
Dan Rasmussen
@verdadcap
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I am the founder and CIO of Verdad Advisers and author of The Humble Investor. Views are my own. Join our email list: https://t.co/QMgjwSLMeW
Joined January 2018
Very excited to announce that my new book The Humble Investor is available for pre-order! See below for links to bookstores.
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RT @junkbondinvest: PE industry: "We can't sell anything and return cash". Also PE industry: "But here's 47 ways to borrow against our posi….
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RT @alphaarchitect: @egr_investor @bethanymac12 @verdadcap Excellent. The private equity industry is the most obvious train wreck (from a c….
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RT @StiglerCenter: NEW on #Capitalisnt: Dan Rasmussen, CIO and founder of @verdadcap, joins @bethanymac12 and @zingales, to discuss the sta….
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RT @PEoperator: Thought this was an interesting review of the current state of PE. Dan (@verdadcap) is very sharp. PE definitely has some….
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Private equity is moving closer to gaining entry into 401(k) accounts, but there’s no clear picture of how retail investments in the asset class will fare
bloomberg.com
Private equity is moving closer to gaining entry into 401(k) accounts, but there’s no clear picture of how retail investments in the asset class will fare. The big publicly listed names — Apollo,...
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RT @MebFaber: Dan Rasmussen (@verdadcap) discusses the changing narrative around private equity. 🔗 .
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This has been @Lewis_Bollard's passion in life since we were college roommates nearly 20 years ago. He is a modern day William Wilberforce.
Dwarkesh's fundraiser to fight factory farming has now raised over $1M! ($535K doubled by the match.). I'm very grateful to @dwarkesh_sp, @patrickc, and all the other generous donors!. This funding will impact millions of animals' lives.
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RT @Lewis_Bollard: Dwarkesh's fundraiser to fight factory farming has now raised over $1M! ($535K doubled by the match.). I'm very grateful….
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RT @carsonjbecker: “Firms that over-invested in private equity and private credit will suffer major reputational damage for missing the obv….
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RT @egr_investor: Great convo on our favorite investing topics, value, private equity/credit, global diversification, and more, with @verda….
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RT @MorningstarInc: Author and hedge fund manager @verdadcap offers a skeptical take on #privatemarkets investing.
morningstar.com
This article is an excerpt of an interview with author and hedge fund manager Daniel Rasmussen on Morningstar's The Long View podcast focusing on private market investing
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RT @junkbondinvest: Private credit's secret sauce per S&P: "Low default rates hinge on narrow definition of default". Excludes: PIK convers….
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RT @alphaarchitect: Great conversation on the private equity "money trap.".Via @JJCarbonneau.@verdadcap and @ckaiwu
open.spotify.com
Excess Returns · Episode
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RT @DKThomp: This is insane. AI capex might account for a larger share of GDP than basically any technology since the railroad. Basical….
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RT @ckaiwu: Enjoyed talking with my friend @verdadcap to get his takes on private equity, small-cap value, and artificial intelligence. @ex….
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RT @ReformedTrader: "The high volatility of the equity market results in a much lower Sharpe ratio than some standalone factors, despite th….
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RT @HighyieldHarry: Interesting callout from a distressed debt shop, Glendon, the other day re: troubled PE companies creating a big opport….
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Part way through @dollarsanddata new book and it is excellent! Highly recommend!
My book, The Wealth Ladder, is now available:.
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