PrivateEquityGuy (Mikk Markus) ✓
@PrivatEquityGuy · Deals & updates by email 👉 · joined 09 Dec 2019
Host of Buyers & Builders podcast | Investing in profitable businesses. Tweets about the process.
59 529Followers
507Following
18 098Posts total
557.8KViews on collected posts
โพสต์ล่าสุด
กำลังค้นหาโพสต์ใหม่…
London is always special.
You never know who's reading and following along.
During the last visit, I had a coffee with an investment banker from Goldman who later left the firm to acquire a tiny business.
Then launched another one from scratch. Handcuffs can be real, but this
1.5K views · 4 likes
· 0 reposts · 0 replies
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Just had 30-min pre-call. Remarkable story.
He initially tried to raise capital under a GP/LP model with 1/10 (yes!!!) but couldn’t get PE firms to back him.
So he started it with literally zero dollars and became extremely creative. Eventually sold the platform for $300M.
7.7K views · 23 likes
· 0 reposts · 1 replies
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This is who you're competing with when picking stocks for a living.
Or, if you're building and investing in private markets... specifically the lower middle market, $1-15M EBITDA, you can learn how they think and operate to hopefully then go and make better allocation decisions
5.6K views · 21 likes
· 3 reposts · 2 replies
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Great thinkers and even better investors behind the 30%-net-CAGR-since-2017 machine.
Despite them being public market investors, you will learn a ton about how they underwrite companies, opportunities, and CEOs.
2.5K views · 5 likes
· 2 reposts · 1 replies
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Find the full episode on your favorite podcast player:
Apple podcasts: https://t.co/iqYJTCZA5L
Spotify: https://t.co/llgByYbHnH
YouTube: https://t.co/xo8t0NGaqC
809 views · 4 likes
· 1 reposts · 1 replies
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30% net CAGR since 2017
My conversation with Deiya and Dean Pernas, founders of @pernasresearch who have compounded capital at roughly 30% annually over the past nine years.
We explore their private equity-like approach to public markets: understanding businesses from the https
31.5K views · 52 likes
· 4 reposts · 1 replies
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52:25
Got a reply from a serial acquirer who has bought over 10 companies.
He said he just got his second exit at $300m, followed by “Should we hop on a call to discuss if its a good fit for your podcast?”
1. Levels to this game
2. Talk about people being humble
15.3K views · 39 likes
· 2 reposts · 2 replies
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@PrivatEquityGuy I have a friend who started a near unicorn. He also buys SMBs. I asked him his best investment recently - scrap yard. Amazing.
1.3K views · 7 likes
· 0 reposts · 0 replies
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@PrivatEquityGuy This is so cool. So many things I want to ask. How much does it cost to turn the metal to cogs and gears? How did you get the initial capital required? How do you find clients? How do you market your cogs and gears? How did you learn about the industry?
7.5K views · 10 likes
· 0 reposts · 1 replies
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@PrivatEquityGuy Networking in the gear industry requires hob nobbing and broaching the subject.
(only real gear people get this involute joke)
8.6K views · 25 likes
· 0 reposts · 4 replies
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Big year coming in boring biz.
While everyone’s heavy on AI, Web3, NFTs.
We buy metal for $250 -> create cogs and gears -> sell them for $4,000
It feels like 1997.
When the Dot-com bubble happened.
Exciting!
475.4K views · 1.3K likes
· 64 reposts · 65 replies
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เทียบกับบัญชีขนาดเดียวกัน
7 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.
ยอดดูมัธยฐาน5 574บัญชีนี้924ค่ามัธยฐานของ 10K–100K
การเข้าถึง, %9.36%บัญชีนี้3.62%ค่ามัธยฐานของ 10K–100K
การมีส่วนร่วม, %0.31%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K
| ตัวชี้วัด | บัญชีนี้ | ค่ามัธยฐานของ 10K–100K | อัตราส่วน |
|---|---|---|---|
| ยอดดูมัธยฐานต่อโพสต์ | 5 574 | 924 | 6.03× |
| การเข้าถึง (ยอดดู ÷ ผู้ติดตาม) | 9.36% | 3.62% | 2.59× |
| อัตราการมีส่วนร่วม | 0.31% | 1.52% | 0.21× |
บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
475.4K6 Jan
8.6K
7.5K
1.3K15 Feb
15.3K15 Sep
31.5K21 Sep
809
2.5K
5.6K22 Sep
7.7K
1.5K
Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.31%6 Jan
0.34%
0.15%
0.53%15 Feb
0.29%15 Sep
0.19%21 Sep
0.74%
0.32%
0.47%22 Sep
0.31%
0.26%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes68.3%1 531 in total
Reposts3.4%76 in total
Replies3.5%78 in total
Quotes0.8%17 in total
Bookmarks24.1%539 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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