Halcap
@HalCapLLC
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PAVILLON DES FOLIES X SAROCHA
• 942062 Tweets
توتنهام
• 417294 Tweets
ANILPIN LOVE ON THE BEACH
• 282006 Tweets
Daniel
• 157417 Tweets
SPILL THE FEELS TRACK SAMPLER
• 93401 Tweets
呪術廻戦
• 75803 Tweets
Manchester United
• 66731 Tweets
イッテQ
• 57667 Tweets
Tottenham
• 56870 Tweets
#プロセカ4周年
• 51793 Tweets
John Kerry
• 51090 Tweets
WELCOME TO GOLD ERA
• 44071 Tweets
Spurs
• 41676 Tweets
手越イッテ
• 40097 Tweets
手越復活
• 37092 Tweets
呪術完結
• 28796 Tweets
手越くん
• 27704 Tweets
#MUNTOT
• 25841 Tweets
芥見先生
• 23756 Tweets
Rashford
• 22673 Tweets
#EIGHTJAM
• 19503 Tweets
ツイステ
• 19322 Tweets
衆議院解散
• 15503 Tweets
Ipswich
• 15485 Tweets
Pogacar
• 15405 Tweets
呪術最終回
• 12413 Tweets
#乃木坂工事中
• 11517 Tweets
ぐらんぶる2期
• 11296 Tweets
#呪術本誌
• 10861 Tweets
Van de Ven
• 10128 Tweets
Northwestern mutual guy just FOIA’d the entire Greenwich train station parking pass permit holder list
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Mortifying to run a country and have a CRJ-200 as your state aircraft. Actually feel for him a bit
LUKASHENKO 🇧🇾ESCAPING?
Business jet of Belarussian Dictator Lukashenko's family took off from Minsk at 00:01.
- Belarusian opposition media
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Why do you, as a gazillionaire, live in an apartment like a 27 year old product manager?
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@AnjaliEnjeti
@airlineguys
There’s a Thomas the Tank Engine episode about this. The vicar had to provide a new hive
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Forget the squat and deadlift videos, have fun carrying a toddler and a cooler over 200 yards of soft sand
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Everybody wants to get hired to advise debtors in complex restructurings, but nobody wants to read no long-ass documents
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The town used the resulting list to inform everyone about it and basically call the guy an asshole which I am 100% here for
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@Spitb0x
@commieengineer
@griffonatrix
@vibratingsheep
@3PSboyd
Agree 100%, it’s the most perfect money laundering / illicit transaction concept ever. Far superior to the cryptocurrencies and infinitely superior to the old gold standard (Dubai apartments)
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Andres Ruiz showing up to the next morning sales psyche up meeting
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@midtown_rob
The tweet about the bank loan officer pumping an owner for super detailed due diligence and then using it to open a competing location was pretty rough
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LBO model (theory): we can use the cash flows from the business to delever it and build equity
LBO model (practice): we can use the cash flows from the business to support a dividend recap and take out equity
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@valueterminal
people hiring straight from undergrad complaining that the kids aren’t Excel power users — buddy they don’t know how to do ANYTHING and that’s ok
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@AaronFriel
@quantian1
It’s very possible to say, just look at the size of the premium economy section and you’ll know exactly what share of passengers are willing to pay 10% more for 10% more space
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@modestproposal1
no sell side company model is built for this. Put revenue to 0 and inventory and AR will turn to cash just like that
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Must have street address for the aspiring hedge fund manager in Greenwich
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So. less than 100%
"If banks were suddenly forced to liquidate their bond and loan portfolios, the losses would erase between 77 percent and 91 percent of their combined capital cushion. It follows that large numbers of banks are terrifyingly fragile."
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@LevFinCynic
Nah liquidating 11 — 363 sales of good assets + wind down trust post emergence
Ch 7 is a shitshow w the trustee and everything
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@real_capitalSH
@natstewart5
New York will not allow construction of nat gas pipelines so we get LNG
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There is nothing worse than having to sit near two people who just found out they went to the same b school
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No
Will Russia deliver on its ambitious domestic airliner plans?
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@commieengineer
@griffonatrix
@vibratingsheep
@3PSboyd
Wait but aren’t the NFTs are valuable on their merits because they are unique artwork
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This man has never been to a grocery store
5) Years ago, this was a bit of a hassle; you had to go fish out bills and coins and make change and stuff.
But now we have the internet! And so instead all you do is swipe your credit card...
...and pay ~1% of every purchase you make as a fee.
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He died doing what he loved: reloading the LATAM docket to see if Garrity had ruled on the backstop motion yet
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What the MD sees when you show him a 70 tab model with self-referencing if scenarios, index-matches and G/L-level inputs
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I knew a guy who wore dress shoes with sneaker soles once and Steve triggered his running man-style exploding collar in the elevator, blood and brains on everybody
@NiceQuarterGuys
Don’t apply at Blackstone. Friend who works there was in elevator one morn w/ a colleague who was tie-less. Steve Schwarzman gets in the elevator, says good morning, and they all get off on diff floors. Guy withoutthe tie gets a call from HR & that was his last day. True story.
