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@leylakuni
Active
leylakuni
Linked items
25
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0
Last fetched
22m ago
Priority
P3
Must-read
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Recent items
The 15 most-recently-ingested items from this source, newest first.
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@LeylaKuni: open.substack.com/pub/accred…
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TCP Sold Half Its Portfolio. NAV Fell 10%, Stock Rallied. Wha...
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2026-08-08
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@LeylaKuni: MATH PROBLEM OF THE DAY
TCP owns a $1.29 billion portfolio.
On August 4, 2026, it sells 95% of a v...
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2026-08-08
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@LeylaKuni: I just saw an email from a real estate GP who said AI made them pass on a deal.
The email was writ...
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2026-08-07
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@LeylaKuni: Past a certain income level, a man still believing in NAV is a bad thing.
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2026-08-07
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@LeylaKuni: help a sister out, pretty please with sugar on top
TCP transfers 78 named loans to a continuation v...
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2026-08-06
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@LeylaKuni: TCP sells half of its book to Pantheon (at 95¢ on Dec 31 FV).
They kept ~1/3 of each position, but...
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2026-08-06
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@LeylaKuni: Apparently, cats bring you live critters because they don’t think you can hunt on your own.
Well, ...
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2026-08-06
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@LeylaKuni: bloomberg.com/news/articles/…
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Situational Awareness Returns to Investing With $400 Million ...
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2026-08-05
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@LeylaKuni: sshhh, don’t tell Aschenbrenner, but there is a way to avoid a blowup due to margin calls:
one simp...
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2026-08-05
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@LeylaKuni: Having kids is not for everyone. I get it.
And having kids as a solution to boredom is probably the...
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2026-08-04
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@LeylaKuni: A couple of interesting things here:
1. The underlying fund, Ares Capital Europe IV, closed in Jul...
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2026-08-03
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@LeylaKuni: “Billy, his name is Leopold. The guy wrote a long paper on AGI and raised a ton of capital. The defe...
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2026-08-03
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@LeylaKuni: All links here (not paywalled)
open.substack.com/pub/accred…
Link
$7B RIA Auction | UBS Pulls th...
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2026-08-02
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@LeylaKuni: This is Fitch's private credit default rate data, compiled for the past 7 months.
The interesting ...
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2026-08-02
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@LeylaKuni: When IR says “strategic liquidity event”
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2026-08-01
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