Decarbonization investor. Former shale capital incinerator. All investments marked at a gentleman’s 1.2x until fundraising completed.
Texas, USA
Joined January 2019
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Investment consultants are speed-running their own disruption by AI. Expensive, conflicted, and masters of telling everyone to own the same portfolio.
No wonder the returns suck.
Step 1: Be the problem
Step 2: Create the solution
Well done @BlueOwlCapital
Why is it always the mega funds talking about operational value-add when the only asset they’ve ever put their hands on is a Dell computer
LPs will LBO an Italian ice company for 15x and then question your core midstream 7x terminal value assumption
Women will sacrifice their ovaries for 15 years to become a Director of IR at Blackrock and then vote for Mamdani to “reject the establishment”
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Unquantified Upside retweeted
Food for thought: what if LPs in private equity funds were required to mark their funds at the last traded value in the secondary markets?
Unquantified Upside retweeted
If you work in PE and one of your portcos came into ur office in NYC today.
They’re at the bar and they hate u and think you’re retarded
Unquantified Upside retweeted
A lot of folks in the Permian don’t know the Rice Energy story. Imagine if John and Cody went hostile against $FANG, with the backing of a major activist fund, and won control. That’s exactly what Rice did with EQT. Mad respect @Shalennial @DoUEvenFracBro et al. 🫡
Unquantified Upside retweeted
One of the most remarkable divergences in outcomes related to energy- Europe & America. Europe looked to the wind and sun, while America looked to the oilfield. Guess who found energy independence?
Bonus: Guess who led the world in lowering emissions? Now guess which path found the most resistance..
#UnleashAmericanEnergy
20 years ago, Europe & America imported similar energy amounts, but the shale revolution in 2008 changed that. America achieved energy independence & became a global energy powerhouse, thanks to the efforts of wildcatters & roughnecks, CEO @Shalennial shared on @AMPotentialPod.
The inconvenient truth no one wants to talk about in energy PE circles is that we’ve hit an inflection point where renewables are actually cheap and upstream is overpriced.
RIP wind and solar. Was a great run.
Back to reality of a stable, reliable grid that acknowledges the laws of physics.
Unquantified Upside retweeted
Asset allocators like private equity because those marks haven't change in the past week.
