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Private Equity Newsletter
Joined May 2023
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We are building an acquisition platform with @HeorotGroup for the picks and shovels of the AI and Space Age.
Our focus is on founder-led manufacturing businesses whose products become more valuable as AI infrastructure moves into orbit.
The Icahnist retweeted
If you’re building, buying or investing in any of these categories, my DMs are open.
The Icahnist retweeted
New Industrial Billionaire Playbook
> Go where capital is scarce.
> Find hidden champions investors left for dead (deep R&D, strong moats, but lost their way).
> Buy them cheap and reposition the right assets as picks-and-shovels for AI infrastructure.
We are doing this with @HeorotGroup.
Every floating data center needs heat exchangers, seawater pumps, filtration and cooling systems.
Across Europe, specialist manufacturers supply these components to shipyards, offshore operators and industrial customers.
New Industrial Billionaire Playbook
> Go where capital is scarce.
> Find hidden champions investors left for dead (deep R&D, strong moats, but lost their way).
> Buy them cheap and reposition the right assets as picks-and-shovels for AI infrastructure.
We are doing this with @HeorotGroup.
The Icahnist retweeted
This is one of the platforms we're working on at @HeorotGroup:
Buying and combining the suppliers behind floating data centers.
Long-form series coming soon.
The next robber barons will own the picks and shovels of floating data centers.
The new Vanderbilt is going to buy up the titanium heat-exchanger makers, mooring gear shops, marine switchgear builders, coatings applicators and class-approved test labs behind the barges Samsung Heavy, Keppel and Seatrium are building for 2028.
The next robber barons will own the picks and shovels of floating data centers.
The new Vanderbilt is going to buy up the titanium heat-exchanger makers, mooring gear shops, marine switchgear builders, coatings applicators and class-approved test labs behind the barges Samsung Heavy, Keppel and Seatrium are building for 2028.
This is one of the platforms we're working on at @HeorotGroup:
Buying and combining the suppliers behind floating data centers.
Long-form series coming soon.
The Icahnist retweeted
The next robber barons will own the picks and shovels of floating data centers.
The new Vanderbilt is going to buy up the titanium heat-exchanger makers, mooring gear shops, marine switchgear builders, coatings applicators and class-approved test labs behind the barges Samsung Heavy, Keppel and Seatrium are building for 2028.