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Trying to track down a story I read a while ago: was there some recipe that was allegedly an old, traditional Swedish dish but that turned out to have originated in a bestselling cookbook from the 1960s?
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Overall a good lesson in “you can only be forced to disclose info you collect” though
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@DrChrisCombs
@YellowstoneTen
They all have the bomb bay doors (not all need them but it’s easier for the assembly line operations)
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I have the boys in the lab cooking up a new type as we speak
Restructuring Lesson: What are the 3 types of Subordination?
We often hear that different securities are subordinated (have lower priority of repayment compared to each other) with respect to another security. How can this happen?
Simply put, there are 3 simple types of
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@NoonSixCap
@Post_Market
Guy once told me, when I was complaining about the SS: “if you think everyone with a given job is bad at it, maybe you don’t know what the job is”
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@AndrewJKugle
@ComfortablySmug
@CliffordAsness
Sources say that, privately, Dany and Jon are very concerned about the situation and were opposed to giving the Night King a dragon
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Whether you’re going to heaven or to hell, you have to change planes in Atlanta
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@mr_skilling
The first rule of fight club is you’re only allowed to talk shit about fight club if you’re in fight club
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“What do you mean you thought it would be a good night to grill? over”
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@jloiterstein
Northwestern Mutual part is, idk who this guy is or what he wants my email address for
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Restructuring metaphors in military contexts >>> military metaphors in restructuring contexts
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Re Moyer, Whitman, etc., the distressed textbooks — they are good primers but they do feel dated: changes in creditor behavior, changes in the code, changes in prepetition cap stacks have changed the game. Better to focus on cases to see how ppl work in the system
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Glad we matched. Dock call is 9am, I’ll bring sandwiches. We will have to send one of you up the rig to check the sheaves and the tension on the D2s. I hope 2 or 3 of the seven of you can actually sail, should be a good day of racing
In honour of Miami tech week here’s a collage I made in less than 24 hrs there (read the bios)
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Some people have never had to abandon a rented Toyota Yaris in the arrivals lane of a second-rate Persian Gulf hub to sprint for their 2-stop 16-hour flight home and it shows
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I can’t stay silent anymore: this is the dumbest take in human history
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The guy i worked with in 2013 who was short TLT because “something has to give” must be feeling so vindicated right now
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@RunRateEBITDA
I did this once as part of an effort to convince Mrs Halcap that we should lever up to fund a bolt-on acquisition (boat)
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It’s Thursday morning so the hotel lobby is full of grown men in polos, jeans and suit jackets dragging their wheely bags
We are so back
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Hard times make strong men
Supply-chain disruptions hit Greenwich businesses: Boat canvas, Champagne, tulip bulbs among shortages
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We are all trying to find out who did this
RUSSIA'S LAVROV SAYS: WE HOPE THERE IS STILL A CHANCE TO RETURN TO INTERNATIONAL LAW AND INTERNATIONAL RESPONSIBILITIES - IFAX
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This is the ideal male body. You may not like it but this is what peak performance looks like.
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Preschool vacation is really fun for one day but I’m not sure I can do another ten or whatever it is
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@FatBearCapital
Broke: accrual accounting
Woke: cash accounting
Bespoke: cash accounting when the accruals aren’t going your way but accrual accounting if they are
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Going to start a gimmick account reviewing law firm conference room food / ambiance
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The recipe your grandma got from her auntie? Devised in a test kitchen at 200 Park Avenue in 1957 and planted in a local cookbook in ‘61
One of the worst by-effects of the dollar system is that it empowers a large group of culinary barbarians, mainly from the Us, to alter and dictate menus across the globe, annihilating the best European cuisines along the way. Change must come.
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It’s not just Italy: every European country had its culture and cuisine assigned to it by a Pan Am marketing manager in a 1955 internal memo
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Old dog’s last summer coming up I think. Going to have to find a way to put a weight vest on a squirrel for him or something
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Crowdsource challenge for distress/reorg folk: name as many companies as you can that have pursued aggressive/opportunistic/legallydubious out-of-court recaps (and the like) in the last 6 years—dropdowns, discriminatory uptiers, wacky related-party transactions or dividends, &c.
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Every two decades something scary happens in NYC and Stamford has an office revival for one decade
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@flglmn
Mistaking the tear gas for the white smoke traditionally used to announce a new president
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Explaining to an angry (but super smart ofc) creditor that the company he “invested” isn’t growing and has lots of deferred capex, unlike the peers he used in his IC memo
and it would be a mistake to use those same peers for valuation today just because he used them before
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Distress investing is mostly changing to the lane that’s about to close to pass two cars before the zipper merge
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Fun fact about the aviation supply chain is that it’s 90% extremely diligent huge companies and 10% guys named “Big Rick” with a warehouse full of random potentially unserviceable parts in Florida
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