@FatTailAlpha profile picture
Fat Tail Alpha @FatTailAlpha

烈士暮年壮心不已

Joined June 2010
  • Tweets 29,264
  • Following 159
  • Followers 5,762
363 Photos and videos
エリオットのアクティビスト投資は裏でどうヘッジしているかが実は裏主役 ft.com/content/67e6fdd2-f4ff…

Elliott presses Bunzl for buybacks after building stake

Business supplies distributor is latest in string of UK targets for US activist hedge fund

ft.com
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ペイン知らずの無双ベイン 経営陣にはノーベイン、ノーゲインの殺し文句に御座候 OPB事件は最早忘却の彼方
Fat Tail Alpha@FatTailAlpha
11h
ベインの投資は歴代トップクラスのPEリターン殿堂入り ft.com/content/22bc5436-d5a1…
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ベインの投資は歴代トップクラスのPEリターン殿堂入り ft.com/content/22bc5436-d5a1…

How an AI windfall gave Bain Capital one of the most lucrative private equity deals ever

US firm stands to pocket profits of $15bn on 2018 buyout of Kioxia, the former Toshiba Memory

ft.com
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昇竜ブティックvs老舗ブティック ソブリン債と言えばラザード reuters.com/world/americas/l…

Lazard bids to replace Centerview as Venezuela financial advisor, source says

Investment bank Lazard is making a late bid of $25 million to ​replace Centerview Partners as Venezuela's financial advisor for one of the largest-ever sovereign ‌debt restructurings, a source...

reuters.com
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何故ゴールドマンは強いのか？前CEOの言 puck.news/lloyd-blankfein-on…

Lloyd Management

A very candid conversation with Lloyd Blankfein, the former Goldman C.E.O., about the tremors in private credit land, this summer’s multitrillion-dollar I.P.O. bonanza, and whether the markets have...

puck.news
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ザック帝国内情メタメタの様子 techcrunch.com/2026/06/12/me…

Meta's months-old AI unit is a soul-crushing gulag, say the engineers stuck inside it | TechCrunch

A new report suggests the unit, which employs 6,500 people, is on the verge of revolt.

techcrunch.com
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例えばロンドンIPO市場は完全に停滞フェーズでECMとしてのキャリアに未来は無い ft.com/content/2b475640-0ea6…

Overseas buyers push UK dealmaking to two-decade high

Value of UK deals by foreign buyers more than triples compared with the same period last year

ft.com
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DCMは必ず飽きがくるがECMはそもそも生き残れるかタイミング次第に存候条
Fat Tail Alpha@FatTailAlpha
Jun 14
世紀のIPO内幕 ft.com/content/a7f4246d-9ae2…
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世紀のIPO内幕 ft.com/content/a7f4246d-9ae2…

How Wall Street pulled off the biggest IPO in history for SpaceX

Bankers convinced investors to believe in a sci-fi strategy, overlook steep losses and hand full control to Elon Musk

ft.com
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thoma bravoとvistaの裏敵戦略AIロールアップ cnbc.com/amp/2026/06/08/sili…

Silicon Valley’s new buyout playbook is hitting Wall Street

Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside.

cnbc.com
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アンクールジャパン fool japan終焉、か
共同通信公式
@kyodo_official
Jun 12
【独自】「クールジャパン機構」廃止案 － 政府検討へ、累積赤字が拡大 news.jp/i/143813640515806910…
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saas投資PEキングthoma bravo オークションで会うのはいつもvista cnbc.com/amp/2026/06/09/orla…

The 'SaaSpocalypse' is over, says private equity giant Thoma Bravo. Here's why it sees an AI boom...

Thoma Bravo founder Orlando Bravo says AI offers an "enormous tailwind" for software companies.

cnbc.com
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Fat Tail Alpha retweeted
長期投資家Risu@XtearsKurenai
Jun 11
益虫かどうかは アクティビストの提言次第だよ まじで株主還元一切しない企業とかも存在するからな 内容次第、TV局に関しては益虫かもしれんね ガンガン攻めて言って欲しい
Fat Tail Alpha@FatTailAlpha
Jun 11
界隈からお叱り受ける前に アクティビストは益虫です
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界隈からお叱り受ける前に アクティビストは益虫です
Fat Tail Alpha@FatTailAlpha
Jun 11
余剰キャッシュは悪 砂糖には虫が寄ってくるの理 reuters.com/world/asia-pacif…
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余剰キャッシュは悪 砂糖には虫が寄ってくるの理 reuters.com/world/asia-pacif…

Japan governance reforms set to prise open $1.8 trillion cash hoard

Proposed revisions to Japan's governance code that stress the need for efficient use of cash have raised ​expectations among investors that corporate hoarders will start to mobilise their $1.8...

reuters.com
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CEOソロモンが懸想している説 ft.com/content/468f48df-c802…

Top Goldman Sachs executive opposed David Solomon’s backing of Kathy Ruemmler

Russell Horwitz, one of few executives to raise the taboo subject, is leaving the bank

ft.com
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Fat Tail Alpha retweeted
Cinamo8
@cinamorollerxxx
Jun 10
金融勤務、投資家のエチケット ※X始めたて後輩への助言したもの 毎日確認、メディア →日経電子版 →Bloomberg →Reuters →MergerMarket →FT 私をフォローしてる位なら私のフォロー解除してでも今すぐフォロー推奨 （勝手に紹介してすみません、ご迷惑なら消します） 片山幹健さん @tomotake94 A Better Activismさん @abetteractivism Activist Timesさん @activistTIMES 後藤達也さん @goto_finance Fat Tail Alphaさん @FatTailAlpha The Kobeissi Letterさん @KobeissiLetter ありゃりゃさん @aryarya 米国市場これ読んどけメモさん @Market_Letter_ アールさん @R_capitalism キティー Kittyさん @kitty_lifehack まじめにIPOさん @ipo_majime Enilecさん @kamaimassen 証券マンさん @nomurasyo 剣持さん @mavdachi_sec
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valuation gapがなければアクティビストは基本寄って来ない afr.com/companies/mining/nor…

Northern Star admits to takeover bids amid activist investor pressure

The ASX’s biggest gold miner has acceded to a push by US hedge fund Elliott for a boardroom revamp, but rejected calls to put itself up for sale.

afr.com
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アクティビスト戦のディフェンスでLAの果たす役割が課題視かつ敵対視されている昨今の風潮について cfo.com/news/activist-pressu…

Activist pressure starts with underperformance

Activist investors are accelerating breakups and forced sales, but the real trigger isn't activism itself; it's operational underperformance that firms fail to address early.

cfo.com
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