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@leylakuni

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leylakuni

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Last fetched 22m ago
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Recent items

The 15 most-recently-ingested items from this source, newest first.

Title Type Fetched
@LeylaKuni: open.substack.com/pub/accred… Link TCP Sold Half Its Portfolio. NAV Fell 10%, Stock Rallied. Wha... article 2026-08-08
@LeylaKuni: MATH PROBLEM OF THE DAY TCP owns a $1.29 billion portfolio. On August 4, 2026, it sells 95% of a v... article 2026-08-08
@LeylaKuni: I just saw an email from a real estate GP who said AI made them pass on a deal. The email was writ... article 2026-08-07
@LeylaKuni: Past a certain income level, a man still believing in NAV is a bad thing. article 2026-08-07
@LeylaKuni: help a sister out, pretty please with sugar on top TCP transfers 78 named loans to a continuation v... article 2026-08-06
@LeylaKuni: TCP sells half of its book to Pantheon (at 95¢ on Dec 31 FV). They kept ~1/3 of each position, but... article 2026-08-06
@LeylaKuni: Apparently, cats bring you live critters because they don’t think you can hunt on your own. Well, ... article 2026-08-06
@LeylaKuni: bloomberg.com/news/articles/… Link Situational Awareness Returns to Investing With $400 Million ... article 2026-08-05
@LeylaKuni: sshhh, don’t tell Aschenbrenner, but there is a way to avoid a blowup due to margin calls: one simp... article 2026-08-05
@LeylaKuni: Having kids is not for everyone. I get it. And having kids as a solution to boredom is probably the... article 2026-08-04
@LeylaKuni: A couple of interesting things here: 1. The underlying fund, Ares Capital Europe IV, closed in Jul... article 2026-08-03
@LeylaKuni: “Billy, his name is Leopold. The guy wrote a long paper on AGI and raised a ton of capital. The defe... article 2026-08-03
@LeylaKuni: All links here (not paywalled) open.substack.com/pub/accred… Link $7B RIA Auction | UBS Pulls th... article 2026-08-02
@LeylaKuni: This is Fitch's private credit default rate data, compiled for the past 7 months. The interesting ... article 2026-08-02
@LeylaKuni: When IR says “strategic liquidity event” article 2026-08-01