Mo Hossain

mohossain.bsky.social

19 October 2026 00:02

𝐀𝐭 𝐰𝐡𝐚𝐭 𝐛𝐨𝐧𝐝 𝐩𝐫𝐢𝐜𝐞 𝐝𝐨𝐞𝐬 𝐅𝐌𝐂 𝐛𝐞𝐜𝐨𝐦𝐞 𝐚𝐧 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞-𝐯𝐚𝐥𝐮𝐞 𝐚𝐫𝐛𝐢𝐭𝐫𝐚𝐠𝐞 𝐫𝐚𝐭𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐚 𝐩𝐮𝐛𝐥𝐢𝐜-𝐞𝐪𝐮𝐢𝐭𝐲 𝐬𝐭𝐨𝐫𝐲? Everyone sees a stock down 59% YTD. $FMC isn’t just an earnings miss. It’s a capital structure event. Market isn’t punishing $FMC for one bad quarter. It’s repricing a business x.com/mohossain/st...

Mo Hossain

mohossain.bsky.social

17 October 2026 14:41

Ashland ($ASH) sale process: CD&R + Clariant reportedly team up, with Apollo, Carlyle & CVC also circling. Initial bids reportedly landed Oct. 2. With bids in, is the debate no longer whether Ashland sells, but what EBITDA multiple clears the auction? seekingalpha.com/news/4650684...

Mo Hossain

mohossain.bsky.social

12 October 2026 00:32

Whey protein (a cheesemaking waste stream) once fattened pigs. Now it fattens the wallets of crypto pigheads selling protein popcorn. whey isolate: ~$9 → ~$15/lb (+65%) whey concentrate: ~$5 → ~$13/lb (+160%) Even lead-chromate turmeric can become a wellness protocol? x.com/mohossain/st...

Mo Hossain

mohossain.bsky.social

12 October 2026 00:32

Zombie PE GP Pitch: “Rag to Riches Russia Fund I” Target: Western corporates in Russia. • 60-80% forced haircut
• 35% exit tax
When your entry multiple is dictated by politics, the deal is basically free. Caviar, crackers, a press release, and multiple expansion included. x.com/mohossain/st...

Mo Hossain

mohossain.bsky.social

11 October 2026 15:56

Private credit’s secret LP isn’t pensions or sovereign wealth. It’s retirees. The private credit revolution was funded one annuity sale at a time. A retiree in the WSJ story earned 3.7% annualized over 12 years while the S&P 500 compounded ~13%. x.com/mohossain/st...