs into Excel? 🤔 Financial statement numbers for example

One of the biggest financial mistakes I made was slowing down on learning. I traded reading for useless YouTube videos and binging Netflix. Then I realized I was wasting time and falling behind my peers You don't have to be learning 24/7, but learning helps build wealth by:

Great thread for my holding company lovers

Considering buying a business? It can go VERY wrong. And put you in the poor house. I studied over 1,000 businesses for sale in 2022. The 11 biggest traps for you to avoid:

In today's world, your business will die without incredible customer service. After starting 10 companies, I've learned how to turn a typical customer service department's expenses into a revenue faucet while you thrill your customers. I have fine-tuned this concept over 25

Most SMBs don’t fail because of bad ideas They fail because nobody knows how to implement. Everyone loves to talk strategy. Few know how to turn strategy into daily actions Repost, QT, follow me (so I can DM) & I'll send a copy of the playbook for making execution real

Playbook