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skipmcgee

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Everything posted by skipmcgee

  1. skipmcgee
    I hope no-one here is heavy into TSLA.
  2. skipmcgee
    Keep going baby
  3. skipmcgee
    Did you see the billboard they put up?
  4. skipmcgee
    100% to Kansas. Guess we're dooooooomed.
  5. skipmcgee
    Quantum raised $2.7B for Fund VII.
  6. skipmcgee
    Well yeah. I wasn't suggesting lending for a natural gas processing system in Iowa. There has to be actual demand.
  7. skipmcgee
    Any leverage is going to amplify risk, but it's not like PE funds are going to be financing greenfield midstream projects with all equity. Is there anyone that would be willing to fund a pipeline purely with equity?
  8. skipmcgee
    Not bad.
  9. skipmcgee
    DFSVX?
  10. skipmcgee
    D/C ratio seems like a fairly normal debt covenant. Is there something else weird to this trend?
  11. skipmcgee
    Nah. He's from a Nigerian immigrant family that has had him in private school from kindergarten and that cares about academics first and foremost.
  12. skipmcgee
    That's a bit different.
  13. skipmcgee
    We can only hope.
  14. skipmcgee
    First round, but not top five anymore.
  15. skipmcgee
    Not expecting them to be a powerhouse, but this year was their worst record since 2011.
  16. skipmcgee
    Bet they just promote Aranda.
  17. skipmcgee
    How many MVPs did Riggins win?
  18. skipmcgee
    It'll be interesting to see how they do this year.
  19. skipmcgee
    https://www.amazon.com/Options-as-Strategic-Investment-Fifth/dp/0735204659 Options are great for hedging, leverage, and creating asymmetric payouts. They're also a great way to turn investing into a casino game. Robinhood is great, but it's also not the most robust options trading platform.
  20. skipmcgee
    Actually, having read the 8-K on the restructuring, they're going to be a C-Corp (p. 8 of Exhibit A if you're curious). Guess it's just Mid-Con and the non-ops.
  21. skipmcgee
    There's still EV Energy Partners (bankrupt, but I assume will restructure as an MLP) and Mid-Con Energy Partners. There's also non-ops like Viper.
  22. skipmcgee
    Hopefully we can keep Orlando on the Kirby Smart path. Keep giving him raises and convince him to stay until something really good opens up.
  23. skipmcgee
    Well, he tried using "Daniel Joseph", but it appears that he's switched back.
  24. skipmcgee
    Honestly, the fact that Steve McNair managed to have a successful career while playing under Jeff Fisher is supremely impressive. In Fisher's 22 year career as a head coach, he had six winning seasons. Four were with McNair and two were with Young.
  25. skipmcgee
    The twin specters of new regulation and reduced ad revenue are a pretty ugly combo.

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