"Unthought Known" - by Mark McQueen
Mark McQueenMy Substack: "All the thoughts you never see...You are always thinking...Brain is wide, the brain is deep...Oh, are you sinking? Feel the path of every day...Which road you taking? Breathing hard and making hay...Yeah, this is living." lyrics by Pearl Jam
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 195 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||
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markmcqueen.substack.comLatest Issues
Ten Private Credit questions Pension Plan CEOs should be asking
According to Thoma Bravo founder Orlando Bravo, “generalists” did a poor job underwriting deals in the Tech sector, and that “some of the excesses of 2020 and 2021 are showing themselves now.”
Deep sector expertise is separating winners...
Stale arguments won't defeat Premier Ford's dreams for Billy Bishop
Toronto Star Opinion Piece: On Billy Bishop, Doug Ford doesn’t hold all the cards
Truth!
Despite what some might think, I really don’t have a dog in the brewing battle over Premier Doug Ford’s plan to bring jet service to Billy Bishop Tor...
BDC gets some pointers from Kevin O'Leary
If you’re going to be good at just one thing in life, my old friend Kevin O’Leary would tell you to excel at marketing (see prior post “When it comes to marketing at least, Kevin O’Leary knows what he’s doing” Aug. 13-14).
You might be a...
Are the wheels coming off the Private Credit sector?
FT report: JPMorgan Restricts Private Credit Lending After Loan Markdowns
As ever-more private credit funds put up their gates, and the shares of global asset managers drop upwards of 50% from their highs, I’ve been trying to figure out if...
The Power of asking "Why?"
If you believe that everything happens for a considered reason, there’s a certain power in asking the question: “why?”
The topic can be the benefits of oak vs. steel barrels in the wine-making process, the ongoing prohibition regarding an...
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Authors
The writers behind this newsletter.
Funder of growth companies + public service roles. Pearl Jammer. Opinions are my own; RTs ≠ endorsement. Not investment advice. Find me on Substack!
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