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T’Boo Ted Marshall

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Everything posted by T’Boo Ted Marshall

  1. terrorizing is a bit much..maybe doucherizing
  2. tons of activity in Lea so it is worth checking out for sure.
  3. Shoot. That is brutal by itself for NO.
  4. I own a company here in Dallas. Equipment prices have gone up over 60% is the last 3 years. Labor has gone up too so the margins aren’t as high as you’d think. It’s highly competitive out there. If anyone needs a second opinion on a replacement or service work, shoot me a PM. We are a Trane Comfort Specialist but also install, Carrier/Bryant, Amana and American Standard.
  5. Isn’t it against the rules to have most of your hitters batting above 300? I thought the Mendoza line was our goal.
  6. Local kid and WS hero declines the Cardinals HOF? That seems odd.
  7. Thanks to my in laws. For them Dickey’s and Spring Creek are as good as it gets. We don’t eat together.
  8. Haha. I was chatting with Apple support about something else and had them delete this album. I had tried to delete it multiple times but it kept reappearing
  9. Truth. For many it was a get rich quick type on barely surviving/near fraudulent businesses. For others it was a band aid in case I get cut type funding. They absolutely should go after the companies that were fraudulent, but it is the US govt. The sound bites are much more colorful than the actual dog bites.
  10. The way we are acquiring we should be out in 24 months or less with a conservative 4-5x return on rolled equity.
  11. What types of companies are you acquiring? We are quasi PE backed. Mostly family offices but many of our deals we are acquire are proprietary so the multiple is much lower. We have sellers roll equity and a small earn out.
  12. The cost of Capital is not favorable in the current environment. We have ~$80m in LOI out right now. Creeping to $100m by year end.
  13. The win should be attributed to me betting the under at 11.5.
  14. Going to the game tonight in Arlington. I have low expectations.
  15. Throwing straight gas to someone while on the mound and they can’t catch up to it. Followed closely by absolutely crushing a volleyball inside the 10 Ft line.
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