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Vegas64

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Everything posted by Vegas64

  1. 2/20 for me.
  2. Today I learned that a) Greenland is 80% covered with ice and 3x larger than Texas and b) while many Greenlander elites speak Danish, the official and most widely-spoken language is Greenlandic, which is closely related to Inuit languages.
  3. But also, if we start acting basically the less brutal bully in the West that Russia is over there-- we lose some of that credibility for calling Russia out on their crap.
  4. This has not been my experience at all and ever. I guess we are just experiencing different worlds. In my world, I'm riding the wake of one of the McKinsey, Bain or Boston firms who have come in and done a long and expensive review that gives the Board and CEO a huge number and time to value that nobody else in the business believes. These are projects with code names that promise crazy things like, "$1 Billion in operational savings or process efficiency gains" that require a very disruptive next 12-18 months, etc. and are generally not fully baked and still have some faulty assumptions littered about. Further nobody wants to sign up for their piece of the savings and few (usually newer or self-described "change agents" who haven't lived through one of these projects internally before) actually want to be a part of these boondoggles. So you get a ton of passive and creative corporate stalling that makes the federal government look ambitious and efficient. We can probably have a whole 'nother topic about this kind of crap to not further derail the main idea here, but it's interesting to hear other's experiences if nothing else.
  5. Fear and Trembling by Soren Kierkegaard.
  6. Off the top of my head I can remember being on the case team for an O&G organization (F500) whose VP layer were dragging their feet and hiding behind thin gruel change management and process change management concerns, despite other stakeholders letting us know that there was real executive sponsorship and appetite. I was able to glean from the transcripts that a) the C-Suite thought they had a good enough data foundation (contact drivers across the omnichannel already) where the VPs were saying wasn't ready b) IT readiness was good enough and c) a FCF target was bandied. Being able to come back and threaten with "your CEO/Board is saying XYZ-- maybe we should ask them if we can get the sponsorship" unlocked the project. Same company, different time (their VP's were stuck in mud)-- there was some recent M&A and integration work and VP's were dragging feet and in the quarterly the CEO is explicitly calling out an exact accretive value number he was going to provide to the street AND a general timeframe. Less examples of tactical detail to get a project unstuck or advance a deal and more leveraging leaderships own words, goals and commitments to the investor community and shareholder base and pointing it back at them. Two examples off the top of my head that I was directly involved in and I know there are many, many more.
  7. I'm in the same boat. I've narrowed it down to three buckets I'm debating the merits of: High water budget: 2022 Cadillac Escalade Luxury Middle budget: 2021 Lincoln Navigator Reserve Floor budget: 2020-2022 Chevrolet Tahoe or Ford Expedition Will report back when I decide.
  8. Texas 34 OSU 17 A true Daily Double.
  9. Not knocking homeboy's wife, but tell me you don't know any sales people without telling me you don't know any sales people. It's pretty apple pie in the enterprise sales business, from what I've seen in various GTM and organizational support roles. That said, it's also pretty smart to tag the corporation you cover in all manner of alerts: google, seeking alpha, owler, etc. so you are catching real-time market moving info as it hits and staying current with the business.
  10. I'm on a bilogic and my EOB/Statements show that my insurance company paid close to $150k this year. That's crazy, but I am old and dumb (like most Americans) and don't understand all the crazy mechanics and math. I'm sure most folks needing biologics (read: old and ill) are just thinking "Just give me my medicine and tell me what I owe as a copay or what my employer takes out of my check, I don't need to know how the sausage is made."
  11. New year, same war. Interesting data I read this morning on polling and YoY changes: Data came from this website: https://kiis.com.ua/
  12. Rumor has it that Trudeau is resigning this week.
  13. Thanks. Today I learned that such a job role exists.
  14. What in the world is a "head of controversy" role. Is that in the C-Suite? lol
  15. I could be brainrotted and broken, but my first knee jerk reaction is "$8k/year to fight cancer is a fantastic deal."
  16. What the sigma. in just saw there was a Snoop Dogg Arizona Bowl Game in college football. sheesh:
  17. Before I was well off I had a well off friend tell me, when I pressed him about overtipping, about the marginal value of that extra $5 and how it means more to them than it could ever mean to him. That unlocked something in my brain. Now that I have a lot of means, I love to tip. It’s an easy and near effortless way to spread some kindness and love and be of service to people. I love to overtip and make a downtrodden persons day. I love tipping the Costco and Target guy/gal loading my trunk because their surprise and joy is awesome. I love tipping $50 on a $20 diner ticket because you just know that is a material and meaningful impact on their day to day life. if people could do better and earn more, more than likely they would. I’m not talking about the steakhouse server making $100k/yr at Nick & Sam’s or the bar tender at a popular spot taking in the money. You know the people I’m talking about and the fact these people have to work for min. wage means they are worthy of what little noblesse oblige I have.
  18. For sure, especially if you are approaching these reports, which it sounds like you are— er I mean your “wife” is lol— with a very specific point of view or perspective on where you fit into the companies strategy. You can then control F for your specific call outs you care about (e.g. SAP 4HANA upgrade or whatever you sell).
  19. Shiiiiiz, I ain't afraid of you mofos
  20. The Fighter is in my Top 10. None of the others are, so that's my answer.
  21. Random thought today as I heard Snoop Dogg pitching T-Mobile or iPhones on the radio (and yes, I listen to terrestial radio because I'm old). Is Gen X propping this guy up? Boomers are like Linda Tripp-- this Snoop Doggy guy is violent and his music is vitrolic and don't let our kids listen to it. Millennials weren't alive when Snoop Dog was popular save for like 6 weeks when the "Drop it like it's hot" Pharrel song was big 20 years ago. Gen Z and Alpha don't know who this guy is, musically. He's their black Willie Nelson as a weed champion for legalization and culture, at best. But Gen X. We love Snoop. We were the prime audience for MTV when Snoop's videos were on every other song and Death Row was a thing. We made The Gourds cover of Gin & Juice an unironic and cringy staple at our fraternity mixers. Enjoying Snoop is/was our personality. We've taken a self-admitted violent gang-banger, who was once on trial for murder, and whose lyrics are the definition of misogny and turned him into a face of consumerism for an aging generation based on us not wanting to get old. How else do we explain his appeal to cover the 2024 Olympics, his iPhone jingles, podcast with Martha Stewart, etc.?
  22. I had 4 accounts I consulted on in the same industry, so I had the bandwidth to actually dial into the calls or listen to the recordings they would post on their IR page. I would also use AI to summarize them and parse out key themes and challenges as well. The key to these things, to @immamac point is to ignore the rosy, financial spin the company puts on and key in to the investors questions asking about gaps/weaknesses -- especially if they smell blood in the water and pile on. I've heard some very uncomfortable calls and the professional tap dancing can be amusing.
  23. Martin Short is quietly one of the funnier working guys still that might be relatively obscure to the GenZ/Alpha generation.
  24. The scenario of the nosy neighbor is what I was referencing. Something like that with amateur flying drones and invading privacy by taking photos of your land or whatever. Obviously not meant to shoot at a united airliner flying folks to Dallas from El Paso or anything stupid like that.
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