BasicCap

Formerly a HF analyst. SMB roll-ups in lower middle market PE land. no one realizes that’s nick swardson in my pic

[BasicCap @BasicCap]

@BillBrewsterTBB @TidefallCapital Sweeney time :) but seriously. Get some brand reps. They have the cash.

[BasicCap @BasicCap]

@ShitFund Shitfundcoin soon? https://t.co/RXmmDFOSEV probably makes more sense these days. Just make sure it rolls downhill!

[BasicCap @BasicCap]

Have found a new hack to make investment committee calls more fun. Yacht rock on low volume in background. Shocking I haven’t learned this yet from ITLB or Cap allocators.

[BasicCap @BasicCap]

@theDSOguy Welcome to South Austin! Sadly can recognize all dental offices in town lol

[BasicCap @BasicCap]

Does this work? I just updated my app to X after still being in a Twitter logo’d app on my iPhone for the last couple years.

[BasicCap @BasicCap]

Test

[BasicCap @BasicCap]

@ChairliftCap @Kierkegaard_Cap Negative exit multiple on negative FCF should yield positive value. Shame someone hasn’t pioneered the negative multiple yet…

[BasicCap @BasicCap]

@moseskagan Aren’t default risks priced into the rental rate? More risky tenant, higher rent, security deposit etc. Broker is there to bring tenants not make the final decision. If you are blindly following your brokers advice then that is on you as a landlord.

[BasicCap @BasicCap]

@PrivatEquityGuy This will fail.

[BasicCap @BasicCap]

@Cashflow_Cowboy I photo doxx’d myself so if you know who I am, you know this is me. But not making myself name searchable. Kinda middle ground.

[BasicCap @BasicCap]

$yelp and $ABNB basically the same thing if you wanted to pairs trade something and push it past a large vs small cap risk manager.

[BasicCap @BasicCap]

@DavidTaggart Y axis just indexed to 1000, yeah?

[BasicCap @BasicCap]

@P_Remarks $SNAP -70%

[BasicCap @BasicCap]

Will AI send you a disappear dick pic!?! Apparently yes $snap

[BasicCap @BasicCap]

Just saw an accident happen in Austin. immediately behind the car was a Waymo. Didn’t know how to navigate around the wreckage. Someone had to get out of car to clear the road. #waymo

[BasicCap @BasicCap]

@P_Remarks Totally going to take my 30% at $20. Enjoy 40!

[BasicCap @BasicCap]

@Baup0stGOAT Also own “that stonk” just for the Twitter love. Never opened the 10k haha

[BasicCap @BasicCap]

@P_Remarks Please be $aeo to $anf !

[BasicCap @BasicCap]

I use the term EBITDA everyday for work and value my acquisitions off of it, but I don’t think it’s “cool”. The # of people rocking EBITDA swag or LinkedIn posts about that’s all they wake up & think about is yuck. Bring back sustainable cashflow!