Mispriced Assets (on Substack)
Region: US
Monday 23 February 2026 17:10:08 GMT
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idonteven :
Private credit is in panic mode😭
2026-02-23 17:47:48
677
Kyle Landau :
Who could’ve seen this coming when PE was paying a 10-15x higher multiple than historicals in the Covid years and now they need to sell…
2026-02-24 01:13:32
308
Chasing Pelagics :
When Robinhood started offering private credit portfolios that was the top
2026-02-24 03:11:39
134
Josh :
Wait till this guy hears about VCs
2026-02-24 04:54:03
191
* :
PE has overpriced the market for years this has been an open secret
2026-02-24 17:15:47
145
Connor :
Way more pain en route for the PE world
2026-02-23 23:14:22
104
godfather :
The Blue Owl situation is a nothing burger. Was on the call this morning, the fund getting headlines is 10 years old, they plan to distribute 50% of the fund to investors by year end. That’s why they paused quarterly redemptions. They are liquidating an old fund.
2026-02-23 23:21:00
82
Brendan Patrick :
I do mid market lbo financing at a bank. We should chat off record.
2026-02-24 14:14:42
96
marekanonimowy :
is Tarantino doing these valuations?
2026-02-24 12:29:34
25
user840665669601 :
I truly question the valuations in existing funds. They’re dragging on 10+ years. Secondaries are circling. I fear the outcome.
2026-02-23 23:57:54
54
Nick :
Off the record, venture debt can get pretty scary too lmao
2026-02-25 00:37:34
16
jc :
I work in restructuring and turnaround consulting, working primarily with mid market PE clients. Every liquidation analysis I perform for them takes another year off my life & those senior secured are ruthless
2026-02-24 15:16:53
38
Zaachattack805 :
I would never fund a car wash that doesn’t also own the underlying real estate
2026-02-24 16:01:44
21
BackNMyDay :
“Don’t hate the player, hate the game”
2026-02-24 00:12:38
70
Kasey :
I mean to be fair, PE has become a pyramid scheme. This was open talk among my incoming intern groups and heard it from seniors at BX when we had a incoming intern day, mind you I'm not even an analyst yet and they were this open about it.
2026-02-24 20:40:29
15
Paige A. Nelson, MBA, MPH :
Oh you’re saying the quiet part out loud! I love it!!
2026-02-25 16:08:41
6
EthanSargent415 :
Hot potato
2026-02-24 03:53:13
131
AI :
not a P/E guy...but i listened from beginning to end & I thoroughly enjoyed it...👌🏽
2026-02-24 17:47:34
20
user6639706389302 :
17x on an insurance company. Crazy
2026-02-24 15:17:37
9
WillowRunningBull :
Just moving chips around the table.
2026-02-25 10:28:56
8
AJ :
This was sassy, I love it. I went through 2 PE events with my last company (recruiting agency). After the 2nd deal all the top billers left because, guess what, they made the commission structure worse. Now I’ve started my own agency to undercut and outperform PE backed boutiques.
2026-02-24 19:23:37
23
Seattle Mike :
This brings me joy
2026-02-24 07:03:47
11
corporateeraemily :
not this video finding me after underwriting sooo many car washes 😂
2026-02-24 08:00:34
12
PureYum :
I have no idea what any of this means. I think my FYP is confused. 🤔
2026-02-24 20:36:28
9
user247205040092 :
Credit for business that are tanking 🥳
2026-02-24 05:39:38
6
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