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Matt Willes
SkolCapital
Today in mezz threads:Finding collateral where there isn’t any ... aka, my most innovative idea (and I’m giving it to you for free)! Let’s revisit this thread from my early
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Last week I promised a few thoughts on cultivating deal flow.I’m back after some time helping my wife with her art businesses, so the time is now!How to make deal
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Time for my first thread of 2021: Today, How I Measure Myself: a 2020 Report!With some related thoughts on evaluating management and picking investment managers.Important note: underlying everything that follows
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There’s a “movement” for my thoughts on structuring (how I learned, mentors, etc) ...Ok, really it’s @tsludwig that asked.Time for a thread!https://twitter.com/SkolCapital/status/1306688027150790656 First, the following chart from $
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It’s time to #GiveThanks What does a monk, a maverick, the Illuminati, and a “cereal killer” have to do with mezzanine finance?Time for a thread! Late 1950’s : Dad is
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Why did I start a new, different job shortly after starting my mezz fund? Related: Why am I biased against specialty retail?Given the $SPG / $TCO news, it’s time for
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You’ve voted! Now relax and enjoy another mezz thread!Today’s topic is intercreditor agreements (You’ll understand the pic later)... A few years ago, a small local PE shop calls. They had
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This week, I’m adding $BAC to my 2021 Best “PH”List at $26.30 (PH is permanent hold).Last week I started the list with $LSXMK which was up this week. That’s great,
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