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Software ▶️ Consulting ▶️ Banking ▶️Software. DMs open

[Tanner @IrishwiteBoy]

@theDSOguy Same goes for VSP and Eyemed for vision “insurance”

[Tanner @IrishwiteBoy]

@BrandLongo keyword

[Tanner @IrishwiteBoy]

@rookisaacman @buccocapital @JerryCap Are $GPN and Worldpay the only players in town for healthcare?

[Tanner @IrishwiteBoy]

@paulswaney3 The aging AR report is always interesting to analyze in SMB.

[Tanner @IrishwiteBoy]

@buccocapital @sidprabhu

[Tanner @IrishwiteBoy]

@Brooks_Gate $FOUR @rookisaacman @TomSmith839 @JerryCap

[Tanner @IrishwiteBoy]

@TomSmith839 @JerryCap ty. Where is the 25B over the next 5y comment from?

[Tanner @IrishwiteBoy]

@JerryCap Distribution is def a focus, but both are an important from a volume standpoint too. Last yr $FOUR had 110B in volume. Revel is ~17B and Vec ~25B. So EU going to be ~1/4 of all vol NTM

[Tanner @IrishwiteBoy]

@EconomPic $FDLXX

[Tanner @IrishwiteBoy]

@GrulkeLamonte

[Tanner @IrishwiteBoy]

@stevietpfl top10*

[Tanner @IrishwiteBoy]

@stevietpfl Elliott +900, Chastain +1600. Bowman/Cindric (+125) top5

[Tanner @IrishwiteBoy]

@shawngorham 👋🏻 KS checking in

[Tanner @IrishwiteBoy]

@TheVarunPatel Antwaan Randle El. Madden ‘07 days

[Tanner @IrishwiteBoy]

@SFR_Investor @EstateBets1135 Where are you sourcing the home price index from? The SPX is a RoE calc. Your home price index is most likely a RoA calc.

[Tanner @IrishwiteBoy]

@buccocapital Lottery tickets with DE Shaw like fees

[Tanner @IrishwiteBoy]

@ThinkAppraiser 10-15% return on my equity before any appreciation

[Tanner @IrishwiteBoy]

It's a capex kinda day @N8RealEstate @Co11egeLandlord @dig_deeper1 @Cashflowaddictt