GDJ1999

CFO | Investor | Operator | Ex-Carlyle, Merrill, Lazard & GoC | Negotiated $2.1B GoC deal with SpaceX and Telesat |

[GDJ1999 @GDJones1999]

Great event this weekend.

[GDJ1999 @GDJones1999]

https://t.co/mSbkzbJAc5

[GDJ1999 @GDJones1999]

@BigDemoPrez Basically your AR is an unsecured loan to the government, without yield. Only real fixes are improved milestone billing or baking the carry into your pricing.

[GDJ1999 @GDJones1999]

@PEoperator Fair take. I’ve been in the commodities trading and infrastructure finance industry (including power plants) since 2006 and power has always been really interesting, but is now sexy and geopolitically relevant. Welcome to the industry.

[GDJ1999 @GDJones1999]

@SecretCFO @SecretCFO Agree, but I'm impressed by the speed of transformation and improvement in models. Where AI is as of today is different to where it will be in 12 months, and so likely finance teams will be smaller as a result.

[GDJ1999 @GDJones1999]

@ShelbyGrosch You’re in the ballpark. But it’s less on finishings and more on arcane specifications that tie back to security, insane levels of environmental standards, etc

[GDJ1999 @GDJones1999]

@DadInvest I’m surprised those buying Mickey Ds milkshakes in the AM make it to that age bracket. Gross.

[GDJ1999 @GDJones1999]

@TrailerParkGuy Just found your account. Appreciate the posts/content. Is your point above a comment on RV parks/MHCs?

[GDJ1999 @GDJones1999]

@theDSOguy @DentistryUnder1 @HealthcareREguy @ClintFiore @peterboulden EBITDA stable, financials are clean. She said to me: "I've been able to buy underperforming practices and grow them to $1.5M collections / $400K EBITDA in 30 months. Interested in helping me scale?" I said yes, we came up with this structure to align our interests and get going.

[GDJ1999 @GDJones1999]

@BirdieReport Good call, impressive. Is this beginning to represent a good entry point?