A tennis player picks up market signals from PE associates he meets on court. They can't share deal details, but casual talk reveals which sectors PE firms are watching. He's noticed industrials cycle from disfavored to hot, and PE teams always hunt for strong cash flow generators.
I play a lot of tennis, and there are plenty of, you know, PE people at my tennis club. And usually the ones I play with are on the younger side, so they might still be associates. So, you know, I don't know how much they can really talk about this stuff outside of the company. That's where you're going to get the information from. What are they looking at? You know, maybe it's something that they're not doing any business in right now, but couple of years from now might be an interesting area, especially with business cycles, right? The industrials sometimes are really bad, and then 4 years later they're, they're very popular. They're always looking for companies that are throwing off a lot of cash.
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