Cabot A

[Cabot A @CabotAsp]

@chase1440 When will Sohu ship so progress can accelerate

[Cabot A @CabotAsp]

@Tobias222225 what's this screenshot sourced from?

[Cabot A @CabotAsp]

@airjordancap As an LP in positive sum, rest assured you have no idea what you’re talking about

[Cabot A @CabotAsp]

@KingForaDay__1 Isn’t the YoY decline in their two largest provinces concerning?

[Cabot A @CabotAsp]

@CapstackCapital Own it in size - DM if you want to discuss

[Petey Buckets @peteybuckets]

The Billy Lange era:

22-60 first 3 seasons. Keep Phil and theyd've had Bones and Jameer Jr during this time.

Peaked at 11-7 A10. Never sniffed an A10 title, champ game, double bye, or NCAA tournament.

Didn't deserve a 6th year; got it and left <60 days before the season.

[Cabot A @CabotAsp]

@BigFivePlusOne Kearney redshirted. Freshman

[Cabot A @CabotAsp]

@HHHardwood @Cole_Worldd2 @HawkTalkSJU @thwnd1410

“The hawk will never die” was never once chanted by our students this year. This may be the first time in history this has ever happened and needs to be addressed.

[Cabot A @CabotAsp]

@Bkov9 Flawless execution 🚀

[Cabot A @CabotAsp]

@HHHardwood @HawkTalkSJU great turnout tonight for a February Friday night #billyout

[Cabot A @CabotAsp]

@HHHardwood Elon Gifford!!

[Cabot A @CabotAsp]

@V_arrell @MitchGordon_ SOFR + 5%

[Cabot A @CabotAsp]

@RealAssetsValue @JonLitt You are underestimating the value of their properties. In a bear case those offices are 10 caps. Strong cities and 80% leased. My base case is a 9 cap on the properties, implying $370mm of value.

The liquidation case is obvious. Not enough opportunities for a public REIT.