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hornmpa96

Certifiably Surly
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Everything posted by hornmpa96

  1. Jeff Yass’s check cleared.
  2. Bregman and Boras overplayed their hand. He’s a really good player who has just started his decline curve and probably was valued higher by the Astros who had direct knowledge of his intangibles.
  3. Hold on - This is an actual biopic but they replaced the main character with a chimp. I saw the preview before seeing Nosferatu and had no idea this was about an actual person. How did this ever get the green light?
  4. That’s exactly it. I learned working in Austin in the late 90s that most VC and founders didn’t want to actually build something long-term. They wanted to build something significant enough to attract the attention of a larger player and get bought. It’s essentially a lottery for the rich. Lina Khan’s actions at the FTC have scared those guys significantly. Also Andreesen seemed mostly upset that the plebeians weren’t saying thank you enough for providing some crumbs from your table.
  5. I used to get Trudy’s Enchiladas Caliente which had a New Mexico style green chile sauce which was pretty good. That hasn’t been on the menu for 2 decades.
  6. That was a shitty play call on 2nd down but I remember the McWilliams/Mackovic/Strong/Herman eras. Sarkisian needs to find his Vince or Colt. Hopefully that’s Arch.
  7. I think she exits the first time she sees something which could result in jail time for her. She’s not Michael Cohen who’s will willingly break the law. She’s absolutely bought into all of the horrible but still legal things coming from TFG.
  8. That makes sense. My ranch has a 1:1 buck to doe ratio. Saturday is Helicopter Survey and Hog hunting day and hopefully our ratio is still in that area.
  9. I feed cottonseed and protein at my place. For the cottonseed, I have a tpost surrounded by wire-fencing that holds the cottonseed and allows the deer to feed. When starting cottonseed, you will likely want to top-off the cottonseed with corn as they may ignore it at first. For protein, we utilize free-choice feeders so the deer can eat 24/7. This allows does and fawns to access the feed. If it’s a timed feeder, the bucks may monopolize the feed. For better antler and body growth, you want the feed to help the health of the entire herd. In order to minimize your time, I would get the largest feeder that you’re comfortable putting out there. As long as the feeder doesn’t allow rain into the feed, the protein will stay good for a long time.
  10. Nope - He goes to Cancun when it’s cold. He’s probably going to start negotiations on this Gulf of America idea.
  11. This is a good discussion. I need to implement the shoot a doe first rule on my ranch. There are too many times when folks shoot their buck and somehow never find a doe to take the rest of the weekend.
  12. Can Texas run the ball against the Ohio St defense? If Texas can run the ball, this will be a tight game going into the 4th quarter. The offense needs to sustain some drives so the defense isn’t gassed in the 4th quarter.
  13. Hopefully they have another team meeting about playing clean. The 4 false starts all put the offense in a hole and likely changed the play calls.
  14. This team doesn’t deserve to be in the final 4.
  15. Mack Brown won a title at Texas and played for another doing exactly that.
  16. She’s been quiet quitting that job for about a decade now.
  17. If they were selling assets, that cash flow should have been in the investing section of the cash-flow statement and segregated from operating cash-flow. Free cash flow is a non-GAAP measure which brings up another item. I try and stick to the GAAP financials. The non-GAAP stuff is the Wild West. The SEC tries to police it but it’s really tough.
  18. I spend a fair amount of time looking and reading financial statements and 10k/qs. I always start at the cash flow statement. It’s hard to fake cash flow. It also will tell you if the company is able to fund its capital via its existing operations or debt/equity offerings. Agree with the comments above on listening to the Q&A on the quarterly calls. The prepared remarks will always reflect the company’s desired message but occasionally you can pick up some good nuggets in the Q&A.
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