Tim Delaney

Tweeting research & ideas -not investment advice. Always do your own work. This is not a solicitation. Do your own due diligence. I’m not an investment advisor

[Tim Delaney @BoringPMGuy]

https://t.co/9o5Wvbdwf3

[Tim Delaney @BoringPMGuy]

@CoachBobMooreNG Tim Furcillo is one of the best! Congratulations to Tim and to Nobles Football!

[Tim Delaney @BoringPMGuy]

@tloyp1 @YukonJakeAK @MercuriusFilius 2333.3333

[Tim Delaney @BoringPMGuy]

@YukonJakeAK @MercuriusFilius Go 250 miles. Drain one to top off the other 3. Go 500 miles. Drain one to top off the other 2. Go 500 miles. Drain one to fill last. Go 1000 miles. 2,250miles.

[Tim Delaney @BoringPMGuy]

John Henry right now:

[Tim Delaney @BoringPMGuy]

@bizalmanac @rebound_capital

[Tim Delaney @BoringPMGuy]

@bizalmanac Sorry but I’m ripping out my municipality golf course booking system and replacing it with AI tomorrow. CSU is cooked.

[Tim Delaney @BoringPMGuy]

@strassa2 I'm afraid math and logic are no longer allowed. Perhaps when our AI overlords take over.

[Tim Delaney @BoringPMGuy]

I mean, it wasn’t like Maduro wasn’t warned to put the new 36 hole golf course from Trump National in….

[Tim Delaney @BoringPMGuy]

So far so good!

[David Polansky @davidhpolansky]

$MAMA wins "deal of the year" award. Buys an asset for $17.5mm and it comes with $50mm+ of profitable sales, $12.5mm of PPE, and $3mm of net working capital. If they don't improve Crown's sales or margins (extremely unlikely IMO), they're basically paid back in a couple months.

[Tim Delaney @BoringPMGuy]

@strassa2 Finally a deca-billionaire I can trust.

[Tim Delaney @BoringPMGuy]

@bkclaims https://t.co/Vt3HqtbdQx

MIT

[Tim Delaney @BoringPMGuy]

@BillBrewsterTBB Mark moves up. We do trains now!

[Tim Delaney @BoringPMGuy]

@ToffCap That call was a "train" wreck. Pun intended. Sidenote, back to using the fat picture of David. Glasshouses and all, I'm working on it.

[Tim Delaney @BoringPMGuy]

@John_Hempton Railroads and automobiles are pretty cool too.

[Tim Delaney @BoringPMGuy]

@strassa2 I don’t have enough knowledge, but my gut tells me that, like with most regulation, this helps the massive tech companies that can afford it. Not sure the ins and outs of startups at college with foreign employees/ students postgrad and the ramifications so I could be off base.

[Tim Delaney @BoringPMGuy]

@AKWilk I don’t know man, usually we agree on stuff but those are some real garbage stocks.

[Tim Delaney @BoringPMGuy]

@ToffCap Yeah that seems to be the way these days. Bring up anything sub $1bil MC and people look at you like you are grifter trading penny stocks.

[Tim Delaney @BoringPMGuy]

@TreadAthletics Do you have data on how long pitchers stay in AAA v. other positions?

[Tim Delaney @BoringPMGuy]

Sometimes it works out. https://t.co/6jcMvmGPE3